Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Wealth Effects

Latest statistics and disclosures from Wealth Effects's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, MU, AMZN, ARWR, and represent 28.09% of Wealth Effects's stock portfolio.
Added to shares of these 10 stocks: GOOG (+$6.7M), VUG, GLW, SPCX, VGT, IVV, Roundhill Memory Etf, RBRK, CRWD, KVUE.
Started 29 new stock positions in SPCX, PSI, VBK, NSC, NBIS, ANGO, VEA, SPYI, NMZ, AXON.
Reduced shares in these 10 stocks: MU, SNDK, AVGO, , ESTC, AAPL, DE, Honeywell International, AOA, ARM.
Sold out of its positions in ARM, DE, EOS, FSLY, Honeywell International, AOA, NKE, NXJ, SCYX, TSCO.
Wealth Effects was a net buyer of stock by $23M.
Wealth Effects has $371M in assets under management (AUM), dropping by 31.29%.
Central Index Key (CIK): 0001907254

Tip: Access up to 7 years of quarterly data

Positions held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Wealth Effects

Wealth Effects holds 256 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	8.5	$32M		157k	200.09	View chart
Apple (AAPL)	6.2	$23M		79k	289.36	View chart
Micron Technology (MU)	6.1	$22M	-6%	19k	1154.28	View chart
Amazon (AMZN)	4.1	$15M		64k	238.34	View chart
Arrowhead Pharmaceuticals (ARWR)	3.2	$12M	+2%	147k	81.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.9	$11M	+3%	29k	370.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.8	$10M		29k	357.37	View chart
JPMorgan Chase & Co. (JPM)	2.7	$9.9M		30k	327.33	View chart
Alphabet Cap Stk Cl C (GOOG)	2.4	$8.9M	+291%	25k	353.33	View chart
Astera Labs (ALAB)	1.9	$7.0M		15k	483.02	View chart
Digitalocean Hldgs (DOCN)	1.9	$6.9M		44k	157.03	View chart
Microsoft Corporation (MSFT)	1.7	$6.4M		17k	373.02	View chart
Meta Platforms Cl A (META)	1.7	$6.2M		11k	563.29	View chart
Broadcom (AVGO)	1.3	$5.0M	-9%	13k	377.75	View chart
International Business Machines (IBM)	1.1	$4.2M	+16%	15k	281.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.2M	+27%	5.6k	748.89	View chart
Blackstone Group Inc Com Cl A (BX)	1.1	$3.9M	+11%	33k	117.67	View chart
Caterpillar (CAT)	1.0	$3.6M		3.4k	1064.76	View chart
Rubrik Cl A (RBRK)	1.0	$3.5M	+26%	44k	80.28	View chart
Kenvue (KVUE)	0.9	$3.4M	+24%	177k	19.11	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.9	$3.3M		82k	40.72	View chart
United Rentals (URI)	0.9	$3.3M		2.9k	1132.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$2.9M	+520%	34k	86.14	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.8	$2.9M		36k	81.06	View chart
Tesla Motors (TSLA)	0.7	$2.8M		6.6k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$2.7M	+3%	5.5k	500.39	View chart
Abbvie (ABBV)	0.7	$2.7M	+7%	11k	251.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$2.6M	-4%	3.8k	686.88	View chart
Intel Corporation (INTC)	0.7	$2.6M	-8%	19k	139.63	View chart
Boeing Company (BA)	0.7	$2.6M		12k	216.47	View chart
MercadoLibre (MELI)	0.7	$2.5M	+24%	1.5k	1697.39	View chart
Chevron Corporation (CVX)	0.7	$2.4M		15k	165.76	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.3M		14k	164.27	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$2.2M	-4%	6.6k	334.80	View chart
Ge Vernova (GEV)	0.6	$2.1M	+4%	1.8k	1175.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.1M		2.8k	736.41	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$2.0M	+16%	27k	77.11	View chart
UnitedHealth (UNH)	0.6	$2.0M		4.9k	415.61	View chart
Applied Materials (AMAT)	0.5	$2.0M		2.7k	723.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.9M	+2%	34k	56.48	View chart
Pfizer (PFE)	0.5	$1.9M	+2%	78k	24.08	View chart
Lightpath Technologies Com Cl A (LPTH)	0.5	$1.9M		114k	16.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$1.9M	-3%	30k	61.46	View chart
