Wealth Effects
Latest statistics and disclosures from Wealth Effects's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVDL, NVDA, AAPL, AMZN, MSFT, and represent 33.13% of Wealth Effects's stock portfolio.
- Added to shares of these 10 stocks: AVGO, MU, VTI, IRDM, ESTC, VST, CEG, DELL, HUMA, LNG.
- Started 18 new stock positions in HUMA, VCIT, SKYY, DELL, FXH, IRDM, CEG, VST, CSM, SHOP. FCG, ASML, SDY, FNF, NCZ, TD, UBER, CSCO.
- Reduced shares in these 10 stocks: NVDA, INTC, EXP, AVDL, THW, AAPL, GOOG, FSK, GOOGL, INDI.
- Sold out of its positions in AZN, CARA, DE, DUK, FCX, Hawaiian Holdings, ICCC, INTC, VVR, Seelos Therapeutics Inc Class Equity.
- Wealth Effects was a net buyer of stock by $3.2M.
- Wealth Effects has $285M in assets under management (AUM), dropping by 3.47%.
- 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 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals Com Shs (AVDL) | 10.3 | $29M | 2.2M | 13.12 |
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| NVIDIA Corporation (NVDA) | 8.5 | $24M | -8% | 200k | 121.44 |
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| Apple (AAPL) | 7.4 | $21M | 91k | 233.00 |
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| Amazon (AMZN) | 4.0 | $11M | 61k | 186.33 |
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| Microsoft Corporation (MSFT) | 3.0 | $8.4M | 20k | 430.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.9 | $8.2M | +10% | 29k | 283.16 |
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| Meta Platforms Cl A (META) | 2.3 | $6.7M | 12k | 572.44 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $6.5M | 31k | 210.86 |
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| The Trade Desk Com Cl A (TTD) | 2.2 | $6.4M | 58k | 109.65 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.6M | -4% | 34k | 165.85 |
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.8M | 25k | 153.13 |
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| Impinj (PI) | 1.1 | $3.3M | 15k | 216.52 |
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| International Business Machines (IBM) | 1.1 | $3.3M | +4% | 15k | 221.08 |
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| Arrowhead Pharmaceuticals (ARWR) | 1.1 | $3.1M | 160k | 19.37 |
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| United Rentals (URI) | 1.0 | $2.9M | 3.6k | 809.79 |
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| UnitedHealth (UNH) | 0.9 | $2.6M | 4.4k | 584.68 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $2.5M | 4.4k | 576.82 |
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| Abbvie (ABBV) | 0.9 | $2.5M | 13k | 197.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $2.4M | +2% | 5.3k | 460.22 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $2.4M | +5% | 40k | 59.51 |
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| Enovix Corp (ENVX) | 0.8 | $2.3M | +7% | 246k | 9.34 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $2.3M | 5.9k | 383.93 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.8 | $2.3M | 70k | 32.81 |
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| Broadcom (AVGO) | 0.8 | $2.3M | +1559% | 13k | 172.50 |
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| Chevron Corporation (CVX) | 0.8 | $2.3M | 15k | 147.27 |
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| Eli Lilly & Co. (LLY) | 0.8 | $2.2M | -9% | 2.5k | 885.84 |
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| General Mills (GIS) | 0.7 | $2.1M | 28k | 73.85 |
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| Digitalocean Hldgs (DOCN) | 0.7 | $2.1M | 51k | 40.39 |
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| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.7 | $2.1M | 35k | 59.21 |
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| Pfizer (PFE) | 0.7 | $1.9M | -4% | 66k | 28.94 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.9M | -4% | 15k | 125.62 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.7 | $1.9M | +14% | 34k | 54.93 |
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| Verizon Communications (VZ) | 0.6 | $1.8M | 41k | 44.91 |
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| Tesla Motors (TSLA) | 0.6 | $1.8M | +15% | 6.9k | 261.63 |
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| Sentinelone Cl A (S) | 0.6 | $1.8M | 75k | 23.92 |
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| Elastic N V Ord Shs (ESTC) | 0.6 | $1.8M | +35% | 23k | 76.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.7M | 3.3k | 527.69 |
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| Boeing Company (BA) | 0.6 | $1.7M | 11k | 152.04 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.6M | -2% | 14k | 117.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $1.6M | 26k | 62.32 |
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| Procter & Gamble Company (PG) | 0.6 | $1.6M | 9.2k | 173.21 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.5M | 9.4k | 164.08 |
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| Micron Technology (MU) | 0.5 | $1.5M | +152% | 14k | 103.71 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.4M | -4% | 8.8k | 162.07 |
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| Eagle Materials (EXP) | 0.5 | $1.4M | -25% | 4.9k | 287.65 |
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| Merck & Co (MRK) | 0.4 | $1.3M | -11% | 11k | 113.56 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.4 | $1.3M | 71k | 18.04 |
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| Generac Holdings (GNRC) | 0.4 | $1.3M | -3% | 8.1k | 158.88 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.3M | +4% | 2.6k | 488.02 |
