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 34.30% of Wealth Effects's stock portfolio.
- Added to shares of these 10 stocks: IJH, UTG, WMT, NEE, MU, ARM, IBM, General Electric, ENVX, IOT.
- Started 14 new stock positions in GS, IOT, IWB, FV, SCHG, General Electric, ITA, ARM, ALT, CCLD. RXRX, MU, AXP, PH.
- Reduced shares in these 10 stocks: , , AVDL, NVDA, AAPL, BMY, NVO, META, SSUS, VIG.
- Sold out of its positions in ADBE, ED, GE, TSL, HOLX, HFXI, IRDM, OEF, IYW, LPCN. MPC, BFXXQ, NXJ, PD, ROKU, SOFI, TD, UNP, UPS, VLO, VTRS, WFC, ZBH, TT.
- Wealth Effects was a net seller of stock by $-23M.
- Wealth Effects has $271M in assets under management (AUM), dropping by 1.92%.
- 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 March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals Sponsored Adr (AVDL) | 14.1 | $38M | -6% | 2.3M | 16.89 |
|
| NVIDIA Corporation (NVDA) | 7.4 | $20M | -10% | 22k | 903.55 |
|
| Apple (AAPL) | 5.6 | $15M | -6% | 89k | 171.48 |
|
| Amazon (AMZN) | 4.0 | $11M | -2% | 61k | 180.38 |
|
| Microsoft Corporation (MSFT) | 3.1 | $8.5M | -2% | 20k | 420.73 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $6.9M | 27k | 259.90 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.3 | $6.1M | -5% | 31k | 200.30 |
|
| Meta Platforms Cl A (META) | 2.1 | $5.6M | -9% | 12k | 485.58 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $5.4M | 36k | 150.93 |
|
|
| The Trade Desk Com Cl A (TTD) | 1.8 | $4.9M | 56k | 87.42 |
|
|
| Arrowhead Pharmaceuticals (ARWR) | 1.7 | $4.7M | 165k | 28.60 |
|
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| Blackstone Group Inc Com Cl A (BX) | 1.3 | $3.4M | 26k | 131.37 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.9M | 5.5k | 525.73 |
|
|
| International Business Machines (IBM) | 1.0 | $2.7M | +16% | 14k | 190.96 |
|
| Chevron Corporation (CVX) | 0.9 | $2.4M | -8% | 16k | 157.74 |
|
| United Rentals (URI) | 0.9 | $2.4M | 3.4k | 721.15 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $2.2M | 38k | 57.86 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $2.2M | -5% | 2.8k | 778.03 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $2.2M | -2% | 5.2k | 420.48 |
|
| Abbvie (ABBV) | 0.8 | $2.1M | -3% | 12k | 182.10 |
|
| General Mills (GIS) | 0.7 | $2.0M | +2% | 29k | 69.97 |
|
| Boeing Company (BA) | 0.7 | $2.0M | +8% | 10k | 192.99 |
|
| Sentinelone Cl A (S) | 0.7 | $2.0M | +3% | 86k | 23.31 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $2.0M | +2% | 5.7k | 344.20 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.7 | $2.0M | 35k | 56.17 |
|
|
| Impinj (PI) | 0.7 | $1.9M | 15k | 128.41 |
|
|
| Digitalocean Hldgs (DOCN) | 0.7 | $1.8M | +3% | 48k | 38.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $1.8M | 16k | 115.30 |
|
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| Verizon Communications (VZ) | 0.6 | $1.8M | -6% | 42k | 41.96 |
|
| UnitedHealth (UNH) | 0.6 | $1.7M | +18% | 3.5k | 494.75 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.6 | $1.7M | +5% | 32k | 54.24 |
|
| Advanced Micro Devices (AMD) | 0.6 | $1.7M | -5% | 9.6k | 180.49 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.6 | $1.7M | +67% | 64k | 26.96 |
|
| Merck & Co (MRK) | 0.6 | $1.7M | -14% | 13k | 131.95 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.7M | +18% | 15k | 116.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $1.6M | 3.7k | 443.96 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $1.6M | 3.3k | 480.65 |
|
|
| Procter & Gamble Company (PG) | 0.6 | $1.6M | -3% | 9.6k | 162.25 |
|
| Eagle Materials (EXP) | 0.6 | $1.5M | -20% | 5.7k | 271.75 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $1.5M | +410% | 25k | 60.74 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.5M | -8% | 9.5k | 158.18 |
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| CVS Caremark Corporation (CVS) | 0.5 | $1.4M | -3% | 18k | 79.76 |
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| Pfizer (PFE) | 0.5 | $1.4M | -11% | 51k | 27.75 |
|
| Visa Com Cl A (V) | 0.5 | $1.4M | 4.9k | 279.10 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.5 | $1.4M | -2% | 75k | 17.91 |
