TradeWell Securities, LLC. - Portfolio Stock Holdings
TradeWell Securities, LLC. disclosed 55 stock positions in a recent SEC 13F filing. $295,516,254 of stock holdings were filed, with the largest holdings including VOO, AAPL, and XLK. This filing represented positions held on Sept. 30, 2026, and was filed today.We estimate the fund has a total AUM of $320,440,000 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
55Est. Stock Holding Value:
$295,516,254Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - TradeWell Securities, LLC.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...