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.
