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CIK: 0001843010
Total reported value
$1.6B
$1.6B
392 檔
9.5%
According to the latest 13F quarterly dataset, Tradition Wealth Management, LLC managed an equity portfolio of $1.6B at the end of Q1 2024, spanning 392 distinct U.S. exchange-listed positions.
During Q1 2024, Tradition Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 392 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.77% | +0.04% | -45.12% | |
| 2 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.27% | -0.18% | +1.94% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.25% | -0.50% | -6.45% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.75% | -0.07% | +5.47% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.65% | -0.15% | +3.49% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.57% | -0.12% | +4.70% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.56% | -0.02% | — | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.31% | — | +47.76% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.20% | -0.04% | +1.39% | |
| 10 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.05% | -0.09% | +3.88% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.41% | -22.95% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.88% | -0.21% | +0.14% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.85% | -0.01% | +3.15% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.78% | -0.06% | +6.24% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.70% | -0.01% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.64% | — | +3.20% | |
| 17 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.62% | -0.17% | +8.88% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.14% | +1.85% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.39% | +0.28% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.15% | +7.76% | |
| 21 | JSCP | Jpmorgan Short Duration Core | ETF-Other | 1.26% | -0.03% | +5.48% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.25% | -0.04% | +0.26% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | -0.01% | +1.36% | |
| 24 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.15% | -0.01% | +6.81% | |
| 25 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.11% | +0.06% | -0.34% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.12% | -1.51% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.96% | -0.03% | -0.01% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | +0.02% | +4.57% | |
| 29 | BALL | Ball CORP | Stock-Consumer Disc | 0.90% | -0.05% | +0.49% | |
| 30 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.87% | +0.21% | -7.99% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.86% | -0.02% | -52.16% | |
| 32 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.83% | -0.07% | — | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.10% | +3.47% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.73% | +0.03% | — | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.72% | +0.03% | -31.32% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | — | -1.92% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.70% | +0.16% | -16.81% | |
| 38 | SAA | Proshares Ultra Smallcap600 | ETF-Other | 0.67% | +0.09% | — | |
| 39 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.66% | -0.05% | +1.93% | |
| 40 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.64% | -0.02% | -1.55% | |
| 41 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.64% | -0.27% | +90.79% | |
| 42 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.62% | -0.07% | — | |
| 43 | IPO | Renaissance Ipo ETF | ETF-Other | 0.58% | +0.10% | -6.13% | |
| 44 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.56% | -0.01% | -6.05% | |
| 45 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.56% | -0.02% | -55.87% | |
| 46 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 0.54% | — | — | |
| 47 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.54% | +0.05% | +19.26% | |
| 48 | WFHUSD | Direxion Work From Home ETF | ETF-Other | 0.51% | — | -10.15% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.50% | +0.06% | — | |
| 50 | FTCS | First Trust Capital Strength | ETF-Other | 0.50% | -0.04% | +3.69% |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 392 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, FNDF, BUFR) accounted for 9.5% of total reported equity market value during Q1 2024.
During Q1 2024, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.8%)、FNDF (3.3%)、BUFR (3.3%). The largest single position, SCHG, represented 3.8% of total portfolio value.
In Q1 2024, Tradition Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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