Wealth Effects LLC Purchases and Sells in Q1 2025

Wealth Effects LLC

$218 Million
Q1 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	840 + 176.84%	$828.4 - $1058.6 $696K - $889K	1.32K $1.23M
DVN	5.88K + 19.31%	$33.15 - $38.55 $195K - $226K	36.3K $1.36M
C	4.65K + 51.96%	$67.23 - $84.63 $313K - $394K	13.6K $965K
BMY	2.92K + 19.69%	$53.9 - $63.11 $158K - $185K	17.8K $1.08M
NEE	2.63K + 20.04%	$66.96 - $76.16 $176K - $201K	15.8K $1.12M
VCIT	2.06K + 52.75%	$79.17 - $82.04 $163K - $169K	5.97K $487K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMR	48.2K New	$14.16 - $29.08 $683K - $1.4M	48.2K $682K
ADM	6.3K New	$45.22 - $52.17 $285K - $329K	6.3K $302K
DXCM	4K New	$67.74 - $90.75 $271K - $363K	4K $273K
CI	689 New	$274.49 - $329.0 $189K - $227K	689 $226K
SDY	1.51K New	$128.74 - $138.67 $194K - $209K	1.51K $204K
HIG	1.65K New	$106.31 - $123.73 $175K - $204K	1.65K $203K

Top Sells

Reduced Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-13.8K - 7.07%	$106.98 - $149.43 $1.48M - $2.06M	181K $19.7M
AAPL	-1.84K - 2.09%	$209.68 - $247.1 $385K - $454K	86K $19.1M
AMZN	-1.67K - 2.75%	$190.26 - $242.06 $317K - $403K	58.8K $11.2M
GOOGL	-1.95K - 6.16%	$154.33 - $206.19 $301K - $402K	29.7K $4.59M
MSFT	-1.23K - 6.51%	$375.39 - $447.2 $462K - $551K	17.7K $6.64M
AVGO	-307 - 2.12%	$167.43 - $244.7 $51.4K - $75.1K	14.2K $2.38M

Activity Summary All Purchases 62 New Holdings 10 Increased Positions 52 All Sells 104 Reductions 104 Sold out 0 Calls 0 Puts 0

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