Stock Taper

TRADITION WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
PepsiCo, Inc.PEP2.23K$301.79K
Eli Lilly and CompanyLLY2.25K$2.7M
Celcuity Inc.CELC2.32K$243.03K
Simon Property Group, Inc.SPG2.42K$541.01K
Lowe's Companies, Inc.LOW2.45K$541.01K
Newmont CorporationNEM2.48K$231.55K
Texas Instruments IncorporatedTXN2.49K$741.07K
Eaton Corporation plcETN2.53K$1.08M
Citigroup Inc.C2.55K$356.69K
Starbucks CorporationSBUX2.6K$266.09K
Amgen Inc.AMGN2.61K$943.95K
Emerson Electric Co.EMR2.61K$374.09K
Aflac IncorporatedAFL2.65K$311.23K
Caterpillar Inc.CAT2.67K$2.84M
Duke Energy CorporationDUK2.68K$338.69K
The Walt Disney CompanyDIS2.74K$263.75K
American Electric Power Company, Inc.AEP2.87K$392.69K
The Procter & Gamble CompanyPG3.01K$440.81K
Micron Technology, Inc.MU3.04K$3.5M
Costco Wholesale CorporationCOST3.08K$2.88M