Tradition Wealth Management, LLC - Portfolio overview

Tradition Wealth Management, LLC has 548 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BBUS - J P MORGAN EXCHANGE TRADED F, 3.26%
2. SCHG - SCHWAB STRATEGIC TR, 2.99%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 2.63%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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