Wealth Effects LLC Portfolio Holdings
Wealth Effects LLC
- $243 Million
- Q2 2024
Wealth Effects LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $243 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.1M, Apple Inc. with a value of $19.4M, Amazon Com Inc with a value of $11.7M, Microsoft Corp with a value of $8.91M, and Vanguard Total Stock Market Et with a value of $7.04M.
Examining the 13F form we can see an decrease of $26.9M in the current position value, from $269M to 243M.
Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.