TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UPST | 5K | $277.88K |
 | META | 5K | $4.01M |
 | ORCL | 5K | $1.51M |
 | KO | 5K | $355.15K |
 | APH | 5K | $655.51K |
 | V | 5K | $1.75M |
 | AMD | 5K | $826.42K |
 | PM | 5K | $776.88K |
 | HD | 5K | $1.93M |
 | WPM | 5K | $528.78K |
 | TSM | 5K | $1.29M |
 | WK | 5K | $394.16K |
 | MDLZ | 5K | $284.80K |
 | HON | 5K | $947.22K |
 | TTE | 4K | $247.35K |
 | SNOW | 4K | $908.06K |
 | RTX | 4K | $658.29K |
 | ACGL | 4K | $352.03K |
 | SHOP | 4K | $561.45K |
 | TJX | 4K | $538.87K |
Upstart Holdings, Inc.
UPST
Shares Held
5K
Value
$277.88K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$4.01M
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.51M
The Coca-Cola Company
KO
Shares Held
5K
Value
$355.15K
Amphenol Corporation
APH
Shares Held
5K
Value
$655.51K
Visa Inc.
V
Shares Held
5K
Value
$1.75M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$826.42K
Philip Morris International Inc.
PM
Shares Held
5K
Value
$776.88K
The Home Depot, Inc.
HD
Shares Held
5K
Value
$1.93M
Wheaton Precious Metals Corp.
WPM
Shares Held
5K
Value
$528.78K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
5K
Value
$1.29M
Workiva Inc.
WK
Shares Held
5K
Value
$394.16K
Mondelez International, Inc.
MDLZ
Shares Held
5K
Value
$284.80K
Honeywell International Inc.
HON
Shares Held
5K
Value
$947.22K
TotalEnergies SE
TTE
Shares Held
4K
Value
$247.35K
Snowflake Inc.
SNOW
Shares Held
4K
Value
$908.06K
RTX Corporation
RTX
Shares Held
4K
Value
$658.29K
Arch Capital Group Ltd.
ACGL
Shares Held
4K
Value
$352.03K
Shopify Inc.
SHOP
Shares Held
4K
Value
$561.45K
The TJX Companies, Inc.
TJX
Shares Held
4K
Value
$538.87K