Wealth Effects LLC Incresed Positions in Q4 2024

Wealth Effects LLC

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.44K
+ 11.0%
$159.67 - $250.0 $229K - $359K
14.5K $3.36M
ESTC
Elastic N.V.

Technology
5.83K
+ 25.38%
$75.01 - $116.22 $437K - $678K
28.8K $2.85M
DVN
Devon Energy Corp

Energy
19.8K
+ 185.13%
$30.52 - $42.96 $603K - $849K
30.4K $996K
TTD
Trade Desk, Inc.

Technology
120
+ 0.21%
$108.7 - $139.51 $13K - $16.7K
58.1K $6.82M
ONDS
Ondas Holdings Inc.

Technology
39.4K
+ 23.38%
$0.67 - $2.79 $26.4K - $110K
208K $532K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.89K
+ 14.21%
$53.94 - $58.15 $264K - $284K
39.3K $2.22M
GLBE
Global E Online Ltd.

Consumer Cyclical
875
+ 6.1%
$35.95 - $57.07 $31.5K - $49.9K
15.2K $830K
HUMA
Humacyte, Inc.

Healthcare
57.2K
+ 89.1%
$3.46 - $5.81 $198K - $332K
121K $613K
VST
Vistra Corp.

Utilities
1.34K
+ 36.08%
$115.74 - $166.61 $155K - $222K
5.04K $694K
META
Meta Platforms, Inc.

Communication Services
38
+ 0.33%
$554.08 - $632.68 $21.1K - $24K
11.7K $6.89M
FCG
First Tr Exchange Traded Fd

ETFs
7.28K
+ 67.83%
$22.98 - $26.48 $167K - $193K
18K $443K
VUG
Vanguard Growth ETF

ETFs
10
+ 0.17%
$378.79 - $428.11 $3.79K - $4.28K
5.96K $2.45M
MU
Micron Technology Inc

Technology
5.04K
+ 35.12%
$84.16 - $113.41 $424K - $572K
19.4K $1.63M
XLF
Financial Sector Spdr

ETFs
2.31K
+ 26.81%
$44.89 - $51.34 $103K - $118K
10.9K $526K
QQQ
Invesco Qqq Trust, Series 1

ETFs
80
+ 3.05%
$481.22 - $538.17 $38.5K - $43.1K
2.71K $1.38M
FSLY
Fastly, Inc.

Technology
5K
+ 21.14%
$6.33 - $11.34 $31.7K - $56.7K
28.7K $270K
NFLX
Netflix Inc

Communication Services
5
+ 1.06%
$687.65 - $936.56 $3.44K - $4.68K
475 $423K
DIS
Walt Disney CO

Communication Services
190
+ 4.98%
$92.39 - $117.6 $17.6K - $22.3K
4K $445K
C
Citigroup Inc

Financial Services
100
+ 1.13%
$61.31 - $72.5 $6.13K - $7.25K
8.95K $629K
CRM
Salesforce, Inc.

Technology
65
+ 7.51%
$270.87 - $367.87 $17.6K - $23.9K
930 $310K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.01K
+ 34.86%
$80.13 - $83.77 $80.9K - $84.6K
3.91K $313K
ASML
Asml Holding Nv

Technology
148
+ 51.57%
$658.43 - $872.27 $97.4K - $129K
435 $301K
IVV
Ishares Core S&P 500 ETF

ETFs
12
+ 0.27%
$570.51 - $610.59 $6.85K - $7.33K
4.43K $2.61M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.1K
+ 339.91%
$25.93 - $105.3 $287K - $1.17M
14.3K $399K
ET
Energy Transfer LP

Energy
300
+ 2.22%
$16.05 - $19.86 $4.82K - $5.96K
13.8K $270K
FSK
Fs Kkr Capital Corp

Financial Services
320
+ 1.36%
$19.71 - $22.22 $6.31K - $7.11K
23.9K $518K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
39
+ 0.17%
$21.45 - $24.97 $837 - $974
22.4K $536K
ITOT
Ishares Core S&P Total U.S. St

ETFs
20
+ 0.13%
$124.26 - $134.12 $2.49K - $2.68K
15.1K $1.94M
GLD
Spdr Gold Trust

ETFs
195
+ 9.69%
$236.59 - $257.5 $46.1K - $50.2K
2.21K $534K
FYC
First Trust Small Cap Growth A

ETFs
425
+ 12.21%
$72.19 - $84.64 $30.7K - $36K
3.91K $302K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
311
+ 3.57%
$42.05 - $48.31 $13.1K - $15K
9.01K $416K
ITA
Ishares Tr

ETFs
336
+ 18.45%
$144.31 - $157.31 $48.5K - $52.9K
2.16K $313K
STXS
Stereotaxis, Inc.

Healthcare
9K
+ 11.68%
$1.84 - $2.47 $16.6K - $22.2K
86.1K $196K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
1.34K
+ 2.51%
$14.38 - $15.35 $19.2K - $20.5K
54.6K $816K
VRT
Vertiv Holdings CO

Industrials
400
+ 6.02%
N/A
7.05K $610K
DELL
Dell Technologies Inc.

Technology
385
+ 12.4%
$111.96 - $144.21 $43.1K - $55.5K
3.49K $402K
MO
Altria Group, Inc.

Consumer Defensive
325
+ 2.63%
$49.06 - $57.74 $15.9K - $18.8K
12.7K $662K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
319
+ 4.8%
$113.92 - $127.38 $36.3K - $40.6K
6.97K $802K
AKBA
Akebia Therapeutics, Inc.

Healthcare
5K
+ 18.52%
$1.26 - $2.13 $6.3K - $10.7K
32K $59K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
625
+ 0.88%
$17.93 - $18.8 $11.2K - $11.8K
71.7K $1.31M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 98.67%
$181.96 - $405.9 $189K - $423K
2.1K $381K
CAT
Caterpillar Inc

Industrials
265
+ 9.83%
$360.37 - $416.88 $95.5K - $110K
2.96K $1.07M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1
+ 0.02%
$58.39 - $67.04 $58.4 - $67
4.45K $282K
XLP
Consumer Staples Sector Spdr

ETFs
192
+ 2.44%
N/A
8.07K $613K
RDVY
First Trust Rising Dividend Ac

ETFs
200
+ 0.58%
$58.65 - $64.37 $11.7K - $12.9K
34.8K $2.06M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
63
+ 0.35%
$11.34 - $12.27 $714 - $773
18.2K $217K
CEG
Constellation Energy Corp

Utilities
285
+ 17.47%
$224.28 - $285.52 $63.9K - $81.4K
1.92K $430K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.03%
$96.51 - $110.53 $96.5 - $111
2.96K $299K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
1.7K
+ 11.97%
$2.99 - $3.34 $5.08K - $5.68K
15.9K $49K
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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