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 151–200 of 218
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SHY | ISHARES TR | 4K | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| ACLS | AXCELIS TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| LQD | ISHARES TR | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| EDOW | FIRST TR EXCHANGE-TRADED FD | 7K | $100K–$500K | SH |
| QXO | QXO INC | 15K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| KEY | KEYCORP | 14K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 6K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| IWB | ISHARES TR | 723 | $100K–$500K | SH |
| CSX | CSX CORP | 7K | $100K–$500K | SH |
| BEAM | BEAM THERAPEUTICS INC | 10K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 4K | $100K–$500K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| CMI | CUMMINS INC | 511 | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 538 | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| DOW | DOW INC | 11K | $100K–$500K | SH |
| PFF | ISHARES TR | 8K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 448 | $100K–$500K | SH |
| CSM | PROSHARES TR | 3K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 650 | $100K–$500K | SH |
| FYC | FIRST TR EXCHANGE-TRADED ALP | 3K | $100K–$500K | SH |
| SUB | ISHARES TR | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| PCYO | PURE CYCLE CORP | 21K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 748 | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 14K | $100K–$500K | SH |
| RNP | COHEN & STEERS REIT & PFD & | 11K | $100K–$500K | SH |
| SSUS | STRATEGY SHS | 5K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | 3K | $100K–$500K | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| EOS | EATON VANCE ENHANCED EQUITY | 9K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 2K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| FSLY | FASTLY INC | 20K | $100K–$500K | SH |
| KLAC | KLA CORP | 168 | $100K–$500K | SH |
| KSS | KOHLS CORP | 10K | $100K–$500K | SH |