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 101–150 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| S | SENTINELONE INC | 38K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 14K | $500K+ | SH |
| SBCF | SEACOAST BKG CORP FLA | 17K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| DHR | DANAHER CORPORATION | 2K | $500K+ | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 37K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $500K+ | SH |
| MELI | MERCADOLIBRE INC | 253 | $500K+ | SH |
| MO | ALTRIA GROUP INC | 8K | $100K–$500K | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 41K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 4K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 9K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 5K | $100K–$500K | SH |
| EXG | EATON VANCE TAX-MANAGED GLOB | 48K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| — | AVADEL PHARMACEUTICALS PLC | 20K | $100K–$500K | PRN (Call) |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $100K–$500K | SH |
| WY | WEYERHAEUSER CO MTN BE | 18K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 385 | $100K–$500K | SH |
| BLK | BLACKROCK INC | 384 | $100K–$500K | SH |
| ALT | ALTIMMUNE INC | 112K | $100K–$500K | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 46K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 2K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 31K | $100K–$500K | SH |
| SATS | ECHOSTAR CORP | 4K | $100K–$500K | SH |
| THW | ABRDN WORLD HEALTHCARE FUND | 30K | $100K–$500K | SH |
| GLP | GLOBAL PARTNERS LP | 9K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 8K | $100K–$500K | SH |
| PPLT | ABRDN PLATINUM ETF TRUST | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| TGTX | TG THERAPEUTICS INC | 12K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| HOOD | ROBINHOOD MKTS INC | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 11K | $100K–$500K | SH |
| ALAI | THE ALGER ETF TRUST | 9K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| AOA | ISHARES TR | 4K | $100K–$500K | SH |
| FTMA | PUTNAM ETF TRUST | 36K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 3K | $100K–$500K | SH |
| FXU | FIRST TR EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| TD | TORONTO DOMINION BK ONT | 3K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |