| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP GROWTH ETF | 15 | Q2 2024 | 5.9% |
| SCHWAB US DIVIDEND EQUITY ETF | 15 | Q2 2024 | 4.4% |
| APPLE INC | 15 | Q2 2024 | 2.9% |
| VANGUARD SMALL CAP VALUEETF IV | 15 | Q2 2024 | 3.0% |
| INVSC S P 500 EQUAL WEIGHT ETF | 15 | Q2 2024 | 2.8% |
| SCHWAB US BROAD MARKET ETF | 15 | Q2 2024 | 2.2% |
| SPDR S&P 600 SMALL CAP GROWTH ETF IV | 15 | Q2 2024 | 2.7% |
| ISHARES TR | 15 | Q2 2024 | 2.7% |
| INVSC QQQ TRUST SRS 1 | 15 | Q2 2024 | 2.4% |
| XTRACKERS MSCI EAFE HDGDEQY ETF IV | 15 | Q2 2024 | 2.1% |
View Tradition Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-11 |
View Tradition Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.