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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
MSFTMicrosoft Corp
Recent Activity
Increased 1.38%
1.35%
$15.141M
35,186 shares@ $430.3 avg price
SCTXXSchwab Charles Family Fd
Recent Activity
Increased 143.82%
1.27%
$14.186M
14.186M shares@ $1.0 avg price
VBRVanguard Index Fds
Recent Activity
Increased 2.09%
1.21%
$13.56M
67,537 shares@ $200.79 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
Increased 5.6%
1.18%
$13.224M
127,674 shares@ $103.58 avg price
FNDXSchwab Strategic Tr
Recent Activity
Increased 2.67%
1.17%
$13.079M
182,263 shares@ $71.77 avg price
USMVIshares Tr
Recent Activity
Increased 3.53%
1.09%
$12.153M
133,097 shares@ $91.32 avg price
SCHASchwab Strategic Tr
Recent Activity
Decreased -0.17%
1%
$11.211M
217,682 shares@ $51.51 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.67%
1%
$11.171M
24,271 shares@ $460.27 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 1.39%
0.94%
$10.46M
254,380 shares@ $41.13 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 2.08%
0.93%
$10.354M
55,570 shares@ $186.33 avg price