Holdings
Tradition Wealth Management, LLC
As of Jun 30, 2026, Tradition Wealth Management, LLC reported 223 positions worth US$337M. Largest: Apple Inc, Nvidia Corporation and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 125K | US$36.2M | +215 | Jun 30, 2026 |
| Nvidia Corporation | 157K | US$31.5M | +1,999 | Jun 30, 2026 |
| Microsoft Corp. | 42,251 | US$15.8M | +484 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 43,104 | US$15.4M | +1,164 | Jun 30, 2026 |
| Amazon.com, Inc. | 63,243 | US$15.1M | +2,389 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 21,177 | US$10.6M | −1,410 | Jun 30, 2026 |
| Broadcom Inc. | 22,584 | US$8.53M | +318 | Jun 30, 2026 |
| Ball Corporation | 133K | US$8.3M | −72 | Jun 30, 2026 |
| Bridgewater Bancshares, Inc. | 350K | US$7.35M | −2,316 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 16,983 | US$7.06M | −353 | Jun 30, 2026 |