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 35.14% of Wealth Effects's stock portfolio.
- Added to shares of these 10 stocks: CRWV, KVUE, INTC, ITAN, Blackrock Etf Trust, AMZN, ENVX, ORCL, IONQ, MP.
- Started 25 new stock positions in INTC, Blackrock Etf Trust, BEAM, ITAN, QBTS, IONQ, CRWV, FYC, AOA, IYW.
- Reduced shares in these 10 stocks: NVDA, DDOG, AVDL, SMR, , AAPL, VTI, GLBE, IBIT, JEPQ.
- Sold out of its positions in ALAB, Beyond Air, DDOG, FCG, IXUS, IBIT, MCD, PEP, RDDT, SLB. USFR, CB, GLBE.
- Wealth Effects was a net buyer of stock by $505k.
- Wealth Effects has $311M in assets under management (AUM), dropping by 16.36%.
- Central Index Key (CIK): 0001907254
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Portfolio Holdings for Wealth Effects
Wealth Effects holds 217 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals Com Shs (AVDL) | 11.2 | $35M | -2% | 2.3M | 15.27 |
|
| NVIDIA Corporation (NVDA) | 9.8 | $31M | -6% | 164k | 186.58 |
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| Apple (AAPL) | 6.7 | $21M | -2% | 82k | 254.63 |
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| Amazon (AMZN) | 4.4 | $14M | +3% | 62k | 219.57 |
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| JPMorgan Chase & Co. (JPM) | 3.0 | $9.4M | 30k | 315.43 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $9.0M | -5% | 28k | 328.17 |
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| Microsoft Corporation (MSFT) | 2.8 | $8.6M | 17k | 517.94 |
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| Meta Platforms Cl A (META) | 2.6 | $8.0M | -3% | 11k | 734.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $7.2M | 30k | 243.10 |
|
|
| Arrowhead Pharmaceuticals (ARWR) | 1.9 | $5.8M | 169k | 34.49 |
|
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| Broadcom (AVGO) | 1.5 | $4.8M | 15k | 329.90 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.3 | $4.2M | +2% | 24k | 170.85 |
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| International Business Machines (IBM) | 1.2 | $3.8M | +6% | 14k | 282.16 |
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| United Rentals (URI) | 1.1 | $3.5M | 3.6k | 954.77 |
|
|
| Tesla Motors (TSLA) | 1.1 | $3.3M | +6% | 7.5k | 444.72 |
|
| The Trade Desk Com Cl A (TTD) | 1.0 | $3.1M | -2% | 62k | 49.01 |
|
| Micron Technology (MU) | 1.0 | $3.0M | 18k | 167.32 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.9M | 4.3k | 669.30 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.9 | $2.8M | 5.9k | 479.61 |
|
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.9 | $2.8M | 70k | 39.62 |
|
|
| Enovix Corp (ENVX) | 0.9 | $2.7M | +18% | 273k | 9.97 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.7M | +5% | 5.3k | 502.74 |
|
| Chevron Corporation (CVX) | 0.8 | $2.4M | 16k | 155.29 |
|
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.8 | $2.4M | +3% | 36k | 67.26 |
|
| Elastic N V Ord Shs (ESTC) | 0.8 | $2.3M | 28k | 84.49 |
|
|
| Abbvie (ABBV) | 0.7 | $2.3M | 10k | 231.53 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $2.2M | +5% | 3.7k | 612.45 |
|
| Boeing Company (BA) | 0.7 | $2.2M | 10k | 215.83 |
|
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $2.1M | 15k | 145.65 |
|
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| Pfizer (PFE) | 0.7 | $2.1M | +13% | 81k | 25.48 |
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| UnitedHealth (UNH) | 0.6 | $1.8M | +12% | 5.3k | 345.29 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $1.8M | +18% | 31k | 57.10 |
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| Citigroup Com New (C) | 0.5 | $1.7M | 17k | 101.50 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.7M | +2% | 2.8k | 600.35 |
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| Oracle Corporation (ORCL) | 0.5 | $1.6M | +33% | 5.8k | 281.25 |
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| Verizon Communications (VZ) | 0.5 | $1.6M | 36k | 43.95 |
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| Digitalocean Hldgs (DOCN) | 0.5 | $1.6M | +4% | 45k | 34.16 |
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| Caterpillar (CAT) | 0.5 | $1.4M | 3.0k | 477.16 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.4M | 22k | 65.26 |
|
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| Ondas Hldgs Com New (ONDS) | 0.5 | $1.4M | -5% | 183k | 7.72 |
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| Netflix (NFLX) | 0.5 | $1.4M | -13% | 1.2k | 1198.92 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.4M | -21% | 24k | 57.52 |
|
| Devon Energy Corporation (DVN) | 0.4 | $1.3M | +11% | 38k | 35.06 |
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| Nextera Energy (NEE) | 0.4 | $1.3M | +5% | 17k | 75.49 |
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| Procter & Gamble Company (PG) | 0.4 | $1.3M | 8.3k | 153.65 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | 11k | 112.75 |
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| Johnson & Johnson (JNJ) | 0.4 | $1.2M | 6.7k | 185.41 |
|
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.2M | 6.0k | 206.51 |
|
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| Bank of America Corporation (BAC) | 0.4 | $1.2M | -4% | 24k | 51.59 |
