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CIK: 0001843010
Total reported value
$1.6B
$1.6B
438 檔
10.7%
During the Q1 2025 filing period, Tradition Wealth Management, LLC (CIK: 0001843010) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 438 reported positions.
In Q1 2025, Tradition Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 438 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.61% | +0.04% | -0.35% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.45% | -0.27% | +6.44% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.24% | -0.50% | +1.07% | |
| 4 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 2.62% | +0.10% | +85.02% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.42% | -0.04% | +1.84% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 2.19% | -0.02% | +1.25% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 2.09% | -0.09% | +2.54% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.92% | -0.15% | +2.70% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.85% | -0.17% | +5.36% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.82% | -0.06% | +6.02% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.68% | -0.18% | +4.50% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.55% | -0.12% | -4.18% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.53% | — | +0.53% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.51% | +0.28% | +2.82% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.50% | -0.07% | -0.69% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.01% | +4.10% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.50% | -0.01% | -1.36% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | +0.15% | +1.86% | |
| 19 | RUNN | Running Oak Efficient Gr ETF | ETF-Other | 1.22% | -0.08% | +28.79% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.41% | -9.40% | |
| 21 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.18% | -0.03% | +6.08% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.14% | +0.83% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.17% | -0.01% | +2.47% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.13% | -0.21% | -34.43% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.12% | +1.20% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.12% | -0.04% | +0.63% | |
| 27 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 1.09% | +0.04% | +7.65% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.02% | +4.33% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.99% | +0.01% | +9.06% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.89% | +0.06% | -0.46% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.80% | -0.03% | -27.69% | |
| 32 | LOUP | Innovator Deepwater Frontier | ETF-Other | 0.79% | +0.21% | +2.55% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.78% | -0.02% | +0.01% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.77% | +0.03% | +4.90% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.75% | +0.10% | +0.15% | |
| 36 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.74% | -0.07% | -0.84% | |
| 37 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.73% | +0.19% | +16.51% | |
| 38 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.07% | -3.18% | |
| 39 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.67% | -0.07% | +90.46% | |
| 40 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-Other | 0.67% | -0.04% | +150.67% | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | +2.04% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | — | +3.52% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.63% | +0.16% | +1.64% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.62% | -0.05% | -0.31% | |
| 45 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.61% | +0.03% | -1.09% | |
| 46 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.61% | +0.06% | +5.23% | |
| 47 | BALL | Ball CORP | Stock-Consumer Disc | 0.61% | -0.05% | +0.00% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.59% | -0.03% | +2.61% | |
| 49 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.58% | +0.05% | +2.70% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.53% | -0.07% | +402.27% |
According to official SEC Form 13F filings, Tradition Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.6B across 438 disclosed positions in Q1 2025.
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, JCPB, BUFR) accounted for 10.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHG
市值: $41.0M
During Q1 2025, Tradition Wealth Management, LLC's top holdings by market value included SCHG (3.6%)、JCPB (3.5%)、BUFR (3.2%). The largest single position, SCHG, represented 3.6% of total portfolio value.
In Q1 2025, Tradition Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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