TradeWell Securities, LLC.: 13F holdings
CIK 20662322026Q2
| Positions | 52 |
|---|
| Reported value | $280.1m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 52 (+2 vs prior quarter) |
|---|
| Reported value | $280.1m (+18.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 109,390 | $75.1m | 26.8% |
| AAPL APPLE INC | 150,071 | $43.4m | 15.5% |
| XLK SELECT SECTOR SPDR TR | 154,489 | $29.4m | 10.5% |
| NVDA NVIDIA CORPORATION | 101,808 | $20.4m | 7.3% |
| AIRR FIRST TR EXCHANGE TRADED FD | 76,538 | $10.2m | 3.6% |
| KBE FIRST TR EXCHANGE-TRADED FD | 161,354 | $10.1m | 3.6% |
| META META PLATFORMS INC | 16,521 | $9.3m | 3.3% |
| IVV ISHARES TR | 11,737 | $8.8m | 3.1% |
| AMZN AMAZON COM INC | 32,435 | $7.7m | 2.8% |
| FTXO FIRST TR EXCHANGE TRADED FD | 156,933 | $6.5m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2066232")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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