Wealth Effects LLC Incresed Positions 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
ORCL
Oracle Corp

Technology
1.46K
+ 33.81%
$218.96 - $328.33 $319K - $478K
5.76K $1.62M
BX
Blackstone Inc.

Financial Services
704
+ 2.97%
$152.77 - $188.68 $108K - $133K
24.4K $4.17M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 3.78%
$211.65 - $238.24 $479K - $539K
62.1K $13.6M
UNH
Unitedhealth Group Inc

Healthcare
589
+ 12.56%
$237.77 - $353.61 $140K - $208K
5.28K $1.82M
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
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
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
290
+ 5.81%
$459.11 - $506.91 $133K - $147K
5.29K $2.66M
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
NEE
Nextera Energy Inc

Utilities
951
+ 5.83%
$69.77 - $77.54 $66.4K - $73.7K
17.3K $1.3M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1K
+ 20.44%
$100.4 - $119.58 $101K - $120K
5.9K $654K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 2.41%
$546.99 - $602.2 $35.6K - $39.1K
2.77K $1.66M
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
FBT
First Trust Nyse Arca Biotechn

ETFs
400
+ 17.51%
$159.46 - $180.52 $63.8K - $72.2K
2.69K $481K
ALT
Altimmune, Inc.

Healthcare
28.1K
+ 88.5%
$3.38 - $4.76 $95K - $134K
59.9K $225K
VGT
Vanguard Information Technolog

ETFs
20
+ 1.89%
$656.44 - $753.15 $13.1K - $15.1K
1.08K $803K
WY
Weyerhaeuser CO

Real Estate
4.5K
+ 32.14%
$24.1 - $26.83 $108K - $121K
18.5K $458K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$357.4 - $423.42 $715 - $847
2.52K $1.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.25K
+ 36.11%
$70.85 - $76.96 $88.2K - $95.8K
4.69K $356K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.03%
$49.0 - $61.97 $147 - $186
11.7K $662K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
218
+ 5.04%
$68.94 - $86.3 $15K - $18.8K
4.54K $392K
SUB
Ishares Short Term National Mu

ETFs
806
+ 33.07%
$106.17 - $107.3 $85.6K - $86.5K
3.24K $346K
BA
Boeing CO

Industrials
94
+ 0.92%
$209.79 - $237.38 $19.7K - $22.3K
10.3K $2.23M
IBM
International Business Machines Corp

Technology
865
+ 6.82%
$234.77 - $292.47 $203K - $253K
13.5K $3.82M
THW
Tekla World Healthcare Fund

Financial Services
1.4K
+ 4.88%
$10.16 - $12.6 $14.2K - $17.6K
30.1K $379K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
549
+ 5.62%
$47.75 - $54.24 $26.2K - $29.8K
10.3K $553K
WMT
Walmart Inc.

Consumer Defensive
236
+ 2.1%
$94.4 - $104.27 $22.3K - $24.6K
11.5K $1.18M
GLD
Spdr Gold Trust

ETFs
32
+ 2.32%
$300.96 - $355.47 $9.63K - $11.4K
1.41K $501K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.5K
+ 11.18%
$10.68 - $11.59 $37.4K - $40.6K
34.8K $403K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.27K
+ 5.18%
$15.5 - $16.01 $35.2K - $36.3K
46.1K $732K
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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