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

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Page 7 of 22

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89628W708

Shares:64.8K

Value:$1.8M

46434V456

Shares:45.7K

Value:$1.8M

45782C540

Shares:46.9K

Value:$1.8M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:28.4K

Value:$1.8M

VISA INC.

V|92826C839

Shares:5.0K

Value:$1.7M

46137V233

Shares:37.8K

Value:$1.7M

464287473

IWS|464287473

Shares:13.8K

Value:$1.7M

33740U703

Shares:68.9K

Value:$1.7M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.9K

Value:$1.7M

46137V282

Shares:49.8K

Value:$1.7M

46138E339

Shares:18.1K

Value:$1.7M

Medtronic plc

MDT|G5960L103

Shares:18.6K

Value:$1.7M

25459Y207

Shares:18.9K

Value:$1.7M

HOME DEPOT, INC.

HD|437076102

Shares:4.5K

Value:$1.6M

092528603

Shares:31.1K

Value:$1.6M

TARGET CORP

TGT|87612E106

Shares:15.5K

Value:$1.6M

464287481

IWP|464287481

Shares:13.5K

Value:$1.6M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:14.3K

Value:$1.6M

46138G631

Shares:53.4K

Value:$1.6M

CHEVRON CORP

CVX|166764100

Shares:9.2K

Value:$1.5M

Instrument	Shares		Other Manager	Value
(cusip89628W708)✕	64.8K	QoQ +2.90% (+1.8K) YoY +257.50% (+46.7K)	All Managers (Combined)	$1.8M	QoQ +4.33% (+$76.7K) YoY +231.25% (+$1.3M)
(cusip46434V456)✕	45.7K	QoQ -3.48% (-1.6K) YoY -23.13% (-13.8K)	All Managers (Combined)	$1.8M	QoQ +3.20% (-$56.3K) YoY -23.07% (-$544.1K)
(cusip45782C540)✕	46.9K	QoQ +22.44% (+8.6K) YoY +79.86% (+20.8K)	All Managers (Combined)	$1.8M	QoQ +19.83% (+$291.9K) YoY +84.78% (+$809.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	28.4K	QoQ +23.73% (+5.4K) YoY -18.42% (-6.4K)	All Managers (Combined)	$1.8M	QoQ +28.98% (+$393.8K) YoY +0.86% (-$15.1K)
VISA INC.(Vcusip92826C839)	5.0K	QoQ +3.30% (+159) YoY +6.01% (+282)	All Managers (Combined)	$1.7M	QoQ +14.55% (+$221.4K) YoY +33.13% (+$433.8K)
(cusip46137V233)✕	37.8K	QoQ NEW(+37.8K) YoY NEW(+37.8K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
(IWScusip464287473)	13.8K	QoQ 0.00% (-0) YoY -4.05% (-583)	All Managers (Combined)	$1.7M	QoQ -2.60% (-$46.4K) YoY -3.56% (-$64.2K)
(cusip33740U703)✕	68.9K	QoQ -8.09% (-6.1K) YoY -15.51% (-12.6K)	All Managers (Combined)	$1.7M	QoQ -10.14% (-$194.0K) YoY -10.63% (-$204.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.9K	QoQ +6.94% (+448) YoY -2.41% (-171)	All Managers (Combined)	$1.7M	QoQ +20.97% (+$297.6K) YoY +27.07% (-$365.6K)
(cusip46137V282)✕	49.8K	QoQ -1.13% (-573) YoY -8.31% (-4.5K)	All Managers (Combined)	$1.7M	QoQ -9.64% (-$181.7K) YoY -10.89% (-$208.2K)
(cusip46138E339)✕	18.1K	QoQ +3.89% (+677) YoY NEW(+18.1K)	All Managers (Combined)	$1.7M	QoQ +1.18% (+$19.5K) YoY NEW(+$1.7M)
Medtronic plc(MDTcusipG5960L103)	18.6K	QoQ +1.78% (+326) YoY -13.23% (-2.8K)	All Managers (Combined)	$1.7M	QoQ +14.50% (+$211.5K) YoY -10.53% (-$196.6K)
(cusip25459Y207)✕	18.9K	QoQ +5.21% (+938) YoY +153.36% (+11.5K)	All Managers (Combined)	$1.7M	QoQ +2.18% (+$35.3K) YoY +147.66% (+$984.3K)
HOME DEPOT, INC.(HDcusip437076102)	4.5K	QoQ +4.34% (-187) YoY +0.62% (-28)	All Managers (Combined)	$1.6M	QoQ -1.69% (-$28.4K) YoY -3.86% (-$66.3K)
(cusip092528603)✕	31.1K	QoQ +1.11% (+344) YoY +47.91% (+10.1K)	All Managers (Combined)	$1.6M	QoQ +1.81% (+$29.1K) YoY +47.68% (+$526.1K)
TARGET CORP(TGTcusip87612E106)	15.5K	QoQ +0.43% (-67) YoY +15.78% (-2.1K)	All Managers (Combined)	$1.6M	QoQ -22.46% (-$467.7K) YoY -31.80% (-$753.1K)
(IWPcusip464287481)	13.5K	QoQ 0.00% (-0) YoY -3.02% (-421)	All Managers (Combined)	$1.6M	QoQ -7.30% (-$125.0K) YoY -0.17% (-$2.8K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	14.3K	QoQ +2.61% (-365) YoY -0.09% (-13)	All Managers (Combined)	$1.6M	QoQ -10.49% (-$185.0K) YoY -26.06% (-$555.9K)
(cusip46138G631)✕	53.4K	QoQ -3.67% (-2.0K) YoY -13.41% (-8.3K)	All Managers (Combined)	$1.6M	QoQ -9.50% (-$162.9K) YoY -13.11% (-$234.0K)
CHEVRON CORP(CVXcusip166764100)	9.2K	QoQ +3.84% (+342) YoY +1.65% (+150)	All Managers (Combined)	$1.5M	QoQ +19.93% (+$256.6K) YoY +7.80% (+$111.8K)