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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
205
+7 vs. Q1 2025
Portfolio value
$267.3M
+$29.2M (+12.3%) vs. Q1 2025
Filed
Jul 15, 2025
SEC
Holdings of Wealth Effects LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock174,685$27.6M10.3%−6,674−3.7%ReducedHistory
AVDLAvadel Pharmaceuticals PLCStock2,354,822$20.8M7.8%−14,300−0.6%ReducedHistory
AAPLApple Inc.Stock83,766$17.2M6.4%−2,252−2.6%ReducedHistory
AMZNAmazon Com IncStock59,801$13.1M4.9%+970+1.6%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF29,136$8.86M3.3%+100+0.3%Added–
JPMJPMorgan Chase & CoStock29,642$8.59M3.2%+361+1.2%AddedHistory
MSFTMicrosoft CorpStock16,949$8.43M3.2%−749−4.2%ReducedHistory
METAMeta Platforms, Inc.Stock11,283$8.33M3.1%−868−7.1%ReducedHistory
GOOGLAlphabet Inc.Stock29,150$5.14M1.9%−551−1.9%ReducedHistory
TTDTrade Desk, Inc.Stock63,727$4.59M1.7%−1,015−1.6%ReducedHistory
AVGOBroadcom Inc.Stock14,435$3.98M1.5%+243+1.7%AddedHistory
IBMInternational Business Machines CorpStock12,677$3.74M1.4%+985+8.4%AddedHistory
BXBlackstone Inc.COM23,713$3.55M1.3%−538−2.2%ReducedHistory
URIUnited Rentals, Inc.COM3,658$2.76M1.0%+18+0.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF4,256$2.64M1.0%−202−4.5%Reduced–
ARWRArrowhead Pharmaceuticals, Inc.COM165,650$2.62M1.0%−4,900−2.9%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF5,853$2.57M1.0%−144−2.4%Reduced–
UTGReaves Utility Income FundCOM SH BEN INT69,699$2.52M0.9%+99+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock4,995$2.43M0.9%−285−5.4%ReducedHistory
ENVXEnovix CorpCOM229,751$2.38M0.9%−2,350−1.0%ReducedHistory
ESTCElastic N.V.ORD SHS27,908$2.35M0.9%−865−3.0%ReducedHistory
TSLATesla, Inc.Stock6,980$2.22M0.8%−30−0.4%ReducedHistory
MUMicron Technology IncStock17,890$2.20M0.8%+273+1.5%AddedHistory
CVXChevron CorpStock15,317$2.19M0.8%+57+0.4%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF34,487$2.16M0.8%−45−0.1%Reduced–
BABoeing CoStock10,225$2.14M0.8%+609+6.3%AddedHistory
iShares Tr464287150CORE S&P TTL STK14,945$2.02M0.8%−91−0.6%Reduced–
Vanguard S&P 500 ETF922908363ETF3,484$1.98M0.7%+139+4.2%Added–
ABBVAbbVie Inc.Stock10,043$1.86M0.7%−308−3.0%ReducedHistory
SMRNuscale Power CorpCL A COM46,600$1.84M0.7%−1,600−3.3%ReducedHistory
NFLXNetflix IncStock1,355$1.81M0.7%+40+3.0%AddedHistory
PFEPfizer IncStock71,133$1.72M0.6%+5,572+8.5%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF30,687$1.67M0.6%−647−2.1%Reduced–
VZVerizon Communications IncStock35,542$1.54M0.6%+4,680+15.2%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM26,511$1.51M0.6%−1,672−5.9%Reduced–
Invesco QQQ Trust Series I46090E103ETF2,702$1.49M0.6%−20−0.7%Reduced–
UNHUnitedHealth Group IncStock4,688$1.46M0.5%+591+14.4%AddedHistory
CCitigroup IncStock16,459$1.40M0.5%+2,859+21.0%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF22,095$1.37M0.5%−3,365−13.2%Reduced–
DDOGDatadog, Inc.CL A COM10,077$1.35M0.5%−75−0.7%ReducedHistory
PGProcter & Gamble CoStock8,426$1.34M0.5%−401−4.5%ReducedHistory
DOCNDigitalOcean Holdings, Inc.COM43,450$1.24M0.5%−4,350−9.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM11,203$1.21M0.5%−951−7.8%ReducedHistory
CATCaterpillar IncStock3,063$1.19M0.4%+141+4.8%AddedHistory
BACBank of America CorpStock24,837$1.18M0.4%+2,300+10.2%AddedHistory
iShares S&P 500 Value ETF464287408ETF5,982$1.17M0.4%00.0%Unchanged–
LNGCheniere Energy, Inc.COM NEW4,761$1.16M0.4%−24−0.5%ReducedHistory
VVisa Inc.Stock3,196$1.13M0.4%−135−4.1%ReducedHistory
NEENextera Energy IncStock16,301$1.13M0.4%+521+3.3%AddedHistory
SSentinelOne, Inc.CL A60,950$1.11M0.4%−800−1.3%ReducedHistory
VSTVistra Corp.Stock5,717$1.11M0.4%+81+1.4%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER65,777$1.10M0.4%−1,424−2.1%Reduced–
WMTWalmart Inc.Stock11,240$1.10M0.4%−411−3.5%ReducedHistory
