Tradition Wealth Management, LLC Portfolio Holdings
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
Tradition Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 409 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 $43.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $35.3M, J P Morgan Exchange Traded Fd with a value of $30.7M, Apple Inc. with a value of $29M, and Invesco S&P 500 Equal Weight E with a value of $27.9M.
Examining the 13F form we can see an increase of $68M in the current position value, from $988M to 1.06B.
Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 409
- Current Value $1.06 Billion
- Prior Value $988 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 23 stocks
- Additional Purchases 191 stocks
- Sold out of 0 stocks
- Reduced holdings in 150 stocks