Tradition-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "VSGX", null, "IAG", null, "SNDR", "SNOW", null, null, "FNDF", "ACN", "MMM", "ABT", null, "ABBV", "ADBE", "OBDC", "TGTX", "RVT", "MAIN", null, "GOOGL", "AXP", null, "SCHH", "ASML", "T", "BLK", null, "CAT", "AVGO", "APP", "LOW", "BRO", "ARCC", "ASM", null, null, null, "BSX", null, null, null, null, "DBEF", null, "CMI", null, null, "DUK", null, null, "UTG", "PDI", null, null, null, "THQ", "U", "USAC", "FCX", "NEWP", null, "GD", null, "GIS", null, "HON", "HD", "MCD", null, null, null, null, null, null, "UNP", "QCOM", "GROY", "ISRG", "GLP", null, "EMXC", null, null, null, null, null, null, null, "THM", "RIVN", null, "EMR", null, null, null, "BKNG", null, null, null, null, null, null, null, null, null, null, null, null, null, "MUB", "META", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MAG", null, null, null, "MTA", "HEFA", null, "NEWT", "IVW", "IJH", null, null, "TGB", null, null, null, null, "SVM", null, "VGZ", null, null, "BBUS", null, null, null, "KMI", null, "LRCX", "LAZ", "IWS", null, "LIN", "SCHY", null, null, null, "MRVL", null, "MA", "MDT", "ALE", "MSFT", "MDLZ", "MS", "FICO", null, null, "NU", null, null, "BX", "AMP", "FAST", "IJR", "EFG", "ANET", "KKR", "IWD", "KR", "ORCL", "NOC", "OKE", "PAYX", null, null, null, null, "EEM", "IWF", null, "PANW", "PEP", "IEMG", null, "IVV", "UNH", "AAPL", "SPY", "NVDA", "INTC", "PLTR", "PFE", null, null, "LMT", "PG", "MRK", null, "VZ", "JPC", "AMGN", "KVUE", null, "MSTR", "FNDX", null, "ROK", null, null, "SCHX", null, null, "NOW", "SHOP", "SLB", "SNA", "RTX", "GLD", null, "SPYG", "BP", "SPLG", "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "TRV", "UBER", "UL", "UPS", "VNQ", "VO", "HL", "VXF", "SCHW", "BWB", "SUN", "VWO", null, null, "BTG", null, null, null, "PRF", "VCIT", null, "VIG", null, null, null, "TTE", null, null, null, "IWO", "GDEN", "IWN", null, "TSM", "IT", null, "CHPT", null, "FSK", null, "VYM", null, "VRTX", "MGC", null, "TT", null, "ONB", "ACGL", null, "AFL", "AXON", "APH", "AMD", "WSO", "F", "WM", "FTNT", "IWP", "AEP", "SGOL", "EOLS", "GLDG", null, "NFGC", "VIGI", "AMZN", "MSI", "SCHB", null, "NIO", null, "IVE", null, null, null, null, "HIMS", "CEF", null, null, null, "VEU", "VGT", "USB", "ESGV", "VUG", "VEA", null, null, null, "VXUS", "VBK", "MGV", "VBR", "VOO", "VTV", "V", "WMT", "WFC", "WPM", null, null, null, "XEL", "WK", "SOLV", null, "AEM", "SCHD", "ET", "SOFI", null, "DVY", "SCHG", null, "SCHF", null, "SCHA", "NSC", "SO", "TTD", "THW", null, "CRM", null, "SYY", "TPG", null, null, null, null, null, null, "MTUM", null, "NGD", "UPST", null, "FDX", null, "KMB", "ADP", "BALL", "BAC", "BMO", "BRK-B", null, "BA", "BMY", "CSL", "CAVA", "CVX", "CSCO", "CME", "KO", "CDE", "CMCSA", "COST", "CPNG", "CRWD", "DE", "DAL", "RSP", "EWJ", null, null, "EFA", "USMV", "IWB", "NEE", "QQQ", "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "MO", "XLK", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 438
- Total Value
- 1136198298
- Accession Number
- 0001843010-25-000003
- Form Type
- 13F-HR
- Manager Name
- Tradition-Wealth-Management
Data Enrichment
61% identified268 identified170 unidentified
Holdings
438 positions
Manager:
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Page 1 of 22
46641Q670
Shares:833.9K
Value:$39.2M
33740F755
Shares:1.2M
Value:$36.9M
808524409
Shares:934.6K
Value:$24.8M
808524854
Shares:845.6K
Value:$21.0M
46641Q332
Shares:308.4K
Value:$17.6M
48817R870
Shares:428.6K
Value:$13.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.6M | All Managers (Combined) | $41.0M | |||
(cusip46641Q670)✕ | 833.9K | All Managers (Combined) | $39.2M | ||
(cusip33740F755)✕ | 1.2M | All Managers (Combined) | $36.9M | ||
295.4K | YoY NEW(+295.4K) | All Managers (Combined) | $29.8M | YoY NEW(+$29.8M) | |
Apple Inc.(AAPLcusip037833100) | 123.7K | All Managers (Combined) | $27.5M | ||
(cusip808524409)✕ | 934.6K | All Managers (Combined) | $24.8M | ||
548.4K | All Managers (Combined) | $23.7M | |||
779.3K | All Managers (Combined) | $21.8M | |||
(cusip808524854)✕ | 845.6K | All Managers (Combined) | $21.0M | ||
106.4K | All Managers (Combined) | $20.6M | |||
528.1K | All Managers (Combined) | $19.1M | |||
(cusip46641Q332)✕ | 308.4K | All Managers (Combined) | $17.6M | ||
805.3K | All Managers (Combined) | $17.3M | |||
311.0K | All Managers (Combined) | $17.1M | |||
98.6K | All Managers (Combined) | $17.1M | |||
NVIDIA CORP(NVDAcusip67066G104) | 157.5K | All Managers (Combined) | $17.1M | ||
47.3K | All Managers (Combined) | $17.1M | |||
33.8K | All Managers (Combined) | $15.8M | |||
(cusip48817R870)✕ | 428.6K | YoY NEW(+428.6K) | All Managers (Combined) | $13.9M | YoY NEW(+$13.9M) |
204.6K | All Managers (Combined) | $13.5M |