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CIK: 0001843010
Total reported value
$1.6B
$1.6B
409 檔
10.2%
As reported in its official Q3 2024 Form 13F filing, Tradition Wealth Management, LLC's tracked investment portfolio stood at $1.6B with 409 total positions.
In Q3 2024, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 409 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.88% | +0.04% | +0.24% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.15% | -0.50% | -0.32% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.74% | -0.27% | +6.25% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.59% | -0.04% | -1.65% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.49% | -0.07% | -0.55% | |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 2.45% | -0.18% | +2.66% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.20% | -0.02% | +2.25% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.98% | -0.09% | +2.74% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.90% | -0.15% | +1.25% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.89% | — | -1.07% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.88% | -0.06% | +2.59% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.75% | -0.21% | +3.86% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.70% | -0.17% | +2.55% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.63% | -0.01% | -0.99% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.58% | — | -0.80% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.58% | +0.28% | +7.43% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.57% | -0.12% | +2.06% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | -0.01% | -2.17% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.41% | -13.47% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.15% | +1.37% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.14% | +1.37% | |
| 22 | SCTXX | Schwab Amt Tax Fr Mny-ultra | Stock-Other | 1.26% | — | +143.82% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | -0.04% | +2.08% | |
| 24 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.18% | +0.10% | +5.60% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.17% | -0.01% | +2.66% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.08% | -0.03% | +3.52% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.00% | +0.06% | -0.18% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.00% | -0.12% | -0.68% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.93% | +0.03% | +1.39% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.92% | +0.02% | +2.07% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.10% | -2.29% | |
| 32 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.81% | +0.21% | +3.55% | |
| 33 | BALL | Ball CORP | Stock-Consumer Disc | 0.80% | -0.05% | — | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | -0.02% | -0.06% | |
| 35 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.80% | -0.07% | -0.84% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.78% | +0.01% | +5.68% | |
| 37 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.78% | -0.07% | -0.79% | |
| 38 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.76% | +0.04% | +10.77% | |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.75% | +0.16% | +18.10% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | — | +3.31% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | +0.40% | |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.67% | +0.03% | +0.18% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.65% | -0.05% | -0.11% | |
| 44 | SAA | Proshares Ultra Smallcap600 | ETF-Other | 0.63% | +0.09% | — | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.60% | — | +0.39% | |
| 46 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.59% | +0.05% | +2.98% | |
| 47 | MMM | 3m Co | Stock-Industrials | 0.55% | -0.03% | -0.89% | |
| 48 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.54% | -0.01% | +1.24% | |
| 49 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.54% | -0.02% | +8.00% | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.54% | +0.06% | +6.46% |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 409 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, BUFR, JCPB) accounted for 10.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
VCLT
市值: $1.3M
Top Position Liquidated / Trimmed
HEFA
前期市值: $902.3K
During Q3 2024, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.9%)、BUFR (3.1%)、JCPB (2.7%). The largest single position, SCHG, represented 3.9% of total portfolio value.
In Q3 2024, Tradition Wealth Management, LLC made 48 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 16 holdings, and fully liquidating 2 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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