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CIK: 0001843010
Total reported value
$1.6B
$1.6B
422 檔
10.6%
At the close of Q4 2024, Tradition Wealth Management, LLC disclosed equity holdings valued at approximately $1.6B, spread across 422 reported holdings.
In Q4 2024, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 5 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 422 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.03% | +0.04% | +292.58% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.30% | -0.50% | +4.09% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.18% | -0.27% | +23.15% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.68% | -0.04% | -2.44% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.12% | -0.02% | +201.01% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.95% | -0.09% | +1.15% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.83% | -0.15% | +201.20% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.80% | -0.21% | +4.58% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.79% | -0.01% | +13.48% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.73% | -0.06% | -5.75% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.72% | -0.17% | +113.42% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.70% | -0.01% | -1.67% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.65% | — | -6.51% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.63% | -0.12% | +8.95% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.60% | — | +200.16% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.53% | -0.07% | -36.31% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.49% | +0.15% | +3.84% | |
| 18 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.49% | +0.10% | +25.07% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.48% | -0.18% | -31.40% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.48% | +0.28% | +4.28% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.41% | -2.45% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.30% | -0.14% | -0.18% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.18% | -0.04% | +0.40% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.14% | -0.01% | +200.52% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.02% | +3.94% | |
| 26 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.11% | +0.04% | +40.83% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.05% | -0.03% | +1.24% | |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.02% | -0.03% | +1978.78% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.99% | +0.06% | +100.05% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.99% | +0.01% | +24.94% | |
| 31 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 0.96% | -0.08% | +695.71% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.12% | -2.64% | |
| 33 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.91% | +0.21% | +1.39% | |
| 34 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.78% | -0.07% | -3.45% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | -0.02% | +0.00% | |
| 36 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.74% | -0.07% | -6.14% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.10% | -1.13% | |
| 38 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.71% | +0.19% | +86.48% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | +0.03% | -3.89% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.68% | +0.03% | +64.85% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.68% | +0.03% | +5.85% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | — | +0.01% | |
| 43 | BALL | Ball CORP | Stock-Consumer Disc | 0.64% | -0.05% | — | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | +0.06% | +10.98% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.61% | +0.16% | -14.48% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | -0.05% | +1.87% | |
| 47 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.61% | +0.05% | -0.60% | |
| 48 | SAA | Proshares Ultra Smallcap600 | ETF-Other | 0.56% | +0.09% | -5.77% | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.54% | -0.01% | -2.09% | |
| 50 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.54% | -0.02% | -2.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JIRE | Jpmorgan Int Res Enh Eqty | +1% | +1978.78% | Add |
| 2 | RUNN | Running Oak Efficient Gr ETF | +0.8% | +695.71% | Add |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | +0.4% | +23.15% | Add |
| 4 | JTEK | Jpmorgan US Tech Leaders | +0.4% | +86.48% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +13.48% | Add |
| 6 | JGRO | Jpmorgan Active Growth ETF | +0.4% | +40.83% | Add |
| 7 | BBUS | Jpmorgan Betabuilders US Equ | +0.3% | +25.07% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +24.99% | Add |
| 9 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +24.94% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +3.94% | Add |
| 11 | POCT | Innovator U.s. Equity Power | +0.2% | +776.38% | Add |
| 12 | SFLO | Vs Sm Cap Free Cash Flow ETF | +0.2% | +119.74% | Add |
| 13 | SCHG | Schwab US Large-cap Growth | +0.2% | +292.58% | Add |
| 14 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +4.09% | Add |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | NEW | New buy |
| 16 | TSLA | Tesla Inc | +0.1% | +17.73% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 18 | AVGO | Broadcom Inc | +0.1% | -1.06% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | -2.44% | Trim |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.84% | Add |
| 21 | LOUP | Innovator Deepwater Frontier | +0.1% | +1.39% | Add |
| 22 | DVY | Ishares Select Dividend ETF | +0.1% | +35.28% | Add |
| 23 | AIQ | Global X Art Intel & Tech | +0.1% | +403.49% | Add |
| 24 | OBDC | Blue Owl Capital CORP | +0.1% | +50.00% | Add |
| 25 | GPT | Intellige Alpha Atlas Etf-ui | +0.1% | NEW | New buy |
| 26 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 27 | AOCT | In Equ D Pr ETF - 2 Y O 2026 | +0.1% | NEW | New buy |
| 28 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.67% | Trim |
| 29 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +10.98% | Add |
| 30 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +8.95% | Add |
| 31 | PDEC | Innovator U.s. Equity Power | +0.1% | +88.71% | Add |
| 32 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +4.58% | Add |
| 33 | IBB | Ishares Biotechnology ETF | -0.1% | +0.01% | Add |
| 34 | SAA | Proshares Ultra Smallcap600 | -0.1% | -5.77% | Trim |
| 35 | DTEC | Alps Disruptive Technologies | -0.1% | -50.02% | Trim |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | +4.28% | Add |
| 37 | UNH | Unitedhealth Group Inc | -0.1% | -1.13% | Trim |
| 38 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 39 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -14.48% | Trim |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -5.75% | Trim |
| 41 | BALL | Ball CORP | -0.2% | — | Unchanged |
| 42 | UJAN | Innovator U.s. Equity Ultra | -0.2% | -85.33% | Trim |
| 43 | VRP | Invesco Variable Rate Prefer | -0.2% | -81.42% | Trim |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | -6.51% | Trim |
| 45 | SCHF | Schwab Intl Equity ETF | -0.3% | +64.85% | Add |
| 46 | SCHO | Schwab Short-term US Treas | -0.3% | -68.75% | Trim |
| 47 | VIGI | Vanguard Int Div App Indx Fd | -0.6% | -92.40% | Trim |
| 48 | RSP | Invesco S&p 500 Equal Weight | -1% | -36.31% | Trim |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -1% | -31.40% | Trim |
| 50 | SCTXX | Schwab Amt Tax Fr Mny-ultra | -1.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 422 disclosed positions in Q4 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 10.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPMO
市值: $1.7M
Top Position Liquidated / Trimmed
SCTXX
前期市值: $14.2M
During Q4 2024, Tradition Wealth Management, LLC's top holdings by market value included SCHG (4.0%)、BUFR (3.3%)、JCPB (3.2%). The largest single position, SCHG, represented 4.0% of total portfolio value.
In Q4 2024, Tradition Wealth Management, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 15 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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