WEALTH EFFECTS LLC - Q4 2021 holdings

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$241 Million is the total value of WEALTH EFFECTS LLC's 215 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .

All

			Value		Shares		↓ Weighting
AAPL	New	APPLE INC	$19,343,000	–	108,931	+100.0%	8.03%	–
AVDL	New	AVADEL PHARMACEUTICALS PLCsponsored adr	$18,625,000	–	2,305,017	+100.0%	7.73%	–
AMZN	New	AMAZON COM INC	$9,751,000	–	2,925	+100.0%	4.05%	–
ARWR	New	ARROWHEAD PHARMACEUTICALS IN	$9,677,000	–	145,960	+100.0%	4.02%	–
NVDA	New	NVIDIA CORPORATION	$7,924,000	–	26,942	+100.0%	3.29%	–
MSFT	New	MICROSOFT CORP	$6,775,000	–	20,144	+100.0%	2.81%	–
DDD	New	3-D SYS CORP DEL	$5,733,000	–	266,175	+100.0%	2.38%	–
TTD	New	THE TRADE DESK INC	$5,595,000	–	61,050	+100.0%	2.32%	–
GOOGL	New	ALPHABET INCcap stk cl a	$5,145,000	–	1,776	+100.0%	2.14%	–
JPM	New	JPMORGAN CHASE & CO	$4,874,000	–	30,780	+100.0%	2.02%	–
BX	New	BLACKSTONE INC	$4,817,000	–	37,227	+100.0%	2.00%	–
PFE	New	PFIZER INC	$4,099,000	–	69,418	+100.0%	1.70%	–
ROKU	New	ROKU INC	$4,093,000	–	17,938	+100.0%	1.70%	–
LMBS	New	FIRST TR EXCHANGE-TRADED FDfst low oppt eft	$4,068,000	–	81,370	+100.0%	1.69%	–
FSLY	New	FASTLY INCcl a	$3,108,000	–	87,670	+100.0%	1.29%	–
TWLO	New	TWILIO INCcl a	$2,839,000	–	10,780	+100.0%	1.18%	–
STE	New	STERIS PLC	$2,586,000	–	10,625	+100.0%	1.07%	–
XAIR	New	BEYOND AIR INC	$2,342,000	–	248,109	+100.0%	0.97%	–
BAC	New	BK OF AMERICA CORP	$2,276,000	–	51,168	+100.0%	0.94%	–
CVS	New	CVS HEALTH CORP	$2,176,000	–	21,091	+100.0%	0.90%	–
INDI	New	INDIE SEMICONDUCTOR INC	$2,172,000	–	181,121	+100.0%	0.90%	–
TSLA	New	TESLA INC	$2,135,000	–	2,020	+100.0%	0.89%	–
ABBV	New	ABBVIE INC	$1,922,000	–	14,193	+100.0%	0.80%	–
CVX	New	CHEVRON CORP NEW	$1,880,000	–	16,024	+100.0%	0.78%	–
TDOC	New	TELADOC HEALTH INC	$1,817,000	–	19,791	+100.0%	0.75%	–
AMT	New	AMERICAN TOWER CORP NEW	$1,803,000	–	6,163	+100.0%	0.75%	–
BA	New	BOEING CO	$1,755,000	–	8,716	+100.0%	0.73%	–
JNJ	New	JOHNSON & JOHNSON	$1,742,000	–	10,184	+100.0%	0.72%	–
UNH	New	UNITEDHEALTH GROUP INC	$1,693,000	–	3,371	+100.0%	0.70%	–
RDVY	New	FIRST TR EXCHANGE-TRADED FDrisng divd achiv	$1,671,000	–	32,259	+100.0%	0.69%	–
BST	New	BLACKROCK SCIENCE & TECHNOLO	$1,658,000	–	33,174	+100.0%	0.69%	–
EXP	New	EAGLE MATLS INC	$1,656,000	–	9,951	+100.0%	0.69%	–
DIS	New	DISNEY WALT CO	$1,636,000	–	10,565	+100.0%	0.68%	–
SHOP	New	SHOPIFY INCcl a	$1,624,000	–	1,179	+100.0%	0.67%	–
PD	New	PAGERDUTY INC	$1,620,000	–	46,610	+100.0%	0.67%	–
PYPL	New	PAYPAL HLDGS INC	$1,604,000	–	8,508	+100.0%	0.67%	–
