Investor
WEALTH EFFECTS LLC
CIK 0001907254 · filed 2026-01-26 · SEC filing
13F book
$319.7M
Positions
217
Largest name
12.8%
Avadel Pharmaceuticals Plc
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Avadel Pharmaceuticals Plc | — | 1.89M | $40.8M | 12.8% | — | Held |
| Nvidia Corp | NVDA | 158.5K | $29.6M | 9.2% | — | Held |
| Apple Inc. | AAPL | 81.9K | $22.3M | 7.0% | — | Held |
| Amazon Com Inc | AMZN | 61.9K | $14.3M | 4.5% | — | Held |
| Jpmorgan Chase & Co. | — | 29.6K | $9.53M | 3.0% | — | Held |
| Arrowhead Pharmaceuticals In | — | 143.3K | $9.51M | 3.0% | — | Held |
| Vanguard Index Fds | — | 27.5K | $9.21M | 2.9% | — | Held |
| Alphabet Inc | — | 29.1K | $9.1M | 2.8% | — | Held |
| Microsoft Corp | MSFT | 16.5K | $7.99M | 2.5% | — | Held |
| Meta Platforms, Inc. | META | 11K | $7.26M | 2.3% | — | Held |
| Micron Technology Inc | MU | 19.4K | $5.53M | 1.7% | — | Held |
| Broadcom Inc. | AVGO | 14.2K | $4.9M | 1.5% | — | Held |
| Blackstone Inc. | BX | 24.1K | $3.71M | 1.2% | — | Held |
| International Business Machs | — | 11.9K | $3.52M | 1.1% | — | Held |
| Tesla, Inc. | TSLA | 7.36K | $3.31M | 1.0% | — | Held |
| Ishares Tr | — | 4.28K | $2.93M | 0.9% | — | Held |
| Reaves Util Income Fd | — | 77.1K | $2.82M | 0.9% | — | Held |
| Berkshire Hathaway Inc Del | — | 5.3K | $2.67M | 0.8% | — | Held |
| Vanguard Growth Etf | — | 5.45K | $2.66M | 0.8% | — | Held |
| Vanguard Index Fds | — | 3.98K | $2.5M | 0.8% | — | Held |
| Boeing Co | — | 11.4K | $2.47M | 0.8% | — | Held |
| First Tr Exchange Traded Fd | — | 35.4K | $2.46M | 0.8% | — | Held |
| Chevron Corp New | CVX | 15.3K | $2.34M | 0.7% | — | Held |
| AbbVie Inc. | ABBV | 10K | $2.29M | 0.7% | — | Held |
| United Rentals, Inc. | URI | 2.75K | $2.22M | 0.7% | — | Held |
| Ishares Tr | — | 14.8K | $2.19M | 0.7% | — | Held |
| Digitalocean Hldgs Inc | — | 45.3K | $2.18M | 0.7% | — | Held |
| Alphabet Inc | — | 6.81K | $2.14M | 0.7% | — | Held |
| J P Morgan Exchange Traded F | — | 33.6K | $1.95M | 0.6% | — | Held |
| Kenvue Inc. | KVUE | 109K | $1.88M | 0.6% | — | Held |
| J P Morgan Exchange Traded F | — | 31.6K | $1.81M | 0.6% | — | Held |
| Pfizer Inc | PFE | 72.1K | $1.8M | 0.6% | — | Held |
| Elastic N.V. | ESTC | 23.5K | $1.77M | 0.6% | — | Held |
| Caterpillar Inc | CAT | 3.03K | $1.74M | 0.5% | — | Held |
| Invesco Qqq Tr | — | 2.79K | $1.71M | 0.5% | — | Held |
| Unitedhealth Group Inc | UNH | 5.04K | $1.66M | 0.5% | — | Held |
| Ishares Tr | — | 22.6K | $1.49M | 0.5% | — | Held |
| Exxon Mobil Corp | — | 12.1K | $1.46M | 0.5% | — | Held |
| Verizon Communications Inc | VZ | 35.5K | $1.45M | 0.5% | — | Held |
| Citigroup Inc | — | 12K | $1.4M | 0.4% | — | Held |
| Enovix Corp | ENVX | 185.4K | $1.36M | 0.4% | — | Held |
| Johnson & Johnson | JNJ | 6.54K | $1.35M | 0.4% | — | Held |
