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

SEC FilingSEC DataHachi Filing

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
CIK: tradition-wealth-management
Manager Name: Tradition-Wealth-Management

Data Enrichment

61% identified

268 identified170 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

438 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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IAMGOLD CORP

IAG|450913108

Shares:16.0K

Value:$100.0K

% of Portfolio:0.0% ($100.0K/$1.1B)

TASEKO MINES LTD

TGB|876511106

Shares:42.4K

Value:$94.9K

% of Portfolio:0.0% ($94.9K/$1.1B)

NIO Inc.

NIO|62914V106

Shares:17.8K

Value:$67.9K

% of Portfolio:0.0% ($67.9K/$1.1B)

SILVERCORP METALS INC

SVM|82835P103

Shares:15.9K

Value:$61.7K

% of Portfolio:0.0% ($61.7K/$1.1B)

HECLA MINING CO/DE/

HL|422704106

Shares:11.1K

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$1.1B)

New Gold Inc. /FI

NGD|644535106

Shares:15.0K

Value:$55.6K

% of Portfolio:0.0% ($55.6K/$1.1B)

PFIZER INC

PFE|717081103

Shares:50.0K

Value:$41.3K

% of Portfolio:0.0% ($41.3K/$1.1B)

B2GOLD CORP

BTG|11777Q209

Shares:14.4K

Value:$41.0K

% of Portfolio:0.0% ($41.0K/$1.1B)

Gold Royalty Corp.

GROY|38071H106

Shares:25.0K

Value:$36.0K

% of Portfolio:0.0% ($36.0K/$1.1B)

Metalla Royalty & Streaming Ltd.

MTA|59124U605

Shares:10.3K

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$1.1B)

INTERNATIONAL TOWER HILL MINES LTD

THM|46050R102

Shares:41.0K

Value:$25.9K

% of Portfolio:0.0% ($25.9K/$1.1B)

AVINO SILVER & GOLD MINES LTD

ASM|053906103

Shares:10.0K

Value:$18.4K

% of Portfolio:0.0% ($18.4K/$1.1B)

VISTA GOLD CORP

VGZ|927926303

Shares:20.0K

Value:$16.5K

% of Portfolio:0.0% ($16.5K/$1.1B)

New Found Gold Corp.

NFGC|64440N103

Shares:13.4K

Value:$16.1K

% of Portfolio:0.0% ($16.1K/$1.1B)

45826T509

Shares:10.0K

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$1.1B)

NEW PACIFIC METALS CORP

NEWP|64782A107

Shares:10.0K

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$1.1B)

GoldMining Inc.

GLDG|38149E101

Shares:10.6K

Value:$9.0K

% of Portfolio:0.0% ($9.0K/$1.1B)

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:11.3K

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
IAMGOLD CORP(IAGcusip450913108)	16.0K	QoQ -30.43% (-7.0K) YoY NEW(+16.0K)	All Managers (Combined)	$100.0K	0.0% ($100.0K/$1.1B)	QoQ -15.73% (-$18.7K) YoY NEW(+$100.0K)
TASEKO MINES LTD(TGBcusip876511106)	42.4K	QoQ -10.55% (-5.0K) YoY NEW(+42.4K)	All Managers (Combined)	$94.9K	0.0% ($94.9K/$1.1B)	QoQ +3.27% (-$3.0K) YoY NEW(+$94.9K)
NIO Inc.(NIOcusip62914V106)	17.8K	QoQ +5.94% (-1.0K) YoY +5.94% (-1.0K)	All Managers (Combined)	$67.9K	0.0% ($67.9K/$1.1B)	QoQ -7.41% (-$5.4K) YoY -10.29% (-$7.8K)
SILVERCORP METALS INC(SVMcusip82835P103)	15.9K	QoQ +4.93% (+750) YoY NEW(+15.9K)	All Managers (Combined)	$61.7K	0.0% ($61.7K/$1.1B)	QoQ +35.36% (+$16.1K) YoY NEW(+$61.7K)
HECLA MINING CO/DE/(HLcusip422704106)	11.1K	QoQ NEW(+11.1K) YoY -6.19% (-732)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$1.1B)	QoQ NEW(+$61.6K) YoY +8.43% (-$4.8K)
New Gold Inc. /FI(NGDcusip644535106)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$55.6K	0.0% ($55.6K/$1.1B)	QoQ NEW(+$55.6K) YoY NEW(+$55.6K)
PFIZER INC(PFEcusip717081103)	50.0K	QoQ 0.00% (-0) YoY +95.45% (-24.4K)	All Managers (Combined)	$41.3K	0.0% ($41.3K/$1.1B)	QoQ -3.50% (-$1.5K) YoY -94.18% (-$668.6K)
B2GOLD CORP(BTGcusip11777Q209)	14.4K	QoQ 0.00% (+0) YoY NEW(+14.4K)	All Managers (Combined)	$41.0K	0.0% ($41.0K/$1.1B)	QoQ +16.80% (+$5.9K) YoY NEW(+$41.0K)
Gold Royalty Corp.(GROYcusip38071H106)	25.0K	QoQ 0.00% (+0) YoY NEW(+25.0K)	All Managers (Combined)	$36.0K	0.0% ($36.0K/$1.1B)	QoQ +19.00% (+$5.8K) YoY NEW(+$36.0K)
Metalla Royalty & Streaming Ltd.(MTAcusip59124U605)	10.3K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$29.5K	0.0% ($29.5K/$1.1B)	QoQ +13.94% (+$3.6K) YoY -8.03% (-$2.6K)
INTERNATIONAL TOWER HILL MINES LTD(THMcusip46050R102)	41.0K	QoQ -32.78% (-20.0K) YoY NEW(+41.0K)	All Managers (Combined)	$25.9K	0.0% ($25.9K/$1.1B)	QoQ -6.72% (-$1.9K) YoY NEW(+$25.9K)
AVINO SILVER & GOLD MINES LTD(ASMcusip053906103)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$18.4K	0.0% ($18.4K/$1.1B)	QoQ NEW(+$18.4K) YoY NEW(+$18.4K)
VISTA GOLD CORP(VGZcusip927926303)	20.0K	QoQ 0.00% (+0) YoY +39.69% (+5.7K)	All Managers (Combined)	$16.5K	0.0% ($16.5K/$1.1B)	QoQ +48.38% (+$5.4K) YoY +104.84% (+$8.5K)
New Found Gold Corp.(NFGCcusip64440N103)	13.4K	QoQ 0.00% (-0) YoY NEW(+13.4K)	All Managers (Combined)	$16.1K	0.0% ($16.1K/$1.1B)	QoQ -34.06% (-$8.3K) YoY NEW(+$16.1K)
(cusip45826T509)✕	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$1.1B)	QoQ NEW(+$12.4K) YoY NEW(+$12.4K)
NEW PACIFIC METALS CORP(NEWPcusip64782A107)	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$1.1B)	QoQ -6.35% (-$750) YoY NEW(+$11.1K)
GoldMining Inc.(GLDGcusip38149E101)	10.6K	QoQ 0.00% (+0) YoY NEW(+10.6K)	All Managers (Combined)	$9.0K	0.0% ($9.0K/$1.1B)	QoQ +5.59% (+$475) YoY NEW(+$9.0K)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	11.3K	QoQ 0.00% (-0) YoY -6.59% (-800)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$1.1B)	QoQ -43.45% (-$5.3K) YoY -70.25% (-$16.2K)