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 17 of 22
45784N841
Shares:13.5K
Value:$318.0K
14020Y300
Shares:11.5K
Value:$313.9K
45782C813
Shares:7.6K
Value:$307.4K
45782C300
Shares:7.8K
Value:$299.2K
26922A420
Shares:4.0K
Value:$298.2K
97717W760
Shares:4.4K
Value:$293.5K
45782C425
Shares:9.0K
Value:$293.1K
14022A102
Shares:12.2K
Value:$290.3K
26922A719
Shares:11.3K
Value:$282.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.9K | QoQ +1.49% (+43)YoY -4.75% (-146) | All Managers (Combined) | $325.4K | ||
5.2K | QoQ +0.21% (-11)YoY +5.73% (-281) | All Managers (Combined) | $318.9K | ||
(cusip45784N841)✕ | 13.5K | QoQ 0.00% (-0)YoY NEW(+13.5K) | All Managers (Combined) | $318.0K | YoY NEW(+$318.0K) |
Lazard, Inc.(LAZcusip52110M109) | 7.3K | QoQ -4.28% (-325)YoY NEW(+7.3K) | All Managers (Combined) | $314.6K | YoY NEW(+$314.6K) |
(cusip14020Y300)✕ | 11.5K | QoQ 0.00% (+0) | All Managers (Combined) | $313.9K | |
Kenvue Inc.(KVUEcusip49177J102) | 13.0K | All Managers (Combined) | $312.8K | ||
(cusip45782C813)✕ | 7.6K | QoQ 0.00% (-0)YoY +2.31% (+173) | All Managers (Combined) | $307.4K | |
650 | QoQ +2.52% (+16)YoY +4.00% (+25) | All Managers (Combined) | $302.7K | ||
2.8K | QoQ 0.00% (+0)YoY NEW(+2.8K) | All Managers (Combined) | $301.4K | YoY NEW(+$301.4K) | |
(cusip45782C300)✕ | 7.8K | All Managers (Combined) | $299.2K | ||
1.5K | QoQ +1.44% (-21)YoY +2.14% (+31) | All Managers (Combined) | $298.8K | ||
(cusip26922A420)✕ | 4.0K | QoQ +1.26% (-50)YoY NEW(+4.0K) | All Managers (Combined) | $298.2K | YoY NEW(+$298.2K) |
673 | QoQ +1.35% (-9)YoY NEW(+673) | All Managers (Combined) | $294.6K | YoY NEW(+$294.6K) | |
(cusip97717W760)✕ | 4.4K | QoQ -0.33% (-15)YoY -7.35% (-353) | All Managers (Combined) | $293.5K | |
(cusip45782C425)✕ | 9.0K | QoQ NEW(+9.0K) YoY NEW(+9.0K) | All Managers (Combined) | $293.1K | QoQ NEW(+$293.1K) YoY NEW(+$293.1K) |
14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $292.0K | YoY NEW(+$292.0K) | |
3.2K | QoQ +0.55% (-18)YoY -9.84% (-354) | All Managers (Combined) | $291.1K | ||
(cusip14022A102)✕ | 12.2K | QoQ NEW(+12.2K) YoY NEW(+12.2K) | All Managers (Combined) | $290.3K | QoQ NEW(+$290.3K) YoY NEW(+$290.3K) |
Duke Energy CORP(DUKcusip26441C204) | 2.3K | QoQ -0.38% (-9)YoY +4.25% (+95) | All Managers (Combined) | $283.9K | |
(cusip26922A719)✕ | 11.3K | QoQ 0.00% (+0)YoY NEW(+11.3K) | All Managers (Combined) | $282.9K | YoY NEW(+$282.9K) |