Tradition Wealth Management, LLC
Top Portfolio Positions
244 positions ·
$320,245,337 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,738 | $31,657,257 | 9.89% |
| NVDA |
Nvidia Corp
Technology
|
155,360 | $27,094,784 | 8.46% |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,600 | $19,970,428 | 6.24% |
| MSFT |
Microsoft Corp
Technology
|
41,767 | $15,460,890 | 4.83% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
60,854 | $12,674,062 | 3.96% |
| BALL |
BALL Corp
Consumer Cyclical
|
133,113 | $7,868,309 | 2.46% |
| PLTR |
Palantir Technologies Inc.
Technology
|
52,143 | $7,627,478 | 2.38% |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,011 | $7,192,163 | 2.25% |
| AVGO |
Broadcom Inc.
Technology
|
22,266 | $6,891,549 | 2.15% |
| BWB |
Bridgewater Bancshares Inc
Financial Services
|
351,865 | $6,228,010 | 1.94% |
Portfolio Trend
Holdings in DC
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $151,565 | 30,013 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $37,875 | 7,500 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $155,115 | 27,309 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $89,675 | 19,709 | Shares | Sole | 2025-11-13 | |
| No quarters match your search. | ||||||