|
| Elastic N V Ord Shs (ESTC) | 0.5 | $1.3M | +25% | 13k | 100.24 |
|
| Enovix Corp (ENVX) | 0.4 | $1.2M | +44% | 147k | 8.01 |
|
| Indie Semiconductor Class A Com (INDI) | 0.4 | $1.2M | -2% | 166k | 7.08 |
|
| Caterpillar (CAT) | 0.4 | $1.2M | 3.2k | 366.40 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.1M | 6.0k | 186.81 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | -20% | 7.3k | 152.26 |
|
| Generac Holdings (GNRC) | 0.4 | $1.1M | 8.5k | 126.14 |
|
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| Broadcom (AVGO) | 0.4 | $1.0M | +17% | 782.00 | 1326.19 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.4 | $1.0M | -14% | 21k | 48.25 |
|
| Novo-nordisk A S Adr (NVO) | 0.4 | $1.0M | -40% | 8.0k | 128.40 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $1.0M | 11k | 94.41 |
|
|
| Home Depot (HD) | 0.4 | $996k | -10% | 2.6k | 383.58 |
|
| American Tower Reit (AMT) | 0.4 | $986k | -3% | 5.0k | 197.60 |
|
| Bank of America Corporation (BAC) | 0.4 | $977k | -11% | 26k | 37.92 |
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| Organon & Co Common Stock (OGN) | 0.4 | $974k | +11% | 52k | 18.80 |
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| Intel Corporation (INTC) | 0.4 | $964k | -3% | 22k | 44.17 |
|
| Tesla Motors (TSLA) | 0.3 | $906k | -23% | 5.2k | 175.79 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $895k | 12k | 77.31 |
|
|
| Spdr Ser Tr S&p Homebuild (XHB) | 0.3 | $889k | 8.0k | 111.60 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $886k | -17% | 1.7k | 523.21 |
|
| Oracle Corporation (ORCL) | 0.3 | $886k | 7.1k | 125.61 |
|
|
| Abrdn World Healthcare Fund Ben Int Shs (THW) | 0.3 | $879k | 67k | 13.23 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $852k | +183% | 14k | 60.17 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.3 | $838k | 63k | 13.36 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $800k | 19k | 43.35 |
|
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| Nextera Energy (NEE) | 0.3 | $797k | +178% | 13k | 63.91 |
|
| Blackrock Science & Technolo SHS (BST) | 0.3 | $791k | -4% | 21k | 36.92 |
|
| Applied Materials (AMAT) | 0.3 | $782k | 3.8k | 206.23 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $770k | -15% | 7.0k | 110.52 |
|
| Amgen (AMGN) | 0.3 | $770k | 2.7k | 284.36 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $766k | -3% | 7.9k | 97.53 |
|
| Abbott Laboratories (ABT) | 0.3 | $766k | 6.7k | 113.66 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $759k | -10% | 11k | 67.86 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $744k | -5% | 15k | 50.08 |
|
| Beyond Air (XAIR) | 0.3 | $712k | -7% | 409k | 1.74 |
|
| Fs Kkr Capital Corp (FSK) | 0.3 | $702k | 37k | 19.07 |
|
|
| At&t (T) | 0.2 | $675k | +25% | 38k | 17.60 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $661k | 8.7k | 76.36 |
|
|
| 3-d Sys Corp Del Com New (DDD) | 0.2 | $657k | 148k | 4.44 |
|
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| Costco Wholesale Corporation (COST) | 0.2 | $649k | -33% | 886.00 | 732.27 |
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| Pitney Bowes (PBI) | 0.2 | $645k | 149k | 4.33 |
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| Devon Energy Corporation (DVN) | 0.2 | $643k | -22% | 13k | 50.18 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $628k | -19% | 11k | 58.06 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $616k | 7.1k | 86.48 |
|
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| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $610k | 13k | 47.87 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $607k | -58% | 11k | 54.23 |
|
| Seacoast Bkg Corp Fla Com New (SBCF) | 0.2 | $598k | -5% | 24k | 25.39 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $597k | -6% | 13k | 47.46 |
|
| Pepsi (PEP) | 0.2 | $592k | -5% | 3.4k | 175.04 |
|
| First Tr Exchange-traded Wtr Etf (FIW) | 0.2 | $590k | 5.8k | 102.09 |
|
|
| Sunopta (STKL) | 0.2 | $576k | -4% | 84k | 6.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $562k | -21% | 2.7k | 205.72 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.2 | $556k | -2% | 43k | 12.93 |
