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 51–100 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VRT | VERTIV HOLDINGS CO | 7K | $1M+ | SH |
| QYLD | GLOBAL X FDS | 62K | $1M+ | SH |
| TTD | THE TRADE DESK INC | 29K | $1M+ | SH |
| FYEE | FIDELITY GREENWOOD STREET TR | 38K | $1M+ | SH |
| GEV | GE VERNOVA INC | 2K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 5K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 17K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| VST | VISTRA CORP | 6K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| AMGN | AMGEN INC | 3K | $500K+ | SH |
| LLY | ELI LILLY & CO | 818 | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 16K | $500K+ | SH |
| ITAN | EA SERIES TRUST | 22K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 10K | $500K+ | SH |
| GNRC | GENERAC HLDGS INC | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 17K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 864 | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $500K+ | SH |
| JMIA | JUMIA TECHNOLOGIES AG | 59K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| INTC | INTEL CORP | 20K | $500K+ | SH |
| DAL | DELTA AIR LINES INC DEL | 10K | $500K+ | SH |
| STT | STATE STR CORP | 6K | $500K+ | SH |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | 31K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 45K | $500K+ | SH |
| BST | BLACKROCK SCIENCE & TECHNOLO | 17K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 9K | $500K+ | SH |
| IXUS | ISHARES TR | 8K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| PBI | PITNEY BOWES INC | 61K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| MODL | VICTORY PORTFOLIOS II | 13K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| CLS | CELESTICA INC | 2K | $500K+ | SH |
| XHB | SPDR SERIES TRUST | 6K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 8K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 671 | $500K+ | SH |
| DGRO | ISHARES TR | 8K | $500K+ | SH |
| GLD | SPDR GOLD TR | 1K | $500K+ | SH |
| T | AT&T INC | 23K | $500K+ | SH |