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Tradition Wealth Management

Latest statistics and disclosures from Tradition Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are BBUS, SCHG, JCPB, BUFR, AAPL, and represent 13.85% of Tradition Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BBAG (+$9.0M), SCHF (+$7.0M), EMXC (+$5.6M), CGGR (+$5.4M), BBUS, CORO, ACWX, VBIL, PBFR, HELO.
Started 36 new stock positions in ROST, ACWX, DDNQ, SBAR, ITRG, CB, HSCS, CHRW, RSPG, COIN.
Reduced shares in these 10 stocks: DBEF (-$9.6M), BUFR (-$6.8M), XLG (-$5.6M), IEMG, EFV, SCHG, NJAN, PFE, GLDM, SCHR.
Sold out of its positions in DTEC, ACHR, AUR, CPNG, DHR, QBTS, HBM, NSEP, ITOT, EMB. MELI, New Gold Inc Cda, QCOM, Strive, SYY, TGB, TTD, TMQ, Volatility Shs Tr, TTE.
Tradition Wealth Management was a net buyer of stock by $45M.
Tradition Wealth Management has $1.4B in assets under management (AUM), dropping by 0.76%.
Central Index Key (CIK): 0001843010

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Portfolio Holdings for Tradition Wealth Management

Tradition Wealth Management holds 511 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Tradition Wealth Management has 511 total positions. Only the first 250 positions are shown.

