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 BWB
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,228,010 | 351,865 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,142,354 | 350,391 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,202,081 | 352,391 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,660,237 | 355,766 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,965,897 | 357,516 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,800,656 | 355,341 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,167,373 | 364,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,352,240 | 374,870 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,602,153 | 395,374 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,487,092 | 405,850 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,951,738 | 416,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,105,972 | 416,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,223,242 | 389,598 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,686,103 | 433,264 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $6,712,513 | 407,560 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,578,018 | 407,560 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,798,100 | 407,560 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $7,207,967 | 407,460 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,154,064 | 351,460 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,589,676 | 346,110 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,597,751 | 346,610 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,891,208 | 391,610 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||