Wealth Effects LLC Reduced Holdings in Q1 2025

Wealth Effects LLC

  • $218 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INDI
Indie Semiconductor, Inc.

Technology
-1.05K
- 3.02%
$2.04 - $4.66 $2.14K - $4.89K
33.8K $68K
SHOP
Shopify Inc.

Technology
-400
- 15.53%
$90.59 - $129.31 $36.2K - $51.7K
2.18K $207K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-1K
- 4.44%
$25.31 - $30.02 $25.3K - $30K
21.5K $553K
HD
Home Depot, Inc.

Consumer Cyclical
-25
- 0.99%
$347.25 - $424.87 $8.68K - $10.6K
2.51K $918K
XLF
Financial Sector Spdr

ETFs
-1.6K
- 14.63%
$47.32 - $52.19 $75.5K - $83.2K
9.31K $463K
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 10.77%
$890.62 - $1076.86 $80.2K - $96.9K
746 $705K
VNQ
Vanguard Specialized Funds Van

ETFs
-794
- 11.41%
$85.55 - $94.34 $67.9K - $74.9K
6.17K $558K
MO
Altria Group, Inc.

Consumer Defensive
-2.65K
- 20.91%
$50.81 - $60.02 $135K - $159K
10K $601K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-876
- 7.84%
$77.7 - $78.94 $68.1K - $69.2K
10.3K $812K
STXS
Stereotaxis, Inc.

Healthcare
-7.5K
- 8.71%
$1.76 - $2.64 $13.2K - $19.8K
78.6K $138K
HON
Honeywell International Inc

Industrials
-172
- 11.89%
$202.75 - $226.52 $34.9K - $39K
1.28K $269K
XLP
Consumer Staples Sector Spdr

ETFs
-718
- 8.9%
N/A
7.35K $558K
TJX
Tjx Companies Inc

Consumer Cyclical
-450
- 15.86%
$112.81 - $126.16 $50.8K - $56.8K
2.39K $290K
VZ
Verizon Communications Inc

Communication Services
-5.38K
- 14.85%
$37.81 - $46.49 $204K - $250K
30.9K $1.4M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-329
- 1.81%
$9.59 - $11.83 $3.16K - $3.89K
17.9K $171K
AUTL
Autolus Therapeutics PLC

Healthcare
-6.5K
- 15.19%
$1.55 - $2.68 $10.1K - $17.4K
36.3K $56K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-100
- 0.7%
$24.91 - $29.02 $2.49K - $2.9K
14.2K $356K
RDVY
First Trust Rising Dividend Ac

ETFs
-298
- 0.86%
$57.22 - $63.39 $17.1K - $18.9K
34.5K $2.02M
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
-1.88K
- 15.55%
$12.7 - $13.72 $23.8K - $25.7K
10.2K $131K
ITA
Ishares Tr

ETFs
-300
- 13.91%
$144.84 - $159.5 $43.5K - $47.9K
1.86K $284K
LMT
Lockheed Martin Corp

Industrials
-6
- 0.99%
$423.19 - $506.29 $2.54K - $3.04K
601 $268K
CSX
Csx Corp

Industrials
-75
- 0.97%
$29.11 - $33.67 $2.18K - $2.53K
7.67K $225K
SCYX
Scynexis Inc

Healthcare
-4.5K
- 4.79%
$0.9 - $1.41 $4.05K - $6.35K
89.5K $85K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-500
- 4.81%
$48.31 - $49.23 $24.2K - $24.6K
9.9K $486K
EDOW
First Tr Exchange Traded Fd

ETFs
-499
- 6.58%
$35.58 - $38.24 $17.8K - $19.1K
7.09K $256K
XAIR
Beyond Air, Inc.

Healthcare
-1.7K
- 0.86%
$0.24 - $0.45 $408 - $765
195K $52K
ASML
Asml Holding Nv

Technology
-5
- 1.15%
$662.63 - $776.99 $3.31K - $3.88K
430 $284K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-169
- 2.56%
$39.91 - $43.97 $6.74K - $7.43K
6.43K $261K
GE
General Electric CO

Industrials
-450
- 19.79%
$168.59 - $212.13 $75.9K - $95.5K
1.82K $365K
PFF
Ishares Trust Ishares Pfd And

ETFs
-130
- 1.64%
$30.73 - $32.26 $3.99K - $4.19K
7.8K $239K
JNJ
Johnson & Johnson

Healthcare
-1.1K
- 13.13%
$142.06 - $167.7 $157K - $185K
7.3K $1.21M
IBM
International Business Machines Corp

Technology
-1.55K
- 11.71%
$217.4 - $264.74 $337K - $410K
11.7K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
-159
- 1.77%
$158.56 - $176.26 $25.2K - $28K
8.83K $1.5M
MODL
Victory Portfolios Ii Victorys
-300
- 2.23%
N/A
13.1K $0
Ishares Bitcoin Trust ETF
-500
- 6.64%
N/A
7.03K $0
XLE
Energy Sector Spdr

ETFs
-835
- 8.2%
$85.7 - $93.96 $71.6K - $78.5K
9.34K $873K
MA
Mastercard Inc

Financial Services
-10
- 1.93%
$504.67 - $576.31 $5.05K - $5.76K
508 $278K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-57
- 0.4%
$27.01 - $28.54 $1.54K - $1.63K
14.3K $398K
IXUS
Ishares Tr

ETFs
-316
- 3.8%
$65.06 - $72.31 $20.6K - $22.8K
7.99K $557K
TGTX
Tg Therapeutics, Inc.

Healthcare
-3K
- 20.69%
$27.67 - $42.99 $83K - $129K
11.5K $453K
CB
Chubb LTD

Financial Services
-41
- 3.23%
$257.71 - $301.99 $10.6K - $12.4K
1.23K $371K
EMLP
First Tr Exchange Traded Iv

ETFs
-130
- 0.88%
$35.79 - $38.28 $4.65K - $4.98K
14.6K $546K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-425
- 3.4%
$48.65 - $53.06 $20.7K - $22.6K
12.1K $627K
SLB
Schlumberger Limited

Energy
-50
- 0.53%
$38.4 - $43.74 $1.92K - $2.19K
9.35K $390K
XOM
Exxon Mobil Corp

Energy
-902
- 6.91%
$105.44 - $118.93 $95.1K - $107K
12.2K $1.45M
RTX
Raytheon Technologies Corp

Industrials
-275
- 4.98%
$114.1 - $135.66 $31.4K - $37.3K
5.25K $695K
CVS
Cvs Health Corp

Healthcare
-1.18K
- 19.12%
$44.22 - $68.64 $52.1K - $80.9K
4.99K $337K
V
Visa Inc.

Financial Services
-85
- 2.49%
$306.92 - $362.71 $26.1K - $30.8K
3.33K $1.17M
AMGN
Amgen Inc

Healthcare
-107
- 3.94%
$258.59 - $327.36 $27.7K - $35K
2.61K $813K
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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