Stock Taper

TRADITION WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Duke Energy CorporationDUK2.68K$338.69K
Caterpillar Inc.CAT2.67K$2.84M
Aflac IncorporatedAFL2.65K$311.23K
Emerson Electric Co.EMR2.61K$374.09K
Amgen Inc.AMGN2.61K$943.95K
Starbucks CorporationSBUX2.6K$266.09K
Citigroup Inc.C2.55K$356.69K
Eaton Corporation plcETN2.53K$1.08M
Texas Instruments IncorporatedTXN2.49K$741.07K
Newmont CorporationNEM2.48K$231.55K
Lowe's Companies, Inc.LOW2.45K$541.01K
Simon Property Group, Inc.SPG2.42K$541.01K
Celcuity Inc.CELC2.32K$243.03K
Eli Lilly and CompanyLLY2.25K$2.7M
PepsiCo, Inc.PEP2.23K$301.79K
Seagate Technology Holdings plcSTX2.16K$2.08M
Honeywell International Inc.HON2.07K$462.58K
Waste Management, Inc.WM1.93K$430.39K
Marvell Technology, Inc.MRVL1.92K$571.98K
WEC Energy Group, Inc.WEC1.9K$221.56K