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Home > Institutional Investor > Tradewell Securities, Llc. > Profile

Instuitional Investor - Tradewell Securities, Llc.

Fund Profile
Filing Period:
Fund Name: Tradewell Securities, Llc.
Portfolio Value $237,880,374
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 103,361 $63,522,724 26.7%
2.
Apple Inc.
 AAPL 160,778 $41,070,692 17.27%
3.
Sector Spdr Trust
 XLB 84,061 $23,925,343 10.06%
4.
Nvidia Corp
 NVDA 111,039 $20,790,907 8.74%
5.
Meta Platforms Inc.
 META 15,000 $10,760,068 4.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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