Sandisk Corp (SNDK)	0.5	$1.8M	-23%	810.00	2273.73	View chart
Johnson & Johnson (JNJ)	0.5	$1.8M	+6%	6.9k	253.96	View chart
Citigroup Com New (C)	0.4	$1.6M		12k	139.96	View chart
Generac Holdings (GNRC)	0.4	$1.6M	-2%	5.5k	292.81	View chart
Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE)	0.4	$1.6M	+4%	54k	28.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.5M		11k	136.72	View chart
Enovix Corp (ENVX)	0.4	$1.5M	+2%	248k	6.07	View chart
Wal-Mart Stores (WMT)	0.4	$1.4M	+4%	12k	113.26	View chart
Advanced Micro Devices (AMD)	0.4	$1.4M	-5%	2.4k	580.89	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.4M		6.0k	227.06	View chart
Verizon Communications (VZ)	0.4	$1.4M		32k	42.34	View chart
Devon Energy Corporation (DVN)	0.4	$1.3M		33k	41.32	View chart
Ge Aerospace Com New (GE)	0.4	$1.3M		3.5k	373.77	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.4	$1.3M	-2%	21k	62.11	View chart
Merck & Co (MRK)	0.4	$1.3M	+3%	10k	128.50	View chart
Procter & Gamble Company (PG)	0.3	$1.3M	+7%	8.8k	146.65	View chart
Marvell Technology (MRVL)	0.3	$1.2M	+79%	4.2k	297.89	View chart
Cheniere Energy Com New (LNG)	0.3	$1.2M		5.2k	239.01	View chart
Corning Incorporated (GLW)	0.3	$1.2M	NEW	4.8k	255.43	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$1.2M	NEW	7.2k	170.86	View chart
Ea Series Trust Spar Int Val Etf (ITAN)	0.3	$1.2M		28k	41.83	View chart
Nextera Energy (NEE)	0.3	$1.2M		14k	87.77	View chart
Bank of America Corporation (BAC)	0.3	$1.2M		21k	56.98	View chart
Morgan Stanley Com New (MS)	0.3	$1.1M	+10%	5.5k	209.04	View chart
Visa Com Cl A (V)	0.3	$1.1M		3.2k	343.13	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.3	$1.1M		59k	18.43	View chart
Immunitybio (IBRX)	0.3	$1.1M	+2%	122k	8.76	View chart
Amgen (AMGN)	0.3	$1.1M	+5%	2.9k	362.14	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.0M	+710%	8.7k	119.52	View chart
Western Digital (WDC)	0.3	$1.0M	-5%	1.6k	638.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.0M		6.8k	148.31	View chart
Home Depot (HD)	0.3	$990k	+11%	2.8k	352.69	View chart
Delta Air Lines Com New (DAL)	0.3	$967k		10k	93.66	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$965k		1.0k	965.35	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$899k	-4%	17k	53.11	View chart
Pitney Bowes (PBI)	0.2	$894k	-16%	51k	17.52	View chart
Eli Lilly & Co. (LLY)	0.2	$890k		742.00	1199.29	View chart
Oracle Corporation (ORCL)	0.2	$880k	+61%	6.0k	146.55	View chart
Roundhill Etf Trust Memory Etf	0.2	$860k	NEW	12k	73.85	View chart
Blackrock Science & Technolo SHS (BST)	0.2	$850k		17k	50.71	View chart
Costco Wholesale Corporation (COST)	0.2	$834k		891.00	935.51	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$820k		8.6k	95.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$816k	-2%	1.1k	746.79	View chart
State Street Corporation (STT)	0.2	$806k	-14%	4.8k	169.60	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$800k		10k	79.03	View chart
Bristol Myers Squibb (BMY)	0.2	$794k		14k	57.62	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$781k	+22%	15k	53.47	View chart
Goldman Sachs (GS)	0.2	$778k	+7%	769.00	1012.00	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$766k		385.00	1990.11	View chart
Vistra Energy (VST)	0.2	$746k	-18%	4.7k	158.62	View chart
Raytheon Technologies Corp (RTX)	0.2	$740k	-15%	3.9k	189.73	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$722k	NEW	946.00	763.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$719k	+7%	9.8k	73.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$698k	+3%	9.2k	75.79	View chart
