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Mark Walsingham

@Tradition Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.122BTotal holdings409
Assets growth rate8.42%Assets growth rate (2-Q avg)6.6%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tradition Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 409 positions.

Assets under management

The assets under management (AUM) of Tradition Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.122B in assets, with a quarterly growth rate of 8.42% and a 2-quarter average growth rate of 6.6%. The portfolio is managed by Mark Walsingham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Increased 0.24%
3.89%
$43.579M
418,306 shares@ $104.18 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.32%
3.15%
$35.287M
1.181M shares@ $29.9 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 6.25%
2.74%
$30.688M
636,153 shares@ $48.24 avg price
AAPLApple Inc
Recent Activity
Decreased -1.65%
2.59%
$29.002M
124,473 shares@ $233.01 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.54%
2.49%
$27.927M
155,877 shares@ $179.17 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 2.66%
2.46%
$27.533M
736,776 shares@ $37.37 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 2.25%
2.2%
$24.644M
306,635 shares@ $80.38 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 2.74%
1.99%
$22.218M
528,755 shares@ $42.03 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 1.25%
1.9%
$21.297M
251,941 shares@ $84.54 avg price
CALFPacer Fds Tr
Recent Activity
Decreased -1.06%
1.89%
$21.153M
454,703 shares@ $46.52 avg price