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Download the Tradition Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	3.3	$47M	+10%	397k	117.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.0	$43M	-5%	1.5M	29.13	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.7	$38M	+4%	797k	47.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	2.6	$36M	-15%	1.1M	33.77	View chart
Apple (AAPL)	2.3	$32M	+2%	125k	253.79	View chart
Ishares Msci Emrg Chn (EMXC)	2.1	$30M	+23%	378k	78.66	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.1	$29M		945k	30.50	View chart
NVIDIA Corporation (NVDA)	1.9	$27M		155k	174.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$25M	+6%	827k	30.68	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.7	$24M		493k	48.93	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.7	$24M	+41%	965k	24.75	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.6	$23M	-4%	910k	24.91	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.5	$21M	+8%	277k	75.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$21M		97k	215.06	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$20M	+8%	348k	58.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$20M		35k	577.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$20M		47k	426.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.4	$20M	-2%	778k	25.10	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	1.3	$19M	+92%	406k	46.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$19M	+7%	97k	191.92	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.2	$17M	+7%	615k	27.85	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.2	$17M	+5%	196k	84.52	View chart
Strategic Trust Running Gwth Etf (RUNN)	1.1	$16M	+5%	483k	32.21	View chart
Microsoft Corporation (MSFT)	1.1	$16M		42k	370.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.1	$15M		267k	56.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.1	$15M	+2%	70k	217.25	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.1	$15M	+10%	327k	46.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.0	$14M	-41%	273k	49.40	View chart
Innovator Etfs Trust Innovator Deepw (LOUP)	0.9	$13M	+3%	189k	68.84	View chart
Amazon (AMZN)	0.9	$13M		61k	208.27	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	0.9	$12M		412k	30.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.8	$12M		405k	29.08	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.8	$12M	+4%	147k	79.54	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.8	$12M	+20%	49k	237.62	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$11M	+24%	144k	76.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$11M	-3%	23k	479.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$10M		48k	213.67	View chart
Ishares Tr Ishares Biotech (IBB)	0.7	$10M	+4%	60k	168.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$10M	+2%	198k	50.61	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.7	$9.2M		274k	33.37	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.6	$8.5M	+7%	128k	66.77	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$8.0M		38k	211.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$8.0M		124k	64.08	View chart
Ball Corporation (BALL)	0.6	$7.9M		133k	59.11	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$7.7M	+62%	102k	75.65	View chart
Palantir Technologies Cl A (PLTR)	0.5	$7.6M		52k	146.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$7.6M	-8%	40k	191.81	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$7.4M		77k	96.62	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.3M		68k	106.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$7.2M	-9%	182k	39.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$7.2M	+2%	25k	287.56	View chart
Vanguard World Mega Cap Index (MGC)	0.5	$7.0M	+2%	30k	236.35	View chart
Broadcom (AVGO)	0.5	$6.9M		22k	309.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$6.8M		60k	113.11	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.5	$6.8M	+374%	169k	40.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.3M	+2%	11k	597.57	View chart
Bridgewater Bancshares (BWB)	0.4	$6.2M		352k	17.70	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.4	$6.1M	-2%	50k	120.74	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$5.9M		25k	239.99	View chart
3M Company (MMM)	0.4	$5.9M		40k	145.23	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.4	$5.8M	+2%	138k	41.88	View chart
Tesla Motors (TSLA)	0.4	$5.7M	+6%	15k	371.75	View chart
Proshares Tr Pshs Ult Scap600 (SAA)	0.4	$5.5M		205k	26.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$5.1M	+16%	7.9k	650.38	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.4	$5.1M		94k	54.62	View chart
Abbvie (ABBV)	0.4	$5.1M		23k	217.49	View chart
JPMorgan Chase & Co. (JPM)	0.4	$5.0M		17k	294.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.9M	+9%	17k	286.86	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$4.8M		134k	36.25	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$4.7M	-3%	203k	23.22	View chart
UnitedHealth (UNH)	0.3	$4.7M	-3%	17k	270.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$4.4M	-3%	48k	92.76	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$4.4M		29k	151.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$4.2M	+2%	91k	46.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$4.2M	-2%	9.6k	436.78	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.3	$4.2M	NEW	131k	32.15	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$4.2M		91k	45.86	View chart
Innovator Etfs Trust Emrgng Mkt April (EAPR)	0.3	$4.1M		137k	29.88	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$4.0M	NEW	58k	68.47	View chart
Victory Portfolios Ii Victoryshares Fr (GFLW)	0.3	$3.9M		150k	26.30	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$3.7M		12k	313.81	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$3.7M	+3%	125k	29.36	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$3.7M		37k	99.27	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$3.6M		25k	144.95	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	0.3	$3.6M	+58%	135k	26.86	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$3.6M	-6%	65k	55.52	View chart
Victory Portfolios Ii Victoryshares We (MODL)	0.3	$3.6M		80k	44.69	View chart
Lam Research Corp Com New (LRCX)	0.2	$3.4M	-5%	16k	213.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$3.4M		38k	88.70	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.2	$3.3M		84k	39.48	View chart
Wal-Mart Stores (WMT)	0.2	$3.3M	+5%	26k	124.28	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$3.2M		82k	39.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.2M	+8%	4.6k	697.74	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$3.2M	+264%	50k	63.91	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.2	$3.2M	+3%	96k	32.95	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$3.2M		33k	94.58	View chart
Costco Wholesale Corporation (COST)	0.2	$3.1M		3.1k	996.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$3.1M	-12%	33k	92.74	View chart
Meta Platforms Cl A (META)	0.2	$3.1M		5.4k	572.10	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.2	$3.1M		97k	31.67	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$3.0M	+15%	37k	80.58	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.2	$3.0M	+16%	60k	49.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.0M	-47%	40k	74.35	View chart
Us Bancorp Com New (USB)	0.2	$2.9M		56k	52.01	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.9M	+5%	26k	112.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.8M		23k	124.31	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$2.8M	+2%	77k	36.22	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$2.7M	+5%	82k	33.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$2.7M		87k	30.96	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.2	$2.7M	-48%	50k	53.37	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.2	$2.7M	-5%	56k	47.30	View chart
Wells Fargo & Company (WFC)	0.2	$2.7M		33k	79.61	View chart
Pgim Rock Etf Tr Laddered S&p 500 (PBFR)	0.2	$2.6M	NEW	91k	29.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$2.6M	+3%	13k	196.20	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$2.6M	+74%	37k	70.84	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$2.6M	+3%	27k	94.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.5M	+771%	110k	22.91	View chart
Old National Ban (ONB)	0.2	$2.5M		113k	22.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.5M	+2%	7.8k	320.82	View chart
