Wealth Effects LLC Sells in Q2 2025

Wealth Effects LLC

  • $241 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-193
- 2.16%
$72.02 - $73.82 $13.9K - $14.2K
8.75K $644K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-174
- 1.69%
$77.94 - $79.5 $13.6K - $13.8K
10.1K $804K
RTX
Raytheon Technologies Corp

Industrials
-540
- 10.29%
$113.75 - $148.48 $61.4K - $80.2K
4.71K $687K
S
Sentinel One, Inc.

Technology
-800
- 1.3%
$16.17 - $20.34 $12.9K - $16.3K
61K $1.11M
EMLP
First Tr Exchange Traded Iv

ETFs
-196
- 1.34%
$33.62 - $37.89 $6.59K - $7.43K
14.4K $539K
VIG
Vanguard Dividend Appreciation

ETFs
-30
- 1.99%
N/A
1.48K $269K
BST
Black Rock Science & Technology Trust

Financial Services
-2.48K
- 14.42%
$29.62 - $38.3 $73.3K - $94.8K
14.7K $560K
FYX
First Tr Small Cap Core Alphad

ETFs
-250
- 8.45%
$79.22 - $97.28 $19.8K - $24.3K
2.71K $263K
TJX
Tjx Companies Inc

Consumer Cyclical
-49
- 2.05%
$119.13 - $135.03 $5.84K - $6.62K
2.34K $288K
GNRC
Generac Holdings Inc.

Industrials
-914
- 11.72%
$101.92 - $143.21 $93.2K - $131K
6.89K $986K
Qxo Inc
-3K
- 18.75%
N/A
13K $0
MODL
Victory Portfolios Ii Victorys
-100
- 0.76%
N/A
13K $0
Perspective Therapeutics Inc
-15K
- 38.46%
N/A
24K $0
Ishares Bitcoin Trust ETF
-630
- 8.96%
N/A
6.4K $0
AMT
American Tower Corp

Real Estate
-10
- 0.43%
$203.96 - $228.19 $2.04K - $2.28K
2.3K $507K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-921
- 5.16%
$8.65 - $10.52 $7.97K - $9.69K
16.9K $178K
EDOW
First Tr Exchange Traded Fd

ETFs
-129
- 1.82%
$32.19 - $38.33 $4.15K - $4.94K
6.96K $266K
SHOP
Shopify Inc.

Technology
-250
- 11.49%
$76.89 - $115.35 $19.2K - $28.8K
1.93K $222K
CSX
Csx Corp

Industrials
-300
- 3.91%
$26.69 - $32.91 $8.01K - $9.87K
7.37K $240K
DGRO
Ishares Core Dividend Growth E

ETFs
-10
- 0.12%
$55.22 - $63.94 $552 - $639
8.52K $544K
STKL
Sun Opta Inc.

Consumer Defensive
-100
- 0.5%
$3.71 - $6.44 $371 - $644
19.9K $115K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-549
- 6.66%
$55.54 - $69.09 $30.5K - $37.9K
7.7K $531K
STXS
Stereotaxis, Inc.

Healthcare
-3.5K
- 4.46%
$1.6 - $2.37 $5.6K - $8.3K
75.1K $159K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-235
- 0.63%
$11.53 - $13.87 $2.71K - $3.26K
37.2K $516K
GOOG
Alphabet Inc.

Communication Services
-475
- 9.35%
$146.58 - $180.01 $69.6K - $85.5K
4.61K $817K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-682
- 1.31%
$7.19 - $8.75 $4.9K - $5.97K
51.6K $451K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.14K
- 8.01%
$22.27 - $29.21 $25.4K - $33.3K
13.1K $382K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.67%
$908.13 - $1056.85 $4.54K - $5.28K
741 $733K
DIS
Walt Disney CO

Communication Services
-213
- 7.38%
$81.72 - $124.01 $17.4K - $26.4K
2.68K $331K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-647
- 2.06%
$45.88 - $54.4 $29.7K - $35.2K
30.7K $1.67M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.08K
- 19.91%
$40.51 - $71.03 $43.5K - $76.4K
4.33K $304K
DELL
Dell Technologies Inc.

Technology
-350
- 11.69%
$71.63 - $125.98 $25.1K - $44.1K
2.65K $324K
LNG
Cheniere Energy, Inc.

Energy
-24
- 0.5%
$197.25 - $244.33 $4.73K - $5.86K
4.76K $1.16M
IXUS
Ishares Tr

ETFs
-67
- 0.84%
$62.37 - $77.63 $4.18K - $5.2K
7.92K $612K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-300
- 2.98%
$35.12 - $48.24 $10.5K - $14.5K
9.76K $470K
WMT
Walmart Inc.

Consumer Defensive
-411
- 3.53%
$81.79 - $99.98 $33.6K - $41.1K
11.2K $1.1M
MS
Morgan Stanley

Financial Services
-100
- 1.93%
$99.83 - $140.86 $9.98K - $14.1K
5.08K $714K
IVV
Ishares Core S&P 500 ETF

ETFs
-202
- 4.53%
$498.8 - $620.9 $101K - $125K
4.26K $2.64M
RDVY
First Trust Rising Dividend Ac

ETFs
-45
- 0.13%
$51.6 - $62.74 $2.32K - $2.82K
34.5K $2.16M
JMIA
Jumia Technologies Ag

Consumer Cyclical
-11.5K
- 11.32%
$1.73 - $4.02 $19.9K - $46.2K
90.1K $362K
ONDS
Ondas Holdings Inc.

Technology
-9.4K
- 4.66%
$0.75 - $1.92 $7.05K - $18K
193K $369K
BX
Blackstone Inc.

Financial Services
-538
- 2.22%
$120.07 - $151.11 $64.6K - $81.3K
23.7K $3.55M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-91
- 0.61%
$108.12 - $135.04 $9.84K - $12.3K
14.9K $2.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20
- 0.73%
$416.06 - $551.64 $8.32K - $11K
2.7K $1.49M
ORCL
Oracle Corp

Technology
-275
- 6.01%
$122.82 - $218.63 $33.8K - $60.1K
4.3K $940K
VUG
Vanguard Growth ETF

ETFs
-144
- 2.4%
$329.49 - $438.4 $47.4K - $63.1K
5.85K $2.57M
DDOG
Datadog, Inc.

Technology
-75
- 0.74%
$87.0 - $134.33 $6.53K - $10.1K
10.1K $1.35M
TSLA
Tesla, Inc.

Consumer Cyclical
-30
- 0.43%
$221.86 - $362.89 $6.66K - $10.9K
6.98K $2.22M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
-4.9K
- 2.87%
$9.99 - $16.97 $49K - $83.2K
166K $2.62M
Activity Summary
Buys All Purchases 69 New Holdings 14 Increased Positions 55 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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