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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
UNHUnitedhealth Group Inc
Recent Activity
Decreased -2.28%
0.86%
$9.587M
16,396 shares@ $584.69 avg price
IWDIshares Tr
Recent Activity
Decreased -0.06%
0.8%
$8.949M
47,148 shares@ $189.81 avg price
UAPRInnovator Etfs Trust
Recent Activity
Decreased -0.83%
0.8%
$8.926M
295,547 shares@ $30.2 avg price
PAPRInnovator Etfs Trust
Recent Activity
Decreased -0.78%
0.78%
$8.719M
242,598 shares@ $35.94 avg price
NOBLProshares Tr
Recent Activity
Decreased -0.1%
0.66%
$7.295M
68,332 shares@ $106.77 avg price
MMM3m Co
Recent Activity
Decreased -0.88%
0.55%
$6.13M
44,846 shares@ $136.71 avg price
NAPRInnovator Etfs Trust
Recent Activity
Decreased -0.53%
0.49%
$5.402M
111,054 shares@ $48.65 avg price
BWBBridgewater Bancshares Inc
Recent Activity
Decreased -2.72%
0.47%
$5.167M
364,670 shares@ $14.18 avg price
EFGIshares Tr
Recent Activity
Decreased -0.58%
0.45%
$5.046M
46,873 shares@ $107.65 avg price
KAPRInnovator Etfs Trust
Recent Activity
Decreased -1.63%
0.42%
$4.708M
145,050 shares@ $32.46 avg price