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| Shopify Cl A (SHOP) | 0.2 | $551k | -20% | 7.1k | 77.17 |
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| Strategy Day Hagan Ned (SSUS) | 0.2 | $548k | -50% | 14k | 38.45 |
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| Morgan Stanley Com New (MS) | 0.2 | $542k | 5.8k | 94.16 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.2 | $530k | 3.4k | 153.77 |
|
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| Purecycle Technologies (PCT) | 0.2 | $528k | -2% | 85k | 6.22 |
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| Dolby Laboratories Com Cl A (DLB) | 0.2 | $528k | 6.3k | 83.77 |
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| Citigroup Com New (C) | 0.2 | $519k | +46% | 8.2k | 63.24 |
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| Altria (MO) | 0.2 | $513k | 12k | 43.62 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $510k | 10k | 50.74 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $494k | +5% | 941.00 | 524.43 |
|
| Walt Disney Company (DIS) | 0.2 | $491k | +4% | 4.0k | 122.36 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $485k | -12% | 15k | 32.23 |
|
| Victory Portfolios Ii Victoryshares We (MODL) | 0.2 | $482k | +111% | 14k | 35.80 |
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| Micron Technology (MU) | 0.2 | $478k | NEW | 4.1k | 117.89 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $476k | 1.6k | 300.08 |
|
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| Arm Holdings Sponsored Adr (ARM) | 0.2 | $463k | NEW | 3.7k | 124.99 |
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $458k | -4% | 16k | 29.53 |
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| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.2 | $449k | -11% | 22k | 20.17 |
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| Cheniere Energy Com New (LNG) | 0.2 | $444k | 2.8k | 161.28 |
|
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.2 | $442k | 54k | 8.16 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $438k | +6% | 3.6k | 120.99 |
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| Fastly Cl A (FSLY) | 0.2 | $437k | -7% | 34k | 12.97 |
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| State Street Corporation (STT) | 0.2 | $429k | 5.6k | 77.32 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $416k | +9% | 5.7k | 72.63 |
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| Global Partners Com Units (GLP) | 0.2 | $415k | -4% | 9.3k | 44.38 |
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| Vanguard World Utilities Etf (VPU) | 0.2 | $410k | 2.9k | 142.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $398k | 6.6k | 60.30 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.1 | $395k | +3% | 77k | 5.12 |
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| Pure Cycle Corp Com New (PCYO) | 0.1 | $386k | -3% | 41k | 9.50 |
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| Zoetis Cl A (ZTS) | 0.1 | $384k | 2.3k | 169.24 |
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| Dlh Hldgs (DLHC) | 0.1 | $383k | -32% | 29k | 13.27 |
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| McDonald's Corporation (MCD) | 0.1 | $379k | 1.3k | 281.95 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $369k | -20% | 8.8k | 42.12 |
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| General Electric | 0.1 | $366k | NEW | 2.1k | 175.53 |
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| Danaher Corporation (DHR) | 0.1 | $360k | -3% | 1.4k | 249.76 |
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| Church & Dwight (CHD) | 0.1 | $358k | 3.4k | 104.32 |
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| Immunitybio (IBRX) | 0.1 | $352k | +10% | 66k | 5.37 |
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| Cohen & Steers REIT/P (RNP) | 0.1 | $347k | -13% | 17k | 21.03 |
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| Honeywell International (HON) | 0.1 | $344k | -16% | 1.7k | 205.20 |