| Walmart Inc. | WMT | 12K | $1.33M | 0.4% | — | Held |
| Lightpath Technologies Inc | LPTH | 120.5K | $1.3M | 0.4% | — | Held |
| Ishares Tr | — | 6.01K | $1.27M | 0.4% | — | Held |
| Procter And Gamble Co | PG | 8.29K | $1.19M | 0.4% | — | Held |
| Devon Energy Corp New | — | 32.1K | $1.18M | 0.4% | — | Held |
| Ishares Silver Tr | — | 18.2K | $1.17M | 0.4% | — | Held |
| Bank America Corp | — | 20.9K | $1.15M | 0.4% | — | Held |
| Visa Inc. | V | 3.2K | $1.12M | 0.4% | — | Held |
| Vertiv Holdings Co | VRT | 6.85K | $1.11M | 0.3% | — | Held |
| Global X Fds | — | 62K | $1.1M | 0.3% | — | Held |
| Trade Desk, Inc. | TTD | 28.9K | $1.1M | 0.3% | — | Held |
| Fidelity Greenwood Street Tr | — | 38K | $1.09M | 0.3% | — | Held |
| GE Vernova Inc. | GEV | 1.63K | $1.07M | 0.3% | — | Held |
| Nextera Energy Inc | — | 13.1K | $1.05M | 0.3% | — | Held |
| Merck & Co., Inc. | MRK | 9.81K | $1.03M | 0.3% | — | Held |
| Cheniere Energy, Inc. | LNG | 5.17K | $1.01M | 0.3% | — | Held |
| Fidelity Covington Trust | — | 17.2K | $943K | 0.3% | — | Held |
| Ge Aerospace | — | 3.05K | $939.8K | 0.3% | — | Held |
| Vistra Corp. | VST | 5.78K | $932.8K | 0.3% | — | Held |
| Morgan Stanley | — | 5.08K | $901K | 0.3% | — | Held |
| Amgen Inc | AMGN | 2.75K | $899.9K | 0.3% | — | Held |
| Eli Lilly & Co | LLY | 818 | $879K | 0.3% | — | Held |
| Home Depot, Inc. | HD | 2.52K | $865.9K | 0.3% | — | Held |
| RTX Corp | RTX | 4.65K | $852.3K | 0.3% | — | Held |
| Bristol-Myers Squibb Co | — | 15.7K | $845.5K | 0.3% | — | Held |
| Ea Series Trust | — | 22.5K | $832.3K | 0.3% | — | Held |
| Vanguard World Fd | — | 1.08K | $811.2K | 0.3% | — | Held |
| Vanguard Scottsdale Fds | — | 10.1K | $806.8K | 0.3% | — | Held |
| Generac Hldgs Inc | — | 5.69K | $776.5K | 0.2% | — | Held |
| Select Sector Spdr Tr | — | 17.3K | $771.5K | 0.2% | — | Held |
| Oracle Corp | — | 3.9K | $759.2K | 0.2% | — | Held |
| Costco Whsl Corp New | — | 864 | $745K | 0.2% | — | Held |
| Ishares Tr | — | 6.18K | $742.8K | 0.2% | — | Held |
| Abbott Labs | ABT | 5.92K | $742.2K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 1.09K | $740.6K | 0.2% | — | Held |
| Jumia Technologies Ag | JMIA | 58.6K | $731.4K | 0.2% | — | Held |
| Constellation Energy Corp | CEG | 2.07K | $730.3K | 0.2% | — | Held |
| Intel Corp | INTC | 19.5K | $720.7K | 0.2% | — | Held |
| Delta Air Lines Inc Del | DAL | 10.3K | $716.6K | 0.2% | — | Held |
| State Str Corp | — | 5.55K | $716.5K | 0.2% | — | Held |
| Blackrock Science & Technolo | — | 30.9K | $698.3K | 0.2% | — | Held |
| Applied Matls Inc | — | 2.71K | $696.4K | 0.2% | — | Held |
| Eaton Vance Tax-Managed Dive | — | 45.4K | $695.9K | 0.2% | — | Held |
| Blackrock Science & Technolo | — | 16.9K | $686.3K | 0.2% | — | Held |
| Fidelity Wise Origin Bitcoin | — | 8.93K | $680.4K | 0.2% | — | Held |
