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 Market Cap. of $200 Billions or more