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| American Intl Group Com New (AIG) | 0.1 | $341k | -5% | 4.4k | 78.16 |
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| Chubb (CB) | 0.1 | $338k | -2% | 1.3k | 259.05 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $336k | -33% | 1.6k | 208.27 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $332k | -61% | 1.8k | 182.61 |
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| Tractor Supply Company (TSCO) | 0.1 | $331k | 1.3k | 261.72 |
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| TJX Companies (TJX) | 0.1 | $328k | -6% | 3.2k | 101.42 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $323k | -4% | 711.00 | 454.87 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $323k | -28% | 2.8k | 115.81 |
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| CSX Corporation (CSX) | 0.1 | $321k | -2% | 8.6k | 37.07 |
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| Deere & Company (DE) | 0.1 | $314k | -4% | 765.00 | 410.74 |
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| Enterprise Products Partners (EPD) | 0.1 | $312k | 11k | 29.18 |
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| Travelers Companies (TRV) | 0.1 | $304k | -3% | 1.3k | 230.20 |
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| First Tr Exchange-traded Dow 30 Eql Wgt (EDOW) | 0.1 | $301k | 8.7k | 34.44 |
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| Cummins (CMI) | 0.1 | $298k | 1.0k | 294.52 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $297k | +2% | 3.7k | 80.63 |
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| Global E Online SHS (GLBE) | 0.1 | $296k | +18% | 8.2k | 36.35 |
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| BlackRock Global Energy & Resources Trus (BGR) | 0.1 | $296k | -10% | 22k | 13.25 |
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| Samsara Com Cl A (IOT) | 0.1 | $289k | NEW | 7.7k | 37.79 |
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| Ishares Tr Us Sml Cp Value (SVAL) | 0.1 | $286k | 9.4k | 30.62 |
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| Netflix (NFLX) | 0.1 | $285k | 470.00 | 607.33 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $282k | -27% | 2.6k | 107.60 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $279k | 4.9k | 56.39 |
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| Seelos Therapeutics Com New (SEEL) | 0.1 | $276k | +104% | 467k | 0.59 |
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| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.1 | $276k | 3.0k | 93.25 |
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| Essential Utils (WTRG) | 0.1 | $268k | -25% | 7.2k | 37.05 |
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| Occidental Petroleum Corporation (OXY) | 0.1 | $267k | +3% | 4.1k | 64.99 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $264k | -9% | 548.00 | 481.57 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $264k | -9% | 2.4k | 108.92 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $263k | -9% | 7.1k | 37.23 |
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| Autolus Therapeutics Spon Ads (AUTL) | 0.1 | $262k | -4% | 41k | 6.38 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $260k | -29% | 3.2k | 81.53 |
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| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.1 | $260k | 4.4k | 58.64 |
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| salesforce (CRM) | 0.1 | $258k | -3% | 855.00 | 301.18 |
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| Constellation Brands Cl A (STZ) | 0.1 | $257k | +3% | 946.00 | 271.68 |
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| Tg Therapeutics (TGTX) | 0.1 | $251k | +17% | 17k | 15.21 |
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| Cigna Corp (CI) | 0.1 | $250k | -10% | 689.00 | 363.19 |
