13F Filings History of TradeWell Securities, LLC.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$242,688,425
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 $242,688,425 as of Q4 2025. Top holdings included VOO, AAPL, XLK, NVDA, and META.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $242,688,425 +$15,876,718 -$5,495,313 +$10,381,405 VOO, AAPL, XLK, NVDA, META 13F-HR 09 Feb 2026, 17:22
Q3 2025 45 $237,880,374 +$6,477,767 -$1,973,910 +$4,503,857 VOO, AAPL, XLK, NVDA, META 13F-HR 09 Oct 2025, 16:11
Q2 2025 46 $209,098,050 +$9,306,681 -$2,278,103 +$7,028,578 VOO, AAPL, XLK, NVDA, META 13F-HR 25 Sep 2025, 14:57
Q1 2025 43 $181,535,989 +$6,380,687 -$2,743,835 +$3,636,852 VOO, AAPL, XLK, NVDA, META 13F-HR 30 Apr 2025, 10:41
Q4 2024 39 $193,063,382 $0 $0 $0 VOO, AAPL, XLK, NVDA, META 13F-HR 30 Apr 2025, 10:40