Tradition Wealth Management, LLC
Top Portfolio Positions
245 positions ·
$331,069,027 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,738 | $31,657,257 | 9.56% | |
| NVDA |
Nvidia Corp
Technology
|
155,360 | $27,094,784 | 8.18% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,600 | $19,970,428 | 6.03% | |
| MSFT |
Microsoft Corp
Technology
|
41,767 | $15,460,890 | 4.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,854 | $12,674,062 | 3.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
22,587 | $10,823,690 | 3.27% | |
| BALL |
BALL Corp
Consumer Cyclical
|
133,113 | $7,868,309 | 2.38% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
52,143 | $7,627,478 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,011 | $7,192,163 | 2.17% | |
| AVGO |
Broadcom Inc.
Technology
|
22,266 | $6,891,549 | 2.08% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ABCL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,570 | 47,728 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $4,537 | 1,300 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $161,116 | 47,110 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $181,774 | 36,138 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||