Wealth Effects
Latest statistics and disclosures from Wealth Effects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDL, NVDA, AAPL, AMZN, JPM, and represent 36.41% of Wealth Effects's stock portfolio.
- Added to shares of these 10 stocks: FYEE, KVUE, BSTZ, GOOG, IXUS, AMD, JEPQ, MU, Avadel Pharmaceuticals, STX.
- Started 16 new stock positions in STX, AMD, BSTZ, FTMA, Avadel Pharmaceuticals, CSCO, FYEE, IXUS, KLAC, ACLS. SATS, HOOD, WDC, PEP, GEHC, MCD.
- Reduced shares in these 10 stocks: AVDL (-$8.6M), ARWR, ONDS, TTD, SMR, PLTR, NVDA, CRWV, OKLO, URI.
- Sold out of its positions in OKLO, IDYN, CRWV, CURI, DKNG, QBTS, FSK, IONQ, IBDQ, MP. SMR, ONDS, OGN, PLTR, UBER.
- Wealth Effects was a net seller of stock by $-15M.
- Wealth Effects has $320M in assets under management (AUM), dropping by 2.82%.
- Central Index Key (CIK): 0001907254
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Portfolio Holdings for Wealth Effects
Wealth Effects holds 218 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals Com Shs (AVDL) | 12.8 | $41M | -17% | 1.9M | 21.55 |
|
| NVIDIA Corporation (NVDA) | 9.2 | $30M | -3% | 159k | 186.50 |
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| Apple (AAPL) | 7.0 | $22M | 82k | 271.86 |
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| Amazon (AMZN) | 4.5 | $14M | 62k | 230.82 |
|
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| JPMorgan Chase & Co. (JPM) | 3.0 | $9.5M | 30k | 322.22 |
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| Arrowhead Pharmaceuticals (ARWR) | 3.0 | $9.5M | -14% | 143k | 66.39 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $9.2M | 28k | 335.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $9.1M | 29k | 313.00 |
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| Microsoft Corporation (MSFT) | 2.5 | $8.0M | 17k | 483.62 |
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| Meta Platforms Cl A (META) | 2.3 | $7.3M | 11k | 660.08 |
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| Micron Technology (MU) | 1.7 | $5.5M | +8% | 19k | 285.41 |
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| Broadcom (AVGO) | 1.5 | $4.9M | -2% | 14k | 346.11 |
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| Blackstone Group Inc Com Cl A (BX) | 1.2 | $3.7M | 24k | 154.14 |
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| International Business Machines (IBM) | 1.1 | $3.5M | -12% | 12k | 296.21 |
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| Tesla Motors (TSLA) | 1.0 | $3.3M | 7.4k | 449.72 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.9M | 4.3k | 684.94 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.9 | $2.8M | +9% | 77k | 36.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.7M | 5.3k | 502.65 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.7M | -6% | 5.5k | 487.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $2.5M | +8% | 4.0k | 627.14 |
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| Boeing Company (BA) | 0.8 | $2.5M | +10% | 11k | 217.12 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.8 | $2.5M | 35k | 69.47 |
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| Chevron Corporation (CVX) | 0.7 | $2.3M | 15k | 152.41 |
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| Abbvie (ABBV) | 0.7 | $2.3M | 10k | 228.50 |
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| United Rentals (URI) | 0.7 | $2.2M | -24% | 2.7k | 809.18 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $2.2M | 15k | 148.69 |
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| Digitalocean Hldgs (DOCN) | 0.7 | $2.2M | 45k | 48.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.1M | +47% | 6.8k | 313.80 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $2.0M | +39% | 34k | 58.12 |
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| Kenvue (KVUE) | 0.6 | $1.9M | +120% | 109k | 17.25 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $1.8M | 32k | 57.24 |
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| Pfizer (PFE) | 0.6 | $1.8M | -10% | 72k | 24.90 |
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| Elastic N V Ord Shs (ESTC) | 0.6 | $1.8M | -15% | 24k | 75.44 |
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| Caterpillar (CAT) | 0.5 | $1.7M | 3.0k | 572.81 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.7M | 2.8k | 614.33 |
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| UnitedHealth (UNH) | 0.5 | $1.7M | -4% | 5.0k | 330.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.5M | +2% | 23k | 66.00 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | +8% | 12k | 120.34 |
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| Verizon Communications (VZ) | 0.5 | $1.4M | 36k | 40.73 |
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| Citigroup Com New (C) | 0.4 | $1.4M | -27% | 12k | 116.69 |
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| Enovix Corp (ENVX) | 0.4 | $1.4M | -32% | 185k | 7.31 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.4M | -2% | 6.5k | 206.96 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.3M | +4% | 12k | 111.41 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.4 | $1.3M | -19% | 121k | 10.80 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.3M | 6.0k | 212.07 |
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| Procter & Gamble Company (PG) | 0.4 | $1.2M | 8.3k | 143.31 |
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| Devon Energy Corporation (DVN) | 0.4 | $1.2M | -14% | 32k | 36.63 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $1.2M | +20% | 18k | 64.42 |
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | -12% | 21k | 55.00 |