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| Nextera Energy (NEE) | 0.4 | $1.2M | +2% | 15k | 84.53 |
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| Pitney Bowes (PBI) | 0.4 | $1.2M | 172k | 7.13 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.2M | 6.0k | 197.17 |
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| Datadog Cl A Com (DDOG) | 0.4 | $1.2M | 10k | 115.06 |
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| Wal-Mart Stores (WMT) | 0.4 | $1.1M | -5% | 14k | 80.75 |
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| Oracle Corporation (ORCL) | 0.4 | $1.1M | -5% | 6.6k | 170.40 |
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| American Tower Reit (AMT) | 0.4 | $1.1M | -5% | 4.6k | 232.54 |
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| Caterpillar (CAT) | 0.4 | $1.1M | 2.7k | 391.05 |
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| Visa Com Cl A (V) | 0.4 | $1.0M | -3% | 3.6k | 274.98 |
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| Home Depot (HD) | 0.3 | $994k | 2.5k | 405.23 |
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| Organon & Co Common Stock (OGN) | 0.3 | $984k | +3% | 51k | 19.13 |
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| Bank of America Corporation (BAC) | 0.3 | $978k | 25k | 39.68 |
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| 3-d Sys Corp Del Com New (DDD) | 0.3 | $937k | +44% | 330k | 2.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $911k | -23% | 5.4k | 167.19 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $894k | -3% | 11k | 79.42 |
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| Select Sector Spdr Tr Energy (XLE) | 0.3 | $889k | +4% | 10k | 87.80 |
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| Purecycle Technologies (PCT) | 0.3 | $885k | +4% | 93k | 9.50 |
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| Amgen (AMGN) | 0.3 | $873k | 2.7k | 322.21 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $866k | +4% | 1.5k | 573.76 |
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| Novo-nordisk A S Adr (NVO) | 0.3 | $844k | 7.1k | 119.06 |
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| Cheniere Energy Com New (LNG) | 0.3 | $836k | +68% | 4.6k | 179.84 |
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| Costco Wholesale Corporation (COST) | 0.3 | $830k | -3% | 937.00 | 886.22 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $798k | -15% | 6.6k | 121.15 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $789k | +69% | 12k | 64.74 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.3 | $780k | 53k | 14.65 |
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| Bristol Myers Squibb (BMY) | 0.3 | $780k | +37% | 15k | 51.74 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $778k | +4% | 6.6k | 116.96 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.3 | $767k | -24% | 16k | 49.41 |
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| Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $759k | +2% | 6.1k | 124.56 |
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| Applied Materials (AMAT) | 0.3 | $758k | 3.8k | 202.05 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $732k | +48% | 9.7k | 75.11 |
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| Abbott Laboratories (ABT) | 0.3 | $727k | -3% | 6.4k | 114.01 |
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| Seacoast Bkg Corp Fla Com New (SBCF) | 0.2 | $681k | +10% | 26k | 26.65 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $679k | -8% | 16k | 41.77 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $673k | +3% | 13k | 50.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $670k | 6.9k | 97.42 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $662k | -3% | 6.7k | 99.49 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $654k | +4% | 7.9k | 83.00 |
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| Altria (MO) | 0.2 | $630k | 12k | 51.04 |
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| Blackrock Science & Technolo SHS (BST) | 0.2 | $612k | -5% | 17k | 35.44 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $606k | -13% | 8.3k | 72.63 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $606k | +10% | 1.0k | 586.61 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $606k | +2% | 13k | 47.13 |
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| Arm Holdings Sponsored Ads (ARM) | 0.2 | $601k | 4.2k | 143.01 |
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| Morgan Stanley Com New (MS) | 0.2 | $594k | 5.7k | 104.24 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $568k | -4% | 41k | 13.80 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.2 | $566k | +32% | 106k | 5.34 |
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| Pepsi (PEP) | 0.2 | $564k | -3% | 3.3k | 170.04 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $563k | 9.0k | 62.69 |
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| Citigroup Com New (C) | 0.2 | $554k | -6% | 8.9k | 62.60 |
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| Global E Online SHS (GLBE) | 0.2 | $552k | 14k | 38.44 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $539k | +4% | 4.2k | 128.20 |
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| Iridium Communications (IRDM) | 0.2 | $533k | NEW | 18k | 30.45 |
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| Victory Portfolios Ii Victoryshares We (MODL) | 0.2 | $530k | 14k | 39.38 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $513k | 1.6k | 326.73 |
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| Samsara Com Cl A (IOT) | 0.2 | $508k | 11k | 48.12 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $496k | -4% | 15k | 33.60 |
