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 MTA
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,481 | 10,329 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $80,359 | 10,329 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $65,589 | 10,329 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,663 | 10,329 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,540 | 10,329 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,925 | 10,329 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $31,916 | 10,329 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $28,714 | 10,329 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $32,123 | 10,329 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $31,813 | 10,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,737 | 1,875 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,137 | 1,875 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,481 | 1,875 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,206 | 1,875 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,275 | 1,875 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,056 | 1,875 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,256 | 1,875 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $12,993 | 1,875 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,750 | 1,875 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,050 | 1,875 | Shares | Sole | 2021-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||