Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Tradewell Securities, Llc. > Profile

Instuitional Investor - Tradewell Securities, Llc.

Fund Profile
Filing Period:
Fund Name: Tradewell Securities, Llc.
Portfolio Value $256,904,086
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 104,720 $65,672,847 25.56%
2.
Apple Inc.
 AAPL 157,172 $42,728,702 16.63%
3.
Sector Spdr Trust
 XLB 160,389 $23,091,201 8.99%
4.
Nvidia Corp
 NVDA 107,761 $20,097,396 7.82%
5.
Schwab Strategic Trust
 FNDF 12,721,524 $12,721,524 4.95%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.