Tradition Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
TW Tradition Wealth Management, LLC | Institutional Filer | ▲ 0.69% | $1.40B | 504 |
Current Portfolio Holdings
Showing all 504 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | — | 397K | $46.5M | 3.31% |
| 2 | SCHG | SCHWAB STRATEGIC TR | — | 1.5M | $42.7M | 3.04% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | — | 797K | $37.5M | 2.67% |
| 4 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 1.1M | $36.4M | 2.60% |
| 5 | AAPL | Apple Inc. | Technology | 125K | $31.7M | 2.26% |
| 6 | EMXC | ISHARES INC | — | 378K | $29.7M | 2.12% |
| 7 | SCHV | SCHWAB STRATEGIC TR | — | 945K | $28.8M | 2.05% |
| 8 | NVDA | NVIDIA Corporation | Technology | 155K | $27.1M | 1.93% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 827K | $25.4M | 1.81% |
| 10 | FNDF | SCHWAB STRATEGIC TR | — | 493K | $24.1M | 1.72% |
| 11 | SCHF | SCHWAB STRATEGIC TR | — | 965K | $23.9M | 1.70% |
| 12 | SCHR | SCHWAB STRATEGIC TR | — | 910K | $22.7M | 1.62% |
| 13 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 277K | $21.0M | 1.50% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 97K | $20.8M | 1.48% |
| 15 | DYNF | BLACKROCK ETF TRUST | — | 348K | $20.3M | 1.44% |
Showing 1 to 15 of 504 holdings