TradeWell Securities, LLC.

13F Filings History

Latest 13F report: Q3 2025 - Oct 9, 2025
Value $: $238M
Signature - Title: Joshua Hasselbach - Chief Compliance Officer
Location: Fort Wayne, IN
Summary: This page shows a list of all the recent 13F filings made by TradeWell Securities, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. TradeWell Securities, LLC. reported 45 stock holdings with total value $238M as of Q3 2025. Top holdings included VOO, AAPL, XLK, NVDA, and META.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	45	$238M	+$6.48M	-$1.97M	+$4.5M	VOO, AAPL, XLK, NVDA, META	13F-HR	10/9/2025, 04:11 PM
Q2 2025	46	$209M	+$9.31M	-$2.28M	+$7.03M	VOO, AAPL, XLK, NVDA, META	13F-HR	9/25/2025, 02:57 PM
Q1 2025	43	$182M	+$6.38M	-$2.74M	+$3.64M	VOO, AAPL, XLK, NVDA, META	13F-HR	4/30/2025, 10:41 AM
Q4 2024	39	$193M	$0	$0		VOO, AAPL, XLK, NVDA, META	13F-HR	4/30/2025, 10:40 AM