Wealth Effects LLC Purchases in Q3 2025

Wealth Effects LLC

  • $268 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
2.8K
+ 1.69%
$14.71 - $34.49 $41.2K - $96.6K
168K $5.81M
GOOGL
Alphabet Inc.

Communication Services
310
+ 1.06%
$174.36 - $254.72 $54.1K - $79K
29.5K $7.16M
TSLA
Tesla, Inc.

Consumer Cyclical
480
+ 6.88%
$293.94 - $444.72 $141K - $213K
7.46K $3.32M
AVGO
Broadcom Inc.

Technology
18
+ 0.12%
$264.74 - $369.57 $4.77K - $6.65K
14.5K $4.77M
JPM
Jpmorgan Chase & CO

Financial Services
47
+ 0.16%
$282.78 - $316.06 $13.3K - $14.9K
29.7K $9.36M
LPTH
Lightpath Technologies Inc

Technology
13.3K
+ 9.74%
$2.93 - $8.15 $38.8K - $108K
149K $1.16M
INTC
Intel Corp

Technology
20.5K
New
$19.31 - $35.5 $396K - $729K
20.5K $688K
ORCL
Oracle Corp

Technology
1.46K
+ 33.81%
$218.96 - $328.33 $319K - $478K
5.76K $1.62M
ITAN
Ea Series Trust Sparkline Inta

ETFs
19.5K
New
$31.84 - $34.94 $621K - $682K
19.5K $676K
BX
Blackstone Inc.

Financial Services
704
+ 2.97%
$152.77 - $188.68 $108K - $133K
24.4K $4.17M
IONQ
Ion Q, Inc.

Technology
6.14K
New
$36.79 - $75.14 $226K - $461K
6.14K $377K
MP
Mp Materials Corp.

Basic Materials
5.53K
New
$30.03 - $77.13 $166K - $426K
5.53K $370K
UNH
Unitedhealth Group Inc

Healthcare
589
+ 12.56%
$237.77 - $353.61 $140K - $208K
5.28K $1.82M
ENVX
Enovix Corp

Industrials
43.5K
+ 18.94%
$8.0 - $15.93 $348K - $693K
273K $2.72M
SLV
I Shares Silver Trust

ETFs
5.68K
+ 60.77%
$32.73 - $42.5 $186K - $242K
15K $637K
PFE
Pfizer Inc

Healthcare
9.32K
+ 13.11%
$23.29 - $25.88 $217K - $241K
80.5K $2.05M
AOA
Ishares Tr Core Aggressive All

ETFs
3.66K
New
$82.71 - $88.14 $302K - $322K
3.66K $322K
DOCN
Digital Ocean Holdings, Inc.

Technology
1.95K
+ 4.49%
$25.74 - $37.71 $50.2K - $73.5K
45.4K $1.55M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$175.16 - $255.24 $175 - $255
4.61K $1.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.92K
+ 18.57%
$55.61 - $57.37 $274K - $282K
31.4K $1.79M
KEY
Keycorp

Financial Services
14.8K
New
$17.37 - $19.39 $257K - $287K
14.8K $276K
PLTR
Palantir Technologies Inc.

Technology
172
+ 3.24%
$130.68 - $186.97 $22.5K - $32.2K
5.48K $998K
C
Citigroup Inc

Financial Services
3
+ 0.02%
$85.57 - $103.49 $257 - $310
16.5K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
186
+ 5.34%
$567.77 - $614.76 $106K - $114K
3.67K $2.25M
UTG
Reaves Utility Income Fund

Financial Services
546
+ 0.78%
$35.81 - $39.62 $19.6K - $21.6K
70.2K $2.78M
FYC
First Trust Small Cap Growth A

ETFs
2.86K
New
$77.98 - $92.23 $223K - $263K
2.86K $258K
DOW
Dow Inc.

Basic Materials
11.1K
New
$20.87 - $30.37 $232K - $338K
11.1K $255K
CSM
Proshares Large Cap Core Plus

ETFs
3.2K
New
$70.54 - $76.83 $226K - $246K
3.2K $245K
VUG
Vanguard Growth ETF

ETFs
2
+ 0.03%
$433.97 - $484.08 $868 - $968
5.86K $2.81M
DVN
Devon Energy Corp

Energy
3.76K
+ 11.1%
$31.75 - $36.99 $119K - $139K
37.6K $1.32M
RDVY
First Trust Rising Dividend Ac

ETFs
1.22K
+ 3.53%
$62.38 - $67.29 $75.9K - $81.8K
35.7K $2.4M
IYW
Ishares Dj Us Tech ETF

ETFs
1.22K
New
$171.38 - $197.01 $208K - $239K
1.22K $237K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
290
+ 5.81%
$459.11 - $506.91 $133K - $147K
5.29K $2.66M
QBTS
D Wave Quantum Inc.

Technology
9.2K
New
$14.81 - $27.72 $136K - $255K
9.2K $227K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.03K
New
$102.17 - $110.66 $207K - $224K
2.03K $224K
BEAM
Beam Therapeutics Inc.

Healthcare
9.2K
New
$16.01 - $25.1 $147K - $231K
9.2K $223K
FPX
First Trust Us Equity Opportun

ETFs
1.3K
New
$141.57 - $166.21 $183K - $215K
1.3K $215K
CMI
Cummins Inc

Industrials
511
New
$327.85 - $426.39 $168K - $218K
511 $215K
DKNG
Draft Kings Inc.

Consumer Cyclical
5.7K
New
$37.4 - $48.23 $213K - $275K
5.7K $213K
CVX
Chevron Corp

Energy
159
+ 1.04%
$145.57 - $161.83 $23.1K - $25.7K
15.5K $2.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.12%
$620.67 - $670.08 $3.1K - $3.35K
4.26K $2.85M
ROBO
Robo Global Robotics And Autom

ETFs
3.08K
New
$59.49 - $67.23 $183K - $207K
3.08K $201K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 2.41%
$546.99 - $602.2 $35.6K - $39.1K
2.77K $1.66M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1K
+ 20.44%
$100.4 - $119.58 $101K - $120K
5.9K $654K
NEE
Nextera Energy Inc

Utilities
951
+ 5.83%
$69.77 - $77.54 $66.4K - $73.7K
17.3K $1.3M
HUMA
Humacyte, Inc.

Healthcare
106K
+ 103.6%
$1.41 - $2.73 $149K - $289K
208K $361K
CVS
Cvs Health Corp

Healthcare
1.55K
+ 35.0%
$58.75 - $76.5 $90.8K - $118K
5.96K $449K
BST
Black Rock Science & Technology Trust

Financial Services
2.22K
+ 15.1%
$38.01 - $41.55 $84.3K - $92.2K
16.9K $699K
FIW
First Trust Water ETF

ETFs
1.09K
+ 33.26%
$107.54 - $115.08 $117K - $126K
4.37K $491K
Activity Summary
Buys All Purchases 115 New Holdings 25 Increased Positions 90 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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