URI	New	UNITED RENTALS INC	$1,598,000	–	4,810	+100.0%	0.66%	–
QYLD	New	GLOBAL X FDSnasdaq 100 cover	$1,498,000	–	67,509	+100.0%	0.62%	–
LPCN	New	LIPOCINE INC NEW	$1,476,000	–	1,489,434	+100.0%	0.61%	–
BRKB	New	BERKSHIRE HATHAWAY INC DELcl b new	$1,356,000	–	4,534	+100.0%	0.56%	–
OGN	New	ORGANON & CO	$1,335,000	–	43,827	+100.0%	0.55%	–
PG	New	PROCTER AND GAMBLE CO	$1,319,000	–	8,061	+100.0%	0.55%	–
MS	New	MORGAN STANLEY	$1,289,000	–	13,127	+100.0%	0.54%	–
CMCSA	New	COMCAST CORP NEWcl a	$1,278,000	–	25,384	+100.0%	0.53%	–
VZ	New	VERIZON COMMUNICATIONS INC	$1,262,000	–	24,297	+100.0%	0.52%	–
MRK	New	MERCK & CO INC	$1,261,000	–	16,454	+100.0%	0.52%	–
GIS	New	GENERAL MLS INC	$1,243,000	–	18,444	+100.0%	0.52%	–
GOOG	New	ALPHABET INCcap stk cl c	$1,230,000	–	425	+100.0%	0.51%	–
INTC	New	INTEL CORP	$1,198,000	–	23,256	+100.0%	0.50%	–
HD	New	HOME DEPOT INC	$1,169,000	–	2,817	+100.0%	0.48%	–
PBI	New	PITNEY BOWES INC	$1,121,000	–	169,056	+100.0%	0.46%	–
DLHC	New	DLH HLDGS CORP	$1,072,000	–	51,750	+100.0%	0.44%	–
IRDM	New	IRIDIUM COMMUNICATIONS INC	$991,000	–	24,000	+100.0%	0.41%	–
BMY	New	BRISTOL-MYERS SQUIBB CO	$972,000	–	15,588	+100.0%	0.40%	–
ABT	New	ABBOTT LABS	$954,000	–	6,775	+100.0%	0.40%	–
ETY	New	EATON VANCE TAX-MANAGED DIVE	$949,000	–	63,064	+100.0%	0.39%	–
V	New	VISA INC	$927,000	–	4,279	+100.0%	0.38%	–
SBCF	New	SEACOAST BKG CORP FLA	$915,000	–	25,850	+100.0%	0.38%	–
QQQ	New	INVESCO QQQ TRunit ser 1	$903,000	–	2,269	+100.0%	0.38%	–
IBM	New	INTERNATIONAL BUSINESS MACHS	$903,000	–	6,755	+100.0%	0.38%	–
NVTA	New	INVITAE CORP	$873,000	–	57,155	+100.0%	0.36%	–
VOO	New	VANGUARD INDEX FDS	$834,000	–	1,910	+100.0%	0.35%	–
U	New	UNITY SOFTWARE INC	$824,000	–	5,765	+100.0%	0.34%	–
PI	New	IMPINJ INC	$814,000	–	9,175	+100.0%	0.34%	–
FIVN	New	FIVE9 INC	$775,000	–	5,646	+100.0%	0.32%	–
XHB	New	SPDR SER TRs&p homebuild	$743,000	–	8,664	+100.0%	0.31%	–
XOM	New	EXXON MOBIL CORP	$732,000	–	11,970	+100.0%	0.30%	–
EXG	New	EATON VANCE TAX-MANAGED GLOB	$726,000	–	68,047	+100.0%	0.30%	–
GNRC	New	GENERAC HLDGS INC	$711,000	–	2,019	+100.0%	0.30%	–
AMGN	New	AMGEN INC	$703,000	–	3,126	+100.0%	0.29%	–
AMD	New	ADVANCED MICRO DEVICES INC	$699,000	–	4,858	+100.0%	0.29%	–
WMT	New	WALMART INC	$686,000	–	4,741	+100.0%	0.28%	–
PCYO	New	PURE CYCLE CORP	$681,000	–	46,650	+100.0%	0.28%	–
C	New	CITIGROUP INC	$679,000	–	11,248	+100.0%	0.28%	–
AWK	New	AMERICAN WTR WKS CO INC NEW	$679,000	–	3,595	+100.0%	0.28%	–
NEE	New	NEXTERA ENERGY INC	$678,000	–	7,259	+100.0%	0.28%	–
ETV	New	EATON VANCE TAX-MANAGED BUY-	$663,000	–	39,629	+100.0%	0.28%	–
