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Tradition Wealth Management, LLC
CIK Number: 0001843010
1.14B
Market Value
392
# of Holdings
11 months
Avg. Holding Period
39.42%
Win Rate
13.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab U.S. Lar... | 25.27 | -0.03% | 1.64M | +292.58% | 45.77M | 16.71 | 4.03% |
| 2 | BUFR | First Trust Cbo... | 29.36 | +0.09% | 1.23M | +4.09% | 37.44M | 24.07 | 3.30% |
| 3 | JCPB | JPMorgan Core P... | 46.88 | +0.27% | 783.41K | +23.15% | 36.09M | 46.15 | 3.18% |
| 4 | AAPL | Apple Inc. | 210.60 | +0.63% | 121.44K | -2.44% | 30.41M | 143.31 | 2.68% |
| 5 | SCHV | Schwab U.S. Lar... | 25.68 | +0.49% | 923K | +201.01% | 24.06M | 25.23 | 2.12% |
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