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 UTG
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,234,354 | 82,341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,012,180 | 82,345 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,224,077 | 81,375 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,555,082 | 98,261 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,153,126 | 96,900 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,001,138 | 94,703 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,083,746 | 93,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,491,693 | 91,204 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,967,999 | 72,997 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,829,524 | 68,419 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,827,205 | 74,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,914,601 | 69,825 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,836,384 | 64,707 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,829,634 | 64,720 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,055,176 | 75,447 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,399,648 | 77,408 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,723,044 | 78,769 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,735,040 | 77,877 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,398,197 | 42,667 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,214,505 | 35,398 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $993,576 | 29,659 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $582,252 | 17,757 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||