EOS	New	EATON VANCE ENHANCED EQUITY	$651,000	–	26,469	+100.0%	0.27%	–
ADBE	New	ADOBE SYSTEMS INCORPORATED	$629,000	–	1,109	+100.0%	0.26%	–
FBT	New	FIRST TR EXCHANGE-TRADED FDny arca biotech	$627,000	–	3,872	+100.0%	0.26%	–
ORCL	New	ORACLE CORP	$624,000	–	7,150	+100.0%	0.26%	–
FB	New	META PLATFORMS INCcl a	$614,000	–	1,825	+100.0%	0.26%	–
AMAT	New	APPLIED MATLS INC	$610,000	–	3,875	+100.0%	0.25%	–
RF	New	REGIONS FINANCIAL CORP NEW	$595,000	–	27,300	+100.0%	0.25%	–
MRNA	New	MODERNA INC	$589,000	–	2,321	+100.0%	0.24%	–
DLB	New	DOLBY LABORATORIES INC	$586,000	–	6,151	+100.0%	0.24%	–
NFLX	New	NETFLIX INC	$584,000	–	970	+100.0%	0.24%	–
PEP	New	PEPSICO INC	$581,000	–	3,342	+100.0%	0.24%	–
FIW	New	FIRST TR EXCHANGE TRADED FDwtr etf	$575,000	–	6,064	+100.0%	0.24%	–
HOLX	New	HOLOGIC INC	$576,000	–	7,530	+100.0%	0.24%	–
SQ	New	BLOCK INCcl a	$566,000	–	3,506	+100.0%	0.24%	–
RNP	New	COHEN & STEERS REIT & PFD &	$552,000	–	19,301	+100.0%	0.23%	–
ZTS	New	ZOETIS INCcl a	$546,000	–	2,236	+100.0%	0.23%	–
ARKK	New	ARK ETF TRinnovation etf	$537,000	–	5,682	+100.0%	0.22%	–
ESTC	New	ELASTIC N V	$538,000	–	4,370	+100.0%	0.22%	–
SCYX	New	SCYNEXIS INC	$536,000	–	87,800	+100.0%	0.22%	–
T	New	AT&T INC	$530,000	–	21,531	+100.0%	0.22%	–
YETI	New	YETI HLDGS INC	$528,000	–	6,370	+100.0%	0.22%	–
STT	New	STATE STR CORP	$526,000	–	5,654	+100.0%	0.22%	–
CAT	New	CATERPILLAR INC	$518,000	–	2,508	+100.0%	0.22%	–
STKL	New	SUNOPTA INC	$515,000	–	74,050	+100.0%	0.21%	–
KEYS	New	KEYSIGHT TECHNOLOGIES INC	$481,000	–	2,330	+100.0%	0.20%	–
EMLP	New	FIRST TR EXCHANGE-TRADED FDno amer energy	$474,000	–	19,005	+100.0%	0.20%	–
FNF	New	FIDELITY NATIONAL FINANCIAL	$462,000	–	8,848	+100.0%	0.19%	–
DKNG	New	DRAFTKINGS INC	$463,000	–	16,861	+100.0%	0.19%	–
PINS	New	PINTEREST INCcl a	$461,000	–	12,690	+100.0%	0.19%	–
MU	New	MICRON TECHNOLOGY INC	$459,000	–	4,925	+100.0%	0.19%	–
VGT	New	VANGUARD WORLD FDSinf tech etf	$455,000	–	992	+100.0%	0.19%	–
VIAC	New	VIACOMCBS INCcl b	$445,000	–	14,733	+100.0%	0.18%	–
VPU	New	VANGUARD WORLD FDSutilities etf	$445,000	–	2,845	+100.0%	0.18%	–
NLY	New	ANNALY CAPITAL MANAGEMENT IN	$434,000	–	55,500	+100.0%	0.18%	–
KMI	New	KINDER MORGAN INC DEL	$428,000	–	27,010	+100.0%	0.18%	–
COST	New	COSTCO WHSL CORP NEW	$429,000	–	756	+100.0%	0.18%	–
CHI	New	CALAMOS CONV OPPORTUNITIES &sh ben int	$424,000	–	28,090	+100.0%	0.18%	–
DHR	New	DANAHER CORPORATION	$420,000	–	1,276	+100.0%	0.17%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$414,000	–	872	+100.0%	0.17%	–
AIG	New	AMERICAN INTL GROUP INC	$407,000	–	7,163	+100.0%	0.17%	–
