Wealth Effects LLC Portfolio Holdings
Wealth Effects LLC
- $255 Million
- Q4 2024
Wealth Effects LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $255 Million distributed in 212 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.2M, Apple Inc. with a value of $22M, Amazon Com Inc with a value of $13.3M, Vanguard Total Stock Market Et with a value of $8.43M, and Microsoft Corp with a value of $7.98M.
Examining the 13F form we can see an increase of $322K in the current position value, from $255M 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: $88.6 Million
ETFs: $50.3 Million
Financial Services: $27.5 Million
Consumer Cyclical: $19.4 Million
Healthcare: $18.5 Million
Communication Services: $17.8 Million
Industrials: $14.7 Million
Consumer Defensive: $7.34 Million
Other: $10.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 212
- Current Value $255 Million
- Prior Value $255 Million
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 13 stocks
- Additional Purchases 69 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks