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 3 of 22
464287556
Shares:57.8K
Value:$7.4M
46434V613
Shares:156.0K
Value:$7.2M
74348A467
Shares:69.4K
Value:$7.1M
78464A201
Shares:84.2K
Value:$7.0M
09290C103
Shares:143.0K
Value:$7.0M
46137V837
Shares:65.6K
Value:$6.6M
46641Q837
Shares:118.5K
Value:$6.0M
69374H857
Shares:155.4K
Value:$5.8M
25460G773
Shares:95.1K
Value:$5.4M
45782C466
Shares:112.8K
Value:$5.2M
808524839
Shares:224.3K
Value:$5.2M
759937204
Shares:137.4K
Value:$5.2M
74347R818
Shares:245.0K
Value:$5.2M
46641Q118
Shares:88.8K
Value:$5.0M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
80.4K | All Managers (Combined) | $7.5M | |||
(cusip464287556)✕ | 57.8K | All Managers (Combined) | $7.4M | ||
(cusip46434V613)✕ | 156.0K | All Managers (Combined) | $7.2M | ||
(cusip74348A467)✕ | 69.4K | All Managers (Combined) | $7.1M | ||
(cusip78464A201)✕ | 84.2K | All Managers (Combined) | $7.0M | ||
(cusip09290C103)✕ | 143.0K | All Managers (Combined) | $7.0M | ||
132.4K | All Managers (Combined) | $6.9M | |||
45.4K | All Managers (Combined) | $6.7M | |||
(cusip46137V837)✕ | 65.6K | All Managers (Combined) | $6.6M | ||
(cusip46641Q837)✕ | 118.5K | All Managers (Combined) | $6.0M | ||
29.3K | QoQ +1.56% (-452)YoY -1.03% (-307) | All Managers (Combined) | $5.9M | ||
(cusip69374H857)✕ | 155.4K | All Managers (Combined) | $5.8M | ||
(cusip25460G773)✕ | 95.1K | All Managers (Combined) | $5.4M | ||
104.9K | All Managers (Combined) | $5.3M | |||
(cusip45782C466)✕ | 112.8K | All Managers (Combined) | $5.2M | ||
(cusip808524839)✕ | 224.3K | All Managers (Combined) | $5.2M | ||
(cusip759937204)✕ | 137.4K | All Managers (Combined) | $5.2M | ||
(cusip74347R818)✕ | 245.0K | QoQ 0.00% (-0) | All Managers (Combined) | $5.2M | |
26.1K | All Managers (Combined) | $5.0M | |||
(cusip46641Q118)✕ | 88.8K | QoQ NEW(+88.8K) YoY NEW(+88.8K) | All Managers (Combined) | $5.0M | QoQ NEW(+$5.0M) YoY NEW(+$5.0M) |