WEALTH EFFECTS LLC
CIK
1907254
City
BOSTON
State / Country
MA
Top Portfolio Positions
169 positions ·
$226,697,312 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
157,043 | $27,388,299 | 12.08% | |
| AAPL |
Apple Inc.
Technology
|
80,557 | $20,444,561 | 9.02% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,605 | $13,247,013 | 5.84% | |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
143,300 | $8,984,910 | 3.96% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,700 | $8,736,552 | 3.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,150 | $8,382,374 | 3.70% | |
| MU |
Micron Technology Inc
Technology
|
20,818 | $7,033,153 | 3.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
11,167 | $6,388,975 | 2.82% | |
| MSFT |
Microsoft Corp
Technology
|
16,922 | $6,264,016 | 2.76% | |
| AVGO |
Broadcom Inc.
Technology
|
14,456 | $4,474,276 | 1.97% |
Portfolio Trend
18 quarters · across all stocks
Holdings in EXG
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,437 | 47,972 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $458,078 | 48,067 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $469,259 | 51,567 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $451,211 | 51,567 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $425,306 | 52,249 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $426,743 | 52,233 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $455,332 | 52,217 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $446,599 | 52,852 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $442,027 | 54,170 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $415,776 | 53,857 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $423,878 | 57,514 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $456,999 | 57,702 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $462,008 | 59,156 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $446,529 | 59,143 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $467,849 | 64,531 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $515,135 | 66,814 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $651,133 | 67,058 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $726,061 | 68,047 | Shares | Sole | 2022-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||