| Ishares Tr | — | 7.93K | $671.6K | 0.2% | — | Held |
| Vanguard Bd Index Fds | — | 9.01K | $667.1K | 0.2% | — | Held |
| Pitney Bowes Inc | — | 61K | $644.8K | 0.2% | — | Held |
| Advanced Micro Devices Inc | AMD | 2.93K | $627.3K | 0.2% | — | Held |
| Victory Portfolios Ii | — | 13K | $619.1K | 0.2% | — | Held |
| Ishares Tr | — | 1.57K | $607K | 0.2% | — | Held |
| Celestica Inc | CLS | 2.02K | $598.6K | 0.2% | — | Held |
| Spdr Series Trust | — | 5.8K | $597.6K | 0.2% | — | Held |
| Vanguard Star Fds | — | 7.88K | $594.1K | 0.2% | — | Held |
| Goldman Sachs Group Inc | — | 671 | $590.2K | 0.2% | — | Held |
| Ishares Tr | — | 8.46K | $587.5K | 0.2% | — | Held |
| Spdr Gold Tr | — | 1.47K | $584.2K | 0.2% | — | Held |
| At&T Inc | — | 23.4K | $581.5K | 0.2% | — | Held |
| SentinelOne, Inc. | S | 37.5K | $562.5K | 0.2% | — | Held |
| Vanguard Whitehall Fds | — | 3.86K | $553.7K | 0.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 14.4K | $544.8K | 0.2% | — | Held |
| Seacoast Bkg Corp Fla | — | 17.3K | $543.6K | 0.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 2.58K | $533.9K | 0.2% | — | Held |
| Danaher Corporation | — | 2.31K | $527.8K | 0.2% | — | Held |
| Eaton Vance Tax-Managed Buy- | — | 36.5K | $524.8K | 0.2% | — | Held |
| Netflix Inc | NFLX | 5.45K | $511K | 0.2% | — | Held |
| Mercadolibre Inc | MELI | 253 | $509.6K | 0.2% | — | Held |
| Altria Group, Inc. | MO | 8.43K | $486K | 0.2% | — | Held |
| Blackrock Munihldgs Nj Qlty | — | 40.8K | $485.4K | 0.2% | — | Held |
| Vanguard World Fd | — | 2.6K | $481.8K | 0.2% | — | Held |
| First Tr Exchange-Traded Fd | — | 4.37K | $474.9K | 0.1% | — | Held |
| Vanguard Scottsdale Fds | — | 5.62K | $470.7K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 9.39K | $469.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 5.26K | $465.3K | 0.1% | — | Held |
| Eaton Vance Tax-Managed Glob | — | 48.1K | $458.1K | 0.1% | — | Held |
| Cvs Health Corp | CVS | 5.76K | $457.1K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 13.3K | $434.4K | 0.1% | — | Held |
| Seagate Technology Hldngs Pl | — | 1.55K | $426.9K | 0.1% | — | Held |
| Weyerhaeuser Co Mtn Be | WY | 17.5K | $414.6K | 0.1% | — | Held |
| Asml Holding N V | — | 385 | $412K | 0.1% | — | Held |
| BlackRock, Inc. | BLK | 384 | $411K | 0.1% | — | Held |
| Altimmune, Inc. | ALT | 111.8K | $403.4K | 0.1% | — | Held |
| Purecycle Technologies Inc | — | 46.4K | $398.6K | 0.1% | — | Held |
| Western Digital Corp | WDC | 2.3K | $396.2K | 0.1% | — | Held |
| Nuveen New Jersey Qult Mun F | — | 31.3K | $395.6K | 0.1% | — | Held |
| Echostar Corp | ECHO | 3.6K | $391.3K | 0.1% | — | Held |
| Abrdn World Healthcare Fund | THW | 30.3K | $387.2K | 0.1% | — | Held |
| Global Partners Lp | — | 9K | $376.6K | 0.1% | — | Held |