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| Lightpath Technologies Com Cl A (LPTH) | 0.4 | $1.2M | +9% | 149k | 7.93 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.2M | +2% | 12k | 103.06 |
|
| Cheniere Energy Com New (LNG) | 0.4 | $1.2M | +4% | 5.0k | 234.96 |
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| Vistra Energy (VST) | 0.4 | $1.1M | 5.8k | 195.93 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | 4.6k | 243.55 |
|
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $1.1M | 65k | 17.01 |
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| Vertiv Holdings Com Cl A (VRT) | 0.4 | $1.1M | +2% | 7.4k | 150.85 |
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| Visa Com Cl A (V) | 0.4 | $1.1M | 3.2k | 341.33 |
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| Ge Vernova (GEV) | 0.3 | $1.0M | 1.7k | 614.94 |
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| Nuscale Pwr Corp Cl A Com (SMR) | 0.3 | $1.0M | -38% | 29k | 36.00 |
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| Home Depot (HD) | 0.3 | $1.0M | 2.5k | 405.11 |
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| Sentinelone Cl A (S) | 0.3 | $1.0M | -6% | 57k | 17.61 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $999k | +3% | 5.5k | 182.42 |
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| Generac Holdings (GNRC) | 0.3 | $958k | -16% | 5.7k | 167.40 |
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.3 | $941k | -9% | 81k | 11.61 |
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| Coreweave Com Cl A (CRWV) | 0.3 | $924k | NEW | 6.8k | 136.85 |
|
| Merck & Co (MRK) | 0.3 | $882k | -2% | 11k | 83.93 |
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| Oklo Com Cl A (OKLO) | 0.3 | $837k | +11% | 7.5k | 111.63 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $809k | 10k | 79.93 |
|
|
| Morgan Stanley Com New (MS) | 0.3 | $807k | 5.1k | 158.96 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $804k | 1.1k | 746.74 |
|
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| Kenvue (KVUE) | 0.3 | $803k | NEW | 50k | 16.23 |
|
| Abbott Laboratories (ABT) | 0.3 | $794k | -4% | 5.9k | 133.94 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $783k | 4.7k | 167.33 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $777k | -2% | 17k | 45.10 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $777k | 8.7k | 89.34 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $761k | -18% | 1.1k | 666.18 |
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| Amgen (AMGN) | 0.2 | $738k | 2.6k | 282.16 |
|
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.2 | $733k | +5% | 46k | 15.90 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $715k | +4% | 772.00 | 925.48 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $711k | -4% | 6.0k | 118.83 |
|
| Blackrock Science & Technolo SHS (BST) | 0.2 | $699k | +15% | 17k | 41.36 |
|
| Pitney Bowes (PBI) | 0.2 | $696k | -10% | 61k | 11.41 |
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| Intel Corporation (INTC) | 0.2 | $689k | NEW | 21k | 33.55 |
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| Constellation Energy (CEG) | 0.2 | $680k | 2.1k | 329.10 |
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| Ea Series Trust Sparkline Intang (ITAN) | 0.2 | $677k | NEW | 20k | 34.72 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $663k | 12k | 56.75 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $658k | 8.8k | 74.37 |
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| Blackrock Etf Trust Ishares Intl Eq | 0.2 | $655k | NEW | 7.9k | 82.58 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.2 | $654k | 22k | 30.43 |
|
|
| Spdr Series Trust S&p Homebuild (XHB) | 0.2 | $654k | +20% | 5.9k | 110.80 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $654k | -19% | 857.00 | 762.92 |
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| Ge Aerospace Com New (GE) | 0.2 | $647k | -5% | 2.2k | 300.79 |
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| State Street Corporation (STT) | 0.2 | $644k | 5.6k | 116.01 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $640k | +30% | 6.4k | 99.81 |
|
| Ishares Silver Tr Ishares (SLV) | 0.2 | $637k | +60% | 15k | 42.37 |
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| Purecycle Technologies (PCT) | 0.2 | $610k | -22% | 46k | 13.15 |
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| Victory Portfolios Ii Victoryshares We (MODL) | 0.2 | $602k | 13k | 46.22 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $595k | +2% | 8.7k | 68.08 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $595k | 1.6k | 378.94 |
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| At&t (T) | 0.2 | $575k | 20k | 28.24 |
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| Altria (MO) | 0.2 | $572k | -7% | 8.7k | 66.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $570k | 7.8k | 73.46 |
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| Applied Materials (AMAT) | 0.2 | $555k | 2.7k | 204.74 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $553k | +5% | 10k | 53.66 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $551k | 14k | 38.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $542k | 3.8k | 140.94 |
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| Goldman Sachs (GS) | 0.2 | $523k | 656.00 | 796.93 |
