Long-term investor
Tradewell Securities, Llc. @tradewellsecuritiesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066232).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +16.5% · 6 months n/a · 1 year +19.8% · all +19.8%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 26.8% · long · since 2025-06-30
- AAPL · 15.5% · long · since 2025-06-30
- XLK · 10.5% · long · since 2025-06-30
- NVDA · 7.3% · long · since 2025-06-30
- AIRR · 3.6% · long · since 2025-06-30
- FXO · 3.6% · long · since 2025-06-30
- META · 3.3% · long · since 2025-06-30
- IVV · 3.1% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- FTXO · 2.3% · long · since 2025-06-30
- NUE · 2.1% · long · since 2025-06-30
- GOOG · 1.7% · long · since 2025-06-30