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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 $181,535,989
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 99,423 $51,094,622 28.15%
2.
Apple Inc.
 AAPL 158,883 $35,292,646 19.44%
3.
Sector Spdr Trust
 XLB 86,205 $17,799,577 9.8%
4.
Nvidia Corp
 NVDA 109,737 $11,893,296 6.55%
5.
Meta Platforms Inc.
 META 14,141 $8,150,245 4.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)