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| At&t (T) | 0.2 | $494k | 23k | 22.00 |
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| State Street Corporation (STT) | 0.2 | $491k | 5.6k | 88.47 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $489k | 2.0k | 243.06 |
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| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $489k | -3% | 2.8k | 171.93 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.2 | $485k | 22k | 21.70 |
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| Dolby Laboratories Com Cl A (DLB) | 0.2 | $482k | 6.3k | 76.53 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $479k | -8% | 4.4k | 109.33 |
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| Fs Kkr Capital Corp (FSK) | 0.2 | $464k | -36% | 24k | 19.73 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $455k | 52k | 8.72 |
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| Sunopta (STKL) | 0.2 | $454k | -12% | 71k | 6.38 |
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| CVS Caremark Corporation (CVS) | 0.2 | $446k | -4% | 7.1k | 62.88 |
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| Vistra Energy (VST) | 0.2 | $439k | NEW | 3.7k | 118.54 |
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| Hershey Company (HSY) | 0.2 | $435k | +7% | 2.3k | 191.78 |
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| Ge Aerospace Com New (GE) | 0.2 | $433k | +8% | 2.3k | 188.61 |
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| Pure Cycle Corp Com New (PCYO) | 0.2 | $429k | -2% | 40k | 10.77 |
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| Indie Semiconductor Class A Com (INDI) | 0.1 | $426k | -37% | 107k | 3.99 |
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| Constellation Energy (CEG) | 0.1 | $424k | NEW | 1.6k | 259.96 |
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| Global Partners Com Units (GLP) | 0.1 | $419k | 9.0k | 46.56 |
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| Vanguard World Utilities Etf (VPU) | 0.1 | $418k | 2.4k | 174.05 |
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| Devon Energy Corporation (DVN) | 0.1 | $418k | +46% | 11k | 39.12 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $416k | 711.00 | 584.56 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $405k | +7% | 4.8k | 84.53 |
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| McDonald's Corporation (MCD) | 0.1 | $404k | 1.3k | 304.51 |
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| Chubb (CB) | 0.1 | $395k | +3% | 1.4k | 288.42 |
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| TJX Companies (TJX) | 0.1 | $393k | -6% | 3.3k | 117.55 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $391k | +8% | 2.0k | 198.06 |
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| Danaher Corporation (DHR) | 0.1 | $390k | -2% | 1.4k | 278.01 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $390k | +24% | 8.6k | 45.32 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $386k | 16k | 23.67 |
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| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.1 | $381k | -53% | 29k | 13.27 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.1 | $372k | 8.7k | 42.77 |
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| Dell Technologies CL C (DELL) | 0.1 | $368k | NEW | 3.1k | 118.54 |
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| Tractor Supply Company (TSCO) | 0.1 | $368k | 1.3k | 290.93 |
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| Manhattan Associates (MANH) | 0.1 | $367k | +20% | 1.3k | 281.38 |
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| Walt Disney Company (DIS) | 0.1 | $367k | +4% | 3.8k | 96.19 |
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| Palo Alto Networks (PANW) | 0.1 | $361k | +7% | 1.1k | 341.83 |
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| Honeywell International (HON) | 0.1 | $354k | +2% | 1.7k | 206.69 |
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| Humacyte (HUMA) | 0.1 | $349k | NEW | 64k | 5.44 |
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| Church & Dwight (CHD) | 0.1 | $346k | -3% | 3.3k | 104.70 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $341k | -37% | 7.2k | 47.53 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $339k | +7% | 3.3k | 104.18 |
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| Tg Therapeutics (TGTX) | 0.1 | $339k | -12% | 15k | 23.39 |
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| Immunitybio (IBRX) | 0.1 | $337k | +3% | 91k | 3.72 |
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| Zoetis Cl A (ZTS) | 0.1 | $336k | -5% | 1.7k | 195.43 |
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| Netflix (NFLX) | 0.1 | $333k | 470.00 | 709.27 |
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| Cummins (CMI) | 0.1 | $327k | 1.0k | 323.67 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $323k | 3.0k | 108.63 |
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| Enterprise Products Partners (EPD) | 0.1 | $315k | 11k | 29.11 |
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| American Intl Group Com New (AIG) | 0.1 | $311k | 4.3k | 73.23 |
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| MercadoLibre (MELI) | 0.1 | $310k | 151.00 | 2051.96 |
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| Travelers Companies (TRV) | 0.1 | $306k | 1.3k | 234.19 |
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $295k | 3.0k | 99.55 |
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| Motorola Solutions Com New (MSI) | 0.1 | $292k | 650.00 | 449.63 |
