Wealth Effects LLC Top Holdings and 13F Report (2025) About Wealth Effects LLCInvestment ActivityWealth Effects LLC has $281.51 million in total holdings as of December 31, 2024.Wealth Effects LLC owns shares of 212 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 3.74% of the portfolio was purchased this quarter.About 5.39% of the portfolio was sold this quarter.This quarter, Wealth Effects LLC has purchased 217 new stocks and bought additional shares in 69 stocks.Wealth Effects LLC sold shares of 105 stocks and completely divested from 18 stocks this quarter.Largest Holdings NVIDIA $26,206,892AVADEL PHARMACEUTICALS PLC $24,636,808Apple $22,000,689Amazon.com $13,272,511Vanguard Total Stock Market ETF $8,425,193 Largest New Holdings this Quarter PALANTIR TECHNOLOGIES INC $583,410 HoldingISHARES BITCOIN TRUST ETF $399,467 HoldingMarvell Technology $386,575 HoldingSchlumberger $360,396 HoldingSoundHound AI $357,120 Holding Largest Purchases this Quarter AVADEL PHARMACEUTICALS PLC 110,359 shares (about $1.16M)Devon Energy 19,759 shares (about $646.72K)PALANTIR TECHNOLOGIES INC 7,714 shares (about $583.41K)Elastic 5,830 shares (about $577.64K)Micron Technology 5,041 shares (about $424.25K) Largest Sales this Quarter NVIDIA 5,166 shares (about $693.74K)Eagle Materials 2,800 shares (about $690.93K)Apple 2,757 shares (about $690.41K)Impinj 3,560 shares (about $517.13K)Advanced Micro Devices 4,120 shares (about $497.65K) 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$26,206,892$693,744 ▼-2.6%195,1519.3%Computer and TechnologyAVADEL PHARMACEUTICALS PLC$24,636,808$1,159,873 ▲4.9%2,344,1308.8%COM SHSAAPLApple$22,000,689$690,409 ▼-3.0%87,8557.8%Computer and TechnologyAMZNAmazon.com$13,272,511$146,553 ▼-1.1%60,4974.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$8,425,193$5,506 ▼-0.1%29,0713.0%ETFMSFTMicrosoft$7,978,901$294,204 ▼-3.6%18,9302.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,323,479$47,703 ▼-0.6%30,5512.6%FinanceMETAMeta Platforms$6,840,599$22,250 ▲0.3%11,6832.4%Computer and TechnologyTTDTrade Desk$6,823,597$14,104 ▲0.2%58,0582.4%Computer and TechnologyGOOGLAlphabet$5,991,123$403,396 ▼-6.3%31,6492.1%Computer and TechnologyBXBlackstone$4,197,163$110,002 ▼-2.6%24,3431.5%FinanceAVGOBroadcom$3,361,495$333,159 ▲11.0%14,4991.2%Computer and TechnologyARWRArrowhead Pharmaceuticals$2,930,450$78,020 ▼-2.6%155,8751.0%MedicalIBMInternational Business Machines$2,911,039$322,936 ▼-10.0%13,2421.0%Computer and TechnologyESTCElastic$2,853,504$577,636 ▲25.4%28,8001.0%Computer and TechnologyTSLATesla$2,693,613$88,845 ▼-3.2%6,6701.0%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$2,608,441$7,064 ▲0.3%4,4310.9%ETFENVXEnovix$2,549,022$119,570 ▼-4.5%234,5010.9%Oils/EnergyURIUnited