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| Happy Holidays!! thanks for using AUM13F!! |
| Tradewell Securities LLC
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| CRD # | 332473 |
| SEC # | 801-130935 |
| CIK # | 0002066232 |
| AUM | $267.0 M (2025-06-12) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 260-490-2084 |
| Address | 130 West Main Street Fort Wayne, IN 46802 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 35.3 | ||
| Nvidia Corp | 11.9 | ||
| Facebook Inc | 8.2 | ||
| Amazon Com Inc | 5.4 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Microsoft Corp | 2.5 | ||
| Alphabet Inc | 1.9 | ||
| AbbVie Inc | 1.4 | ||
| Nucor Corp | 0.8 | ||
| Kroger Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 118.1 |
| (b) Individuals (high net worth individuals) | 81 | 148.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,080 | 267.0 |
| By Discretionary | ||
| Discretionary | 858 | 228.0 |
| Non-Discretionary | 222 | 39.0 |
| Total | 1,080 | 267.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.0 | |
| Total | 1,080 | 267.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066232] |
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|---|---|---|
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