| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 9.6% |
| NVIDIA CORPORATION | 11 | Q2 2024 | 9.8% |
| AMAZON COM INC | 11 | Q2 2024 | 4.5% |
| MICROSOFT CORP | 11 | Q2 2024 | 3.3% |
| ARROWHEAD PHARMACEUTICALS IN | 11 | Q2 2024 | 4.0% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.4% |
| ALPHABET INC | 11 | Q2 2024 | 2.3% |
| THE TRADE DESK INC | 11 | Q2 2024 | 2.3% |
| BLACKSTONE INC | 11 | Q2 2024 | 2.1% |
| FIRST TR EXCHANGE-TRADED FD | 11 | Q2 2024 | 2.4% |
View WEALTH EFFECTS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-03 |
View WEALTH EFFECTS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.