HoldingsChannel.com
Tradition Wealth Management LLC Top Holdings
As of  06/30/2022, below is a summary of the Tradition Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Tradition Wealth Management LLC. In the Tradition Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Tradition Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Tradition Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SCHWAB US LARGE CAP 674,947 +299,574 $40,423
     SCHG674,947+299,574$40,423
SCHWAB US DIVIDEND 401,198 +8,099 $28,738
     SCHD401,198+8,099$28,738
INNOVATOR US EQUITY 719,074 +369,476 $18,580
     UMAY719,074+369,476$18,580
ISHARES RUSSELL 1000 (IWD) 101,220 +53,070 $18,578
     IWD101,220+53,070$18,578
SPDR S&P 600 SMALL CAP (SLYG) 255,014 +146,732 $18,274
     SLYG255,014+146,732$18,274
FT CBOE VEST FUND OF (BUFR) 844,990 +67,835 $18,007
     BUFR844,990+67,835$18,007
VANGUARD S&P 500 ETF (VOO) 48,050 +2,757 $16,668
     VOO48,050+2,757$16,668
JPMORGAN SHORT DURATION 291,592 +40,865 $13,544
     JSCP291,592+40,865$13,544
VANGUARD SMALL CAP VALUE (VBR) 88,754 -74 $13,297
     VBR88,754-74$13,297
SPDR PORTFOLIO S&P 500 (SPLG) 299,326 +634 $13,272
     SPLG299,326+634$13,272
APPLE INC 88,848 -2,450 $12,147
     AAPL88,848-2,450$12,147
SCHWAB US BROAD MARKET 251,779 +550 $11,126
     SCHB251,779+550$11,126
SIMPLIFY US EQTY PLUS 382,152 +278,576 $10,122
     SPYC382,152+278,576$10,122
INVSC QQQ TRUST SRS 1 35,457 -1,757 $9,938
     QQQ35,457-1,757$9,938
ISHARES SELECT DIVIDEND (DVY) 80,404 +3,947 $9,461
     DVY80,404+3,947$9,461
XTRACKERS MSCI EAFE 266,569 +13,201 $9,279
     DBEF266,569+13,201$9,279
BALL CORP 131,043 UNCH $9,012
     BLL131,043UNCH$9,012
INVESCO S&P 500 EQUAL 66,496 +1,261 $8,926
     RSP66,496+1,261$8,926
ISHARES ESG AWARE MSCI (ESGE) 109,989 +51,949 $8,816
     ESGE109,989+51,949$8,816
SCHWAB US SMALL CAP ETF (SCHA) 225,824 +46 $8,805
     SCHA225,824+46$8,805
ISHARES MSCI EAFE ETF (EFA) 139,971 -5,866 $8,747
     EFA139,971-5,866$8,747
INNOVATOR US SMALL CAP 353,275 -20,495 $8,577
     KJUL353,275-20,495$8,577
ISHARES MSCI USA QLTY (QUAL) 74,628 +4,998 $8,338
     QUAL74,628+4,998$8,338
SCHWAB FUNDAMENTAL US (FNDX) 154,874 +62,144 $7,883
     FNDX154,874+62,144$7,883
ISHARES CORE S&P SMALL (IJR) 80,909 -8,533 $7,477
     IJR80,909-8,533$7,477
JPMORGAN EQUITY PREMIUM 130,785 +42,012 $7,252
     JEPI130,785+42,012$7,252
MICROSOFT CORP 27,276 -211 $7,005
     MSFT27,276-211$7,005
SCHWAB SHORT TERM US 139,381 +41,848 $6,856
     SCHO139,381+41,848$6,856
UNITEDHEALTH GRP INC 12,855 +255 $6,603
     UNH12,855+255$6,603
BRIDGEWATER BANCSHARES I (BWB) 407,560 UNCH $6,578
     BWB407,560UNCH$6,578
SCHWAB FUNDAMENTAL INL (FNDF) 217,438 +66,243 $6,156
     FNDF217,438+66,243$6,156
ISHARES RUSSELL 2000 (IWN) 35,217 +21,612 $6,001
     IWN35,217+21,612$6,001
BLACKSTONE REAL ESTATE      $5,757
     REAL ESTATE INVESTME410,523+410,523$5,757
INNOVATOR GROW 100 POWER 157,970 -2,570 $5,456
     NJUL157,970-2,570$5,456
SPDR INDEX SHARES EMERG (SPEM) 154,786 -47,299 $5,382
     SPEM154,786-47,299$5,382
SPDR BLOOMBERG 1 10 YR (TIPX) 276,569 +103,578 $5,382
     TIPX276,569+103,578$5,382
ISHARES BIOTECHNOLOGY (IBB) 45,346 +2,725 $5,334
     IBB45,346+2,725$5,334
SCHWAB INTERNATIONAL 169,506 +169,506 $5,275
     SCHY169,506+169,506$5,275
3M CO 40,423 -231 $5,231
     MMM40,423-231$5,231
FIRST TRUST CAPITAL (FTCS) 67,985 +52 $4,754
     FTCS67,985+52$4,754
PROSHARES S&P 500 DIV (NOBL) 55,445 +2,254 $4,733
     NOBL55,445+2,254$4,733
SCHWAB EMERGING MARKETS 183,136 -5,398 $4,648
     SCHE183,136-5,398$4,648
INNOVATOR LOUP FRONTIER 155,061 -9,608 $4,601
     LOUP155,061-9,608$4,601
ISHARES TOTAL USD BOND (IUSB) 93,886 -52,872 $4,396
     IUSB93,886-52,872$4,396
ISHARES CORE 1 5 YEAR (ISTB) 92,343 +92,343 $4,377
     ISTB92,343+92,343$4,377
INNOVATOR EMEG MRK PR 184,792 -2,712 $4,283
     EAPR184,792-2,712$4,283
ISHARES MSCI EAFE VALUE (EFV) 96,898 +4,608 $4,205
     EFV96,898+4,608$4,205
BERKSHIRE HATHAWAY      $4,161
     BRK.B15,242+2,066$4,161
CORE ALTERNATIVE ETF (CCOR) 131,011 +70,107 $4,018
     CCOR131,011+70,107$4,018
VANGUARD MEGA CAP ETF (MGC) 29,724 +649 $3,918
     MGC29,724+649$3,918

See Full List: All Stocks Held By Tradition Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Tradition Wealth Management LLC

Size ($ in 1000's)
At 06/30/2022: $688,501
At 03/31/2022: $783,794

Tradition Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Tradition Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Tradition Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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