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 21 of 22
46434V886
Shares:4.9K
Value:$206.1K
46137V134
Shares:12.6K
Value:$198.9K
015564107
Shares:10.0K
Value:$159.2K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
GARTNER INC(ITcusip366651107) | 497 | QoQ +0.20% (-1)YoY +0.60% (-3) | All Managers (Combined) | $208.6K | |
COMCAST CORP(CMCSAcusip20030N101) | 5.6K | All Managers (Combined) | $208.2K | ||
| 426 | QoQ NEW(+426) YoY NEW(+426) | All Managers (Combined) | $206.5K | QoQ NEW(+$206.5K) YoY NEW(+$206.5K) | |
Coupang, Inc.(CPNGcusip22266T109) | 9.4K | QoQ NEW(+9.4K) YoY NEW(+9.4K) | All Managers (Combined) | $206.4K | QoQ NEW(+$206.4K) YoY NEW(+$206.4K) |
(cusip46434V886)✕ | 4.9K | QoQ 0.00% (-0)YoY +1.29% (+63) | All Managers (Combined) | $206.1K | |
| 3.4K | All Managers (Combined) | $206.1K | |||
| 3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $204.5K | QoQ NEW(+$204.5K) YoY NEW(+$204.5K) | |
| 2.9K | QoQ NEW(+2.9K) YoY +0.51% (-15) | All Managers (Combined) | $201.9K | QoQ NEW(+$201.9K) | |
| 599 | QoQ +0.67% (-4)YoY NEW(+599) | All Managers (Combined) | $201.8K | YoY NEW(+$201.8K) | |
(cusip46137V134)✕ | 12.6K | QoQ NEW(+12.6K) YoY -2.05% (-265) | All Managers (Combined) | $198.9K | QoQ NEW(+$198.9K) |
| 13.2K | All Managers (Combined) | $188.5K | |||
MAG SILVER CORP(MAGcusip55903Q104) | 12.2K | YoY NEW(+12.2K) | All Managers (Combined) | $187.1K | YoY NEW(+$187.1K) |
| 16.2K | QoQ 0.00% (+0) | All Managers (Combined) | $187.0K | ||
| 14.0K | YoY NEW(+14.0K) | All Managers (Combined) | $173.8K | YoY NEW(+$173.8K) | |
Evolus, Inc.(EOLScusip30052C107) | 13.5K | QoQ +3.84% (+500)YoY NEW(+13.5K) | All Managers (Combined) | $162.4K | YoY NEW(+$162.4K) |
(cusip015564107)✕ | 10.0K | All Managers (Combined) | $159.2K | ||
NewtekOne, Inc.(NEWTcusip652526203) | 12.8K | All Managers (Combined) | $152.6K | ||
FORD MOTOR CO(Fcusip345370860) | 13.0K | All Managers (Combined) | $130.0K | ||
| 13.4K | All Managers (Combined) | $106.4K | |||
| 17.1K | QoQ +1.91% (+320)YoY NEW(+17.1K) | All Managers (Combined) | $101.1K | YoY NEW(+$101.1K) |