Wealth Effects LLC Top Holdings and 13F Report (2025) About Wealth Effects LLCInvestment ActivityWealth Effects LLC has $238.07 million in total holdings as of March 31, 2025.Wealth Effects LLC owns shares of 198 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 3.04% of the portfolio was purchased this quarter.About 9.14% of the portfolio was sold this quarter.This quarter, Wealth Effects LLC has purchased 212 new stocks and bought additional shares in 52 stocks.Wealth Effects LLC sold shares of 104 stocks and completely divested from 24 stocks this quarter.Largest Holdings NVIDIA $19,655,652Apple $19,107,134AVADEL PHARMACEUTICALS PLC $18,550,227Amazon.com $11,193,126Vanguard Total Stock Market ETF $7,980,231 Largest New Holdings this Quarter 67079K100 - NuScale Power $682,512 Holding36828A101 - GE VERNOVA INC $347,114 Holding039483102 - Archer-Daniels-Midland $302,463 Holding252131107 - DexCom $273,160 Holding125523100 - The Cigna Group $226,681 Holding Largest Purchases this Quarter Netflix 840 shares (about $783.33K)NuScale Power 48,200 shares (about $682.51K)Trade Desk 6,684 shares (about $365.75K)GE VERNOVA INC 1,137 shares (about $347.11K)Citigroup 4,650 shares (about $330.10K) Largest Sales this Quarter NVIDIA 13,792 shares (about $1.49M)JPMorgan Equity Premium Income ETF 13,490 shares (about $770.81K)Pitney Bowes 72,643 shares (about $657.42K)Microsoft 1,232 shares (about $462.49K)American Tower 1,996 shares (about $434.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Effects LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$19,655,652$1,494,774 ▼-7.1%181,3598.3%Computer and TechnologyAAPLApple$19,107,134$408,052 ▼-2.1%86,0188.0%Computer and TechnologyAVADEL PHARMACEUTICALS PLC$18,550,227$195,687 ▲1.1%2,369,1227.8%COM SHSAMZNAmazon.com$11,193,126$316,971 ▼-2.8%58,8314.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$7,980,231$9,619 ▼-0.1%29,0363.4%ETFJPMJPMorgan Chase & Co.$7,182,620$311,531 ▼-4.2%29,2813.0%FinanceMETAMeta Platforms$7,003,128$269,728 ▲4.0%12,1512.9%Computer and TechnologyMSFTMicrosoft$6,643,823$462,492 ▼-6.5%17,6982.8%Computer and TechnologyGOOGLAlphabet$4,593,011$301,242 ▼-6.2%29,7011.9%Computer and TechnologyTTDTrade Desk$3,542,665$365,747 ▲11.5%64,7421.5%Computer and TechnologyBXBlackstone$3,389,836$12,860 ▼-0.4%24,2511.4%FinanceIBMInternational Business Machines$2,907,389$385,430 ▼-11.7%11,6921.2%Computer and TechnologyBRK.BBerkshire Hathaway$2,812,022$13,314 ▼-0.5%5,2801.2%FinanceESTCElastic$2,563,705$2,406 ▼-0.1%28,7731.1%Computer and TechnologyCVXChevron$2,552,863$9,201 ▼-0.4%15,2601.1%EnergyIVViShares Core S&P 500 ETF$2,504,950$15,171 ▲0.6%4,4581.1%ETFAVGOBroadcom$2,376,206$51,402 ▼-2.1%14,1921.0%Computer and TechnologyURIUnited Rentals$2,281,412$34,472 ▲1.5%3,6401.0%ConstructionREAVES UTIL INCOME FD$2,264,790$4,295 ▲0.2%69,6001.0%COM SH BEN INTVUGVanguard Growth ETF$2,223,820$14,462 ▲0.7%5,9970.9%ETFARWRArrowhead Pharmaceuticals$2,172,807$186,960 ▲9.4%170,5500.9%MedicalABBVAbbVie$2,168,842$250,598 ▼-10.4%10,3510.9%MedicalUNHUnitedHealth Group$2,145,660$156,591 ▼-6.8%4,0970.9%MedicalRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,021,492$17,445 ▼-0.9%34,5320.8%ManufacturingITOTiShares Core S&P Total U.S. Stock Market ETF$1,834,566$9,761 ▼-0.5%15,0360.8%ETFTSLATesla$1,816,712$88,114 ▲5.1%7,0100.8%Auto/Tires/TrucksVOOVanguard S&P 500 ETF$1,719,026$47,280 ▲2.8%3,3450.7%ETFENVXEnovix$1,703,618$17,616 ▼-1.0%232,1010.7%EnergyPFEPfizer$1,661,324$204,571 ▲14.0%65,5610.7%MedicalBABoeing$1,640,008$27,288 ▲1.7%9,6160.7%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,622,452$411,904 ▼-20.2%31,3340.7%ETFJEPIJPMorgan Equity Premium Income ETF$1,610,359$770,810 ▼-32.4%28,1830.7%ETFDIGITALOCEAN HLDGS INC$1,596,042$43,407 ▼-2.6%47,8000.7%COMMUMicron Technology$1,530,747$154,578 ▼-9.2%17,6170.6%Computer and TechnologyPGProcter & Gamble$1,504,294$27,097 ▼-1.8%8,8270.6%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,485,591$11,378 ▼-0.8%25,4600.6%ETFXOMExxon Mobil$1,445,480$107,275 ▼-6.9%12,1540.6%EnergyLLYEli Lilly and Company$1,411,449$221,339 ▼-13.6%1,7090.6%MedicalVZVerizon Communications$1,399,900$244,173 ▼-14.9%30,8620.6%Computer and TechnologyDVNDevon Energy$1,357,875$219,724 ▲19.3%36,3070.6%EnergyQQQInvesco QQQ$1,276,318$7,971 ▲0.6%2,7220.5%FinanceNFLXNetflix$1,226,277$783,325 ▲176.8%1,3150.5%Consumer DiscretionaryJNJJohnson & Johnson$1,210,257$182,915 ▼-13.1%7,2980.5%MedicalVVisa$1,167,544$29,793 ▼-2.5%3,3310.5%Business ServicesIVEiShares S&P 500 Value ETF$1,140,0500.0%5,9820.5%ETFSSentinelOne$1,122,615$184,527 ▼-14.1%61,7500.5%Computer and TechnologyNEENextEra Energy$1,118,679$186,730 ▲20.0%15,7800.5%UtilitiesQYLDGlobal X Nasdaq 100 Covered Call ETF$1,117,548$74,885 ▼-6.3%67,2010.5%ManufacturingCHENIERE ENERGY INC$1,107,208$231 ▲0.0%4,7850.5%COM NEWBMYBristol-Myers Squibb$1,084,141$178,332 ▲19.7%17,7760.5%MedicalWMTWalmart$1,022,881$117,468 ▼-10.3%11,6510.4%Retail/WholesaleDDOGDatadog$1,007,147$4,167 ▲0.4%10,1520.4%Computer and TechnologyGNRCGenerac$987,743$52,560 ▲5.6%7,7990.4%IndustrialsMRKMerck & Co., Inc.$968,421$4,488 ▲0.5%10,7890.4%MedicalCCitigroup$965,464$330,104 ▲52.0%13,6000.4%FinanceCATCaterpillar$963,756$12,863 ▼-1.3%2,9220.4%IndustrialsBACBank of America$940,469$33,217 ▲3.7%22,5370.4%FinanceHDHome Depot$918,534$9,163 ▼-1.0%2,5060.4%Retail/WholesaleOGNOrganon & Co.