Stock Taper

TRADITION WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lemonade, Inc.LMND8.82K$573.81K
Arista Networks, Inc.ANET8.61K$1.46M
IonQ, Inc.IONQ8.48K$451.59K
Delta Air Lines, Inc.DAL8.3K$776.98K
Exxon Mobil CorporationXOM8.05K$1.1M
Bristol-Myers Squibb CompanyBMY7.99K$460.32K
Johnson & JohnsonJNJ7.7K$1.96M
NextEra Energy, Inc.NEE7.65K$671.53K
CoreWeave, Inc. Class A Common StockCRWV7.56K$752.22K
Freeport-McMoRan Inc.FCX7.36K$462.81K
Boston Scientific CorporationBSX7.23K$308.42K
KKR & Co. Inc.KKR7.21K$662.2K
The Southern CompanySO7.17K$685.98K
McDonald's CorporationMCD7.14K$1.93M
TG Therapeutics, Inc.TGTX6.95K$382.05K
RTX CorporationRTX6.94K$1.32M
Accenture plcACN6.85K$852.29K
The Coca-Cola CompanyKO6.81K$553.51K
Palo Alto Networks, Inc.PANW6.53K$2.23M
Advanced Micro Devices, Inc.AMD6.48K$3.76M