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| Visa Com Cl A (V) | 0.4 | $1.1M | 3.2k | 350.66 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $1.1M | -6% | 6.9k | 162.00 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.3 | $1.1M | -5% | 62k | 17.67 |
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| The Trade Desk Com Cl A (TTD) | 0.3 | $1.1M | -53% | 29k | 37.96 |
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| Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) | 0.3 | $1.1M | NEW | 38k | 28.68 |
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| Ge Vernova (GEV) | 0.3 | $1.1M | -3% | 1.6k | 653.63 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | -23% | 13k | 80.28 |
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| Merck & Co (MRK) | 0.3 | $1.0M | -6% | 9.8k | 105.26 |
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| Cheniere Energy Com New (LNG) | 0.3 | $1.0M | +4% | 5.2k | 194.39 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $943k | +66% | 17k | 54.84 |
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| Ge Aerospace Com New (GE) | 0.3 | $940k | +41% | 3.1k | 308.03 |
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| Vistra Energy (VST) | 0.3 | $933k | 5.8k | 161.33 |
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| Morgan Stanley Com New (MS) | 0.3 | $901k | 5.1k | 177.53 |
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| Amgen (AMGN) | 0.3 | $900k | +5% | 2.7k | 327.37 |
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| Eli Lilly & Co. (LLY) | 0.3 | $879k | -4% | 818.00 | 1074.57 |
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| Home Depot (HD) | 0.3 | $866k | 2.5k | 344.14 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $852k | 4.6k | 183.40 |
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| Bristol Myers Squibb (BMY) | 0.3 | $846k | -9% | 16k | 53.94 |
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| Ea Series Trust Sparkline Intang (ITAN) | 0.3 | $832k | +15% | 23k | 37.04 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $811k | 1.1k | 753.89 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $807k | 10k | 79.73 |
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| Generac Holdings (GNRC) | 0.2 | $777k | 5.7k | 136.37 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $772k | +98% | 17k | 44.71 |
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| Oracle Corporation (ORCL) | 0.2 | $759k | -32% | 3.9k | 194.92 |
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| Costco Wholesale Corporation (COST) | 0.2 | $745k | +11% | 864.00 | 862.27 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $743k | +3% | 6.2k | 120.18 |
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| Abbott Laboratories (ABT) | 0.2 | $742k | 5.9k | 125.29 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $741k | -4% | 1.1k | 681.92 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.2 | $731k | -27% | 59k | 12.49 |
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| Constellation Energy (CEG) | 0.2 | $730k | 2.1k | 353.32 |
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| Intel Corporation (INTC) | 0.2 | $721k | -4% | 20k | 36.90 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $717k | -11% | 10k | 69.40 |
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| State Street Corporation (STT) | 0.2 | $717k | 5.6k | 129.01 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.2 | $698k | NEW | 31k | 22.61 |
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| Applied Materials (AMAT) | 0.2 | $696k | 2.7k | 256.99 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.2 | $696k | 45k | 15.34 |
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| Blackrock Science & Technolo SHS (BST) | 0.2 | $686k | 17k | 40.54 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $680k | +39% | 8.9k | 76.23 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $672k | NEW | 7.9k | 84.64 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $667k | 9.0k | 74.07 |
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| Pitney Bowes (PBI) | 0.2 | $645k | 61k | 10.57 |
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| Advanced Micro Devices (AMD) | 0.2 | $627k | NEW | 2.9k | 214.16 |
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| Victory Portfolios Ii Victoryshares We (MODL) | 0.2 | $619k | 13k | 47.52 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $607k | 1.6k | 386.85 |
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| Celestica (CLS) | 0.2 | $599k | 2.0k | 295.61 |
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| Spdr Series Trust State Street Spd (XHB) | 0.2 | $598k | 5.8k | 102.96 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $594k | 7.9k | 75.44 |
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| Goldman Sachs (GS) | 0.2 | $590k | +2% | 671.00 | 879.63 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $588k | -3% | 8.5k | 69.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $584k | +4% | 1.5k | 396.31 |
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| At&t (T) | 0.2 | $582k | +14% | 23k | 24.84 |
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| Sentinelone Cl A (S) | 0.2 | $563k | -34% | 38k | 15.00 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $554k | 3.9k | 143.52 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $545k | 14k | 37.87 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.2 | $544k | -19% | 17k | 31.42 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $534k | -3% | 2.6k | 206.52 |