Axcelis Technologies Com New (ACLS)	0.2	$675k		3.6k	189.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$672k		7.9k	85.49	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$669k		1.6k	426.40	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.2	$666k	+3%	2.7k	247.89	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.2	$665k	+2%	46k	14.54	View chart
CVS Caremark Corporation (CVS)	0.2	$664k	+9%	6.4k	103.45	View chart
Victory Portfolios Ii Vict Wes U S Etf (MODL)	0.2	$649k	-2%	13k	50.97	View chart
Spdr Series Trust St Str Sp Home (XHB)	0.2	$641k	-4%	5.5k	115.57	View chart
Palo Alto Networks (PANW)	0.2	$641k	+5%	1.9k	341.05	View chart
Sentinelone Cl A (S)	0.2	$639k		38k	16.97	View chart
Altria (MO)	0.2	$628k	-2%	8.7k	71.95	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$618k		14k	43.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$617k	NEW	6.4k	96.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$608k		3.8k	158.05	View chart
Tg Therapeutics (TGTX)	0.2	$604k	-8%	11k	54.94	View chart
Nuveen Cr Strategies Income Com Shs (JQC)	0.2	$603k		124k	4.86	View chart
Abbott Laboratories (ABT)	0.2	$603k	+14%	6.6k	90.74	View chart
Weyerhaeuser Com New (WY)	0.2	$599k		25k	23.94	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.2	$591k		38k	15.72	View chart
Lam Research Corp Com New (LRCX)	0.2	$574k		1.3k	433.33	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.2	$572k		17k	33.25	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$557k		46k	12.03	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$555k		11k	51.85	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$546k		37k	14.88	View chart
Humacyte (HUMA)	0.1	$542k	+239%	694k	0.78	View chart
Nebius Group Shs Class A (NBIS)	0.1	$539k	NEW	2.0k	276.17	View chart
Abrdn World Healthcare Fund Ben Int Shs (THW)	0.1	$536k		40k	13.40	View chart
Iridium Communications (IRDM)	0.1	$521k	-5%	9.5k	54.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$519k	+7%	5.4k	96.43	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$517k	+8%	4.7k	109.51	View chart
Vanguard World Utilities Etf (VPU)	0.1	$510k		2.6k	195.73	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$508k		41k	12.31	View chart
Kla Corp Com New (KLAC)	0.1	$507k	+900%	1.7k	301.71	View chart
Palantir Technologies Cl A (PLTR)	0.1	$505k	+142%	4.3k	116.67	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$502k	+11%	15k	33.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$498k	+5%	6.0k	82.65	View chart
Dell Technologies CL C (DELL)	0.1	$494k	-25%	1.1k	431.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$492k	+40%	2.1k	236.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$483k	+12%	15k	31.71	View chart
Archer Daniels Midland Company (ADM)	0.1	$481k		6.3k	76.40	View chart
Kimberly-Clark Corporation (KMB)	0.1	$481k	+26%	4.4k	109.77	View chart
Netflix (NFLX)	0.1	$481k	+15%	6.7k	71.40	View chart
Constellation Energy (CEG)	0.1	$477k	-8%	1.9k	248.31	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$471k		48k	9.81	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$468k		9.4k	49.78	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.1	$443k	+2%	76k	5.81	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	0.1	$443k		9.7k	45.64	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$442k		56k	7.88	View chart
Danaher Corporation (DHR)	0.1	$439k		2.3k	190.47	View chart
Purecycle Technologies (PCT)	0.1	$437k	+4%	54k	8.11	View chart
At&t (T)	0.1	$437k	-4%	21k	20.70	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$435k	+3%	4.8k	89.85	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$434k	NEW	8.2k	53.09	View chart
Global Partners Com Units (GLP)	0.1	$422k	-2%	9.1k	46.59	View chart
