• 13F History

Tradition Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$1.14B
Signature - Title
Mark Walsingham - Chief Compliance Officer
Location
Edina, MN
Summary
This page shows a list of all the recent 13F filings made by Tradition Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tradition Wealth Management, LLC reported 422 stock holdings with total value $1.14B as of Q4 2024. Top holdings included SCHG, BUFR, JCPB, AAPL, and SCHV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 422 $1.14B +$194M -$68.4M +$126M SCHG, BUFR, JCPB, AAPL, SCHV 13F-HR 2/13/2025, 10:58 AM
Q3 2024 409 $1.12B +$48.7M -$19.4M +$29.3M SCHG, BUFR, JCPB, AAPL, RSP 13F-HR 11/14/2024, 05:14 PM
Q2 2024 404 $1.03B +$120M -$70M +$50.2M SCHG, BUFR, JCPB, AAPL, RSP 13F-HR 8/12/2024, 03:29 PM
Q1 2024 391 $988M +$179M -$163M +$15.2M SCHG, FNDF, BUFR, RSP, SCHD 13F-HR 5/13/2024, 11:46 AM
Q4 2023 1,255 $903M +$100M -$72.7M +$27.7M SCHG, BUFR, FNDF, AAPL, RSP 13F-HR 2/12/2024, 02:23 PM
Q3 2023 1,415 $797M +$51.7M -$33.6M +$18.1M SCHG, BUFR, VBR, SCHD, FNDF 13F-HR 11/13/2023, 08:52 AM
Q2 2023 1,426 $810M +$53.1M -$40M +$13.2M SCHG, BUFR, VBR, SCHD, AAPL 13F-HR 8/14/2023, 03:21 PM
Q1 2023 1,281 $763M +$109M -$29.8M +$78.8M SCHG, SCHD, BUFR, VBR, UMAY 13F-HR 5/11/2023, 07:30 PM
Q4 2022 1,144 $665M +$50.9M -$48.6M +$2.23M SCHG, SCHD, BUFR, UMAY, SLYG 13F-HR 2/3/2023, 01:59 PM
Q3 2022 1,170 $625M +$58M -$38.3M +$19.8M SCHG, SCHD, UMAY, BUFR, SLYG 13F-HR 11/14/2022, 08:34 AM
Q2 2022 1,063 $648M +$104M -$30M +$73.6M SCHG, SCHD, UMAY, SLYG, BUFR 13F-HR 8/2/2022, 12:38 PM
Q1 2022 1,140 $783M +$93M -$36.9M +$56.2M SCHD, SCHG, SCHV, VOO, BUFR 13F-HR 5/11/2022, 12:08 PM
Q4 2021 1,167 $792M +$99.9M -$47M +$53M SCHD, SCHG, VOO, SCHV, BUFR 13F-HR 2/14/2022, 01:06 PM
Q3 2021 1,153 $703M +$117M -$71.9M +$45.4M SCHG, SCHD, IWF, SCHV, KJUL 13F-HR 11/12/2021, 02:38 PM
Q2 2021 1,161 $667M +$127M -$68.9M +$57.7M SCHG, SCHD, SCHV, VBR, PDP 13F-HR 8/9/2021, 11:30 AM
Q1 2021 791 $578M +$82.6M -$47.9M +$34.7M SCHD, SCHG, SCHV, VBR, PDP 13F-HR 5/14/2021, 11:26 AM
Q4 2020 994 $515M SCHG, SCHD, PDP, SCHV, QQQ 13F-HR 2/16/2021, 01:40 PM