TW
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Tradition Wealth Management, LLC13F | |
| Tradition Wealth Management, LLC | |
| Last update 2025-05-14 | 439 Stocks (34 new) |
| Value $1.14 Bil | Turnover 7 % |
Tradition Wealth Management, L... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,636,452 | 40,976.8 | -0.35% | 3.610 | -0.01% | 0.110 | +23.74% | +7.64% | 45,727.4 | ||
JCPB | JPMorgan Core Plus Bond ETF | 833,877 | 39,225.6 | +6.44% | 3.450 | +0.21% | 0.620 | +2.28% | +3.88% | 7,022.2 | ||
BUFR | FT Vest Laddered Buffer ETF | 1,242,010 | 36,875.3 | +1.07% | 3.240 | +0.03% | 0.580 | +12.37% | +6.10% | 7,077.0 | ||
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 295,440 | 29,806.9 | +85.02% | 2.620 | +1.20% | 0.680 | +19.06% | +9.03% | 5,185.5 | ||
AAPL | Apple Inc | 123,671 | 27,470.9 | +1.84% | 2.420 | +0.04% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
SCHV | Schwab U.S. Large-Cap Value ETF | 934,553 | 24,840.4 | +1.25% | 2.190 | +0.03% | 0.210 | +12.94% | +10.09% | 13,001.5 | ||
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 548,436 | 23,747.3 | +2.54% | 2.090 | +0.05% | 0.310 | +10.94% | +12.55% | 8,050.6 | ||
SCHD | Schwab US Dividend Equity ETF | 779,311 | 21,789.5 | +2.70% | 1.920 | +0.05% | 0.030 | +8.77% | +2.12% | 71,498.8 | ||
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 845,574 | 21,021.0 | +5.36% | 1.850 | +0.09% | 0.200 | +1.38% | +4.23% | 10,897.9 | ||
VIG | Vanguard Dividend Appreciation FTF | 106,362 | 20,633.1 | +6.02% | 1.820 | +0.10% | 0.020 | +12.58% | +7.35% | 90,302.9 |
Tradition Wealth Management, LLC's Historical Top Holdings Breakdowns
Tradition Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BBUS |
JPMorgan BetaBuilders U.S. Equity ETF
JPMorgan BetaBuilders U.S. Equity ETF
| 2025-03-31 | Add Add | +1.20% | 99.5 ($106.33) 110.96 | $114.85 | 8.01% | Add 85.02% | 295,440 | 135,763 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Reduce Reduce | -1.05% | 36.64 ($41.46) 45.76 | $41.95 | 1.18% | Reduce -63.45% | 155,393 | -269,705 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Reduce Reduce | -0.62% | 168.16 ($179.03) 186.21 | $186.25 | 4.03% | Reduce -34.43% | 75,141 | -39,459 | |
NJUL |
Innovator Growth-100 Power Buffer ETF - July
Innovator Growth-100 Power Buffer ETF - July
| 2025-03-31 | Reduce Reduce | -0.48% | 59.98 ($62.73) 64.86 | $68.87 | 9.79% | Reduce -88.7% | 11,033 | -86,612 | |
NJAN |
Innovator Growth-100 Power Buffer ETF - January
Innovator Growth-100 Power Buffer ETF - January
| 2025-03-31 | Add Add | +0.44% | 46.12 ($48.09) 49.48 | $51.41 | 6.91% | Add 2377.93% | 112,820 | 108,267 | |
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 2025-03-31 | New Buy New Buy | +0.44% | 54.51 ($59.77) 63.63 | $61.59 | 3.05% | New holding | 88,812 | 88,812 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.42% | 50.39 ($50.51) 50.66 | $50.61 | 0.20% | Add 402.27% | 118,550 | 94,947 | |
SFLO |
VictoryShares Small Cap Free Cash Flow ETF
VictoryShares Small Cap Free Cash Flow ETF
| 2025-03-31 | Add Add | +0.40% | 23.98 ($26.45) 28.05 | $27.92 | 5.56% | Add 150.67% | 308,348 | 185,340 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Add Add | +0.32% | 45.46 ($45.88) 46.18 | $46.20 | 0.71% | Add 90.46% | 165,813 | 78,753 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.29% | 87.68 ($92.03) 94.57 | $93.97 | 2.11% | Reduce -27.69% | 97,436 | -37,313 |
Tradition Wealth Management, LLC Total Holding History ($B)
Tradition Wealth Management, LLC's Asset Allocation
Tradition Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Tradition Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Tradition Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tradition Wealth Management, LLC's Holdings Heat Map
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Tradition Wealth Management, LLC's Holdings Bubble Chart
Tradition Wealth Management, LLC News
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