Xcel Energy (XEL)	0.2	$2.5M		31k	79.44	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$2.5M		34k	73.14	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.4M	+2%	7.9k	302.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$2.4M		16k	148.10	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$2.4M		13k	189.59	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$2.4M	+16%	51k	46.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$2.4M	-8%	59k	40.10	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$2.3M		24k	97.91	View chart
McDonald's Corporation (MCD)	0.2	$2.3M		7.5k	310.81	View chart
Simplify Exchange Traded Fun Barrier Income (SBAR)	0.2	$2.3M	NEW	94k	24.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.3M	+3%	3.5k	653.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.2M		9.0k	248.00	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.2	$2.2M	+2%	43k	51.93	View chart
Cisco Systems (CSCO)	0.2	$2.2M		29k	77.59	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.2	$2.2M		70k	31.23	View chart
Chevron Corporation (CVX)	0.2	$2.2M		11k	206.90	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.2	$2.1M	-4%	66k	32.41	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$2.1M	NEW	52k	41.06	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.1	$2.0M	+43%	72k	28.23	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$2.0M		14k	145.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$2.0M	-5%	46k	42.50	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$1.9M	+27%	49k	40.14	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.9M	+535%	58k	33.47	View chart
Target Corporation (TGT)	0.1	$1.9M	+9%	16k	121.20	View chart
Eli Lilly & Co. (LLY)	0.1	$1.9M	+8%	2.1k	919.68	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.9M	+12%	5.6k	337.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$1.9M	+7%	68k	28.00	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$1.9M	+4%	37k	50.04	View chart
Caterpillar (CAT)	0.1	$1.9M		2.6k	708.39	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.8M		9.0k	205.80	View chart
Johnson & Johnson (JNJ)	0.1	$1.8M		7.5k	244.44	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$1.8M		165k	11.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.8M	-2%	50k	36.21	View chart
Trust For Professional Man Mairs & Pwr Minn (MINN)	0.1	$1.8M	+71%	80k	22.13	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$1.7M	-30%	41k	42.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.7M		14k	128.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.7M	-7%	37k	45.26	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.7M	+61%	7.6k	218.75	View chart
Sofi Technologies (SOFI)	0.1	$1.7M	-18%	105k	15.88	View chart
International Business Machines (IBM)	0.1	$1.6M	-15%	6.7k	242.40	View chart
Netflix (NFLX)	0.1	$1.6M	+4%	17k	96.15	View chart
Ea Series Trust Intelligent Alph (GPT)	0.1	$1.6M	+3%	53k	30.53	View chart
Visa Com Cl A (V)	0.1	$1.6M	+2%	5.2k	302.24	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$1.5M	-6%	12k	132.90	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$1.5M		61k	24.39	View chart
Home Depot (HD)	0.1	$1.5M	-3%	4.5k	328.92	View chart
United Parcel Svcs CL B (UPS)	0.1	$1.5M	+8%	15k	98.38	View chart
Medtronic SHS (MDT)	0.1	$1.4M		17k	86.65	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.4M	-6%	20k	72.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.4M	+5%	3.3k	430.29	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	+8%	8.4k	169.66	View chart
Graniteshares Etf Tr Nasdaq Select Di (DRUP)	0.1	$1.4M		26k	54.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$1.4M	-31%	33k	43.11	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$1.4M	+3%	29k	47.72	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.1	$1.4M		37k	36.59	View chart
Uber Technologies (UBER)	0.1	$1.4M	-8%	19k	71.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.3M		6.7k	198.29	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.3M		27k	49.37	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$1.3M		31k	42.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$1.3M	+35%	28k	46.13	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+6%	6.1k	203.43	View chart
Verizon Communications (VZ)	0.1	$1.2M	-6%	25k	50.20	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$1.2M		9.2k	131.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.2M	-2%	3.1k	383.39	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.1	$1.2M	+32%	11k	107.30	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$1.2M	+28%	7.1k	163.58	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$1.1M	-2%	22k	52.85	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$1.1M	-30%	11k	98.53	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.1M	+5%	63k	17.11	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.1M		32k	32.95	View chart
Palo Alto Networks (PANW)	0.1	$1.1M	-11%	6.6k	160.32	View chart
Altria (MO)	0.1	$1.1M		16k	65.99	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$1.1M	-17%	23k	46.23	View chart
Arista Networks Com Shs (ANET)	0.1	$1.0M	+8%	8.5k	122.78	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.1	$1.0M		39k	26.46	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.0M	+5%	8.9k	114.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.0M	-5%	5.6k	181.43	View chart
Honeywell International	0.1	$984k		4.4k	226.05	View chart
Fair Isaac Corporation (FICO)	0.1	$983k	-3%	921.00	1067.54	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$975k		22k	44.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$965k		11k	84.91	View chart
Deere & Company (DE)	0.1	$961k		1.7k	563.36	View chart
Travelers Companies (TRV)	0.1	$955k		3.3k	291.68	View chart
Ge Vernova (GEV)	0.1	$942k	+17%	1.1k	872.94	View chart
American Express Company (AXP)	0.1	$920k		3.0k	302.44	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$914k		20k	45.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$901k		2.5k	356.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$889k		25k	35.32	View chart
Amgen (AMGN)	0.1	$889k	-7%	2.5k	351.78	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$885k		33k	27.10	View chart
Eaton Corp SHS (ETN)	0.1	$879k		2.5k	357.67	View chart
Philip Morris International (PM)	0.1	$878k	+6%	5.3k	165.36	View chart
Intuitive Surgical Com New (ISRG)	0.1	$871k		1.9k	460.99	View chart
Morgan Stanley Com New (MS)	0.1	$870k	+6%	5.3k	164.57	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$866k		7.7k	112.27	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$861k	-6%	5.9k	146.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$861k	+3%	11k	77.11	View chart
Nu Hldgs Ord Shs Cl A Call Option (NU)	0.1	$829k	+7%	58k	14.37	View chart
Oracle Corporation (ORCL)	0.1	$827k	+3%	5.6k	147.10	View chart
Enterprise Products Partners (EPD)	0.1	$823k		22k	37.84	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$823k		13k	64.77	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$812k	NEW	16k	49.41	View chart
Micron Technology (MU)	0.1	$801k	+36%	2.4k	337.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$798k	-66%	8.6k	92.69	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$792k		17k	45.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$774k	+4%	4.0k	192.89	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$759k		11k	71.73	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$751k	+12%	39k	19.30	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$751k	+3%	45k	16.61	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$750k	+4%	8.5k	88.46	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$743k		5.5k	135.34	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$740k	+4%	7.0k	106.15	View chart
Southern Company (SO)	0.1	$740k		7.7k	96.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$738k	-20%	8.4k	88.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$731k	-7%	18k	41.83	View chart
Strategy Cl A New (MSTR)	0.1	$727k	+84%	5.8k	124.80	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$719k	+3%	1.8k	391.76	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$707k		15k	47.55	View chart
Nextera Energy (NEE)	0.1	$704k	+3%	7.6k	92.88	View chart
Opendoor Technologies Call Option (OPEN)	0.0	$692k	+23%	148k	4.68	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.0	$683k	+18%	5.1k	133.19	View chart
Main Street Capital Corporation (MAIN)	0.0	$681k		13k	52.96	View chart
Lowe's Companies (LOW)	0.0	$676k		2.9k	236.29	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$657k	-4%	9.6k	68.14	View chart
Goldman Sachs (GS)	0.0	$656k	+21%	776.00	845.68	View chart
Abbott Laboratories (ABT)	0.0	$656k		6.4k	102.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$652k		12k	54.05	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$651k		10k	64.97	View chart
Abacus Fcf Etf Tr Abacus Fcf Innov (ABOT)	0.0	$649k	-2%	20k	33.18	View chart
Kkr & Co (KKR)	0.0	$645k	+22%	7.0k	92.50	View chart
Amphenol Corp Cl A (APH)	0.0	$640k	-5%	5.1k	126.36	View chart

