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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.75 Million 0.39% of portfolio
50,763
Q3 2025 Reduced 2.49%
$0
$4.59 Million 0.38% of portfolio
32,330
Q3 2025 Reduced 7.23%
$0
$4.2 Million 0.35% of portfolio
143,931
Q3 2025 Reduced 0.39%
$0
$4.13 Million 0.34% of portfolio
88,435
Q3 2025 Reduced 28.64%
$0
$4.02 Million 0.33% of portfolio
6,038
Q3 2025 Reduced 0.59%
$0
$3.74 Million 0.31% of portfolio
11,678
Q3 2025 Reduced 0.09%
$0
$3.64 Million 0.3% of portfolio
36,298
Q3 2025 Reduced 13.57%
$0
$3.52 Million 0.29% of portfolio
38,525
Q3 2025 Added 0.33%
$0
$3.41 Million 0.28% of portfolio
24,734
Q3 2025 Added 0.1%
$0
$3.32 Million 0.27% of portfolio
61,809
Q3 2025 Reduced 18.78%
$0
$3.08 Million 0.26% of portfolio
4,129
Q3 2025 Added 10.46%
$0
$3.01 Million 0.25% of portfolio
100,199
Q3 2025 Reduced 0.34%
$0
$2.98 Million 0.25% of portfolio
33,594
Q3 2025 Reduced 0.48%
$0
$2.85 Million 0.24% of portfolio
59,924
Q3 2025 Reduced 12.24%
$0
$2.69 Million 0.22% of portfolio
22,647
Q3 2025 Reduced 2.26%
$0
$2.69 Million 0.22% of portfolio
90,828
Q3 2025 Reduced 0.74%
$0
$2.61 Million 0.22% of portfolio
65,842
Q3 2025 Reduced 6.91%
$0
$2.52 Million 0.21% of portfolio
24,115
Q3 2025 Added 8.71%
$0
$2.57 Million 0.21% of portfolio
60,540
Q3 2025 Reduced 0.12%
$0
$2.53 Million 0.21% of portfolio
34,470
Q3 2025 Reduced 5.18%
$0
$2.49 Million 0.21% of portfolio
26,136
Q3 2025 Reduced 6.19%
$0
$2.37 Million 0.2% of portfolio
7,971
Q3 2025 Added 4.37%
$0
$2.41 Million 0.2% of portfolio
12,932
Q3 2025 Reduced 0.58%
$0
$2.47 Million 0.2% of portfolio
7,513
Q3 2025 Reduced 0.86%
$0
$2.28 Million 0.19% of portfolio
3,410
Q3 2025 Added 2.53%
$0
$2.32 Million 0.19% of portfolio
16,460
Q3 2025 Added 1.17%
$0
$2.21 Million 0.18% of portfolio
51,249
Q3 2025 Reduced 5.41%
$0
$2.18 Million 0.18% of portfolio
9,006
Q3 2025 Reduced 4.51%
$0
$2.21 Million 0.18% of portfolio
12,478
Q3 2025 Reduced 0.23%
$0
$2.01 Million 0.17% of portfolio
40,745
Q3 2025 Added 4.59%
$0
$2.06 Million 0.17% of portfolio
76,402
Q3 2025 Added 16.66%
$0
$2.06 Million 0.17% of portfolio
16,976
Q3 2025 Reduced 6.49%
$0
$2.03 Million 0.17% of portfolio
69,133
Q3 2025 Reduced 0.01%
$11.9B
$1.98 Million 0.16% of portfolio
25,910
Q3 2025 Added 45.25%
$0
$1.92 Million 0.16% of portfolio
13,498
Q4 2024 Reduced 0.74%
$0
$1.89 Million 0.16% of portfolio
52,817
Q3 2025 Added 0.14%
$0
$1.87 Million 0.16% of portfolio
8,937
Q3 2025 Added 0.08%
$0
$1.92 Million 0.16% of portfolio
13,781
Q3 2024 Reduced 1.79%
$0
$1.8 Million 0.15% of portfolio
35,076
Q3 2025 Reduced 3.93%
$0
$1.8 Million 0.15% of portfolio
6,396
Q3 2025 Reduced 6.79%
$0
$1.85 Million 0.15% of portfolio
66,948
Q3 2025 Reduced 0.02%
$0
$1.68 Million 0.14% of portfolio
16,547
Q3 2025 Added 0.01%
$0
$1.56 Million 0.13% of portfolio
35,447
Q3 2025 Added 1.88%
$0
$1.44 Million 0.12% of portfolio
26,726
Q3 2025 Reduced 0.55%
$0
$1.27 Million 0.11% of portfolio
16,952
Q3 2025 New
$0
$1.31 Million 0.11% of portfolio
37,565
Q3 2025 Reduced 0.57%
$0
$1.27 Million 0.1% of portfolio
30,105
Q3 2025 Added 5.62%
$0
$1.22 Million 0.1% of portfolio
27,544
Q3 2025 Reduced 36.87%
$0
$1.22 Million 0.1% of portfolio
6,239
Q3 2025 Reduced 67.72%

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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