TradeWell Securities, LLC.
TradeWell Securities, LLC. reported 52 positions worth $280.1M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (26.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $75.1M | 26.82% | 109,390 | — | — | |
| ▸ 2 | AAPL | SH | $43.4M | 15.50% | 150,071 | — | — | |
| ▸ 3 | XLK | SH | $29.4M | 10.51% | 154,489 | — | — | |
| ▸ 4 | NVDA | SH | $20.4M | 7.27% | 101,808 | — | — | |
| ▸ 5 | AIRR | SH | $10.2M | 3.64% | 76,538 | — | — | |
| ▸ 6 | FXO | SH | $10.1M | 3.60% | 161,354 | — | — | |
| ▸ 7 | META | SH | $9.3M | 3.32% | 16,521 | — | — | |
| ▸ 8 | IVV | SH | $8.8M | 3.14% | 11,737 | — | — | |
| ▸ 9 | AMZN | SH | $7.7M | 2.76% | 32,435 | — | — | |
| ▸ 10 | FTXO | SH | $6.5M | 2.32% | 156,933 | — | — |
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Frequently Asked Questions
What stocks does TradeWell Securities, LLC. hold as of Q2 2026?
TradeWell Securities, LLC. reported 52 positions worth $280.1M in its Q2 2026 13F filing. Largest positions: VOO (26.8%), AAPL (15.5%), XLK (10.5%), NVDA (7.3%) and AIRR (3.6%).
What did TradeWell Securities, LLC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did TradeWell Securities, LLC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.