Tradition Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.06 Billion distributed in 423 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 $45.8M, First Tr Ex Td Viii Ft Cboe Ve with a value of $37.4M, J P Morgan Exchange Traded Fd with a value of $36.1M, Apple Inc. with a value of $30.4M, and Schwab Strategic Tr Us Large C with a value of $24.1M.
Examining the 13F form we can see an increase of $2M in the current position value, from $1.06B to 1.06B.
Below you can find more details about Tradition Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $788 Million
Technology: $98 Million
Financial Services: $46.6 Million
Consumer Cyclical: $29.8 Million
Healthcare: $22.2 Million
Industrials: $18.3 Million
Communication Services: $11.4 Million
Consumer Defensive: $10.8 Million
Other: $11.8 Million
Stock Holdings Table Market Cap. of $200 Billions or more
