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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
VIGVanguard Specialized Funds
Recent Activity
Increased 2.6%
1.88%
$21.082M
106,441 shares@ $198.06 avg price
QUALIshares Tr
Recent Activity
Increased 3.86%
1.76%
$19.648M
109,579 shares@ $179.31 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 2.55%
1.7%
$19.029M
376,064 shares@ $50.61 avg price
IWFIshares Tr
Recent Activity
Decreased -0.98%
1.64%
$18.292M
48,728 shares@ $375.38 avg price
SCHBSchwab Strategic Tr
Recent Activity
Decreased -0.8%
1.59%
$17.753M
266,889 shares@ $66.53 avg price
EMXCIshares Inc
Recent Activity
Increased 7.44%
1.58%
$17.723M
290,013 shares@ $61.11 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.06%
1.57%
$17.579M
295,388 shares@ $59.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -2.16%
1.45%
$16.192M
133,334 shares@ $121.45 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -13.47%
1.4%
$15.632M
231,547 shares@ $67.51 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 1.37%
1.39%
$15.588M
31,939 shares@ $488.07 avg price