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Asset Manager ← All Institutions

Tradition Wealth Management, LLC

Q2 2025 · Filed 2025-08-12
Market Value
$1.2B
+10.0%
Holdings
459
+16
New Purchases
34
Added To
180
Closed
15
Reduced
197
Top 10 Concentration
24.8%
Turnover
10.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 1.99% 1.51% +0.48% $25M
SFLO 1.03% 0.67% +0.36% $13M
BBUS 2.88% 2.64% +0.24% $36M
JPIE 0.92% 0.68% +0.24% $11M
MSFT 1.41% 1.18% +0.24% $18M
THRO 0.22% 0.00% +0.22% $3M
SCHG 3.84% 3.62% +0.22% $48M
LOUP 1.00% 0.80% +0.20% $12M
PLTR 0.56% 0.38% +0.18% $7M
IEMG 0.37% 0.18% +0.18% $5M
JPST 0.71% 0.53% +0.18% $9M
XTEN 0.35% 0.18% +0.18% $4M
EFV 0.56% 0.39% +0.17% $7M
AVGO 0.48% 0.32% +0.16% $6M
IAGG 0.15% 0.00% +0.15% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 0.72% 1.19% -0.47% $9M
CALF 0.06% 0.52% -0.45% $771K
AAPL 2.01% 2.43% -0.42% $25M
UNH 0.44% 0.75% -0.31% $5M
JCPB 3.26% 3.47% -0.21% $41M
SCHD 1.73% 1.93% -0.20% $21M
JEPI 1.36% 1.56% -0.20% $17M
IUSB 0.46% 0.64% -0.18% $6M
BRK-B 0.96% 1.13% -0.17% $12M
SCHR 1.73% 1.86% -0.13% $22M
DBEF 2.00% 2.10% -0.10% $25M
SCHV 2.10% 2.20% -0.10% $26M
RSP 1.41% 1.51% -0.10% $18M
QUAL 1.05% 1.14% -0.09% $13M
ABBV 0.34% 0.43% -0.09% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 62 $219M 17.6%
Large Cap 220 $642M 51.6%
Mid Cap 77 $213M 17.1%
Small Cap 60 $97M 7.8%
Micro Cap 40 $72M 5.8%

Portfolio Analytics

Avg Market Cap
$157.0B
Median Market Cap
$20.0B
Avg P/E
34.8
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
212
# ETFs / Funds
247