| Alps Etf Tr | — | 7.96K | $374.5K | 0.1% | — | Held |
| Abrdn Platinum Etf Trust | PPLT | 2K | $372.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 13.6K | $371.8K | 0.1% | — | Held |
| Archer-Daniels-Midland Co | ADM | 6.3K | $362.2K | 0.1% | — | Held |
| Tjx Cos Inc New | — | 2.34K | $359.1K | 0.1% | — | Held |
| Tg Therapeutics, Inc. | TGTX | 12K | $357.7K | 0.1% | — | Held |
| Travelers Companies, Inc. | TRV | 1.23K | $357.5K | 0.1% | — | Held |
| Robinhood Mkts Inc | — | 3.09K | $349.5K | 0.1% | — | Held |
| Enterprise Prods Partners L | — | 10.7K | $343K | 0.1% | — | Held |
| The Alger Etf Trust | — | 9.45K | $341.1K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 4.66K | $333.1K | 0.1% | — | Held |
| Ishares Tr | — | 3.7K | $331.6K | 0.1% | — | Held |
| Putnam Etf Trust | — | 36.2K | $326.3K | 0.1% | — | Held |
| Vanguard Specialized Funds | — | 1.48K | $325.3K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 5.93K | $324.8K | 0.1% | — | Held |
| Disney Walt Co | — | 2.75K | $313.4K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 6.9K | $310.5K | 0.1% | — | Held |
| Toronto Dominion Bk Ont | — | 3.26K | $306.9K | 0.1% | — | Held |
| First Tr Exchange-Traded Alp | — | 2.71K | $306.6K | 0.1% | — | Held |
| Ishares Tr | — | 3.69K | $305.4K | 0.1% | — | Held |
| American Tower Corp New | — | 1.74K | $304.9K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 3.85K | $298.9K | 0.1% | — | Held |
| Axcelis Technologies Inc | ACLS | 3.65K | $293K | 0.1% | — | Held |
| Ishares Tr | — | 2.66K | $292.9K | 0.1% | — | Held |
| Salesforce, Inc. | CRM | 1.1K | $292.7K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 6.96K | $287.4K | 0.1% | — | Held |
| Qxo Inc | — | 14.9K | $286.9K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.61K | $286.4K | 0.1% | — | Held |
| Keycorp | — | 13.7K | $283.1K | 0.1% | — | Held |
| Tractor Supply Co | — | 5.58K | $278.8K | 0.1% | — | Held |
| Shopify Inc. | SHOP | 1.7K | $273.6K | 0.1% | — | Held |
| Ishares Tr | — | 723 | $270K | 0.1% | — | Held |
| Csx Corp | CSX | 7.37K | $267K | 0.1% | — | Held |
| Beam Therapeutics Inc. | BEAM | 9.6K | $266.1K | 0.1% | — | Held |
| Dexcom Inc | DXCM | 4K | $265.5K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 2.01K | $261.8K | 0.1% | — | Held |
| Cummins Inc | CMI | 511 | $260.8K | 0.1% | — | Held |
| Lockheed Martin Corp | LMT | 538 | $260.2K | 0.1% | — | Held |
| Lam Research Corp | LRCX | 1.52K | $260.2K | 0.1% | — | Held |
| Dow Inc. | DOW | 11.1K | $259.6K | 0.1% | — | Held |
| Ishares Tr | — | 8.27K | $256K | 0.1% | — | Held |
| Mastercard Inc | MA | 448 | $255.8K | 0.1% | — | Held |
| Proshares Tr | — | 3.2K | $255.2K | 0.1% | — | Held |
| Honeywell Intl Inc | — | 1.3K | $253.1K | 0.1% | — | Held |
