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 13 of 22
14020Y102
Shares:23.6K
Value:$529.9K
45782C284
Shares:18.8K
Value:$526.8K
81369Y506
Shares:5.6K
Value:$520.8K
46654Q724
Shares:8.7K
Value:$516.3K
67092P607
Shares:13.4K
Value:$515.3K
92189F676
Shares:2.4K
Value:$514.5K
381430529
Shares:5.0K
Value:$500.9K
46137V597
Shares:13.2K
Value:$498.8K
46428Q109
Shares:16.0K
Value:$494.9K
45782C714
Shares:19.6K
Value:$494.6K
46138G870
Shares:19.9K
Value:$483.5K
89628W302
Shares:7.5K
Value:$480.5K
85207K107
Shares:41.4K
Value:$480.2K
45782C631
Shares:15.3K
Value:$470.3K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip14020Y102)✕ | 23.6K | All Managers (Combined) | $529.9K | ||
(cusip45782C284)✕ | 18.8K | All Managers (Combined) | $526.8K | ||
(cusip81369Y506)✕ | 5.6K | QoQ -0.48% (-27)YoY -2.67% (-153) | All Managers (Combined) | $520.8K | |
(cusip46654Q724)✕ | 8.7K | All Managers (Combined) | $516.3K | ||
(cusip67092P607)✕ | 13.4K | All Managers (Combined) | $515.3K | ||
(cusip92189F676)✕ | 2.4K | All Managers (Combined) | $514.5K | ||
12.3K | QoQ +1.30% (-158)YoY -4.01% (-513) | All Managers (Combined) | $512.4K | ||
4.9K | All Managers (Combined) | $503.3K | |||
23.4K | All Managers (Combined) | $502.7K | |||
2.2K | QoQ -0.27% (-6) | All Managers (Combined) | $501.7K | ||
(cusip381430529)✕ | 5.0K | QoQ 0.00% (+0)YoY -3.84% (-200) | All Managers (Combined) | $500.9K | |
(cusip46137V597)✕ | 13.2K | QoQ 0.00% (-1)YoY -5.91% (-829) | All Managers (Combined) | $498.8K | |
ServiceNow, Inc.(NOWcusip81762P102) | 622 | All Managers (Combined) | $495.2K | ||
(cusip46428Q109)✕ | 16.0K | All Managers (Combined) | $494.9K | ||
(cusip45782C714)✕ | 19.6K | QoQ 0.00% (+0) | All Managers (Combined) | $494.6K | |
(cusip46138G870)✕ | 19.9K | All Managers (Combined) | $483.5K | ||
(cusip89628W302)✕ | 7.5K | All Managers (Combined) | $480.5K | ||
(cusip85207K107)✕ | 41.4K | QoQ 0.00% (+0) | All Managers (Combined) | $480.2K | |
(cusip45782C631)✕ | 15.3K | QoQ -0.09% (-15)YoY -0.22% (-34) | All Managers (Combined) | $470.3K | |
6.6K | All Managers (Combined) | $469.7K |