Wealth Effects LLC Purchases and Sells in Q4 2024

Wealth Effects LLC

$255 Million
Q4 2024

Top Buys

Incresed Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	1.44K + 11.0%	$159.67 - $250.0 $229K - $359K	14.5K $3.36M
ESTC	5.83K + 25.38%	$75.01 - $116.22 $437K - $678K	28.8K $2.85M
DVN	19.8K + 185.13%	$30.52 - $42.96 $603K - $849K	30.4K $996K
TTD	120 + 0.21%	$108.7 - $139.51 $13K - $16.7K	58.1K $6.82M
ONDS	39.4K + 23.38%	$0.67 - $2.79 $26.4K - $110K	208K $532K
JEPQ	4.89K + 14.21%	$53.94 - $58.15 $264K - $284K	39.3K $2.22M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	7.71K New	$36.46 - $82.38 $281K - $635K	7.71K $583K
MRVL	3.5K New	$70.31 - $124.78 $246K - $437K	3.5K $386K
SLB	9.4K New	$36.83 - $45.59 $346K - $429K	9.4K $360K
SOUN	18K New	$4.51 - $24.23 $81.2K - $436K	18K $357K
SLV	10.8K New	$26.33 - $31.74 $284K - $342K	10.8K $284K
SUB	2.66K New	$104.94 - $106.2 $279K - $283K	2.66K $280K

Top Sells

Reduced Positions

105 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PI	-3.56K - 23.57%	$141.81 - $238.72 $505K - $850K	11.5K $1.68M
AMD	-4.12K - 43.74%	$118.88 - $172.8 $490K - $712K	5.3K $640K
EXP	-2.8K - 57.14%	$246.48 - $315.29 $690K - $883K	2.1K $518K
LLY	-507 - 20.41%	$727.2 - $932.06 $369K - $473K	1.98K $1.53M
ABBV	-1.31K - 10.2%	$164.99 - $203.87 $216K - $267K	11.5K $2.05M
MSFT	-698 - 3.56%	$406.35 - $454.46 $284K - $317K	18.9K $7.98M

Activity Summary All Purchases 82 New Holdings 13 Increased Positions 69 All Sells 105 Reductions 105 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.