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Portfolio (Quarterly) Guide ↗

TradeWell Securities, LLC.

· CIK 0002066232
13F Portfolio $280M AUM 52 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 26 Added 13 Reduced 2 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LMBS FIRST TR EXCHANGE-TRADED FD 8,750.0 $436K 0.15% +394.0 +4.7% $49.78 -0.6%
22 JNJ JOHNSON & JOHNSON Healthcare 1,531.0 $389K 0.14% +24.0 +1.6% $254.03 +8.3%
23 SPY STATE STR SPDR S&P 500 ETF T Financial Services 490.0 $366K 0.13% +14.0 +2.9% $746.59 +3.2%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 1,034.0 $291K 0.10% +16.0 +1.6% $281.28 -16.5%
25 GLD SPDR GOLD TR Financial Services 712.0 $262K 0.09% +27.0 +3.9% $368.38 +10.4%
26 TFC TRUIST FINL CORP Financial Services 5,176.0 $258K 0.09% +31.0 +0.6% $49.82 +3.7%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 64.6%
Communication Services 9.5%
Consumer Cyclical 7.9%
Basic Materials 7.8%
Financial Services 5.1%
Healthcare 3.0%
Industrials 1.0%
Energy 0.5%
Consumer Defensive 0.4%
Utilities 0.2%