WEALTH EFFECTS LLC
CIK
1907254
City
BOSTON
State / Country
MA
Top Portfolio Positions
168 positions ·
$224,152,760 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
157,043 | $27,388,299 | 12.22% |
| AAPL |
Apple Inc.
Technology
|
80,557 | $20,444,561 | 9.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
63,605 | $13,247,013 | 5.91% |
| ARWR |
Arrowhead Pharmaceuticals, Inc.
Healthcare
|
143,300 | $8,984,910 | 4.01% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
29,700 | $8,736,552 | 3.90% |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,150 | $8,382,374 | 3.74% |
| MU |
Micron Technology Inc
Technology
|
20,818 | $7,033,153 | 3.14% |
| META |
Meta Platforms, Inc.
Communication Services
|
11,167 | $6,388,975 | 2.85% |
| MSFT |
Microsoft Corp
Technology
|
16,922 | $6,264,016 | 2.79% |
| AVGO |
Broadcom Inc.
Technology
|
14,456 | $4,474,276 | 2.00% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
18 of 18 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $477,771 | 41,294 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $485,448 | 40,794 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $403,262 | 34,794 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $342,669 | 31,294 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $239,557 | 21,294 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $124,736 | 11,268 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $136,680 | 11,268 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $276,708 | 24,294 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $230,506 | 19,820 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $309,142 | 27,094 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $284,311 | 28,094 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $257,959 | 23,094 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $264,426 | 23,094 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $239,045 | 21,594 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $235,903 | 20,094 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $265,039 | 20,094 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $237,897 | 17,820 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $282,625 | 17,820 | Shares | Sole | 2022-02-09 | |
| No quarters match your search. | ||||||