TradeWell Securities, LLC. - Portfolio overview
TradeWell Securities, LLC. has 52 reported holdings in this dataset, with the latest filing dated 2026-04-13.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- VOO - VANGUARD INDEX FDS, 26.97%
- AAPL - APPLE INC, 16.42%
- XLK - SELECT SECTOR SPDR TR, 8.85%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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