Tradition Wealth Management, LLC
Top Portfolio Positions
245 positions ·
$330,603,756 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
124,738 | $31,657,257 | 9.58% | |
| NVDA |
Nvidia Corp
Technology
|
155,360 | $27,094,784 | 8.20% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,600 | $19,970,428 | 6.04% | |
| MSFT |
Microsoft Corp
Technology
|
41,767 | $15,460,890 | 4.68% | |
| 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 | 2.31% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,011 | $7,192,163 | 2.18% | |
| AVGO |
Broadcom Inc.
Technology
|
22,266 | $6,891,549 | 2.08% |
Portfolio Trend
22 quarters · across all stocks
Holdings in GDEN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,900 | 10,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $271,900 | 10,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $235,800 | 10,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $294,300 | 10,000 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $263,900 | 10,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $316,000 | 10,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $317,900 | 10,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $311,100 | 10,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $368,300 | 10,000 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $399,300 | 10,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $341,800 | 10,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $418,000 | 10,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $435,100 | 10,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $374,000 | 10,000 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $348,900 | 10,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $395,500 | 10,000 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $580,700 | 10,000 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $505,300 | 10,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $490,900 | 10,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $448,000 | 10,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $980,593 | 38,820 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,169,929 | 58,820 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||