Wealth Effects LLC Portfolio Holdings
Wealth Effects LLC
- $269 Million
- Q1 2024
Wealth Effects LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $269 Million distributed in 217 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Avadel Pharmaceuticals PLC with a value of $38.2M, Nvidia Corp with a value of $20M, Apple Inc. with a value of $15.3M, Amazon Com Inc with a value of $11M, and Microsoft Corp with a value of $8.53M.
Examining the 13F form we can see an increase of $4.5M in the current position value, from $265M to 269M.
Below you can find more details about Wealth Effects LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 217
- Current Value $269 Million
- Prior Value $265 Million
- Filing
- Period Q1 2024
- Filing Date April 22, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 14 stocks
- Additional Purchases 56 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks