TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PG | 4K | $560.48K |
 | MS | 4K | $564.10K |
 | KR | 4K | $238.92K |
 | SYY | 3K | $278.70K |
 | TRV | 3K | $934.76K |
 | MSTR | 3K | $1.03M |
 | SCHW | 3K | $288.66K |
 | COST | 3K | $2.78M |
 | AXP | 3K | $980.48K |
 | AFL | 3K | $327.25K |
 | AEM | 3K | $485.45K |
 | MRK | 3K | $239.37K |
 | AMGN | 3K | $775.08K |
 | ETN | 3K | $1.03M |
 | GLW | 3K | $222.05K |
 | LOW | 3K | $676.20K |
 | SBUX | 3K | $226.34K |
 | CAT | 3K | $1.21M |
 | DIS | 3K | $288.36K |
 | EMR | 3K | $329.13K |
The Procter & Gamble Company
PG
Shares Held
4K
Value
$560.48K
Morgan Stanley
MS
Shares Held
4K
Value
$564.10K
The Kroger Co.
KR
Shares Held
4K
Value
$238.92K
Sysco Corporation
SYY
Shares Held
3K
Value
$278.70K
The Travelers Companies, Inc.
TRV
Shares Held
3K
Value
$934.76K
MicroStrategy Incorporated
MSTR
Shares Held
3K
Value
$1.03M
The Charles Schwab Corporation
SCHW
Shares Held
3K
Value
$288.66K
Costco Wholesale Corporation
COST
Shares Held
3K
Value
$2.78M
American Express Company
AXP
Shares Held
3K
Value
$980.48K
Aflac Incorporated
AFL
Shares Held
3K
Value
$327.25K
Agnico Eagle Mines Limited
AEM
Shares Held
3K
Value
$485.45K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$239.37K
Amgen Inc.
AMGN
Shares Held
3K
Value
$775.08K
Eaton Corporation plc
ETN
Shares Held
3K
Value
$1.03M
Corning Incorporated
GLW
Shares Held
3K
Value
$222.05K
Lowe's Companies, Inc.
LOW
Shares Held
3K
Value
$676.20K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$226.34K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.21M
The Walt Disney Company
DIS
Shares Held
3K
Value
$288.36K
Emerson Electric Co.
EMR
Shares Held
3K
Value
$329.13K