Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.13 Billion
  • Q2 2025

Tradition Wealth Management, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 461 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 $47.8M, J P Morgan Exchange Traded Fd with a value of $40.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $39.9M, J P Morgan Exchg Traded Fd with a value of $35.8M, and Schwab Strategic Tr Us Large C with a value of $26.1M.

Examining the 13F form we can see an increase of $89.3M in the current position value, from $1.04B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $836 Million
Technology: $106 Million
Financial Services: $53.4 Million
Consumer Cyclical: $31.6 Million
Healthcare: $21 Million
Industrials: $20.4 Million
Communication Services: $14.3 Million
Consumer Defensive: $12.9 Million
Other: $13.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$431,000 0.04% of portfolio
6,960
Q2 2025 Reduced 4.61%
$0
$406,000 0.04% of portfolio
16,145
Q2 2025 Reduced 0.64%
$0
$400,000 0.04% of portfolio
3,162
Q2 2025 Reduced 0.82%
$177B
$447,000 0.04% of portfolio
2,301
Q2 2025 Reduced 1.67%
$23.7B
$430,000 0.04% of portfolio
5,985
Q2 2025 Reduced 5.73%
$0
$500,000 0.04% of portfolio
5,000
Q3 2024 Reduced 3.85%
$178B
$430,000 0.04% of portfolio
3,728
Q2 2025 Added 1.36%
$0
$464,000 0.04% of portfolio
5,191
Q2 2025 Added 19.42%
$0
$404,000 0.04% of portfolio
18,426
Q2 2025 Reduced 0.85%
$139B
$455,000 0.04% of portfolio
2,175
Q2 2025 Added 0.14%
$0
$428,000 0.04% of portfolio
16,894
Q2 2025 Added 55.42%
$203B
$440,000 0.04% of portfolio
15,231
Q2 2025 Added 3.7%
$0
$393,000 0.03% of portfolio
17,502
Q2 2025 Reduced 25.85%
$56.3B
$311,000 0.03% of portfolio
950
Q2 2025 Reduced 18.73%
$45.7B
$314,000 0.03% of portfolio
897
Q2 2025 New
$142B
$307,000 0.03% of portfolio
778
Q2 2025 Added 5.85%
$44.8B
$303,000 0.03% of portfolio
10,132
Q2 2025 Added 7.65%
$0
$334,000 0.03% of portfolio
4,447
Q1 2025 Reduced 0.34%
$0
$325,000 0.03% of portfolio
2,875
Q2 2025 Reduced 10.04%
$295B
$287,000 0.03% of portfolio
359
Q2 2025 Added 1.13%
$60.2B
$370,000 0.03% of portfolio
8,546
Q2 2025 Added 48.01%
$250B
$396,000 0.03% of portfolio
2,815
Q2 2025 Added 29.07%
$84.1B
$303,000 0.03% of portfolio
4,496
Q2 2025 Added 21.06%
$78.6B
$288,000 0.03% of portfolio
685
Q2 2025 Added 1.78%
$0
$336,000 0.03% of portfolio
6,106
Q2 2025 Reduced 63.52%
$11.2B
$357,000 0.03% of portfolio
14,792
Q2 2025 Reduced 0.76%
$0
$362,000 0.03% of portfolio
3,263
Q2 2025 New
$217B
$295,000 0.03% of portfolio
51
Q1 2025 Reduced 3.77%
$0
$316,000 0.03% of portfolio
12,951
Q2 2025 Added 5.9%
$0
$331,000 0.03% of portfolio
5,804
Q2 2025 New
$135B
$324,000 0.03% of portfolio
1,412
Q2 2025 Added 26.86%
$0
$327,000 0.03% of portfolio
14,372
Q2 2025 Reduced 3.28%
$232B
$356,000 0.03% of portfolio
1,308
Q2 2025 Reduced 4.94%
$0
$349,000 0.03% of portfolio
4,123
Q2 2025 Reduced 26.02%
$39.2B
$320,000 0.03% of portfolio
964
Q2 2025 Reduced 0.1%
$19.9B
$296,000 0.03% of portfolio
795
Q2 2025 Reduced 0.13%
$17.3B
$331,000 0.03% of portfolio
1,065
Q2 2025 Added 0.76%
$32.4B
$355,000 0.03% of portfolio
3,905
Q2 2025 Added 0.64%
$0
$370,000 0.03% of portfolio
1,692
Q2 2025 Added 0.12%
$65.4B
$306,000 0.03% of portfolio
2,911
Q2 2025 Reduced 0.55%
$173B
$354,000 0.03% of portfolio
5,173
Q2 2025 Reduced 27.11%
$61.6B
$342,000 0.03% of portfolio
2,880
Q2 2025 Added 3.6%
$5.16B
$339,000 0.03% of portfolio
5,248
Q2 2025 Added 11.35%
$0
$304,000 0.03% of portfolio
5,591
Q2 2025 Reduced 57.38%
$60B
$320,000 0.03% of portfolio
1,411
Q2 2025 Reduced 9.72%
$18B
$302,000 0.03% of portfolio
9,211
Q2 2025 Reduced 42.32%
$740M
$294,000 0.03% of portfolio
10,000
Q2 2021 Reduced 74.24%
$0
$303,000 0.03% of portfolio
14,647
Q2 2025 Reduced 17.47%
$0
$311,000 0.03% of portfolio
7,698
Q2 2025 Reduced 1.86%

Summary

  • Portfolio
  • No. of Stocks 461
  • Current Value $1.13 Billion
  • Prior Value $1.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 37 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 199 stocks
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