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| Danaher Corporation (DHR) | 0.2 | $528k | +11% | 2.3k | 228.89 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $525k | 37k | 14.36 |
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| Netflix (NFLX) | 0.2 | $511k | +363% | 5.5k | 93.76 |
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| MercadoLibre (MELI) | 0.2 | $510k | +52% | 253.00 | 2014.26 |
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| Altria (MO) | 0.2 | $486k | -2% | 8.4k | 57.66 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.2 | $485k | +17% | 41k | 11.90 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $482k | 2.6k | 185.04 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $475k | 4.4k | 108.65 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $471k | +3% | 5.6k | 83.75 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.1 | $470k | 9.4k | 49.99 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $465k | 5.3k | 88.49 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $458k | -6% | 48k | 9.53 |
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| CVS Caremark Corporation (CVS) | 0.1 | $457k | -3% | 5.8k | 79.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $434k | 13k | 32.62 |
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| Avadel Pharmaceuticals Call Call Option (Principal) | 0.1 | $431k | NEW | 20k | 21.55 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $427k | NEW | 1.6k | 275.39 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $415k | -5% | 18k | 23.69 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $412k | 385.00 | 1070.14 |
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| Blackrock (BLK) | 0.1 | $411k | +12% | 384.00 | 1070.34 |
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| Altimmune Com New (ALT) | 0.1 | $403k | +86% | 112k | 3.61 |
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| Purecycle Technologies (PCT) | 0.1 | $399k | 46k | 8.59 |
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| Western Digital (WDC) | 0.1 | $396k | NEW | 2.3k | 172.27 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $396k | +37% | 31k | 12.64 |
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| Echostar Corp Cl A (SATS) | 0.1 | $391k | NEW | 3.6k | 108.70 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.1 | $387k | 30k | 12.78 |
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| Global Partners Com Units (GLP) | 0.1 | $377k | 9.0k | 41.85 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $375k | -10% | 8.0k | 47.02 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $373k | +33% | 2.0k | 186.43 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $372k | +3% | 14k | 27.43 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $362k | 6.3k | 57.49 |
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| TJX Companies (TJX) | 0.1 | $359k | 2.3k | 153.59 |
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| Tg Therapeutics (TGTX) | 0.1 | $358k | 12k | 29.81 |
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| Travelers Companies (TRV) | 0.1 | $358k | 1.2k | 290.14 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $350k | NEW | 3.1k | 113.10 |
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| Enterprise Products Partners (EPD) | 0.1 | $343k | 11k | 32.06 |
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| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.1 | $341k | +4% | 9.4k | 36.11 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $333k | 4.7k | 71.44 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $332k | 3.7k | 89.55 |
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| Putnam Etf Trust Franklin Massach (FTMA) | 0.1 | $326k | NEW | 36k | 9.01 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $325k | 1.5k | 219.78 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $325k | -2% | 5.9k | 54.77 |
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| Walt Disney Company (DIS) | 0.1 | $313k | +5% | 2.8k | 113.77 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $311k | 6.9k | 45.01 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $307k | 3.3k | 94.20 |
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| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $307k | 2.7k | 113.15 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $305k | 3.7k | 82.82 |
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| American Tower Reit (AMT) | 0.1 | $305k | -13% | 1.7k | 175.54 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $299k | 3.8k | 77.68 |
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| Axcelis Technologies Com New (ACLS) | 0.1 | $293k | NEW | 3.6k | 80.34 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $293k | 2.7k | 110.19 |
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| salesforce (CRM) | 0.1 | $293k | -5% | 1.1k | 264.91 |
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| First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 0.1 | $287k | 7.0k | 41.30 |
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| Qxo Com New (QXO) | 0.1 | $287k | +2% | 15k | 19.29 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $286k | 1.6k | 177.32 |
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| Key (KEY) | 0.1 | $283k | -7% | 14k | 20.64 |
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| Tractor Supply Company (TSCO) | 0.1 | $279k | 5.6k | 50.01 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $274k | -11% | 1.7k | 160.97 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $270k | 723.00 | 373.44 |
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| CSX Corporation (CSX) | 0.1 | $267k | 7.4k | 36.25 |
