Wealth Effects LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $255 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $24.3M, Apple Inc. with a value of $21.1M, Amazon Com Inc with a value of $11.4M, Microsoft Corp with a value of $8.44M, and Vanguard Total Stock Market Et with a value of $8.24M.
Examining the 13F form we can see an increase of $12M in the current position value, from $243M to 255M.
Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.
Portfolio value
$255 Million
Technology: $85.6 Million
ETFs: $49.9 Million
Financial Services: $26.6 Million
Healthcare: $22.5 Million
Communication Services: $17.5 Million
Consumer Cyclical: $17 Million
Industrials: $16 Million
Consumer Defensive: $8.5 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
