Wealth Effects LLC Portfolio Holdings
Wealth Effects LLC
- $218 Million
- Q1 2025
Wealth Effects LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $218 Million distributed in 198 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.7M, Apple Inc. with a value of $19.1M, Amazon Com Inc with a value of $11.2M, Vanguard Total Stock Market Et with a value of $7.98M, and Jpmorgan Chase & CO with a value of $7.18M.
Examining the 13F form we can see an decrease of $37.2M in the current position value, from $255M to 218M.
Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.
Portfolio value
$218 Million
Technology: $65.7 Million
ETFs: $46.7 Million
Financial Services: $26.7 Million
Healthcare: $18.2 Million
Communication Services: $16.1 Million
Consumer Cyclical: $16 Million
Industrials: $12.5 Million
Energy: $7.95 Million
Other: $7.83 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 198
- Current Value $218 Million
- Prior Value $255 Million
- Filing
- Period Q1 2025
- Filing Date April 23, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 10 stocks
- Additional Purchases 52 stocks
- Sold out of 0 stocks
- Reduced holdings in 104 stocks