Rentals$2,525,639$7,045 ▼-0.3%3,5850.9%ConstructionVUGVanguard Growth ETF$2,445,409$4,104 ▲0.2%5,9580.9%ETFBRK.BBerkshire Hathaway$2,404,650$1,360 ▼-0.1%5,3050.9%FinanceJEPIJPMorgan Equity Premium Income ETF$2,397,454$81,693 ▲3.5%41,6730.9%ETFUNHUnitedHealth Group$2,223,660$15,175 ▼-0.7%4,3960.8%MedicalCVXChevron$2,218,244$2,752 ▲0.1%15,3150.8%Oils/EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,215,131$275,644 ▲14.2%39,2890.8%ETFREAVES UTIL INCOME FD$2,201,438$4,056 ▼-0.2%69,4680.8%COM SH BEN INTRDVYFirst Trust NASDAQ Rising Dividend Achievers$2,059,824$11,828 ▲0.6%34,8300.7%ManufacturingABBVAbbVie$2,051,985$233,152 ▼-10.2%11,5470.7%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,944,245$2,572 ▲0.1%15,1160.7%ETFVOOVanguard S&P 500 ETF$1,752,891$33,409 ▼-1.9%3,2530.6%ETFGISGeneral Mills$1,722,609$68,999 ▼-3.9%27,0130.6%Consumer StaplesPIImpinj$1,677,027$517,126 ▼-23.6%11,5450.6%Computer and TechnologyBABoeing$1,673,651$303,721 ▼-15.4%9,4560.6%AerospaceDIGITALOCEAN HLDGS INC$1,672,837$61,326 ▼-3.5%49,1000.6%COMMUMicron Technology$1,632,372$424,252 ▲35.1%19,3960.6%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$1,598,5630.0%25,6550.6%ETFSSentinelOne$1,596,180$74,370 ▼-4.5%71,9000.6%Computer and TechnologyLLYEli Lilly and Company$1,526,609$391,498 ▼-20.4%1,9770.5%MedicalPFEPfizer$1,525,148$229,059 ▼-13.1%57,4880.5%MedicalPGProcter & Gamble$1,506,531$35,878 ▼-2.3%8,9860.5%Consumer StaplesVZVerizon Communications$1,449,438$196,351 ▼-11.9%36,2450.5%Computer and TechnologyDDOGDatadog$1,444,618$7,145 ▼-0.5%10,1100.5%Computer and TechnologyXOMExxon Mobil$1,404,387$81,213 ▼-5.5%13,0560.5%Oils/EnergyQQQInvesco QQQ$1,382,788$40,896 ▲3.0%2,7050.5%FinanceQYLDGlobal X Nasdaq 100 Covered Call ETF$1,306,443$11,387 ▲0.9%71,7040.5%ManufacturingJNJJohnson & Johnson$1,214,940$52,497 ▼-4.1%8,4010.4%MedicalPBIPitney Bowes$1,176,819$64,899 ▼-5.2%162,5440.4%Computer and TechnologyWMTWalmart$1,173,589$90,714 ▼-7.2%12,9890.4%Retail/WholesaleGNRCGenerac$1,144,889$106,209 ▼-8.5%7,3840.4%Industrial ProductsIVEiShares S&P 500 Value ETF$1,141,8440.0%5,9820.4%ETFVVisa$1,079,728$71,118 ▼-6.2%3,4160.4%Business ServicesCATCaterpillar$1,074,255$96,142 ▲9.8%2,9610.4%Industrial ProductsMRKMerck & Co., Inc.$1,068,316$55,808 ▼-5.0%10,7390.4%MedicalDDD3D Systems$1,033,856$47,954 ▼-4.4%315,2000.4%Computer and TechnologyCHENIERE ENERGY INC$1,028,015$29,010 ▲2.9%4,7840.4%COM NEWORCLOracle$1,023,035$72,657 ▼-6.6%6,1390.4%Computer and TechnologyGOOGAlphabet$1,004,508$32,563 ▼-3.1%5,2750.4%Computer and TechnologyDVNDevon Energy$996,051$646,720 ▲185.1%30,4320.4%Oils/EnergyHDHome Depot$984,382$30,337 ▲3.2%2,5310.3%Retail/WholesaleBACBank of America$955,533$127,721 ▼-11.8%21,7410.3%FinanceNEENextEra Energy$942,468$103,094 ▼-9.9%13,1460.3%UtilitiesOGNOrganon & Co.$873,976$106,826 ▲13.9%58,5780.3%MedicalXLEEnergy Select Sector SPDR Fund$871,762$4,797 ▲0.6%10,1770.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$871,188$6,397 ▼-0.7%11,1680.3%ETFBMYBristol-Myers Squibb$840,044$12,726 ▼-1.5%14,8520.3%MedicalGLBEGlobal-E Online$830,220$47,714 ▲6.1%15,2250.3%Retail/WholesaleETYEaton Vance Tax-Managed Diversified Equity Income Fund$816,122$19,973 ▲2.5%54,5900.3%Financial ServicesSPYSPDR S&P 500 ETF Trust$814,065$70,330 ▼-8.0%1,3890.3%FinanceIJRiShares Core S&P Small-Cap ETF$802,738$36,755 ▲4.8%6,9670.3%ETFVRTVertiv$800,958$45,444 ▲6.0%7,0500.3%Computer and TechnologyAMTAmerican Tower$789,415$55,024 ▼-6.5%4,3040.3%FinanceCOSTCostco Wholesale$765,753$92,513 ▼-10.8%8360.3%Retail/WholesaleDALDelta Air Lines$715,413$85,910 ▼-10.7%11,8250.3%TransportationMSMorgan Stanley$713,461$3,143 ▼-0.4%5,6750.3%FinanceABTAbbott Laboratories$709,652$11,311 ▼-1.6%6,2740.3%MedicalAMGNAmgen$708,654$2,346 ▲0.3%2,7190.3%MedicalVSTVistra$694,220$184,068 ▲36.1%5,0350.2%UtilitiesPURECYCLE TECHNOLOGIES INC$668,300$287,000 ▼-30.0%65,2000.2%COMMOAltria Group$662,776$16,994 ▲2.6%12,6750.2%Consumer StaplesVXUSVanguard Total International Stock ETF$660,900$57,457 ▼-8.0%11,2150.2%ETFBNDVanguard Total Bond Market ETF$640,665$59,831 ▼-8.5%8,9090.2%ETFAMDAdvanced Micro Devices$640,066$497,655 ▼-43.7%5,2990.2%Computer and TechnologyRTXRTX$639,122$123,242 ▼-16.2%5,5230.2%AerospaceVGTVanguard Information Technology ETF$638,684$3,731 ▼-0.6%1,0270.2%ETFXLPConsumer Staples Select Sector SPDR Fund$633,990$15,093 ▲2.4%8,0650.2%ETFCCitigroup$629,991$7,039 ▲1.1%8,9500.2%FinanceBSTBlackRock Science and Technology Trust$625,090$5,776 ▼-0.9%17,0980.2%Financial ServicesVNQVanguard Real Estate ETF$619,997$7,126 ▲1.2%6,9600.2%ETFSBCFSeacoast Banking Co. of Florida$619,425$83,967 ▼-11.9%22,5000.2%FinanceHUMAHumacyte$613,070$288,860 ▲89.1%121,4000.2%MedicalAMATApplied Materials$609,8630.0%3,7500.2%Computer and TechnologyXHBSPDR S&P Homebuilders ETF$608,297$28,529 ▼-4.5%5,8210.2%ETFAMLPAlerian MLP ETF$602,722$16,374 ▼-2.6%12,5150.2%ETFPALANTIR TECHNOLOGIES INC$583,410$583,410 ▲New Holding7,7140.2%CL ACMCSAComcast$573,649$36,442 ▼-6.0%15,2850.2%Consumer DiscretionaryETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$551,098$42,308 ▼-7.1%38,2440.2%Financial ServicesIXUSiShares Core MSCI Total International Stock ETF$549,373$2,580 ▼-0.5%8,3060.2%ManufacturingSTTState Street$545,1250.0%5,5540.2%FinanceMODLVictoryShares WestEnd US Sector ETF$540,289$1,207 ▼-0.2%13,4300.2%ETFEATON VANCE ENHANCED EQUITY$536,524$934 ▲0.2%22,4020.2%COMShowing 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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