Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Tradition Wealth Management, Llc > Profile

Instuitional Investor - Tradition Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tradition Wealth Management, Llc
Portfolio Value $1,135,077,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,642,174 $45,767,398 4.03%
2.
First Tr Exchng Traded Fd Vi
 1,228,906 $37,444,766 3.29%
3.
J P Morgan Exchange Traded F
 783,411 $36,091,743 3.17%
4.
Apple Inc.
 AAPL 121,441 $30,411,142 2.67%
5.
Schwab Strategic Trust
 FNDF 923,003 $24,062,692 2.11%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)