WEALTH EFFECTS LLC
CIK: 0001907254SEC EDGAR →
Portfolio Value
$319.7M
Holdings
218
As of
Q4 2025
New Positions
216
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AVADEL PHARMACEUTICALS PLC | 1,891,917 | $40.8M | 12.75% |
| 2 | NVIDIA CORPORATION | 158,479 | $29.6M | 9.24% |
| 3 | APPLE INC | 81,874 | $22.3M | 6.96% |
| 4 | AMAZON COM INC | 61,947 | $14.3M | 4.47% |
| 5 | JPMORGAN CHASE & CO. | 29,572 | $9.5M | 2.98% |
| 6 | ARROWHEAD PHARMACEUTICALS IN | 143,300 | $9.5M | 2.98% |
| 7 | VANGUARD INDEX FDS | 27,464 | $9.2M | 2.88% |
| 8 | ALPHABET INC | 29,066 | $9.1M | 2.85% |
| 9 | MICROSOFT CORP | 16,525 | $8.0M | 2.50% |
| 10 | META PLATFORMS INC | 11,005 | $7.3M | 2.27% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (218)
$40.8M · 1.9M shares
$29.6M · 158K shares
$22.3M · 82K shares
$14.3M · 62K shares
$9.5M · 30K shares
$9.5M · 143K shares
$9.2M · 27K shares
$9.1M · 29K shares
$8.0M · 17K shares
$7.3M · 11K shares
$5.5M · 19K shares
$4.9M · 14K shares
$3.7M · 24K shares
$3.5M · 12K shares
$3.3M · 7K shares
$2.9M · 4K shares
$2.8M · 77K shares
$2.7M · 5K shares
$2.7M · 5K shares
$2.5M · 4K shares
$2.5M · 11K shares
$2.5M · 35K shares
$2.3M · 15K shares
$2.3M · 10K shares
$2.2M · 3K shares
$2.2M · 15K shares
$2.2M · 45K shares
$2.1M · 7K shares
$2.0M · 34K shares
$1.9M · 109K shares
$1.8M · 32K shares
$1.8M · 72K shares
$1.8M · 23K shares
$1.7M · 3K shares
$1.7M · 3K shares
$1.7M · 5K shares
$1.5M · 23K shares
$1.5M · 12K shares
$1.4M · 36K shares
$1.4M · 12K shares
$1.4M · 185K shares
$1.4M · 7K shares
$1.3M · 12K shares
$1.3M · 121K shares
$1.3M · 6K shares
$1.2M · 8K shares
$1.2M · 32K shares
$1.2M · 18K shares
$1.1M · 21K shares
$1.1M · 3K shares
$1.1M · 7K shares
$1.1M · 62K shares
$1.1M · 29K shares
$1.1M · 38K shares
$1.1M · 2K shares
$1.1M · 13K shares
$1.0M · 10K shares
$1.0M · 5K shares
$943K · 17K shares
$939K · 3K shares
$932K · 6K shares
$900K · 5K shares
$899K · 3K shares
$878K · 818 shares
$865K · 3K shares
$852K · 5K shares
$845K · 16K shares
$832K · 22K shares
$811K · 1K shares
$806K · 10K shares
$776K · 6K shares
$771K · 17K shares
$759K · 4K shares
$745K · 864 shares
$742K · 6K shares
$742K · 6K shares
$740K · 1K shares
$731K · 59K shares
$730K · 2K shares
$720K · 20K shares
$716K · 10K shares
$716K · 6K shares
$698K · 31K shares
$696K · 3K shares
$695K · 45K shares
$686K · 17K shares
$680K · 9K shares
$671K · 8K shares
$667K · 9K shares
$644K · 61K shares
$627K · 3K shares
$619K · 13K shares
$606K · 2K shares
$598K · 2K shares
$597K · 6K shares
$594K · 8K shares
$590K · 671 shares
$587K · 8K shares
$584K · 1K shares
$581K · 23K shares
$562K · 38K shares
$553K · 4K shares
$544K · 14K shares
$543K · 17K shares
$533K · 3K shares
$527K · 2K shares
$524K · 37K shares
$510K · 5K shares
$509K · 253 shares
$485K · 41K shares
$485K · 8K shares
$481K · 3K shares
$474K · 4K shares
$470K · 6K shares
$469K · 9K shares
$465K · 5K shares
$458K · 48K shares
$457K · 6K shares
$434K · 13K shares
$431K · 20K shares
$426K · 2K shares
$414K · 18K shares
$412K · 385 shares
$411K · 384 shares
$403K · 112K shares
$398K · 46K shares
$396K · 2K shares
$395K · 31K shares
$391K · 4K shares
$387K · 30K shares
$376K · 9K shares
$374K · 8K shares
$372K · 2K shares
$371K · 14K shares
$362K · 6K shares
$359K · 2K shares
$357K · 1K shares
$357K · 12K shares
$349K · 3K shares
$343K · 11K shares
$341K · 9K shares
$333K · 5K shares
$331K · 4K shares
$326K · 36K shares
$325K · 1K shares
$324K · 6K shares
$313K · 3K shares
$310K · 7K shares
$306K · 3K shares
$306K · 3K shares
$305K · 4K shares
$304K · 2K shares
$298K · 4K shares
$293K · 4K shares
$292K · 3K shares
$292K · 1K shares
$287K · 7K shares
$286K · 15K shares
$286K · 2K shares
$283K · 14K shares
$278K · 6K shares
$273K · 2K shares
$269K · 723 shares
$266K · 10K shares
$266K · 7K shares
$265K · 4K shares
$261K · 2K shares
$260K · 538 shares
$260K · 511 shares
$260K · 2K shares
$259K · 11K shares
$255K · 3K shares
$255K · 448 shares
$255K · 8K shares
$253K · 1K shares
$252K · 3K shares
$250K · 3K shares
$249K · 650 shares
$245K · 3K shares
$244K · 2K shares
$239K · 1K shares
$237K · 2K shares
$231K · 2K shares
$230K · 21K shares
$228K · 748 shares
$227K · 14K shares
$224K · 11K shares
$223K · 5K shares
$222K · 3K shares
$216K · 3K shares
$214K · 1K shares
$213K · 3K shares
$212K · 1K shares
$210K · 9K shares
$210K · 2K shares
$209K · 2K shares
$207K · 1K shares
$205K · 20K shares
$204K · 10K shares
$204K · 168 shares
$203K · 15K shares
$199K · 19K shares
$184K · 93K shares
$173K · 10K shares
$172K · 11K shares
$165K · 93K shares
$158K · 69K shares
$158K · 10K shares
$153K · 48K shares
$147K · 153K shares
$133K · 15K shares
$93K · 25K shares
$71K · 20K shares
$68K · 25K shares
$57K · 92K shares
$25K · 16K shares
$23K · 32K shares
$19K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 40 | $93.8M | 29.3% |
| Financial Services | 80 | $74.1M | 23.2% |
| Healthcare | 27 | $65.3M | 20.4% |
| Consumer Cyclical | 8 | $20.3M | 6.3% |
| Communication Services | 7 | $20.1M | 6.3% |
| Industrials | 16 | $14.5M | 4.5% |
| Unknown | 17 | $13.2M | 4.1% |
| Energy | 7 | $6.9M | 2.2% |
| Consumer Defensive | 8 | $6.5M | 2.0% |
| Utilities | 5 | $4.0M | 1.3% |
| Real Estate | 2 | $718K | 0.2% |
| Basic Materials | 1 | $259K | 0.1% |