$880,058$7,832 ▲0.9%59,1040.4%MedicalXLEEnergy Select Sector SPDR Fund$873,010$78,031 ▼-8.2%9,3420.4%ETFABTAbbott Laboratories$825,614$6,633 ▼-0.8%6,2240.3%MedicalAMGNAmgen$813,688$33,333 ▼-3.9%2,6120.3%MedicalPBIPitney Bowes$813,604$657,419 ▼-44.7%89,9010.3%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$812,416$69,149 ▼-7.8%10,2920.3%ETFGOOGAlphabet$793,728$30,306 ▼-3.7%5,0810.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$721,115$7,424 ▼-1.0%6,8960.3%ETFSPYSPDR S&P 500 ETF Trust$709,866$67,127 ▼-8.6%1,2690.3%FinanceETYEaton Vance Tax-Managed Diversified Equity Income Fund$706,958$71,500 ▼-9.2%49,5760.3%Financial ServicesCOSTCostco Wholesale$705,336$85,094 ▼-10.8%7460.3%Retail/WholesaleRTXRTX$695,150$36,426 ▼-5.0%5,2480.3%AerospaceGLDSPDR Gold Shares$693,841$57,628 ▲9.1%2,4080.3%FinanceSMRNuScale Power$682,512$682,512 ▲New Holding48,2000.3%Computer and TechnologyVSTVistra$661,900$70,582 ▲11.9%5,6360.3%UtilitiesBNDVanguard Total Bond Market ETF$656,710$2,350 ▲0.4%8,9410.3%ETFORCLOracle$640,217$218,113 ▼-25.4%4,5790.3%Computer and TechnologyDDD3D Systems$634,304$33,920 ▼-5.1%299,2000.3%Computer and TechnologyAMLPAlerian MLP ETF$627,955$22,075 ▼-3.4%12,0900.3%ETFMSMorgan Stanley$603,767$58,335 ▼-8.8%5,1750.3%FinanceMOAltria Group$601,701$159,053 ▼-20.9%10,0250.3%Consumer StaplesXLPConsumer Staples Select Sector SPDR Fund$600,029$58,639 ▼-8.9%7,3470.3%ETFVRTVertiv$588,458$79,424 ▲15.6%8,1500.2%Computer and TechnologyVGTVanguard Information Technology ETF$572,836$15,731 ▲2.8%1,0560.2%ETFBSTBlackRock Science and Technology Trust$566,119$2,045 ▲0.4%17,1600.2%Financial ServicesXHBSPDR S&P Homebuilders ETF$564,397$388 ▲0.1%5,8250.2%ETFVYMVanguard High Dividend Yield ETF$563,718$47,718 ▲9.2%4,3710.2%ETFVNQVanguard Real Estate ETF$558,270$71,889 ▼-11.4%6,1660.2%ETFIXUSiShares Core MSCI Total International Stock ETF$557,797$22,061 ▼-3.8%7,9900.2%ManufacturingSBCFSeacoast Banking Co. of Florida$553,195$25,730 ▼-4.4%21,5000.2%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$546,470$4,874 ▼-0.9%14,5760.2%ETFGLBEGlobal-E Online$546,336$3,565 ▲0.7%15,3250.2%Retail/WholesaleDGROiShares Core Dividend Growth ETF$527,0450.0%8,5310.2%ETFVXUSVanguard Total International Stock ETF$512,015$184,437 ▼-26.5%8,2450.2%ETFMODLVictoryShares WestEnd US Sector ETF$509,707$11,646 ▼-2.2%13,1300.2%ETFAMTAmerican Tower$502,289$434,389 ▼-46.4%2,3080.2%FinanceIWViShares Russell 3000 ETF$498,3770.0%1,5690.2%ETFSTTState Street$497,2500.0%5,5540.2%FinanceETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$494,763$10,436 ▼-2.1%37,4540.2%Financial ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$487,922$168,500 ▲52.8%5,9680.2%ETFLMBSFirst Trust Low Duration Opportunities ETF$486,782$24,580 ▼-4.8%9,9020.2%ManufacturingGLPGlobal Partners$480,4200.0%9,0000.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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