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| BlackRock Global Energy & Resources Trus (BGR) | 0.1 | $277k | 22k | 12.88 |
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| Strategy Day Hagan Ned (SSUS) | 0.1 | $275k | 6.6k | 41.59 |
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| First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 0.1 | $273k | 7.6k | 35.97 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $273k | 1.8k | 149.64 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $271k | 2.3k | 119.61 |
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| CSX Corporation (CSX) | 0.1 | $270k | -9% | 7.8k | 34.53 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $265k | 6.9k | 38.48 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $265k | 2.3k | 112.98 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $263k | -2% | 4.4k | 59.23 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $263k | 3.0k | 88.28 |
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| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $259k | +13% | 3.5k | 74.38 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $259k | -11% | 1.1k | 225.76 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $258k | 1.5k | 167.66 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $256k | -5% | 518.00 | 493.80 |
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| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.1 | $255k | NEW | 11k | 23.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $254k | 7.6k | 33.23 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $243k | NEW | 2.9k | 83.75 |
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| Constellation Brands Cl A (STZ) | 0.1 | $240k | 931.00 | 257.67 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $239k | NEW | 287.00 | 833.28 |
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| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $239k | NEW | 3.8k | 62.06 |
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| Cigna Corp (CI) | 0.1 | $239k | 689.00 | 346.44 |
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| salesforce (CRM) | 0.1 | $237k | +3% | 865.00 | 273.71 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.1 | $232k | 19k | 12.58 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $227k | 723.00 | 314.39 |
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| Uber Technologies (UBER) | 0.1 | $220k | NEW | 2.9k | 75.16 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $220k | 8.7k | 25.10 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $217k | 14k | 16.05 |
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| Altimmune Com New (ALT) | 0.1 | $215k | -6% | 35k | 6.14 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $215k | NEW | 1.5k | 142.04 |
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| Super Micro Computer (SMCI) | 0.1 | $214k | +90% | 515.00 | 416.40 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $213k | -2% | 6.7k | 31.73 |
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| Goldman Sachs (GS) | 0.1 | $213k | -14% | 430.00 | 495.11 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $211k | +6% | 18k | 11.64 |
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| Proshares Tr Large Cap Cre (CSM) | 0.1 | $209k | NEW | 3.2k | 65.37 |
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| Cisco Systems (CSCO) | 0.1 | $208k | NEW | 3.9k | 53.22 |
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| Shopify Cl A (SHOP) | 0.1 | $206k | NEW | 2.6k | 80.14 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $206k | NEW | 3.3k | 63.26 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.1 | $206k | NEW | 2.0k | 102.24 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $206k | NEW | 1.8k | 111.85 |
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| Colgate-Palmolive Company (CL) | 0.1 | $206k | -8% | 2.0k | 103.81 |
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| Autolus Therapeutics Spon Ads (AUTL) | 0.1 | $185k | +4% | 51k | 3.63 |
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| Fastly Cl A (FSLY) | 0.1 | $179k | +86% | 24k | 7.57 |
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| Perspective Therapeutics Com New (CATX) | 0.1 | $177k | -23% | 13k | 13.35 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $170k | 11k | 16.22 |
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| Byrna Technologies Com New (BYRN) | 0.1 | $170k | 10k | 16.97 |
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| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $168k | +5% | 18k | 9.21 |
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| Stereotaxis Com New (STXS) | 0.1 | $157k | +6% | 77k | 2.04 |
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| Scynexis Com New (SCYX) | 0.1 | $152k | -8% | 102k | 1.49 |
|
| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.0 | $137k | -53% | 11k | 12.13 |
|
| Ondas Hldgs Com New (ONDS) | 0.0 | $130k | +7% | 169k | 0.77 |
|
| Barclays Adr (BCS) | 0.0 | $122k | 10k | 12.15 |
|
|
| Dlh Hldgs (DLHC) | 0.0 | $117k | -56% | 13k | 9.36 |
|
| Beyond Air (XAIR) | 0.0 | $89k | -10% | 230k | 0.39 |
|
| Allianzgi Conv & Income Fd Ii (NCZ) | 0.0 | $44k | NEW | 14k | 3.11 |
|
| Akebia Therapeutics (AKBA) | 0.0 | $36k | 27k | 1.32 |
|
|
| Carecloud (CCLD) | 0.0 | $34k | 13k | 2.64 |
|
|
| Hydrofarm Holdings Group Ord (HYFM) | 0.0 | $33k | +20% | 48k | 0.69 |
|
| Curiositystream Com Cl A (CURI) | 0.0 | $25k | 13k | 1.91 |
|
Past Filings by Wealth Effects
SEC 13F filings are viewable for Wealth Effects going back to 2021
- 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