The Analysis of Tradition Wealth Management, LLC's Holdings
Currently, Tradition Wealth Management, LLC holds 495 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in GPIQ (+51.7K shares, valued at $2.7M), IVE (+12.1K shares, valued at $2.6M), BBUS (+20.4K shares, valued at $2.5M); decreased their positions in JEPQ (-62.3K shares, valued at $3.6M), QUAL (-17.5K shares, valued at $3.5M), JEPI (-35.0K shares, valued at $2.0M); initiated new positions in GPIQ (+51.7K shares, valued at $2.7M), QDPL (+38.2K shares, valued at $1.6M), N/A (+22.2K shares, valued at $1.5M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO22.2K sharesnew addition2025-12-312026-02-11
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