|
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $521k | 37k | 14.25 |
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| Celestica (CLS) | 0.2 | $505k | -2% | 2.1k | 246.38 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $502k | +2% | 1.4k | 355.47 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $493k | 2.6k | 189.41 |
|
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| 3-d Sys Corp Del Com New (DDD) | 0.2 | $492k | -11% | 170k | 2.90 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $491k | +33% | 4.4k | 112.34 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $484k | 5.3k | 91.42 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $481k | +17% | 2.7k | 179.29 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $469k | 52k | 9.10 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $468k | -5% | 9.4k | 49.79 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $459k | 5.5k | 84.11 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $459k | +32% | 19k | 24.79 |
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| CVS Caremark Corporation (CVS) | 0.1 | $449k | +35% | 6.0k | 75.38 |
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| Tg Therapeutics (TGTX) | 0.1 | $434k | +9% | 12k | 36.12 |
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| Global Partners Com Units (GLP) | 0.1 | $432k | 9.0k | 48.00 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $422k | 13k | 31.91 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $418k | 8.9k | 46.93 |
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| Danaher Corporation (DHR) | 0.1 | $410k | 2.1k | 198.29 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.1 | $403k | +11% | 35k | 11.59 |
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| Blackrock (BLK) | 0.1 | $396k | 340.00 | 1165.87 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $392k | +5% | 4.5k | 86.30 |
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| MercadoLibre (MELI) | 0.1 | $388k | 166.00 | 2336.94 |
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| American Tower Reit (AMT) | 0.1 | $384k | -13% | 2.0k | 192.28 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.1 | $379k | +4% | 30k | 12.60 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $377k | NEW | 6.1k | 61.50 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $376k | 6.3k | 59.74 |
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| Mp Materials Corp Com Cl A (MP) | 0.1 | $371k | NEW | 5.5k | 67.07 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $368k | -11% | 380.00 | 968.31 |
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| Dell Technologies CL C (DELL) | 0.1 | $363k | -3% | 2.6k | 141.77 |
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| Humacyte (HUMA) | 0.1 | $362k | +103% | 208k | 1.74 |
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| Organon & Co Common Stock (OGN) | 0.1 | $361k | -47% | 34k | 10.68 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $359k | 13k | 27.30 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $357k | +36% | 4.7k | 76.00 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $346k | +33% | 3.2k | 106.79 |
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| Travelers Companies (TRV) | 0.1 | $344k | 1.2k | 279.17 |
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| The Alger Etf Trust Ai Enablers Adop (ALAI) | 0.1 | $339k | +7% | 9.0k | 37.50 |
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| TJX Companies (TJX) | 0.1 | $338k | 2.3k | 144.52 |
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| Enterprise Products Partners (EPD) | 0.1 | $335k | 11k | 31.27 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $327k | 6.1k | 53.87 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $322k | NEW | 3.7k | 88.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $319k | 1.5k | 215.79 |
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| Tractor Supply Company (TSCO) | 0.1 | $317k | 5.6k | 56.87 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $314k | +13% | 9.9k | 31.62 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $314k | 6.9k | 45.45 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $310k | 14k | 22.48 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $306k | -6% | 3.9k | 78.38 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $306k | +6% | 3.7k | 82.96 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $300k | 600.00 | 499.24 |
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| Walt Disney Company (DIS) | 0.1 | $298k | -2% | 2.6k | 114.50 |
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| Motorola Solutions Com New (MSI) | 0.1 | $297k | 650.00 | 457.29 |
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| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $295k | 2.7k | 108.97 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $294k | +8% | 2.6k | 111.47 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $289k | 508.00 | 568.81 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $286k | 1.9k | 148.61 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.1 | $283k | +12% | 23k | 12.41 |
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| Immunitybio (IBRX) | 0.1 | $282k | -6% | 115k | 2.46 |
