TradeWell Securities, LLC.
TradeWell Securities, LLC. reported 52 holdings worth US$280M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
TradeWell Securities, LLC. reported 52 holdings worth US$280M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Meta Platforms, Inc. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 52
- Value as reported
- US$280M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 150K | US$43.4M | 15.5% |
| Nvidia Corporation | 102K | US$20.4M | 7.3% |
| Meta Platforms, Inc. | 16,521 | US$9.31M | 3.3% |
| Amazon.com, Inc. | 32,435 | US$7.73M | 2.8% |
| Nucor Corporation | 26,452 | US$5.89M | 2.1% |
| Alphabet Inc (google) Class C | 16,081 | US$5.75M | 2.1% |
| Microsoft Corp. | 10,981 | US$4.1M | 1.5% |
| Jp Morgan Chase & Co. | 12,204 | US$3.99M | 1.4% |
| Abbvie Inc. | 10,052 | US$2.53M | 0.90% |
| Steel Dynamics, Inc. | 10,790 | US$2.48M | 0.88% |
| Tesla, Inc. | 1,850 | US$778K | 0.28% |
| American Express Company | 1,853 | US$627K | 0.22% |
| Intel Corporation | 4,474 | US$625K | 0.22% |
| Exxon Mobil Corporation | 4,125 | US$564K | 0.20% |
| Berkshire Hathaway Inc. | 1,121 | US$561K | 0.20% |
| Caterpillar, Inc. | 471 | US$502K | 0.18% |
| Kroger Company (the) | 8,235 | US$457K | 0.16% |
| Johnson & Johnson | 1,531 | US$389K | 0.14% |
| Ge Aerospace | 938 | US$351K | 0.13% |
| International Business Machines Corporation | 1,034 | US$291K | 0.10% |
| Motorola Solutions, Inc. | 689 | US$286K | 0.10% |
| Unitedhealth Group Incorporated | 681 | US$283K | 0.10% |
| Advanced Micro Devices Inc | 486 | US$282K | 0.10% |
| Truist Financial Corporation | 5,176 | US$258K | 0.09% |
| Ge Vernova Inc. | 178 | US$209K | 0.07% |
| Northrop Grumman Corporation | 402 | US$205K | 0.07% |
| Walmart Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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