DVNDevon Energy CorpStock33,858$1.08M0.4%−2,449−6.7%ReducedHistory
JNJJohnson & JohnsonStock6,747$1.03M0.4%−551−7.6%ReducedHistory
GNRCGenerac Holdings Inc.Stock6,885$986.0K0.4%−914−11.7%ReducedHistory
ORCLOracle CorpStock4,304$941.0K0.4%−275−6.0%ReducedHistory
HDHome Depot, Inc.Stock2,513$921.4K0.3%+7+0.3%AddedHistory
VRTVertiv Holdings CoCOM CL A7,150$918.2K0.3%−1,000−12.3%ReducedHistory
GEVGE Vernova Inc.Stock1,674$885.8K0.3%+537+47.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,396$862.5K0.3%+127+10.0%AddedHistory
MRKMerck & Co., Inc.Stock10,814$856.0K0.3%+25+0.2%AddedHistory
ABTAbbott LaboratoriesStock6,224$846.5K0.3%00.0%UnchangedHistory
LLYEli Lilly & CoStock1,068$832.5K0.3%−641−37.5%ReducedHistory
GOOGAlphabet Inc.Stock4,606$817.1K0.3%−475−9.3%ReducedHistory
BMYBristol Myers Squibb CoStock17,651$817.1K0.3%−125−0.7%ReducedHistory
PCTPureCycle Technologies, Inc.COM59,600$816.5K0.3%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD10,118$804.3K0.3%−174−1.7%Reduced–
PBIPitney Bowes IncCOM68,500$747.3K0.3%−21,401−23.8%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF8,775$744.2K0.3%−567−6.1%Reduced–
COSTCostco Wholesale CorpStock741$733.4K0.3%−5−0.7%ReducedHistory
AMGNAmgen IncStock2,613$729.5K0.3%+10.0%AddedHistory
PLTRPalantir Technologies Inc.Stock5,304$723.0K0.3%+995+23.1%AddedHistory
MSMorgan StanleyStock5,075$714.9K0.3%−100−1.9%ReducedHistory
Vanguard Information Technology ETF92204A702ETF1,056$700.5K0.3%00.0%Unchanged–
RTXRTX CorpStock4,708$687.5K0.3%−540−10.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF6,232$681.1K0.3%−664−9.6%Reduced–
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM43,812$677.8K0.3%−5,764−11.6%ReducedHistory
CEGConstellation Energy CorpStock2,067$667.1K0.2%+10.0%AddedHistory
IRDMIridium Communications Inc.COM22,107$667.0K0.2%+7,602+52.4%AddedHistory
Vanguard Total Bond Market ETF921937835ETF8,748$644.1K0.2%−193−2.2%Reduced–
OGNOrganon & Co.Stock64,840$627.7K0.2%+5,736+9.7%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF7,923$612.5K0.2%−67−0.8%Reduced–
SBCFSeacoast Banking Corp of FloridaCOM NEW21,500$593.8K0.2%00.0%UnchangedHistory
STTState Street CorpCOM5,554$590.6K0.2%00.0%UnchangedHistory
TAT&T Inc.Stock20,395$590.2K0.2%+5,782+39.6%AddedHistory
GEGeneral Electric CoStock2,276$585.7K0.2%+452+24.8%AddedHistory
DALDelta Air Lines, Inc.COM NEW11,678$574.3K0.2%+853+7.9%AddedHistory
Victory Portfolios II92647P126VICT WES U S ETF13,030$561.6K0.2%−100−0.8%Reduced–
BSTBlackRock Science & Technology TrustSHS14,685$560.5K0.2%−2,475−14.4%ReducedHistory
MOAltria Group, Inc.Stock9,403$551.3K0.2%−622−6.2%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF1,569$550.7K0.2%00.0%Unchanged–
iShares Core Dividend Growth ETF46434V621ETF8,521$544.8K0.2%−10−0.1%Reduced–
EOSEaton Vance Enhanced Equity Income Fund IICOM22,484$544.3K0.2%+41+0.2%AddedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY14,380$539.4K0.2%−196−1.3%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F7,696$531.7K0.2%−549−6.7%Reduced–
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM37,219$516.2K0.2%−235−0.6%ReducedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,863$514.9K0.2%−508−11.6%Reduced–
AMTAmerican Tower CorpREIT2,298$508.0K0.2%−10−0.4%ReducedHistory
AMATApplied Materials IncStock2,710$496.1K0.2%+2,710NewHistory

Sold out since Q1 2025 (7)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Wealth Effects LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
iShares Tr464288760US AER DEF ETF1,857$284.3K0.1%–
CICigna GroupStock689$226.7K0.1%History
EXPEagle Materials IncCOM1,001$222.2K0.1%History
ProShares Tr74347R248LARGE CAP CRE3,203$204.1K0.1%–
HIGHartford Insurance Group, Inc.Stock1,645$203.5K0.1%History
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE2,025$201.2K0.1%–
FRABlackRock Floating Rate Income Strategies Fund, Inc.COM10,186$131.6K0.1%History