TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 350K | $6.14M |
 | ASST | 166K | $122.67K |
 | OBDC | 164K | $2.04M |
 | NVDA | 154K | $28.78M |
 | BALL | 133K | $7.05M |
 | SOFI | 130K | $3.39M |
 | AAPL | 122K | $33.15M |
 | OPEN | 119K | $696.23K |
 | ONB | 113K | $2.52M |
 | RXRX | 66K | $271.63K |
 | AMZN | 61K | $14.04M |
 | USB | 55K | $2.94M |
 | NU | 54K | $900.51K |
 | PLTR | 51K | $9.11M |
 | ABCL | 47K | $161.12K |
 | MSFT | 41K | $19.93M |
 | MMM | 40K | $6.46M |
 | ET | 35K | $570.21K |
 | WFC | 34K | $3.16M |
 | JOBY | 32K | $424.22K |
Bridgewater Bancshares, Inc.
BWB
Shares Held
350K
Value
$6.14M
Strive, Inc.
ASST
Shares Held
166K
Value
$122.67K
Blue Owl Capital Corporation
OBDC
Shares Held
164K
Value
$2.04M
NVIDIA Corporation
NVDA
Shares Held
154K
Value
$28.78M
Ball Corporation
BALL
Shares Held
133K
Value
$7.05M
SoFi Technologies, Inc.
SOFI
Shares Held
130K
Value
$3.39M
Apple Inc.
AAPL
Shares Held
122K
Value
$33.15M
Opendoor Technologies Inc.
OPEN
Shares Held
119K
Value
$696.23K
Old National Bancorp
ONB
Shares Held
113K
Value
$2.52M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
66K
Value
$271.63K
Amazon.com, Inc.
AMZN
Shares Held
61K
Value
$14.04M
U.S. Bancorp
USB
Shares Held
55K
Value
$2.94M
Nu Holdings Ltd.
NU
Shares Held
54K
Value
$900.51K
Palantir Technologies Inc.
PLTR
Shares Held
51K
Value
$9.11M
AbCellera Biologics Inc.
ABCL
Shares Held
47K
Value
$161.12K
Microsoft Corporation
MSFT
Shares Held
41K
Value
$19.93M
3M Company
MMM
Shares Held
40K
Value
$6.46M
Energy Transfer LP
ET
Shares Held
35K
Value
$570.21K
Wells Fargo & Company
WFC
Shares Held
34K
Value
$3.16M
Joby Aviation, Inc.
JOBY
Shares Held
32K
Value
$424.22K