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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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