Wealth Effects LLC Purchases and Sells in Q3 2025

Wealth Effects LLC

$268 Million
Q3 2025

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARWR	2.8K + 1.69%	$14.71 - $34.49 $41.2K - $96.6K	168K $5.81M
GOOGL	310 + 1.06%	$174.36 - $254.72 $54.1K - $79K	29.5K $7.16M
TSLA	480 + 6.88%	$293.94 - $444.72 $141K - $213K	7.46K $3.32M
AVGO	18 + 0.12%	$264.74 - $369.57 $4.77K - $6.65K	14.5K $4.77M
JPM	47 + 0.16%	$282.78 - $316.06 $13.3K - $14.9K	29.7K $9.36M
LPTH	13.3K + 9.74%	$2.93 - $8.15 $38.8K - $108K	149K $1.16M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
INTC	20.5K New	$19.31 - $35.5 $396K - $729K	20.5K $688K
ITAN	19.5K New	$31.84 - $34.94 $621K - $682K	19.5K $676K
IONQ	6.14K New	$36.79 - $75.14 $226K - $461K	6.14K $377K
MP	5.53K New	$30.03 - $77.13 $166K - $426K	5.53K $370K
AOA	3.66K New	$82.71 - $88.14 $302K - $322K	3.66K $322K
KEY	14.8K New	$17.37 - $19.39 $257K - $287K	14.8K $276K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TTD	-1.35K - 2.12%	$43.93 - $89.76 $59.3K - $121K	62.4K $3.06M
SMR	-18.1K - 38.84%	$32.65 - $51.67 $591K - $935K	28.5K $1.03M
NFLX	-180 - 13.28%	$1147.87 - $1297.18 $207K - $233K	1.18K $1.41M
IRDM	-6.5K - 29.38%	$17.28 - $32.43 $112K - $211K	15.6K $272K
EOS	-13.5K - 59.97%	$23.48 - $24.44 $317K - $330K	9K $215K
META	-380 - 3.37%	$695.21 - $791.73 $264K - $301K	10.9K $8.01M

Activity Summary All Purchases 115 New Holdings 25 Increased Positions 90 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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