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:
Search and click to pin securities to the top
Page 12 of 22
464287796
Shares:13.0K
Value:$640.3K
92189F692
Shares:6.5K
Value:$589.1K
33734X143
Shares:5.7K
Value:$587.6K
808524862
Shares:23.6K
Value:$575.4K
464285204
Shares:9.7K
Value:$571.3K
45783Y723
Shares:17.8K
Value:$560.1K
46438F101
Shares:11.9K
Value:$555.4K
46438G588
Shares:22.0K
Value:$551.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.0K | QoQ +7.76% (+793)YoY -8.22% (-986) | All Managers (Combined) | $648.9K | ||
AppLovin Corp(APPcusip03831W108) | 2.4K | QoQ -3.87% (-98)YoY NEW(+2.4K) | All Managers (Combined) | $644.7K | YoY NEW(+$644.7K) |
(cusip464287796)✕ | 13.0K | QoQ 0.00% (+0)YoY +1.09% (+141) | All Managers (Combined) | $640.3K | |
8.3K | QoQ -1.87% (-158)YoY NEW(+8.3K) | All Managers (Combined) | $639.5K | YoY NEW(+$639.5K) | |
(cusip92189F692)✕ | 6.5K | All Managers (Combined) | $589.1K | ||
7.1K | YoY NEW(+7.1K) | All Managers (Combined) | $588.5K | YoY NEW(+$588.5K) | |
(cusip33734X143)✕ | 5.7K | QoQ +0.03% (-2)YoY -1.40% (-81) | All Managers (Combined) | $587.6K | |
(cusip808524862)✕ | 23.6K | All Managers (Combined) | $575.4K | ||
5.7K | QoQ +3.44% (+190)YoY +5.96% (+321) | All Managers (Combined) | $575.0K | ||
(cusip464285204)✕ | 9.7K | QoQ -5.31% (-544)YoY -5.31% (-544) | All Managers (Combined) | $571.3K | |
9.8K | QoQ +0.54% (+53)YoY +4.21% (+396) | All Managers (Combined) | $568.1K | ||
(cusip45783Y723)✕ | 17.8K | All Managers (Combined) | $560.1K | ||
5.3K | QoQ 0.00% (-0) | All Managers (Combined) | $558.4K | ||
Snowflake Inc.(SNOWcusip833445109) | 3.8K | YoY -2.07% (-81) | All Managers (Combined) | $557.6K | |
9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $556.4K | YoY NEW(+$556.4K) | |
(cusip46438F101)✕ | 11.9K | YoY NEW(+11.9K) | All Managers (Combined) | $555.4K | YoY NEW(+$555.4K) |
29.9K | All Managers (Combined) | $555.1K | |||
1.2K | YoY -2.52% (-32) | All Managers (Combined) | $551.7K | ||
(cusip46438G588)✕ | 22.0K | QoQ 0.00% (-2)YoY NEW(+22.0K) | All Managers (Combined) | $551.0K | YoY NEW(+$551.0K) |
4.1K | QoQ +1.80% (+72) | All Managers (Combined) | $537.9K |