Top Holdings (459 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 3.84% 1,636,557 $48M $29.21 $7M +105 +0.0%
2 JCPB 3.26% 861,685 $41M $47.06 $1M +27,808 +3.3%
3 BUFR 3.21% 1,254,553 $40M $31.80 $3M +12,543 +1.0%
4 BBUS 2.88% 319,774 $36M $111.92 $6M +24,334 +8.2%
5 SCHV 2.10% 943,657 $26M $27.67 $1M +9,104 +1.0%
6 AAPL 2.01% 122,016 $25M $205.17 -$2M -1,655 -1.3%
7 DBEF 2.00% 567,614 $25M $43.75 $1M +19,178 +3.5%
8 NVDA 1.99% 156,710 $25M $157.99 $8M -797 -0.5%
9 VIG 1.78% 108,305 $22M $204.67 $2M +1,943 +1.8%
10 SCHR 1.73% 861,612 $22M $25.03 $545K +16,038 +1.9%
11 SCHD 1.73% 809,803 $21M $26.50 -$330K +30,492 +3.9%
12 FNDF 1.64% 510,193 $20M $40.02 $1M -17,957 -3.4%
13 IWF 1.61% 47,058 $20M $424.58 $3M -203 -0.4%
14 SCHB 1.56% 814,190 $19M $23.83 $2M +8,856 +1.1%
15 QQQ 1.54% 34,717 $19M $551.64 $3M +934 +2.8%
16 EMXC 1.44% 282,988 $18M $63.14 $737K -27,968 -9.0%
17 RSP 1.41% 96,755 $18M $181.74 $504K -1,844 -1.9%
18 MSFT 1.41% 35,293 $18M $497.42 $4M -122 -0.3%
19 JEPI 1.36% 297,241 $17M $56.85 -$721K -11,117 -3.6%
20 JIRE 1.22% 214,776 $15M $70.77 $2M +4,870 +2.3%
21 RUNN 1.20% 442,237 $15M $33.84 $1M +13,595 +3.2%
22 JGRO 1.20% 173,036 $15M $86.07 $3M +5,706 +3.4%
23 FNDX 1.11% 564,097 $14M $24.54 $592K +2,856 +0.5%
24 VBR 1.10% 70,111 $14M $195.01 $960K +1,874 +2.8%
25 AMZN 1.07% 60,588 $13M $219.39 $2M +331 +0.6%
26 QUAL 1.05% 71,208 $13M $182.82 $177K -3,933 -5.2%
27 SFLO 1.03% 488,931 $13M $26.21 $5M +180,583 +58.6%
28 LOUP 1.00% 198,886 $12M $62.61 $3M +35 +0.0%
29 JEPQ 0.98% 223,689 $12M $54.40 $955K +7,119 +3.3%
30 BRK-B 0.96% 24,471 $12M $485.78 -$849K +557 +2.3%
31 JPIE 0.92% 245,906 $11M $46.32 $4M +80,093 +48.3%
32 JTEK 0.87% 127,414 $11M $84.46 $2M +3,885 +3.1%
33 SCHA 0.85% 416,828 $11M $25.30 $389K -16,651 -3.8%
34 SCHF 0.80% 451,595 $10M $22.10 $1M +11,700 +2.7%
35 IWD 0.74% 47,156 $9M $194.23 $287K +2
36 USMV 0.73% 96,822 $9M $93.87 -$37K -614 -0.6%
37 SPLG 0.72% 122,516 $9M $72.69 -$5M -82,133 -40.1%
38 JPST 0.71% 174,264 $9M $50.68 $3M +55,714 +47.0%
39 UAPR 0.71% 280,583 $9M $31.30 $333K -2,372 -0.8%
40 PAPR 0.65% 217,110 $8M $37.29 $235K -3,345 -1.5%
41 DYNF 0.61% 139,764 $8M $54.46 $641K -3,198 -2.2%
42 BLL 0.60% 133,113 $7M $56.09 $573K +721 +0.5%
43 IVW 0.60% 67,490 $7M $110.10 -$34K -12,923 -16.1%
44 IBB 0.59% 58,062 $7M $126.51 -$49K +245 +0.4%
45 SLYG 0.58% 81,009 $7M $88.75 $203K -3,164 -3.8%
46 EFV 0.56% 110,250 $7M $63.48 $3M +34,575 +45.7%
47 PLTR 0.56% 51,251 $7M $136.32 $3M +766 +1.5%
48 NOBL 0.56% 69,213 $7M $100.70 -$121K -179 -0.3%
49 MMM 0.56% 45,375 $7M $152.24 $234K -68 -0.1%
50 PDP 0.55% 62,518 $7M $108.59 $230K -3,085 -4.7%
51 MGC 0.53% 29,076 $7M $224.92 $637K -236 -0.8%
52 WFH 0.52% 93,378 $6M $69.17 $1M -1,676 -1.8%
53 VEA 0.51% 112,199 $6M $57.01 $1M +7,289 +7.0%
54 IPO 0.49% 136,647 $6M $44.94 $982K -733 -0.5%
55 AVGO 0.48% 21,554 $6M $275.65 $2M +123 +0.6%
