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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
HEFAIshares Tr
Recent Activity
Exited
0%
$902,280
25,377 shares@ $35.56 avg price
GXTGGlobal X Fds
Recent Activity
Exited
0%
$665,727
29,627 shares@ $22.48 avg price
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$500,028
5,776 shares@ $86.57 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$465,606
10,594 shares@ $43.95 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Exited
0%
$336,901
6,688 shares@ $50.38 avg price
TIPIshares Tr
Recent Activity
Exited
0%
$262,145
2,455 shares@ $106.79 avg price
MUMicron Technology Inc
Recent Activity
Exited
0%
$244,381
1,858 shares@ $131.53 avg price
DVNDevon Energy Corp New
Recent Activity
Exited
0%
$238,741
5,037 shares@ $47.4 avg price
TLTWIshares Tr
Recent Activity
Exited
0%
$222,749
8,674 shares@ $25.69 avg price
MOSMosaic Co New
Recent Activity
Exited
0%
$220,090
7,616 shares@ $28.9 avg price