Wealth Effects LLC Purchases and Sells in Q2 2025

Wealth Effects LLC

$241 Million
Q2 2025

Top Buys

Incresed Positions

55 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	970 + 1.65%	$167.32 - $223.3 $162K - $217K	59.8K $13.1M
AVGO	243 + 1.71%	$146.29 - $275.65 $35.5K - $67K	14.4K $3.98M
JPM	361 + 1.23%	$210.28 - $289.91 $75.9K - $105K	29.6K $8.59M
VTI	100 + 0.34%	$243.75 - $303.93 $24.4K - $30.4K	29.1K $8.86M
IBM	985 + 8.42%	$221.03 - $294.78 $218K - $290K	12.7K $3.74M
MU	273 + 1.55%	$64.72 - $127.91 $17.7K - $34.9K	17.9K $2.2M

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	2.71K New	$126.95 - $183.52 $344K - $497K	2.71K $496K
WY	14K New	$24.69 - $29.48 $346K - $413K	14K $359K
USFR	6.02K New	$50.28 - $50.47 $303K - $304K	6.02K $303K
PEP	1.96K New	$128.02 - $151.37 $251K - $296K	1.96K $258K
TD	3.26K New	$55.71 - $73.45 $182K - $239K	3.26K $239K
PANW	1.08K New	$152.44 - $204.64 $165K - $221K	1.08K $221K

Top Sells

Reduced Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.25K - 2.62%	$172.42 - $223.89 $388K - $504K	83.8K $17.2M
LLY	-641 - 37.51%	$713.71 - $898.95 $457K - $576K	1.07K $832K
BRK-B	-285 - 5.4%	$483.48 - $539.8 $138K - $154K	5K $2.43M
DOCN	-4.35K - 9.1%	$25.91 - $35.19 $113K - $153K	43.5K $1.24M
DDD	-108K - 35.93%	$1.37 - $2.55 $147K - $274K	192K $295K
ABBV	-308 - 2.98%	$170.16 - $206.27 $52.4K - $63.5K	10K $1.86M

Activity Summary All Purchases 69 New Holdings 14 Increased Positions 55 All Sells 107 Reductions 107 Sold out 0 Calls 0 Puts 0

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