TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IBM | 8K | $2.25M |
 | PAAS | 8K | $303.72K |
 | JNJ | 8K | $1.45M |
 | PANW | 7K | $1.52M |
 | NEE | 7K | $562.81K |
 | MCD | 7K | $2.26M |
 | OKLO | 7K | $781.41K |
 | OKE | 7K | $505.56K |
 | FCX | 7K | $267.12K |
 | ABT | 7K | $891.94K |
 | BP | 7K | $225.57K |
 | CRWV | 6K | $873.10K |
 | QRVO | 6K | $550.40K |
 | TTD | 6K | $293.42K |
 | SOLV | 6K | $431.28K |
 | IONQ | 6K | $357.75K |
 | BSX | 6K | $540.61K |
 | KKR | 6K | $715.61K |
 | GLP | 6K | $264.00K |
 | BMO | 5K | $713.64K |
International Business Machines Corporation
IBM
Shares Held
8K
Value
$2.25M
Pan American Silver Corp.
PAAS
Shares Held
8K
Value
$303.72K
Johnson & Johnson
JNJ
Shares Held
8K
Value
$1.45M
Palo Alto Networks, Inc.
PANW
Shares Held
7K
Value
$1.52M
NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$562.81K
McDonald's Corporation
MCD
Shares Held
7K
Value
$2.26M
Oklo Inc.
OKLO
Shares Held
7K
Value
$781.41K
ONEOK, Inc.
OKE
Shares Held
7K
Value
$505.56K
Freeport-McMoRan Inc.
FCX
Shares Held
7K
Value
$267.12K
Abbott Laboratories
ABT
Shares Held
7K
Value
$891.94K
BP p.l.c.
BP
Shares Held
7K
Value
$225.57K
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
6K
Value
$873.10K
Qorvo, Inc.
QRVO
Shares Held
6K
Value
$550.40K
The Trade Desk, Inc.
TTD
Shares Held
6K
Value
$293.42K
Solventum Corporation
SOLV
Shares Held
6K
Value
$431.28K
IonQ, Inc.
IONQ
Shares Held
6K
Value
$357.75K
Boston Scientific Corporation
BSX
Shares Held
6K
Value
$540.61K
KKR & Co. Inc.
KKR
Shares Held
6K
Value
$715.61K
Global Partners LP
GLP
Shares Held
6K
Value
$264.00K
Bank of Montreal
BMO
Shares Held
5K
Value
$713.64K