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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
INTCIntel Corp
Recent Activity
Exited
0%
$217,956
7,038 shares@ $30.97 avg price
FANGDiamondback Energy Inc
Recent Activity
Exited
0%
$215,001
1,074 shares@ $200.19 avg price
UAUGInnovator Etfs Trust
Recent Activity
Exited
0%
$213,240
6,337 shares@ $33.65 avg price
HEWJIshares Tr
Recent Activity
Exited
0%
$211,715
4,851 shares@ $43.65 avg price
NKENike Inc
Recent Activity
Exited
0%
$211,543
2,807 shares@ $75.37 avg price
BJKVaneck Etf Trust
Recent Activity
Exited
0%
$206,662
5,123 shares@ $40.35 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$130,688
11,315 shares@ $11.55 avg price
OPTNOptinose Inc
Recent Activity
Exited
0%
$12,518
12,037 shares@ $1.04 avg price