Tradition Wealth Management, LLC Portfolio Holdings

Tradition Wealth Management, LLC

  • $1.06 Billion
  • Q4 2024

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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.27B
$2.65 Million 0.25% of portfolio
197,910
Q4 2024 Added 50.0%
$7.02B
$2.49 Million 0.24% of portfolio
114,709
Q3 2022 New
$3.74B
$1.07 Million 0.1% of portfolio
16,482
Q4 2024 Added 0.16%
$4.72B
$710,000 0.07% of portfolio
12,137
Q4 2024 Added 1.06%
$4.85B
$500,000 0.05% of portfolio
9,731
Q4 2024 Added 0.57%
$4.19B
$493,000 0.05% of portfolio
4,507
Q4 2024 Reduced 5.39%
$3.03B
$375,000 0.04% of portfolio
1,298
Q4 2024 New
$8.41B
$393,000 0.04% of portfolio
17,511
Q4 2024 New
$2.57B
$313,000 0.03% of portfolio
10,698
Q4 2024 New
$6.44B
$290,000 0.03% of portfolio
4,718
Q4 2024 New
$2.04B
$325,000 0.03% of portfolio
7,000
Q3 2024 Reduced 12.5%
$2.8B
$207,000 0.02% of portfolio
8,802
Q4 2024 New
$4.1B
$263,000 0.02% of portfolio
4,205
Q4 2024 New
$5.88B
$212,000 0.02% of portfolio
1,808
Q4 2024 New
$3.02B
$118,000 0.01% of portfolio
23,000
Q4 2024 New
$2.71B
$152,000 0.01% of portfolio
10,260
Q4 2024 New
$3.02B
$35,000 0.0% of portfolio
14,399
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 423
  • Current Value $1.06 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 40 stocks
  • Additional Purchases 159 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 178 stocks
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