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Tradewell Securities, LLC.
TradeWell Securities, LLC is a boutique financial planning and professional services firm headquartered in Fort Wayne, Indiana. Founded as part of the TradeWell Tax & Financial group, the firm provides one-stop-shop retirement, investment, tax, and legal advisory services primarily for retirees and pre-retirees. TradeWell's multidisciplinary team includes EAs, attorneys, fiduciary investment advisors, tax professionals, and insurance experts. They focus on comprehensive, custom-tailored financial guidance to help clients optimize income, assets, and tax positions for retirement. The firm emphasizes coordinated, fiduciary-based advice with a strong focus on risk management, estate planning, and elder law, serving families and individuals planning for retirement or already retired.
Investment Strategy
TradeWell Securities, LLC employs a comprehensive, risk-managed, and personalized investment strategy tailored to the unique financial goals and risk tolerances of each client. The firm creates diversified portfolios designed for income generation and capital preservation, using fee-based, fiduciary advice to prioritize clients' best interests. Their investment planning integrates income planning, tax mitigation, and estate considerations, featuring ongoing monitoring and adjustments to accommodate life changes. TradeWell's approach emphasizes reducing unnecessary market risk, maximizing retirement income, and integrating tax-advantaged strategies to support clients through retirement.
Latest 13F Filing Activity
Tradewell Securities, LLC. filed their most recent 13F report on Sep 30, 2025 disclosing 45 equity positions with a total 13F market value of $238M. The fund increased holdings in Apple Inc., Vanguard Index FDS, Nvidia Corporation among other positions. Tradewell Securities, LLC. reduced exposure to Meta Platforms Inc., SPDR Dow Jones Indl Average, Select Sector SPDR TR among others.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 26.70% | $63.5M | 103,361 | $541.07 | $612.38 | +$6.3M |
A AAPL | APPLE INC | 17.27% | $41.1M | 160,778 | $249.66 | $254.63 | +$7.9M |
X XLK | SELECT SECTOR SPDR TR | 10.06% | $23.9M | 84,061 | $232.48 | $281.86 | +$2.3M |
N NVDA | NVIDIA CORPORATION | 8.74% | $20.8M | 111,039 | $133.53 | $186.58 | +$3.2M |
M META | META PLATFORMS INC | 4.52% | $10.8M | 15,000 | $594.23 | $734.38 | -$246.5K |
Industry Allocation
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