CIK 1907254
WEALTH EFFECTS LLC
Institutional 13F holdings & portfolio
Holdings
218
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVDL | AVADEL PHARMACEUTICALS PLC | 1.9M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 158K | $1M+ | SH |
| AAPL | APPLE INC | 82K | $1M+ | SH |
| AMZN | AMAZON COM INC | 62K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 30K | $1M+ | SH |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 143K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| GOOGL | ALPHABET INC | 29K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 17K | $1M+ | SH |
| META | META PLATFORMS INC | 11K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 19K | $1M+ | SH |
| AVGO | BROADCOM INC | 14K | $1M+ | SH |
| BX | BLACKSTONE INC | 24K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 12K | $1M+ | SH |
| TSLA | TESLA INC | 7K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| UTG | REAVES UTIL INCOME FD | 77K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| BA | BOEING CO | 11K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 35K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 15K | $1M+ | SH |
| ABBV | ABBVIE INC | 10K | $1M+ | SH |
| URI | UNITED RENTALS INC | 3K | $1M+ | SH |
| ITOT | ISHARES TR | 15K | $1M+ | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 45K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 34K | $1M+ | SH |
| KVUE | KENVUE INC | 109K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| PFE | PFIZER INC | 72K | $1M+ | SH |
| ESTC | ELASTIC N V | 23K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| IJH | ISHARES TR | 23K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 36K | $1M+ | SH |
| C | CITIGROUP INC | 12K | $1M+ | SH |
| ENVX | ENOVIX CORPORATION | 185K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| WMT | WALMART INC | 12K | $1M+ | SH |
| LPTH | LIGHTPATH TECHNOLOGIES INC | 121K | $1M+ | SH |
| IVE | ISHARES TR | 6K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 32K | $1M+ | SH |
| SLV | ISHARES SILVER TR | 18K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 21K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |