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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 $955,701
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 732,232 $56,482 5.91%
2.
Ft Cboe Vest Fund Of
 1,225,490 $32,232 3.37%
3.
Schwab Strategic Trust
 FNDF 890,343 $30,031 3.14%
4.
Apple Inc.
 AAPL 124,997 $24,066 2.51%
5.
Invsc S P 500 Equal
 152,242 $24,024 2.51%
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%
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Returns since its inception in May 2014 (through November 14th, 2024)