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 • $1,136,198.298K total value

438 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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14020X104

Shares:77.9K

Value:$2.2M

45782C797

Shares:56.6K

Value:$2.2M

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:30.4K

Value:$2.2M

Meta Platforms, Inc.

META|30303M102

Shares:3.8K

Value:$2.2M

MCDONALDS CORP

MCD|580135101

Shares:6.9K

Value:$2.2M

921946406

VYM|921946406

Shares:16.4K

Value:$2.1M

92647P126

Shares:54.5K

Value:$2.1M

Walmart Inc.

WMT|931142103

Shares:24.1K

Value:$2.1M

Alphabet Inc.

GOOG|02079K107

Shares:13.4K

Value:$2.1M

46434G103

IEMG|46434G103

Shares:38.4K

Value:$2.1M

922908769

VTI|922908769

Shares:7.5K

Value:$2.1M

09789C812

Shares:42.7K

Value:$2.0M

XCEL ENERGY INC

XEL|98389B100

Shares:27.3K

Value:$1.9M

464287200

IVV|464287200

Shares:3.4K

Value:$1.9M

922908595

VBK|922908595

Shares:7.6K

Value:$1.9M

464287655

IWM|464287655

Shares:9.6K

Value:$1.9M

464287630

IWN|464287630

Shares:12.6K

Value:$1.9M

89628W500

Shares:55.4K

Value:$1.9M

233051630

Shares:69.2K

Value:$1.9M

92204A702

VGT|92204A702

Shares:3.5K

Value:$1.9M

Instrument	Shares		Other Manager	Value
(cusip14020X104)✕	77.9K	QoQ +2.23% (-1.7K) YoY -1.35% (-1.1K)	All Managers (Combined)	$2.2M	QoQ -0.88% (-$19.6K) YoY -2.96% (-$67.5K)
(cusip45782C797)✕	56.6K	QoQ -1.82% (-1.1K) YoY +760.41% (+50.0K)	All Managers (Combined)	$2.2M	QoQ -3.59% (-$82.1K) YoY +791.63% (+$2.0M)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	30.4K	QoQ +0.47% (+143) YoY +5.56% (+1.6K)	All Managers (Combined)	$2.2M	QoQ +2.68% (+$57.2K) YoY +30.75% (+$513.6K)
Meta Platforms, Inc.(METAcusip30303M102)	3.8K	QoQ +20.23% (+634) YoY +74.23% (+1.6K)	All Managers (Combined)	$2.2M	QoQ +18.35% (+$336.6K) YoY +106.77% (+$1.1M)
MCDONALDS CORP(MCDcusip580135101)	6.9K	QoQ -3.23% (-230) YoY -6.62% (-489)	All Managers (Combined)	$2.2M	QoQ +4.28% (-$88.3K) YoY +3.45% (-$71.8K)
(VYMcusip921946406)	16.4K	QoQ -0.92% (-153) YoY -4.49% (-774)	All Managers (Combined)	$2.1M	QoQ +0.13% (-$2.9K) YoY +1.79% (-$37.4K)
(cusip92647P126)✕	54.5K	QoQ +34.16% (+13.9K) YoY +290.82% (+40.6K)	All Managers (Combined)	$2.1M	QoQ +29.45% (+$481.6K) YoY +323.79% (+$1.6M)
Walmart Inc.(WMTcusip931142103)	24.1K	QoQ +1.87% (-443) YoY +5.64% (+1.3K)	All Managers (Combined)	$2.1M	QoQ -1.00% (-$21.6K) YoY +54.13% (+$742.7K)
Alphabet Inc.(GOOGcusip02079K107)	13.4K	QoQ -0.67% (-91) YoY +12.79% (+1.5K)	All Managers (Combined)	$2.1M	QoQ -18.51% (-$475.6K) YoY +15.74% (+$284.7K)
(IEMGcusip46434G103)	38.4K	QoQ +70.88% (+15.9K) YoY +105.58% (+19.7K)	All Managers (Combined)	$2.1M	QoQ +76.61% (+$899.5K) YoY +115.02% (+$1.1M)
(VTIcusip922908769)	7.5K	QoQ +17.08% (+1.1K) YoY +171.09% (+4.7K)	All Managers (Combined)	$2.1M	QoQ +11.03% (+$204.4K) YoY +186.70% (+$1.3M)
(cusip09789C812)✕	42.7K	QoQ NEW(+42.7K) YoY NEW(+42.7K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
XCEL ENERGY INC(XELcusip98389B100)	27.3K	QoQ +0.28% (+77) YoY -3.18% (-898)	All Managers (Combined)	$1.9M	QoQ +5.14% (+$94.6K) YoY +27.51% (-$417.3K)
(IVVcusip464287200)	3.4K	QoQ +8.42% (+266) YoY +45.72% (+1.1K)	All Managers (Combined)	$1.9M	QoQ +3.48% (+$64.7K) YoY +55.72% (+$688.3K)
(VBKcusip922908595)	7.6K	QoQ +1.73% (-130) YoY +6.93% (+495)	All Managers (Combined)	$1.9M	QoQ -8.55% (-$179.6K) YoY +3.26% (+$60.8K)
(IWMcusip464287655)	9.6K	QoQ +0.22% (-22) YoY +7.75% (+691)	All Managers (Combined)	$1.9M	QoQ -9.50% (-$201.3K) YoY +2.21% (+$41.4K)
(IWNcusip464287630)	12.6K	QoQ +0.03% (-4) YoY -3.05% (-396)	All Managers (Combined)	$1.9M	QoQ -8.00% (-$165.0K) YoY -7.83% (-$161.2K)
(cusip89628W500)✕	55.4K	QoQ +0.03% (-17) YoY +185.63% (+36.0K)	All Managers (Combined)	$1.9M	QoQ -5.99% (-$120.2K) YoY +218.80% (+$1.3M)
(cusip233051630)✕	69.2K	QoQ -6.62% (-4.9K) YoY -73.06% (-187.8K)	All Managers (Combined)	$1.9M	QoQ +4.33% (-$78.1K) YoY -70.37% (-$4.5M)
(VGTcusip92204A702)	3.5K	QoQ +39.28% (+975) YoY +167.77% (+2.2K)	All Managers (Combined)	$1.9M	QoQ +21.48% (+$331.6K) YoY +176.94% (+$1.2M)