Wealth Effects LLC New Holdings in Q3 2024

Wealth Effects LLC

$255 Million
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
IRDM Iridium Communications Inc. Communication Services	17.5K New	$25.17 - $31.03 $440K - $543K	17.5K $532K
VST Vistra Corp. Utilities	3.7K New	$69.0 - $119.06 $255K - $441K	3.7K $438K
CEG Constellation Energy Corp Utilities	1.63K New	$167.08 - $262.86 $273K - $429K	1.63K $424K
DELL Dell Technologies Inc. Technology	3.11K New	$87.89 - $145.97 $273K - $453K	3.11K $368K
HUMA Humacyte, Inc. Healthcare	64.2K New	$5.11 - $9.46 $328K - $607K	64.2K $349K
FCG First Tr Exchange Traded Fd ETFs	10.7K New	$23.05 - $27.24 $247K - $292K	10.7K $254K
VCIT Vanguard Intermediate Term Cor ETFs	2.9K New	$79.29 - $84.02 $230K - $243K	2.9K $242K
ASML Asml Holding Nv Technology	287 New	$749.82 - $1098.95 $215K - $315K	287 $239K
FNF Fidelity National Financial, Inc. Financial Services	3.85K New	$48.08 - $62.04 $185K - $239K	3.85K $238K
UBER Uber Technologies, Inc Technology	2.93K New	$58.48 - $77.47 $171K - $227K	2.93K $219K
SDY Spdr Series Tr Spdr S&P Divide ETFs	1.51K New	$125.95 - $142.04 $190K - $214K	1.51K $214K
CSM Proshares Large Cap Core Plus ETFs	3.2K New	$58.62 - $65.37 $188K - $209K	3.2K $209K
CSCO Cisco Systems, Inc. Technology	3.91K New	$44.74 - $53.22 $175K - $208K	3.91K $207K
TD Toronto Dominion Bank Financial Services	3.26K New	$54.54 - $64.56 $178K - $210K	3.26K $206K
SHOP Shopify Inc. Technology	2.58K New	$52.26 - $80.75 $135K - $208K	2.58K $206K
FXH First Tr Exchange Trd Fd Healt ETFs	1.84K New	$103.09 - $113.83 $190K - $209K	1.84K $205K
SKYY First Trust Cloud Computing Et ETFs	2.01K New	$86.45 - $102.48 $174K - $206K	2.01K $205K
NCZ Virtus Allianz Gi Convertible & Income Fund Ii Financial Services	14.2K New	$2.83 - $3.11 $40.2K - $44.2K	14.2K $44K

Activity Summary All Purchases 96 New Holdings 18 Increased Positions 78 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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