Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.21 Billion
  • Q3 2025

Tradition Wealth Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 488 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 $50.6M, First Tr Ex Td Viii Ft Cboe Ve with a value of $41.7M, J P Morgan Exchg Traded Fd with a value of $40.7M, J P Morgan Exchange Traded Fd with a value of $35.4M, and Apple Inc. with a value of $30.9M.

Examining the 13F form we can see an increase of $72.8M in the current position value, from $1.13B to 1.21B.

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

Portfolio value $1.21 Billion
ETFs: $879 Million
Technology: $123 Million
Financial Services: $58.4 Million
Consumer Cyclical: $33.6 Million
Healthcare: $23.9 Million
Industrials: $20.1 Million
Communication Services: $17.7 Million
Consumer Defensive: $13 Million
Other: $17.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$30.9 Million 2.56% of portfolio
121,208
Q3 2025 Reduced 0.66%
$465B
$29.6 Million 2.45% of portfolio
158,386
Q3 2025 Added 1.07%
$3.78T
$19 Million 1.58% of portfolio
36,760
Q3 2025 Added 4.16%
$2.39T
$13.3 Million 1.1% of portfolio
60,444
Q3 2025 Reduced 0.24%
$662B
$12 Million 0.99% of portfolio
23,819
Q3 2025 Reduced 2.66%
$342B
$9.25 Million 0.77% of portfolio
50,681
Q3 2025 Reduced 1.11%
$139B
$7.32 Million 0.61% of portfolio
22,182
Q3 2025 Added 2.91%
$15B
$6.71 Million 0.56% of portfolio
133,113
Q2 2025 Added 0.54%
$300B
$6.65 Million 0.55% of portfolio
19,266
Q3 2025 Added 10.08%
$91.4B
$6.23 Million 0.52% of portfolio
40,148
Q3 2025 Reduced 11.52%
$462M
$6.2 Million 0.51% of portfolio
352,391
Q3 2025 Reduced 0.95%
$1.29T
$6.2 Million 0.51% of portfolio
13,936
Q3 2025 Added 6.92%
$1.65T
$5.82 Million 0.48% of portfolio
23,945
Q3 2025 Reduced 1.02%
$414B
$5.36 Million 0.44% of portfolio
23,145
Q3 2025 Added 2.23%
$881B
$5.21 Million 0.43% of portfolio
16,530
Q3 2025 Added 5.83%
$1.37T
$4.01 Million 0.33% of portfolio
5,460
Q3 2025 Added 27.72%
$0
$3.22 Million 0.27% of portfolio
81,375
Q3 2025 Reduced 17.18%
$22.2B
$2.99 Million 0.25% of portfolio
113,347
Q3 2025 Added 39.16%
$5.27B
$2.89 Million 0.24% of portfolio
215,628
Q3 2025 Added 6.01%
$317B
$2.83 Million 0.24% of portfolio
33,804
Q3 2025 Added 14.16%
$67.6B
$2.72 Million 0.23% of portfolio
56,239
Q3 2025 Added 1.34%
$404B
$2.78 Million 0.23% of portfolio
3,000
Q3 2025 Added 0.7%
$6.08B
$2.49 Million 0.21% of portfolio
113,609
Q2 2025 Reduced 0.55%
$44.1B
$2.48 Million 0.21% of portfolio
30,774
Q3 2025 Added 11.96%
$279B
$2.53 Million 0.21% of portfolio
24,529
Q3 2025 Added 0.37%
$224B
$2.26 Million 0.19% of portfolio
7,431
Q3 2025 Reduced 0.8%
$266B
$2.25 Million 0.19% of portfolio
7,979
Q3 2025 Added 1.08%
$49.1B
$2.23 Million 0.19% of portfolio
1,861
Q3 2025 Added 6.1%
$152B
$1.97 Million 0.16% of portfolio
7,980
Q3 2025 Reduced 0.13%
$367B
$1.93 Million 0.16% of portfolio
4,772
Q3 2025 Added 3.42%
$319B
$1.9 Million 0.16% of portfolio
27,772
Q3 2025 Reduced 5.99%
$181B
$1.91 Million 0.16% of portfolio
19,456
Q3 2025 Added 7.19%
$533B
$1.75 Million 0.14% of portfolio
5,114
Q3 2025 Reduced 0.85%
$128B
$1.64 Million 0.14% of portfolio
17,256
Q3 2025 Reduced 5.25%
$303B
$1.64 Million 0.14% of portfolio
10,557
Q3 2025 Added 0.83%
$61.4B
$1.52 Million 0.13% of portfolio
7,457
Q3 2025 Added 7.7%
$593B
$1.51 Million 0.13% of portfolio
5,381
Q3 2025 Added 2.61%
$522B
$1.45 Million 0.12% of portfolio
7,801
Q3 2025 Reduced 4.13%
$44B
$1.43 Million 0.12% of portfolio
956
Q3 2025 Reduced 26.91%
$98.1B
$1.4 Million 0.12% of portfolio
8,215
Q3 2025 Reduced 7.85%
$971B
$1.41 Million 0.12% of portfolio
1,846
Q3 2025 Added 32.81%
$1.46T
$1.29 Million 0.11% of portfolio
4,627
Q3 2025 Added 0.48%
$7.35B
$1.16 Million 0.1% of portfolio
20,467
Q3 2025 Added 17.53%
$32.2B
$1.26 Million 0.1% of portfolio
21,151
Q3 2025 Reduced 0.84%
$41.4B
$1.2 Million 0.1% of portfolio
13,382
Q3 2025 Reduced 2.24%
$68.7B
$1.17 Million 0.1% of portfolio
14,066
Q3 2025 Added 0.14%
$291B
$1.21 Million 0.1% of portfolio
2,543
Q3 2025 Reduced 6.64%
$172B
$1.19 Million 0.1% of portfolio
27,145
Q3 2025 Reduced 1.12%
$1.87B
$1.03 Million 0.09% of portfolio
3,186
Q3 2025 Added 2.12%

Summary

  • Portfolio
  • No. of Stocks 488
  • Current Value $1.21 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 52 stocks
  • Additional Purchases 179 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 196 stocks
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