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| Alps Etf Tr Equal Sec Etf (EQL) | 0.1 | $250k | -54% | 2.1k | 117.99 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $244k | NEW | 1.8k | 131.93 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $236k | -37% | 1.6k | 147.73 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $235k | 1.5k | 155.88 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $233k | -16% | 3.5k | 65.65 |
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| MercadoLibre (MELI) | 0.1 | $231k | 153.00 | 1511.96 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $231k | -28% | 887.00 | 260.72 |
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| Motorola Solutions Com New (MSI) | 0.1 | $231k | 650.00 | 354.98 |
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| BlackRock MuniHoldings New Jersey Ins Fn (MUJ) | 0.1 | $231k | -26% | 20k | 11.63 |
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| Select Sector Spdr Tr Communication (XLC) | 0.1 | $230k | -36% | 2.8k | 81.66 |
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| Calamos Conv Opportunities & Sh Ben Int (CHI) | 0.1 | $228k | 20k | 11.35 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $224k | 14k | 15.77 |
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| First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $224k | -2% | 6.9k | 32.46 |
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| Blackrock Muni Intermediate Drtn Fnd (MUI) | 0.1 | $223k | 19k | 12.06 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $218k | NEW | 2.4k | 92.72 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $217k | 8.7k | 24.81 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $217k | -17% | 625.00 | 346.61 |
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| First Tr Exchange-traded A Sml Cp Grw Alp (FYC) | 0.1 | $215k | 3.3k | 65.70 |
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| Cisco Systems (CSCO) | 0.1 | $213k | -14% | 4.3k | 49.91 |
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| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $213k | 1.9k | 109.56 |
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| Goldman Sachs (GS) | 0.1 | $209k | NEW | 500.00 | 417.69 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $208k | NEW | 723.00 | 288.03 |
|
| First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) | 0.1 | $201k | NEW | 3.5k | 57.23 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $201k | NEW | 361.00 | 555.79 |
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| American Express Company (AXP) | 0.1 | $200k | NEW | 880.00 | 227.69 |
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| First Tr Exchange Traded Energy Alphadx (FXN) | 0.1 | $197k | 11k | 18.73 |
|
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| Hawaiian Holdings (HA) | 0.1 | $193k | 15k | 13.33 |
|
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| Stereotaxis Com New (STXS) | 0.1 | $188k | +3% | 72k | 2.61 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $169k | 11k | 15.73 |
|
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| Scynexis Com New (SCYX) | 0.1 | $168k | -2% | 115k | 1.47 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.1 | $157k | 19k | 8.35 |
|
|
| Altimmune Com New (ALT) | 0.1 | $150k | NEW | 15k | 10.18 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $150k | NEW | 15k | 9.97 |
|
| IsoRay (CATX) | 0.1 | $140k | -2% | 118k | 1.19 |
|
| Byrna Technologies Com New (BYRN) | 0.1 | $139k | 10k | 13.93 |
|
|
| Ondas Hldgs Com New (ONDS) | 0.1 | $138k | -9% | 143k | 0.97 |
|
| Barclays Adr (BCS) | 0.0 | $95k | 10k | 9.45 |
|
|
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $93k | -18% | 22k | 4.28 |
|
| Immucell Corp Com Par (ICCC) | 0.0 | $82k | 15k | 5.30 |
|
|
| Hydrofarm Holdings Group Ord (HYFM) | 0.0 | $72k | 67k | 1.08 |
|
|
| Akebia Therapeutics (AKBA) | 0.0 | $49k | -8% | 27k | 1.83 |
|
| Carecloud (CCLD) | 0.0 | $15k | NEW | 13k | 1.16 |
|
| Curiositystream Com Cl A (CURI) | 0.0 | $13k | +4% | 12k | 1.07 |
|
| Hyzon Motors Com Cl A (HYZN) | 0.0 | $11k | 15k | 0.74 |
|
Past Filings by Wealth Effects
SEC 13F filings are viewable for Wealth Effects going back to 2021
- 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