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 THW
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,632 | 19,163 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,341 | 21,310 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $268,077 | 21,276 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $217,737 | 21,222 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $187,039 | 16,222 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $178,604 | 16,222 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $522,506 | 39,375 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $539,971 | 41,125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $528,736 | 39,965 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $481,095 | 41,225 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $73,121 | 6,239 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,945 | 4,989 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $68,548 | 4,989 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $73,088 | 4,989 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $81,468 | 6,335 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $130,651 | 9,073 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $150,716 | 9,896 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $119,519 | 7,337 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $95,508 | 5,806 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $61,978 | 3,770 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $21,926 | 1,455 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $23,032 | 1,455 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||