TRADEWELL SECURITIES, LLC.

PrivateCIK: 2066232
Location

FORT WAYNE, IN

50
Positions
$237.23M
Total AUM (reported)
1.50M
Total Shares

Allocation by class

TOTAL AUM$237.23M50 positions
COM$83.69M35.3%
S&P 500 ETF SHS$64.31M27.1%
STATE STREET TEC$21.09M8.9%
CL A$9.35M3.9%
FINLS ALPHADEX$8.37M3.5%
CORE S&P500 ETF$7.85M3.3%
RBA INDL ETF$7.72M3.3%

Portfolio Concentration

Top 352.5%4–1027.2%11–2515.5%Rest4.8%TOP 1079.7%0%100%
Top 3$124.53M52.5%
4–10$64.48M27.2%
11–25$36.74M15.5%
Rest$11.47M4.8%

Top 3 weight

52.5%

Top 10 weight

79.7%

Voting Authority Distribution

Total shares with voting rights: 1.50M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.50M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole50
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings50
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares107.70K
TypeSH
Market value$64.31M
27.11%
Sole
0.00
Shared
0.00
None
107.70K

APPLE INC

SOLE
COM
Shares153.35K
TypeSH
Market value$39.14M
16.50%
Sole
0.00
Shared
0.00
None
153.35K

SELECT SECTOR SPDR TR

SOLE
STATE STREET TEC
Shares158.50K
TypeSH
Market value$21.09M
8.89%
Sole
0.00
Shared
0.00
None
158.50K

NVIDIA CORPORATION

SOLE
COM
Shares104.52K
TypeSH
Market value$18.24M
7.69%
Sole
0.00
Shared
0.00
None
104.52K

META PLATFORMS INC

SOLE
CL A
Shares16.38K
TypeSH
Market value$9.35M
3.94%
Sole
0.00
Shared
0.00
None
16.38K

FIRST TR EXCHANGE-TRADED FD

SOLE
FINLS ALPHADEX
Shares149.31K
TypeSH
Market value$8.37M
3.53%
Sole
0.00
Shared
0.00
None
149.31K

ISHARES TR

SOLE
CORE S&P500 ETF
Shares12.02K
TypeSH
Market value$7.85M
3.31%
Sole
0.00
Shared
0.00
None
12.02K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares70.34K
TypeSH
Market value$7.72M
3.25%
Sole
0.00
Shared
0.00
None
70.34K

AMAZON COM INC

SOLE
COM
Shares33.07K
TypeSH
Market value$6.87M
2.90%
Sole
0.00
Shared
0.00
None
33.07K

FIRST TR EXCHANGE TRADED FD

SOLE
NASDAQ BK ETF
Shares168.18K
TypeSH
Market value$6.08M
2.56%
Sole
0.00
Shared
0.00
None
168.18K

NUCOR CORP

SOLE
COM
Shares26.89K
TypeSH
Market value$4.53M
1.91%
Sole
0.00
Shared
0.00
None
26.89K

ALPHABET INC

SOLE
CAP STK CL C
Shares13.93K
TypeSH
Market value$3.97M
1.67%
Sole
0.00
Shared
0.00
None
13.93K

MICROSOFT CORP

SOLE
COM
Shares10.15K
TypeSH
Market value$3.73M
1.57%
Sole
0.00
Shared
0.00
None
10.15K

JPMORGAN CHASE & CO

SOLE
COM
Shares12.24K
TypeSH
Market value$3.60M
1.52%
Sole
0.00
Shared
0.00
None
12.24K

FIRST TR EXCHANGE TRADED FD

SOLE
DORSEY WRT 5 ETF
Shares56.42K
TypeSH
Market value$3.48M
1.47%
Sole
0.00
Shared
0.00
None
56.42K

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares10.29K
TypeSH
Market value$2.22M
0.93%
Sole
0.00
Shared
0.00
None
10.29K

ABBVIE INC

SOLE
COM
Shares9.64K
TypeSH
Market value$2.10M
0.88%
Sole
0.00
Shared
0.00
None
9.64K

FIRST TR EXCHANGE-TRADED FD

SOLE
CONSUMR DISCRE
Shares30.01K
TypeSH
Market value$1.92M
0.81%
Sole
0.00
Shared
0.00
None
30.01K

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ INTERNT IDX
Shares8.14K
TypeSH
Market value$1.90M
0.80%
Sole
0.00
Shared
0.00
None
8.14K

PGIM ETF TR

SOLE
PGIM ULTRA SH BD
Shares33.99K
TypeSH
Market value$1.69M
0.71%
Sole
0.00
Shared
0.00
None
33.99K

ANGEL OAK FUNDS TRUST

SOLE
OAK ULTRASHORT
Shares32.54K
TypeSH
Market value$1.67M
0.70%
Sole
0.00
Shared
0.00
None
32.54K

FIDELITY MERRIMACK STR TR

SOLE
LOW DURTIN ETF
Shares33.16K
TypeSH
Market value$1.66M
0.70%
Sole
0.00
Shared
0.00
None
33.16K

SSGA ACTIVE ETF TR

SOLE
STATE STREET BLA
Shares39K
TypeSH
Market value$1.56M
0.66%
Sole
0.00
Shared
0.00
None
39K

ETFIS SER TR I

SOLE
VIRTUS INFRCAP
Shares74.34K
TypeSH
Market value$1.52M
0.64%
Sole
0.00
Shared
0.00
None
74.34K

STEEL DYNAMICS INC

SOLE
COM
Shares6.66K
TypeSH
Market value$1.20M
0.51%
Sole
0.00
Shared
0.00
None
6.66K
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