Stock Taper

TRADITION WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
International Business Machines CorporationIBM6.4K$1.8M
Oracle CorporationORCL6.33K$927.24K
Strategy IncMSTR6.1K$530.62K
Abbott LaboratoriesABT6.06K$549.58K
Qorvo, Inc.QRVO6.01K$560.37K
Taiwan Semiconductor Manufacturing Company LimitedTSM5.91K$2.82M
Lazard IncLAZ5.65K$236.96K
Philip Morris International Inc.PM5.5K$994.66K
Amphenol CorporationAPH5.4K$951.96K
Visa Inc.V5.15K$1.77M
Meta Platforms, Inc.META5.07K$2.85M
Bank of MontrealBMO5.03K$888.98K
Morgan StanleyMS4.95K$1.03M
Mondelez International, Inc.MDLZ4.89K$282.83K
Wheaton Precious Metals Corp.WPM4.87K$547.45K
Workiva Inc.WK4.63K$224.7K
MGM Resorts InternationalMGM4.57K$218.3K
CSX CorporationCSX4.53K$215.09K
Hewlett Packard Enterprise CompanyHPE4.51K$203.28K
ServiceNow, Inc.NOW4.49K$445.77K