WEALTH EFFECTS LLC
Top Portfolio Positions
168 positions ·
$224,152,760 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 THW
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,908 | 40,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $387,234 | 30,300 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $379,260 | 30,100 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $294,462 | 28,700 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $322,840 | 28,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $290,664 | 26,400 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $380,849 | 28,700 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $815,373 | 62,100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $879,133 | 66,450 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $773,137 | 66,250 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $731,328 | 62,400 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $771,801 | 55,050 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $721,350 | 52,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $616,032 | 42,050 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $578,700 | 45,000 | Shares | Sole | 2022-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||