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| salesforce (CRM) | 0.1 | $279k | +5% | 1.2k | 237.00 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $278k | 1.6k | 174.60 |
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| First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 0.1 | $278k | 7.0k | 39.94 |
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| Key (KEY) | 0.1 | $277k | NEW | 15k | 18.69 |
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| Qxo Com New (QXO) | 0.1 | $276k | +11% | 15k | 19.06 |
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| Honeywell International (HON) | 0.1 | $273k | 1.3k | 210.54 |
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| Iridium Communications (IRDM) | 0.1 | $273k | -29% | 16k | 17.46 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $271k | 2.0k | 134.39 |
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| Strategy Day Hagan Smart (SSUS) | 0.1 | $270k | -15% | 5.6k | 48.31 |
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| Dex (DXCM) | 0.1 | $269k | 4.0k | 67.29 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $264k | 723.00 | 365.48 |
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| CSX Corporation (CSX) | 0.1 | $264k | 7.4k | 35.51 |
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| Church & Dwight (CHD) | 0.1 | $264k | 3.0k | 87.62 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $261k | 3.3k | 79.95 |
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| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $259k | NEW | 2.9k | 90.72 |
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| Dow (DOW) | 0.1 | $255k | NEW | 11k | 22.93 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $245k | NEW | 3.2k | 76.57 |
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| Zoetis Cl A (ZTS) | 0.1 | $244k | +13% | 1.7k | 146.36 |
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| Fs Kkr Capital Corp (FSK) | 0.1 | $240k | 16k | 14.93 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $238k | NEW | 1.2k | 195.86 |
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| Palo Alto Networks (PANW) | 0.1 | $237k | +7% | 1.2k | 203.65 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $237k | 14k | 17.16 |
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| Stereotaxis Com New (STXS) | 0.1 | $233k | 75k | 3.11 |
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| Pure Cycle Corp Com New (PCYO) | 0.1 | $233k | 21k | 11.07 |
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| BlackRock Global Energy & Resources Trus (BGR) | 0.1 | $231k | -5% | 17k | 13.57 |
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| D-wave Quantum (QBTS) | 0.1 | $227k | NEW | 9.2k | 24.71 |
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| Altimmune Com New (ALT) | 0.1 | $226k | +88% | 60k | 3.77 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $224k | NEW | 2.0k | 110.66 |
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| Beam Therapeutics (BEAM) | 0.1 | $223k | NEW | 9.2k | 24.27 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $220k | 8.7k | 25.19 |
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| Cummins (CMI) | 0.1 | $216k | NEW | 511.00 | 422.24 |
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| Uber Technologies (UBER) | 0.1 | $216k | 2.2k | 97.97 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.1 | $215k | -59% | 9.0k | 23.93 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $215k | NEW | 1.3k | 166.11 |
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| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $214k | NEW | 1.5k | 142.88 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $213k | NEW | 5.7k | 37.40 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $212k | 1.5k | 140.05 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $204k | NEW | 1.5k | 133.90 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $202k | NEW | 3.1k | 65.57 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $194k | +6% | 18k | 10.79 |
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| Fastly Cl A (FSLY) | 0.1 | $172k | -29% | 20k | 8.55 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $171k | 11k | 16.30 |
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| Kohl's Corporation (KSS) | 0.0 | $154k | 10k | 15.37 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $139k | 16k | 8.99 |
|
|
| Sunopta (STKL) | 0.0 | $138k | +18% | 24k | 5.86 |
|
| Indie Semiconductor Class A Com (INDI) | 0.0 | $122k | -11% | 30k | 4.07 |
|
| Zenatech Com New (ZENA) | 0.0 | $110k | NEW | 23k | 4.80 |
|
| Curiositystream Com Cl A (CURI) | 0.0 | $96k | 18k | 5.30 |
|
|
| Perspective Therapeutics Com New (CATX) | 0.0 | $89k | +8% | 26k | 3.43 |
|
| Beyond Air Com New (XAIR) | 0.0 | $78k | NEW | 34k | 2.31 |
|
| Scynexis Com New (SCYX) | 0.0 | $77k | 100k | 0.77 |
|
|
| Monte Rosa Therapeutics (GLUE) | 0.0 | $75k | NEW | 10k | 7.41 |
|
| Akebia Therapeutics (AKBA) | 0.0 | $44k | -53% | 16k | 2.73 |
|
| Autolus Therapeutics Spon Ads (AUTL) | 0.0 | $26k | +18% | 16k | 1.63 |
|
Past Filings by Wealth Effects
SEC 13F filings are viewable for Wealth Effects going back to 2021
- 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
- Wealth Effects 2021 Q4 filed Feb. 9, 2022