Cisco Systems (CSCO)	0.1	$418k		3.6k	117.47	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.1	$417k	+27%	3.3k	127.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$415k	+16%	1.1k	368.38	View chart
Coreweave Com Cl A (CRWV)	0.1	$414k	+56%	4.2k	99.54	View chart
Jumia Technologies Sponsored Ads (JMIA)	0.1	$413k		59k	7.05	View chart
Global X Fds Cybrscurty Etf (BUG)	0.1	$409k	+19%	11k	38.19	View chart
Nuveen Mun High Income Opp F (NMZ)	0.1	$401k	NEW	38k	10.57	View chart
Travelers Companies (TRV)	0.1	$399k		1.2k	330.24	View chart
Toronto Dominion Bk Ont Com New (TD)	0.1	$396k		3.3k	121.43	View chart
Enterprise Products Partners (EPD)	0.1	$393k		11k	36.76	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$391k		2.7k	144.29	View chart
Altimmune Com New (ALT)	0.1	$373k	-7%	123k	3.04	View chart
Church & Dwight (CHD)	0.1	$372k	+27%	3.8k	96.89	View chart
Servicenow (NOW)	0.1	$371k	+78%	3.7k	99.28	View chart
Global X Fds Global X Copper (COPX)	0.1	$368k	+11%	4.8k	76.97	View chart
Beam Therapeutics (BEAM)	0.1	$362k	+4%	11k	34.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$352k	NEW	4.7k	75.51	View chart
Ionq Inc Pipe (IONQ)	0.1	$351k	NEW	6.6k	53.26	View chart
CSX Corporation (CSX)	0.1	$350k		7.4k	47.53	View chart
Eaton Vance Limited Duration Income Fund (EVV)	0.1	$344k		37k	9.37	View chart
3d Sys Corp Del Com New (DDD)	0.1	$341k	+20%	113k	3.02	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.1	$340k		6.9k	49.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$339k		3.2k	106.48	View chart
Axon Enterprise (AXON)	0.1	$336k	NEW	600.00	560.61	View chart
McDonald's Corporation (MCD)	0.1	$336k	+66%	1.2k	270.31	View chart
Putnam Etf Trust Frank Mass Etf (FTMA)	0.1	$336k		37k	9.13	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$334k	+10%	4.1k	82.11	View chart
D-wave Quantum (QBTS)	0.1	$332k	NEW	14k	23.99	View chart
TJX Companies (TJX)	0.1	$332k		2.2k	151.49	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$328k	+6%	11k	30.49	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$328k	-2%	3.9k	83.07	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$327k		1.7k	197.60	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$315k	+19%	3.7k	85.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$307k		6.0k	51.05	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.1	$306k		16k	18.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$303k		1.2k	252.23	View chart
Dow (DOW)	0.1	$301k		11k	27.36	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$299k	-8%	13k	22.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$299k		2.7k	109.08	View chart
Alkermes SHS (ALKS)	0.1	$299k	NEW	5.7k	52.40	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$296k		723.00	409.50	View chart
Key (KEY)	0.1	$293k	-7%	13k	23.05	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$284k		5.3k	53.61	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.1	$283k	-7%	6.4k	44.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$281k	NEW	2.0k	137.53	View chart
Lattice Semiconductor (LSCC)	0.1	$280k	NEW	1.8k	152.96	View chart
Lockheed Martin Corporation (LMT)	0.1	$274k	-2%	537.00	509.51	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$273k		3.2k	85.21	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.1	$271k		2.0k	134.53	View chart
American Tower Reit (AMT)	0.1	$270k	-3%	1.7k	163.54	View chart
Motorola Solutions Com New (MSI)	0.1	$270k		650.00	415.38	View chart
Dex (DXCM)	0.1	$269k		4.0k	67.35	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$268k	+154%	27k	10.03	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$267k		1.3k	206.19	View chart
Blackrock Science & Technolo Shs Ben Int (BSTZ)	0.1	$267k	NEW	8.9k	30.03	View chart
