account_balance
Investment manager · 13F filer · SEC CIK 2066232
TradeWell Securities, LLC.
Reported value$296Mas of Sep 30, 2026
Positions52 3 new, 3 sold out
Top 10 weight78.6%VOO alone is 26%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
26.3%
AAPLApple Inc.
16.5%Trimmed −3%
XLKSelect Sector SPDR Tr
9.9%Trimmed −3%
NVDANVIDIA Corp
7.7%
METAMeta Platforms, Inc.
4.2%+3%
FXOFirst Tr Exchange-Traded Fd
3.5%+5%
IVViShares Tr
3.0%
AIRRFirst Tr Exchange Traded Fd
2.9%+9%
AMZNAmazon.com Inc
2.7%
NUENucor Corp
2.0%−5%
FTXOFirst Tr Exchange Traded Fd
2.0%−3%
VOOVanguard Index FDS
26.3%
AAPLApple Inc.
16.5%−3%
XLKSelect Sector SPDR Tr
9.9%Trimmed −3%
NVDANVIDIA Corp
7.7%
META4.2%FXO3.5%
IVV3.0%
AIRR2.9%
AMZNNUEFTXO
MSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 26.3% Held
AAPL Apple Inc. 16.5% Trimmed −3%XLK Select Sector SPDR Tr 9.9% Trimmed −3%
NVDA NVIDIA Corp 7.7% HeldMETA Meta Platforms, Inc. 4.2% Added +3%FXO First Tr Exchange-Traded Fd 3.5% Added +5%
IVV iShares Tr 3.0% Held
AIRR First Tr Exchange Traded Fd 2.9% Added +9%
AMZN Amazon.com Inc 2.7% HeldNUE Nucor Corp 2.0% Trimmed −5%FTXO First Tr Exchange Traded Fd 2.0% Trimmed −3%
MSFT Microsoft Corp 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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