Past Filings by Tradition Wealth Management

SEC 13F filings are viewable for Tradition Wealth Management going back to 2020

Tradition Wealth Management 2026 Q1 filed May 15, 2026
Tradition Wealth Management 2025 Q4 filed Feb. 11, 2026
Tradition Wealth Management 2025 Q3 filed Nov. 13, 2025
Tradition Wealth Management 2025 Q2 filed Aug. 12, 2025
Tradition Wealth Management 2025 Q1 filed May 14, 2025
Tradition Wealth Management 2024 Q4 filed Feb. 13, 2025
Tradition Wealth Management 2024 Q3 filed Nov. 14, 2024
Tradition Wealth Management 2024 Q2 filed Aug. 12, 2024
Tradition Wealth Management 2024 Q1 filed May 13, 2024
Tradition Wealth Management 2023 Q4 filed Feb. 12, 2024
Tradition Wealth Management 2023 Q3 filed Nov. 13, 2023
Tradition Wealth Management 2023 Q2 filed Aug. 14, 2023
Tradition Wealth Management 2023 Q1 filed May 12, 2023
Tradition Wealth Management 2022 Q4 filed Feb. 3, 2023
Tradition Wealth Management 2022 Q3 filed Nov. 14, 2022
Tradition Wealth Management 2022 Q2 filed Aug. 2, 2022

View all past filings

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