Fund HoldingsTradeWell Securities, LLC.

Total Portfolio Value
$181.54M
Total Bought
$10.43M
Total Sold
$11.34M
Net Transaction
-$909.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
9,47835,824+26,3467302,4441.35%+1,713
NUCOR CORP(NUE)06,239+6,23907510.41%+751
BROADCOM INC(AVGO)02,736+2,73604580.25%+458
STEEL DYNAMICS INC(STLD)02,426+2,42603030.17%+303
ALPHABET INC(GOOG)01,641+1,64102540.14%+254
ABBVIE INC(ABBV)6,6046,595-91,1731,3820.76%+208
NORTHROP GRUMMAN CORP(NOC)0399+39902040.11%+204
ANGEL OAK FUNDS TRUST
OAK ULTRASHORT
19,02322,938+3,9159711,1720.65%+201
FIDELITY MERRIMACK STR TR17,95321,624+3,6718961,0840.60%+187
PGIM ETF TR
PGIM ULTRA SH BD
18,77022,082+3,3129301,0980.60%+168
SSGA ACTIVE ETF TR
ST STR BL LN ETF
22,00226,404+4,4029181,0860.60%+168
ETFIS SER TR I
VIRTUS INFRCAP
36,23541,661+5,4267948840.49%+90
JPMORGAN CHASE & CO.(JPM)11,50411,569+652,7582,8381.56%+80
MICROSOFT CORP(MSFT)5,7136,609+8962,4082,4811.37%+73
BERKSHIRE HATHAWAY INC DEL554569+152513030.17%+52
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
100,328103,405+3,0775,4315,4803.02%+50
JOHNSON & JOHNSON(JNJ)1,4391,471+322082440.13%+36
KROGER CO(KR)9,5039,112-3915816170.34%+36
EXXON MOBIL CORP4,1184,009-1094434770.26%+34
INTERNATIONAL BUSINESS MACHS(IBM)998996-22192480.14%+28
FLAGSTAR FINANCIAL INC(FLG)10,91010,919+91021270.07%+25
UNITEDHEALTH GROUP INC(UNH)656659+33323450.19%+13
SPDR S&P 500 ETF TR(SPY)436437+12552440.13%-11
FIRST TR EXCHANGE TRADED FD
INDLS PROD DUR
17,70218,763+1,0611,3241,3070.72%-18
TRUIST FINL CORP(TFC)5,3115,149-1622302120.12%-19
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
1,7221,72202562280.13%-28
FIRST TR NASDAQ 100 TECH IND7,9138,349+4361,4901,4490.80%-41
FIRST TR EXCHANGE TRADED FD
CONSUMR DISCRE
19,73221,279+1,5471,2751,2320.68%-43
SELECT SECTOR SPDR TR
ST STR ENERG ETF
4,6173,461-1,1563963230.18%-72
FIRST TR EXCHANGE-TRADED FD6,1376,364+2271,4921,4140.78%-79
SPDR DOW JONES INDL AVERAGE(DIA)811541-2703452270.13%-118
TESLA INC(TSLA)1,5471,723+1766254470.25%-178
META PLATFORMS INC(META)14,24114,141-1008,3388,1504.49%-188
ALPHABET INC(GOOG)10,98412,173+1,1892,0921,9021.05%-190
CATERPILLAR INC(CAT)5640-5642050-205
ISHARES TR12,24111,905-3367,2066,6903.68%-516
FIRST TR EXCHANGE TRADED FD
NASDQ SEMCNDTR
13,0378,002-5,0351,1386050.33%-533
FIRST TR EXCHANGE TRADED FD
NASDAQ BK ETF
225,869218,597-7,2727,1856,6453.66%-539
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
90,32085,920-4,4005,3344,7142.60%-621
AMAZON COM INC(AMZN)27,52728,328+8016,0395,3902.97%-649
NVIDIA CORPORATION(NVDA)104,803109,737+4,93414,07411,8936.55%-2,181
SELECT SECTOR SPDR TR
ST STR TECHN ETF
86,06286,205+14320,01117,8009.80%-2,212
VANGUARD INDEX FDS101,41299,423-1,98954,64251,09528.15%-3,547
APPLE INC(AAPL)159,594158,883-71139,96635,29319.44%-4,673
Page 1 of 1