TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BWB | 352K | $6.20M |
 | OBDC | 216K | $2.75M |
 | NVDA | 158K | $29.55M |
 | BALL | 133K | $6.71M |
 | AAPL | 121K | $30.86M |
 | ONB | 114K | $2.49M |
 | SOFI | 113K | $2.99M |
 | OPEN | 109K | $866.25K |
 | AMZN | 60K | $13.27M |
 | USB | 56K | $2.72M |
 | PLTR | 51K | $9.25M |
 | JOBY | 41K | $658.56K |
 | RXRX | 41K | $198.67K |
 | MMM | 40K | $6.23M |
 | MSFT | 37K | $19.04M |
 | ABCL | 36K | $181.77K |
 | WFC | 34K | $2.83M |
 | NU | 33K | $534.25K |
 | XEL | 31K | $2.48M |
 | ET | 30K | $517.53K |
Bridgewater Bancshares, Inc.
BWB
Shares Held
352K
Value
$6.20M
Blue Owl Capital Corporation
OBDC
Shares Held
216K
Value
$2.75M
NVIDIA Corporation
NVDA
Shares Held
158K
Value
$29.55M
Ball Corporation
BALL
Shares Held
133K
Value
$6.71M
Apple Inc.
AAPL
Shares Held
121K
Value
$30.86M
Old National Bancorp
ONB
Shares Held
114K
Value
$2.49M
SoFi Technologies, Inc.
SOFI
Shares Held
113K
Value
$2.99M
Opendoor Technologies Inc.
OPEN
Shares Held
109K
Value
$866.25K
Amazon.com, Inc.
AMZN
Shares Held
60K
Value
$13.27M
U.S. Bancorp
USB
Shares Held
56K
Value
$2.72M
Palantir Technologies Inc.
PLTR
Shares Held
51K
Value
$9.25M
Joby Aviation, Inc.
JOBY
Shares Held
41K
Value
$658.56K
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
41K
Value
$198.67K
3M Company
MMM
Shares Held
40K
Value
$6.23M
Microsoft Corporation
MSFT
Shares Held
37K
Value
$19.04M
AbCellera Biologics Inc.
ABCL
Shares Held
36K
Value
$181.77K
Wells Fargo & Company
WFC
Shares Held
34K
Value
$2.83M
Nu Holdings Ltd.
NU
Shares Held
33K
Value
$534.25K
Xcel Energy Inc.
XEL
Shares Held
31K
Value
$2.48M
Energy Transfer LP
ET
Shares Held
30K
Value
$517.53K