56 JMEE 0.47% 98,232 $6M $59.21 $845K +9,420 +10.6%
57 IUSB 0.46% 123,929 $6M $46.23 -$1M -32,025 -20.5%
58 BWB 0.46% 355,766 $6M $15.91 $694K -1,750 -0.5%
59 UNH 0.44% 17,502 $5M $311.98 -$3M +1,268 +7.8%
60 SAA 0.44% 245,000 $5M $22.13 $270K
61 NJAN 0.43% 105,465 $5M $50.75 $121K -7,355 -6.5%
62 IVE 0.42% 26,507 $5M $195.42 $203K +392 +1.5%
63 NAPR 0.41% 99,949 $5M $51.01 $446K +2,405 +2.5%
64 SCHZ 0.41% 218,331 $5M $23.24 -$122K -6,018 -2.7%
65 FTCS 0.38% 52,057 $5M $90.89 $75K +108 +0.2%
66 DVY 0.37% 34,851 $5M $132.81 -$108K -417 -1.2%
67 IEMG 0.37% 76,099 $5M $60.03 $2M +37,678 +98.1%
68 JPM 0.36% 15,619 $5M $289.90 $1M +2,120 +15.7%
69 VOO 0.36% 7,871 $4M $568.05 $956K +1,031 +15.1%
70 KAPR 0.36% 137,984 $4M $32.39 $165K -1,512 -1.1%
71 XTEN 0.35% 94,644 $4M $46.16 $2M +51,904 +121.4%
72 GOOGL 0.34% 24,191 $4M $176.23 $616K +607 +2.6%
73 ABBV 0.34% 22,640 $4M $185.62 -$622K -386 -1.7%
74 VUG 0.34% 9,576 $4M $438.41 $69K -1,559 -14.0%
75 AGG 0.33% 41,996 $4M $99.20 -$268K -2,823 -6.3%
76 TSLA 0.33% 13,034 $4M $317.66 $1M +1,241 +10.5%
77 EAPR 0.33% 144,489 $4M $27.98 $155K -2,016 -1.4%
78 SPY 0.30% 6,074 $4M $617.89 $259K -172 -2.8%
79 UTG 0.29% 98,261 $4M $36.18 $402K +1,361 +1.4%
80 VNQ 0.27% 38,399 $3M $89.06 $181K +2,624 +7.3%
81 IYW 0.27% 19,327 $3M $173.27 $273K -2,576 -11.8%
82 IWO 0.27% 11,689 $3M $285.86 $355K +1 +0.0%
83 MGV 0.26% 24,710 $3M $131.20 $27K -247 -1.0%
84 JSCP 0.26% 68,285 $3M $47.44 -$19K -739 -1.1%
85 META 0.25% 4,275 $3M $738.02 $984K +508 +13.5%
86 EFG 0.25% 27,821 $3M $112.00 $331K -25 -0.1%
87 COST 0.24% 2,979 $3M $989.96 $322K +202 +7.3%
88 IAPR 0.24% 100,541 $3M $29.24 $148K -823 -0.8%
89 OBDC 0.23% 203,411 $3M $14.34 -$40K +1,722 +0.8%
90 XLG 0.23% 54,296 $3M $52.10 $1M +16,492 +43.6%
91 VFLO 0.23% 79,626 $3M $35.35 $194K +3,186 +4.2%
92 MODL 0.22% 64,710 $3M $43.10 $673K +10,190 +18.7%
93 THRO 0.22% 78,196 $3M $35.58 +78,196 NEW
94 SLYV 0.22% 33,755 $3M $79.76 $16K -380 -1.1%
95 PFEB 0.22% 70,727 $3M $38.01 $24K -3,646 -4.9%
96 SPLV 0.21% 36,355 $3M $72.82 -$109K -536 -1.4%
97 MBB 0.21% 27,860 $3M $93.89 -$64K -715 -2.5%
98 SCHM 0.21% 91,506 $3M $28.05 $170K +30 +0.0%
99 IJR 0.20% 23,170 $3M $109.29 $103K -58 -0.2%
100 USB 0.20% 55,496 $3M $45.25 $127K -965 -1.7%

Options Breakdown

0 Calls $0 Call Value 1 Puts $55K Put Value

Top Puts

SymbolSharesValueStatus
PFE 72,500 $55K

New Positions

SymbolValue% Port
THRO $3M 0.22%
IAGG $2M 0.15%
ADM $1M 0.09%
BAI $1M 0.09%
DMAR $528K 0.04%
NLR $363K 0.03%
BLOK $331K 0.03%
COIN $314K 0.03%
CEG $279K 0.02%
GEV $274K 0.02%
BFEB $273K 0.02%
GS $265K 0.02%
STIP $264K 0.02%
STX $254K 0.02%
PRLB $250K 0.02%

Sold Out Positions

SymbolValue% Port
CAVA —%
UL —%
SLB —%
BP —%
GIS —%
ADP —%
AEP —%
NEWTP —%
TPG —%
GLDG —%
VRTX —%
BALT —%
HEFA —%
MAG —%
RYE —%
View SEC EDGAR Filings for Tradition Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms