Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.04 Billion
  • Q1 2025

Tradition Wealth Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Billion distributed in 439 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $41M, J P Morgan Exchange Traded Fd with a value of $39.2M, First Tr Ex Td Viii Ft Cboe Ve with a value of $36.9M, J P Morgan Exchg Traded Fd with a value of $29.8M, and Apple Inc. with a value of $27.5M.

Examining the 13F form we can see an decrease of $14.5M in the current position value, from $1.06B to 1.04B.

Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Billion
ETFs: $782 Million
Technology: $86.4 Million
Financial Services: $49.4 Million
Consumer Cyclical: $27.6 Million
Healthcare: $24.5 Million
Industrials: $18.8 Million
Communication Services: $11.5 Million
Consumer Defensive: $11.2 Million
Other: $13.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.06 Million 0.2% of portfolio
7,485
Q1 2025 Added 17.08%
$0
$2.06 Million 0.2% of portfolio
38,421
Q1 2025 Added 70.89%
$37.7B
$1.93 Million 0.19% of portfolio
27,321
Q1 2025 Added 0.28%
$0
$1.98 Million 0.19% of portfolio
55,416
Q1 2025 Added 0.03%
$0
$1.88 Million 0.18% of portfolio
3,457
Q1 2025 Added 39.28%
$0
$1.9 Million 0.18% of portfolio
12,556
Q1 2025 Added 0.03%
$0
$1.88 Million 0.18% of portfolio
69,199
Q1 2025 Reduced 6.62%
$0
$1.92 Million 0.18% of portfolio
3,423
Q1 2025 Added 8.43%
$0
$1.92 Million 0.18% of portfolio
7,629
Q1 2025 Added 1.73%
$0
$1.92 Million 0.18% of portfolio
9,604
Q1 2025 Added 0.23%
$0
$1.74 Million 0.17% of portfolio
13,781
Q3 2024 Reduced 1.79%
$268B
$1.75 Million 0.17% of portfolio
28,393
Q1 2025 Added 23.74%
$606B
$1.74 Million 0.17% of portfolio
4,973
Q1 2025 Added 3.3%
$0
$1.74 Million 0.17% of portfolio
37,804
Q1 2025 New
$0
$1.81 Million 0.17% of portfolio
45,705
Q1 2025 Reduced 3.48%
$0
$1.65 Million 0.16% of portfolio
18,934
Q1 2025 Added 5.21%
$0
$1.67 Million 0.16% of portfolio
18,061
Q1 2025 Added 3.89%
$0
$1.72 Million 0.16% of portfolio
68,864
Q1 2025 Reduced 8.09%
$117B
$1.67 Million 0.16% of portfolio
18,581
Q1 2025 Added 1.79%
$377B
$1.65 Million 0.16% of portfolio
4,494
Q1 2025 Added 4.34%
$46.4B
$1.61 Million 0.15% of portfolio
15,470
Q1 2025 Added 0.43%
$74.7B
$1.58 Million 0.15% of portfolio
14,339
Q1 2025 Added 2.61%
$0
$1.55 Million 0.15% of portfolio
53,449
Q1 2025 Reduced 3.67%
$281B
$1.54 Million 0.15% of portfolio
9,228
Q1 2025 Added 3.85%
$0
$1.59 Million 0.15% of portfolio
13,498
Q4 2024 Reduced 0.74%
$0
$1.53 Million 0.15% of portfolio
8,876
Q1 2025 Reduced 0.56%
$0
$1.46 Million 0.14% of portfolio
7,078
Q1 2025 Added 0.1%
$0
$1.51 Million 0.14% of portfolio
18,787
Q1 2025 Added 4.09%
$536B
$1.45 Million 0.14% of portfolio
1,550
Q1 2025 Added 28.21%
$9.75B
$1.51 Million 0.14% of portfolio
24,394
Q1 2025 Added 89.45%
$0
$1.38 Million 0.13% of portfolio
37,824
Q1 2025 Added 8.89%
$0
$1.37 Million 0.13% of portfolio
27,471
Q1 2025 Reduced 0.14%
$0
$1.34 Million 0.13% of portfolio
48,566
Q1 2025 Added 1.59%
$447B
$1.27 Million 0.12% of portfolio
10,680
Q1 2025 Reduced 3.86%
$101B
$1.26 Million 0.12% of portfolio
9,044
Q1 2025 Added 0.87%
$171B
$1.28 Million 0.12% of portfolio
17,564
Q1 2025 Reduced 3.37%
$409B
$1.28 Million 0.12% of portfolio
7,717
Q1 2025 Reduced 3.43%
$0
$1.26 Million 0.12% of portfolio
53,040
Q1 2025 Added 23.45%
$185B
$1.25 Million 0.12% of portfolio
27,563
Q1 2025 Reduced 1.55%
$58.6B
$1.17 Million 0.11% of portfolio
6,884
Q1 2025 Added 0.47%
$767B
$1.12 Million 0.11% of portfolio
1,357
Q1 2025 Reduced 1.09%
$0
$1.18 Million 0.11% of portfolio
34,557
Q1 2025 Added 0.15%
$3.72B
$1.09 Million 0.1% of portfolio
16,585
Q1 2025 Added 0.62%
$0
$1.09 Million 0.1% of portfolio
36,814
Q1 2025 Added 4.25%
$187B
$1.07 Million 0.1% of portfolio
2,169
Q1 2025 Added 0.6%
$193B
$1 Million 0.1% of portfolio
2,612
Q1 2025 Reduced 2.65%
$0
$1.08 Million 0.1% of portfolio
13,629
Q1 2025 Added 0.24%
$0
$1.08 Million 0.1% of portfolio
14,207
Q1 2025 Reduced 14.53%
$0
$1.04 Million 0.1% of portfolio
9,255
Q1 2025 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 439
  • Current Value $1.04 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 34 stocks
  • Additional Purchases 222 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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