| Church & Dwight Co Inc | — | 3.01K | $252.5K | 0.1% | — | Held |
| Cisco Sys Inc | — | 3.25K | $250.7K | 0.1% | — | Held |
| Motorola Solutions, Inc. | MSI | 650 | $249.2K | 0.1% | — | Held |
| First Tr Exchange-Traded Alp | — | 2.55K | $245.1K | 0.1% | — | Held |
| Ishares Tr | — | 2.29K | $244.6K | 0.1% | — | Held |
| Ishares Tr | — | 1.2K | $239.6K | 0.1% | — | Held |
| Dell Technologies Inc. | DELL | 1.89K | $237.9K | 0.1% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 2.02K | $231.9K | 0.1% | — | Held |
| Pure Cycle Corp | PCYO | 21K | $230.8K | 0.1% | — | Held |
| Mcdonalds Corp | MCD | 748 | $228.6K | 0.1% | — | Held |
| Energy Transfer L P | — | 13.8K | $227.8K | 0.1% | — | Held |
| Cohen & Steers Reit & Pfd & | — | 11.3K | $224.4K | 0.1% | — | Held |
| Strategy Shs | — | 4.59K | $223.7K | 0.1% | — | Held |
| Ark Etf Tr | — | 2.89K | $222.5K | 0.1% | — | Held |
| Ge Healthcare Technologies I | — | 2.64K | $216.2K | 0.1% | — | Held |
| Palo Alto Networks Inc | PANW | 1.17K | $214.6K | 0.1% | — | Held |
| Exchange Traded Concepts Tru | — | 3.08K | $213.4K | 0.1% | — | Held |
| First Tr Exchange-Traded Fd | — | 1.3K | $212K | 0.1% | — | Held |
| Eaton Vance Enhanced Equity | — | 9K | $210.7K | 0.1% | — | Held |
| Spdr Series Trust | — | 1.51K | $210.1K | 0.1% | — | Held |
| Zoetis Inc. | ZTS | 1.67K | $209.8K | 0.1% | — | Held |
| Pepsico Inc | PEP | 1.44K | $207.1K | 0.1% | — | Held |
| Fastly, Inc. | FSLY | 20.2K | $205.1K | 0.1% | — | Held |
| Kla Corp | KLAC | 168 | $204.1K | 0.1% | — | Held |
| Kohls Corp | KSS | 10K | $204.1K | 0.1% | — | Held |
| Blackrock Energy & Res Tr | — | 15K | $203.1K | 0.1% | — | Held |
| Calamos Conv Opportunities & | — | 19.1K | $200K | 0.1% | — | Held |
| ImmunityBio, Inc. | IBRX | 93K | $184.1K | 0.1% | — | Held |
| Iridium Communications Inc. | IRDM | 10K | $173.8K | 0.1% | — | Held |
| First Tr Exchange Traded Fd | — | 10.5K | $172.9K | 0.1% | — | Held |
| 3-D Sys Corp Del | — | 93.5K | $165.5K | 0.1% | — | Held |
| Stereotaxis, Inc. | STXS | 69.1K | $158.8K | 0.1% | — | Held |
| Monte Rosa Therapeutics, Inc. | GLUE | 10.1K | $158.4K | 0.1% | — | Held |
| ZenaTech, Inc. | ZENA | 48K | $153.6K | 0.0% | — | Held |
| Humacyte Inc | — | 153.1K | $147K | 0.0% | — | Held |
| Eaton Vance Risk-Managed Div | — | 15.2K | $133.6K | 0.0% | — | Held |
| Sunopta Inc | — | 24.5K | $93.1K | 0.0% | — | Held |
| indie Semiconductor, Inc. | INDI | 20.2K | $71.3K | 0.0% | — | Held |
| Perspective Therapeutics, Inc. | CATX | 25K | $68.8K | 0.0% | — | Held |
| Scynexis Inc | SCYX | 91.5K | $57.9K | 0.0% | — | Held |
| Akebia Therapeutics, Inc. | AKBA | 16K | $25.8K | 0.0% | — | Held |
| Beyond Air, Inc. | XAIR | 31.7K | $23K | 0.0% | — | Held |
| Autolus Therapeutics Plc | AUTL | 10K | $19.9K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.