Notify me when Tradition Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 495 | $1,393,305,403 | +$59,980,155 | -$37,253,557 | +$22,726,598 | SCHG, BBUS, BUFR, JCPB, AAPL | 13F-HR | 11 Feb 2026, 10:10 |
| Q3 2025 | 485 | $1,352,101,074 | +$84,415,713 | -$70,798,238 | +$13,617,475 | SCHG, BUFR, BBUS, JCPB, AAPL | 13F-HR | 13 Nov 2025, 10:12 |
| Q2 2025 | 459 | $1,252,093,070 | +$60,537,688 | -$36,327,458 | +$24,210,230 | SCHG, JCPB, BUFR, BBUS, SCHV | 13F-HR | 12 Aug 2025, 11:47 |
| Q1 2025 | 438 | $1,136,411,049 | +$83,036,937 | -$45,064,887 | +$37,972,050 | SCHG, JCPB, BUFR, BBUS, AAPL | 13F-HR | 14 May 2025, 08:50 |
| Q4 2024 | 422 | $1,135,034,826 | +$194,095,537 | -$68,372,890 | +$125,722,647 | SCHG, BUFR, JCPB, AAPL, SCHV | 13F-HR | 13 Feb 2025, 10:58 |
| Q3 2024 | 409 | $1,121,932,253 | +$48,704,361 | -$19,430,475 | +$29,273,886 | SCHG, BUFR, JCPB, AAPL, RSP | 13F-HR | 14 Nov 2024, 17:14 |
| Q2 2024 | 404 | $1,034,814,015 | +$120,252,947 | -$70,023,747 | +$50,229,200 | SCHG, BUFR, JCPB, AAPL, RSP | 13F-HR | 12 Aug 2024, 15:29 |
| Q1 2024 | 392 | $987,781,742 | +$178,615,555 | -$163,463,022 | +$15,152,533 | SCHG, FNDF, BUFR, RSP, SCHD | 13F-HR | 13 May 2024, 11:46 |
| Q4 2023 | 1,264 | $903,012,000 | +$100,113,690 | -$72,677,806 | +$27,435,884 | SCHG, BUFR, FNDF, AAPL, RSP | 13F-HR | 12 Feb 2024, 14:23 |
| Q3 2023 | 1,356 | $797,167,000 | +$51,725,016 | -$33,624,431 | +$18,100,585 | SCHG, BUFR, VBR, SCHD, FNDF | 13F-HR | 13 Nov 2023, 08:52 |
| Q2 2023 | 1,381 | $810,412,000 | +$53,135,102 | -$39,961,136 | +$13,173,966 | SCHG, BUFR, VBR, SCHD, AAPL | 13F-HR | 14 Aug 2023, 14:21 |
| Q1 2023 | 1,289 | $762,691,000 | +$108,765,034 | -$36,872,790 | +$71,892,244 | SCHG, SCHD, BUFR, VBR, UMAY | 13F-HR | 11 May 2023, 19:30 |
| Q4 2022 | 1,152 | $664,885,000 | +$50,778,302 | -$50,981,587 | -$203,285 | SCHG, SCHD, BUFR, UMAY, SLYG | 13F-HR | 03 Feb 2023, 14:59 |
| Q3 2022 | 1,182 | $624,676,000 | +$58,088,592 | -$39,978,935 | +$18,109,657 | SCHG, SCHD, UMAY, BUFR, SLYG | 13F-HR | 14 Nov 2022, 09:34 |
| Q2 2022 | 1,073 | $648,187,000 | +$103,600,596 | -$126,940,290 | -$23,339,694 | SCHG, SCHD, UMAY, SLYG, BUFR | 13F-HR | 02 Aug 2022, 12:38 |
| Q1 2022 | 1,146 | $783,787,000 | +$93,140,776 | -$38,839,232 | +$54,301,544 | SCHD, SCHG, SCHV, VOO, BUFR | 13F-HR | 11 May 2022, 12:08 |
| Q4 2021 | 1,173 | $794,991,000 | +$101,491,297 | -$49,063,776 | +$52,427,521 | SCHD, SCHG, VOO, SCHV, BUFR | 13F-HR | 14 Feb 2022, 14:06 |
| Q3 2021 | 1,153 | $702,711,000 | +$117,293,359 | -$71,860,047 | +$45,433,312 | SCHG, SCHD, IWF, SCHV, KJUL | 13F-HR | 12 Nov 2021, 14:38 |
| Q2 2021 | 1,163 | $667,375,000 | +$126,585,224 | -$68,912,453 | +$57,672,771 | SCHG, SCHD, SCHV, VBR, PDP | 13F-HR | 09 Aug 2021, 11:30 |
| Q1 2021 | 791 | $577,920,000 | +$82,615,048 | -$47,916,341 | +$34,698,707 | SCHD, SCHG, SCHV, VBR, PDP | 13F-HR | 14 May 2021, 11:26 |
| Q4 2020 | 1,041 | $515,749,000 | $0 | $0 | $0 | SCHG, SCHD, PDP, SCHV, QQQ | 13F-HR | 16 Feb 2021, 14:40 |