Strategy Day Hagan Smart (SSUS)	0.1	$266k	+2%	4.8k	55.31	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$264k		14k	19.12	View chart
Cohen & Steers Quality Income Realty (RQI)	0.1	$263k		21k	12.31	View chart
Draftkings Com Cl A (DKNG)	0.1	$260k		10k	25.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$259k		2.0k	127.76	View chart
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)	0.1	$257k	NEW	2.7k	94.47	View chart
Qxo Com New (QXO)	0.1	$251k		15k	17.28	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	0.1	$248k		19k	13.44	View chart
Globalfoundries Ordinary Shares (GFS)	0.1	$247k	NEW	3.0k	82.41	View chart
salesforce (CRM)	0.1	$247k	+33%	1.6k	156.66	View chart
Monte Rosa Therapeutics (GLUE)	0.1	$244k		10k	24.20	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$242k	NEW	1.3k	190.53	View chart
Halliburton Company (HAL)	0.1	$238k		7.0k	33.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$234k	NEW	3.3k	71.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$230k		448.00	513.60	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$230k		1.5k	152.18	View chart
Cohen & Steers REIT/P (RNP)	0.1	$229k		11k	20.30	View chart
AngioDynamics (ANGO)	0.1	$226k	NEW	17k	13.01	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$226k	+3%	2.0k	114.18	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.1	$225k	NEW	1.2k	187.82	View chart
Pure Cycle Corp Com New (PCYO)	0.1	$225k		21k	10.71	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$225k	NEW	614.00	365.72	View chart
Webster Financial Corporation (WBS)	0.1	$223k	-4%	2.9k	76.43	View chart
BlackRock Global Energy & Resources Trus (BGR)	0.1	$222k		15k	14.82	View chart
Elastic N V Ord Shs (ESTC)	0.1	$220k	-63%	3.9k	57.02	View chart
Wells Fargo & Company (WFC)	0.1	$217k		2.6k	82.64	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$216k	NEW	2.7k	80.82	View chart
Alliancebernstein Hldg Unit Ltd Partn (AB)	0.1	$213k	+13%	6.1k	35.22	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$212k	-3%	11k	20.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$209k	-7%	861.00	242.36	View chart
Pepsi (PEP)	0.1	$208k	+4%	1.5k	135.40	View chart
Norfolk Southern (NSC)	0.1	$205k	NEW	650.00	314.59	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$202k		7.5k	27.05	View chart
Immuneering Corp Class A Com (IMRX)	0.1	$200k	NEW	40k	4.99	View chart
Organon & Co Common Stock (OGN)	0.1	$188k	+11%	14k	13.54	View chart
Kohl's Corporation (KSS)	0.0	$177k		10k	17.72	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$170k	-2%	18k	9.57	View chart
Abeona Therapeutics Com New (ABEO)	0.0	$168k	NEW	27k	6.18	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.0	$147k	+18%	18k	8.27	View chart
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)	0.0	$141k	NEW	10k	14.13	View chart
Perspective Therapeutics Com New (CATX)	0.0	$119k	+6%	35k	3.41	View chart
Stereotaxis Com New (STXS)	0.0	$118k		69k	1.72	View chart
Pimco Municipal Income Fund II (PML)	0.0	$114k		15k	7.61	View chart
Zenatech Com New (ZENA)	0.0	$101k	+7%	68k	1.50	View chart
Indie Semiconductor Class A Com (INDI)	0.0	$90k		20k	4.49	View chart
Scynexis	0.0	$57k	NEW	14k	4.07	View chart
Comstock Com Shs (LODE)	0.0	$46k		11k	4.16	View chart
Autolus Therapeutics Spon Ads (AUTL)	0.0	$16k		10k	1.60	View chart
Akebia Therapeutics (AKBA)	0.0	$14k	-25%	12k	1.14	View chart
Beyond Air Com New (XAIR)	0.0	$7.6k	-40%	17k	0.45	View chart

Past Filings by Wealth Effects

SEC 13F filings are viewable for Wealth Effects going back to 2021

Wealth Effects 2026 Q2 filed Aug. 6, 2026
Wealth Effects 2026 Q1 filed April 21, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z