Wealth Effects LLC Incresed Positions in Q1 2025

Wealth Effects LLC

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
840
+ 176.84%
$828.4 - $1058.6 $696K - $889K
1.32K $1.23M
DVN
Devon Energy Corp

Energy
5.88K
+ 19.31%
$33.15 - $38.55 $195K - $226K
36.3K $1.36M
C
Citigroup Inc

Financial Services
4.65K
+ 51.96%
$67.23 - $84.63 $313K - $394K
13.6K $965K
BMY
Bristol Myers Squibb CO

Healthcare
2.92K
+ 19.69%
$53.9 - $63.11 $158K - $185K
17.8K $1.08M
NEE
Nextera Energy Inc

Utilities
2.63K
+ 20.04%
$66.96 - $76.16 $176K - $201K
15.8K $1.12M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.06K
+ 52.75%
$79.17 - $82.04 $163K - $169K
5.97K $487K
GLD
Spdr Gold Trust

ETFs
200
+ 9.06%
$243.19 - $288.14 $48.6K - $57.6K
2.41K $693K
PFE
Pfizer Inc

Healthcare
8.07K
+ 14.04%
$25.01 - $27.13 $202K - $219K
65.6K $1.66M
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
10K
+ 88.98%
$11.01 - $11.72 $110K - $118K
21.3K $239K
META
Meta Platforms, Inc.

Communication Services
468
+ 4.01%
$576.36 - $736.67 $270K - $345K
12.2K $7M
SLV
I Shares Silver Trust

ETFs
1.7K
+ 15.76%
$26.93 - $31.32 $45.8K - $53.2K
12.5K $387K
LPTH
Lightpath Technologies Inc

Technology
82K
+ 176.34%
$1.99 - $4.24 $163K - $348K
129K $258K
VRT
Vertiv Holdings CO

Industrials
1.1K
+ 15.6%
N/A
8.15K $706K
LNG
Cheniere Energy, Inc.

Energy
1
+ 0.02%
$209.32 - $253.66 $209 - $254
4.79K $1.11M
UTG
Reaves Utility Income Fund

Financial Services
132
+ 0.19%
$31.08 - $34.42 $4.1K - $4.54K
69.6K $2.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
370
+ 9.25%
$126.11 - $135.06 $46.7K - $50K
4.37K $563K
THW
Tekla World Healthcare Fund

Financial Services
1.6K
+ 6.06%
$11.09 - $12.2 $17.7K - $19.5K
28K $322K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.08%
$232.43 - $265.13 $232 - $265
1.23K $325K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 17.6%
$524.81 - $672.19 $37.8K - $48.4K
481 $262K
FCG
First Tr Exchange Traded Fd

ETFs
650
+ 3.61%
$22.37 - $27.09 $14.5K - $17.6K
18.7K $463K
CHD
Church & Dwight CO Inc

Consumer Defensive
2
+ 0.06%
$101.42 - $113.2 $203 - $226
3.2K $352K
BND
Vanguard Bd Index Fd Inc Total

ETFs
32
+ 0.36%
$71.17 - $73.66 $2.28K - $2.36K
8.94K $656K
OGN
Organon & Co.

Healthcare
526
+ 0.9%
$14.29 - $16.41 $7.52K - $8.63K
59.1K $880K
Qxo Inc
4K
+ 33.33%
N/A
16K $0
Avadel Pharmaceuticals PLC
25K
+ 1.07%
N/A
2.37M $0
Perspective Therapeutics Inc
1K
+ 2.63%
N/A
39K $0
Fidelity Wise Origin Bitcoin
2.07K
+ 73.53%
N/A
4.89K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
12
+ 0.77%
$156.61 - $168.02 $1.88K - $2.02K
1.57K $251K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
16
+ 0.03%
$8.11 - $8.58 $130 - $137
52.2K $425K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.05K
+ 11.65%
$39.97 - $48.7 $42K - $51.1K
10.1K $402K
CEG
Constellation Energy Corp

Utilities
150
+ 7.83%
$201.63 - $347.44 $30.2K - $52.1K
2.07K $416K
BAC
Bank Of America Corp

Financial Services
796
+ 3.66%
$39.61 - $47.74 $31.5K - $38K
22.5K $940K
CRM
Salesforce, Inc.

Technology
125
+ 13.44%
$268.36 - $359.95 $33.5K - $45K
1.06K $283K
VST
Vistra Corp.

Utilities
601
+ 11.94%
$108.49 - $191.89 $65.2K - $115K
5.64K $661K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
92
+ 2.83%
$507.05 - $563.67 $46.6K - $51.9K
3.35K $1.72M
BA
Boeing CO

Industrials
160
+ 1.69%
$148.15 - $186.25 $23.7K - $29.8K
9.62K $1.64M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4
+ 0.07%
$95.53 - $112.45 $382 - $450
5.83K $564K
BST
Black Rock Science & Technology Trust

Financial Services
62
+ 0.36%
$32.99 - $38.94 $2.05K - $2.41K
17.2K $566K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
41
+ 0.18%
$21.0 - $24.67 $861 - $1.01K
22.4K $473K
VGT
Vanguard Information Technolog

ETFs
29
+ 2.82%
$542.38 - $646.34 $15.7K - $18.7K
1.06K $572K
MRK
Merck & Co., Inc.

Healthcare
50
+ 0.47%
$83.01 - $101.02 $4.15K - $5.05K
10.8K $968K
IVV
Ishares Core S&P 500 ETF

ETFs
27
+ 0.61%
$554.06 - $615.85 $15K - $16.6K
4.46K $2.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17
+ 0.63%
$468.34 - $539.52 $7.96K - $9.17K
2.72K $1.28M
GNRC
Generac Holdings Inc.

Industrials
415
+ 5.62%
$126.65 - $164.06 $52.6K - $68.1K
7.8K $987K
VUG
Vanguard Growth ETF

ETFs
39
+ 0.65%
$369.1 - $427.61 $14.4K - $16.7K
6K $2.22M
URI
United Rentals, Inc.

Industrials
55
+ 1.53%
$594.17 - $789.56 $32.7K - $43.4K
3.64K $2.28M
GLBE
Global E Online Ltd.

Consumer Cyclical
100
+ 0.66%
$35.65 - $62.84 $3.57K - $6.28K
15.3K $546K
DDOG
Datadog, Inc.

Technology
42
+ 0.42%
$98.68 - $151.89 $4.14K - $6.38K
10.2K $1.01M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
14.7K
+ 9.41%
$12.74 - $21.53 $187K - $316K
171K $2.17M
Activity Summary
Buys All Purchases 62 New Holdings 10 Increased Positions 52 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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