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| Beam Therapeutics (BEAM) | 0.1 | $266k | +4% | 9.6k | 27.72 |
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| Dex (DXCM) | 0.1 | $266k | 4.0k | 66.37 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $262k | 2.0k | 130.05 |
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| Cummins (CMI) | 0.1 | $261k | 511.00 | 510.34 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $260k | -10% | 538.00 | 483.71 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $260k | 1.5k | 171.18 |
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| Dow (DOW) | 0.1 | $260k | 11k | 23.38 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $256k | -16% | 8.3k | 30.96 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $256k | -11% | 448.00 | 570.88 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $255k | 3.2k | 79.68 |
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| Honeywell International (HON) | 0.1 | $253k | 1.3k | 195.11 |
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| Church & Dwight (CHD) | 0.1 | $253k | 3.0k | 83.85 |
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| Cisco Systems (CSCO) | 0.1 | $251k | NEW | 3.3k | 77.03 |
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| Motorola Solutions Com New (MSI) | 0.1 | $249k | 650.00 | 383.32 |
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| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $245k | -10% | 2.6k | 96.12 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $245k | -29% | 2.3k | 106.71 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $240k | 1.2k | 199.68 |
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| Dell Technologies CL C (DELL) | 0.1 | $238k | -26% | 1.9k | 125.86 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $232k | 2.0k | 114.50 |
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| Pure Cycle Corp Com New (PCYO) | 0.1 | $231k | 21k | 10.99 |
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| McDonald's Corporation (MCD) | 0.1 | $229k | NEW | 748.00 | 305.63 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $228k | 14k | 16.49 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $224k | -18% | 11k | 19.86 |
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| Strategy Day Hagan Smart (SSUS) | 0.1 | $224k | -17% | 4.6k | 48.75 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $223k | -36% | 2.9k | 76.92 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $216k | NEW | 2.6k | 82.02 |
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| Palo Alto Networks (PANW) | 0.1 | $215k | 1.2k | 184.23 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $213k | 3.1k | 69.30 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $212k | 1.3k | 163.58 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $211k | 9.0k | 23.41 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $210k | 1.5k | 139.16 |
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| Zoetis Cl A (ZTS) | 0.1 | $210k | 1.7k | 125.85 |
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| Pepsi (PEP) | 0.1 | $207k | NEW | 1.4k | 143.52 |
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| Fastly Cl A (FSLY) | 0.1 | $205k | 20k | 10.18 |
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| Kla Corp Com New (KLAC) | 0.1 | $204k | NEW | 168.00 | 1215.08 |
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| Kohl's Corporation (KSS) | 0.1 | $204k | 10k | 20.41 |
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| BlackRock Global Energy & Resources Trus (BGR) | 0.1 | $203k | -11% | 15k | 13.54 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $200k | +5% | 19k | 10.48 |
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| Immunitybio (IBRX) | 0.1 | $184k | -18% | 93k | 1.98 |
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| Iridium Communications (IRDM) | 0.1 | $174k | -35% | 10k | 17.38 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $173k | 11k | 16.47 |
|
|
| 3-d Sys Corp Del Com New (DDD) | 0.1 | $166k | -44% | 94k | 1.77 |
|
| Stereotaxis Com New (STXS) | 0.0 | $159k | -7% | 69k | 2.30 |
|
| Monte Rosa Therapeutics (GLUE) | 0.0 | $158k | 10k | 15.68 |
|
|
| Zenatech Com New (ZENA) | 0.0 | $154k | +108% | 48k | 3.20 |
|
| Humacyte (HUMA) | 0.0 | $147k | -26% | 153k | 0.96 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $134k | 15k | 8.82 |
|
|
| Sunopta (STKL) | 0.0 | $93k | +4% | 25k | 3.80 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $71k | -32% | 20k | 3.53 |
|
| Perspective Therapeutics Com New (CATX) | 0.0 | $69k | -3% | 25k | 2.75 |
|
| Scynexis Com New (SCYX) | 0.0 | $58k | -8% | 92k | 0.63 |
|
| Akebia Therapeutics (AKBA) | 0.0 | $26k | 16k | 1.61 |
|
|
| Beyond Air Com New (XAIR) | 0.0 | $23k | -6% | 32k | 0.73 |
|
| Autolus Therapeutics Spon Ads (AUTL) | 0.0 | $20k | -37% | 10k | 1.99 |
|
Past Filings by Wealth Effects
SEC 13F filings are viewable for Wealth Effects going back to 2021
- Wealth Effects 2025 Q4 filed Jan. 26, 2026
- Wealth Effects 2025 Q3 filed Oct. 28, 2025
- Wealth Effects 2025 Q2 filed July 15, 2025
- Wealth Effects 2025 Q1 filed April 23, 2025
- Wealth Effects 2024 Q4 filed Jan. 22, 2025
- Wealth Effects 2024 Q3 filed Oct. 21, 2024
- Wealth Effects 2024 Q2 filed Aug. 2, 2024
- Wealth Effects 2024 Q1 filed April 22, 2024
- Wealth Effects 2023 Q4 filed Jan. 29, 2024
- Wealth Effects 2023 Q3 filed Oct. 16, 2023
- Wealth Effects 2023 Q2 filed July 18, 2023
- Wealth Effects 2023 Q1 filed May 4, 2023
- Wealth Effects 2022 Q4 filed Feb. 2, 2023
- Wealth Effects 2022 Q3 filed Nov. 14, 2022
- Wealth Effects 2022 Q2 filed Aug. 3, 2022
- Wealth Effects 2022 Q1 filed May 16, 2022