TRADITION WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEP | 2K | $279.86K |
 | DUK | 2K | $301.65K |
 | TXN | 2K | $424.03K |
 | PEP | 2K | $319.93K |
 | BRO | 2K | $208.65K |
 | WM | 2K | $474.42K |
 | SPG | 2K | $369.52K |
 | ISRG | 2K | $839.00K |
 | ROAD | 2K | $237.87K |
 | NFLX | 2K | $2.23M |
 | LLY | 2K | $1.41M |
 | WEC | 2K | $211.08K |
 | KMB | 2K | $225.29K |
 | STX | 2K | $417.12K |
 | BA | 2K | $380.01K |
 | CRWD | 2K | $823.35K |
 | DE | 2K | $767.71K |
 | MU | 2K | $271.37K |
 | PSX | 2K | $220.67K |
 | TMO | 2K | $736.23K |
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$279.86K
Duke Energy Corporation
DUK
Shares Held
2K
Value
$301.65K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$424.03K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$319.93K
Brown & Brown, Inc.
BRO
Shares Held
2K
Value
$208.65K
Waste Management, Inc.
WM
Shares Held
2K
Value
$474.42K
Simon Property Group, Inc.
SPG
Shares Held
2K
Value
$369.52K
Intuitive Surgical, Inc.
ISRG
Shares Held
2K
Value
$839.00K
Construction Partners, Inc.
ROAD
Shares Held
2K
Value
$237.87K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.23M
Eli Lilly and Company
LLY
Shares Held
2K
Value
$1.41M
WEC Energy Group, Inc.
WEC
Shares Held
2K
Value
$211.08K
Kimberly-Clark Corporation
KMB
Shares Held
2K
Value
$225.29K
Seagate Technology Holdings plc
STX
Shares Held
2K
Value
$417.12K
The Boeing Company
BA
Shares Held
2K
Value
$380.01K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
2K
Value
$823.35K
Deere & Company
DE
Shares Held
2K
Value
$767.71K
Micron Technology, Inc.
MU
Shares Held
2K
Value
$271.37K
Phillips 66
PSX
Shares Held
2K
Value
$220.67K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$736.23K