TradeWell Securities, LLC.

Q1 2025 13F Holdings Report, Stock Holdings

Signature - Title
Joshua Hasselbach - Chief Compliance Officer
Location
Fort Wayne, IN
Holdings as of
31 Mar 2025
Value $
$181,535,989
Num holdings
43
Filing time
30 Apr 2025, 10:41:27 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, AAPL, XLK, NVDA, and META.
Previous filing
Q4 2024 - 30 Apr 2025
Next filing
Q2 2025 - 25 Sep 2025
SEC
View on sec.gov

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Quoteable Key Fact

"TradeWell Securities, LLC. reported $181,535,989 across 43 holdings in Q1 2025."

Quick Takeaways

  • TradeWell Securities, LLC. reported 13f holdings report, stock holdings for Q1 2025.
  • Reported holdings value: $181,535,989.
  • 43 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q4 2024.
  • Value moved from $193,063,382 to $181,535,989.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q1 compared to 2024 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Joshua Hasselbach Chief Compliance Officer Fort Wayne, Indiana 30 Apr 2025

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