WTRG	New	ESSENTIAL UTILS INC	$407,000	–	7,582	+100.0%	0.17%	–
FTGC	New	FIRST TR EXCHANGE TRAD FD VIfst tr glb fd	$404,000	–	17,520	+100.0%	0.17%	–
ARKG	New	ARK ETF TRgenomic rev etf	$401,000	–	6,552	+100.0%	0.17%	–
SOFI	New	SOFI TECHNOLOGIES INC	$398,000	–	25,165	+100.0%	0.16%	–
HON	New	HONEYWELL INTL INC	$395,000	–	1,892	+100.0%	0.16%	–
CIBR	New	FIRST TR EXCHANGE TRADED FDnasdaq cyb etf	$395,000	–	7,477	+100.0%	0.16%	–
DVAX	New	DYNAVAX TECHNOLOGIES CORP	$387,000	–	27,500	+100.0%	0.16%	–
XLE	New	SELECT SECTOR SPDR TRenergy	$389,000	–	7,010	+100.0%	0.16%	–
ARKW	New	ARK ETF TRnext gnrtn inter	$369,000	–	3,114	+100.0%	0.15%	–
F	New	FORD MTR CO DEL	$369,000	–	17,758	+100.0%	0.15%	–
AVGO	New	BROADCOM INC	$362,000	–	543	+100.0%	0.15%	–
ROBO	New	EXCHANGE TRADED CONCEPTS TRrobo glb etf	$358,000	–	5,104	+100.0%	0.15%	–
TSCO	New	TRACTOR SUPPLY CO	$358,000	–	1,500	+100.0%	0.15%	–
CHD	New	CHURCH & DWIGHT CO INC	$359,000	–	3,506	+100.0%	0.15%	–
DAL	New	DELTA AIR LINES INC DEL	$356,000	–	9,100	+100.0%	0.15%	–
SOLN	New	SOUTHERN COunit 08/01/2022	$357,000	–	6,650	+100.0%	0.15%	–
COIN	New	COINBASE GLOBAL INC	$342,000	–	1,357	+100.0%	0.14%	–
EW	New	EDWARDS LIFESCIENCES CORP	$340,000	–	2,625	+100.0%	0.14%	–
RTX	New	RAYTHEON TECHNOLOGIES CORP	$331,000	–	3,852	+100.0%	0.14%	–
PIRS	New	PIERIS PHARMACEUTICALS INC	$330,000	–	87,300	+100.0%	0.14%	–
CSX	New	CSX CORP	$325,000	–	8,646	+100.0%	0.14%	–
DOCN	New	DIGITALOCEAN HLDGS INC	$320,000	–	3,988	+100.0%	0.13%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$319,000	–	1,489	+100.0%	0.13%	–
WFC	New	WELLS FARGO CO NEW	$319,000	–	6,649	+100.0%	0.13%	–
MRVL	New	MARVELL TECHNOLOGY INC	$315,000	–	3,600	+100.0%	0.13%	–
FYC	New	FIRST TR EXCHANGE-TRADED ALPsml cp grw alp	$310,000	–	4,155	+100.0%	0.13%	–
BDSI	New	BIODELIVERY SCIENCES INTL IN	$311,000	–	100,300	+100.0%	0.13%	–
BCS	New	BARCLAYS PLCadr	$311,000	–	30,000	+100.0%	0.13%	–
MO	New	ALTRIA GROUP INC	$307,000	–	6,475	+100.0%	0.13%	–
	New	GENERAL ELECTRIC CO	$303,000	–	3,211	+100.0%	0.13%	–
UNP	New	UNION PAC CORP	$298,000	–	1,183	+100.0%	0.12%	–
CB	New	CHUBB LIMITED	$299,000	–	1,549	+100.0%	0.12%	–
FYX	New	FIRST TR SML CP CORE ALPHA F	$296,000	–	3,055	+100.0%	0.12%	–
CRM	New	SALESFORCE COM INC	$294,000	–	1,155	+100.0%	0.12%	–
PMD	New	PSYCHEMEDICS CORP	$291,000	–	41,458	+100.0%	0.12%	–
PH	New	PARKER-HANNIFIN CORP	$292,000	–	918	+100.0%	0.12%	–
MMM	New	3M CO	$288,000	–	1,621	+100.0%	0.12%	–
VTRS	New	VIATRIS INC	$290,000	–	21,411	+100.0%	0.12%	–
IAT	New	ISHARES TRus regnl bks etf	$285,000	–	4,617	+100.0%	0.12%	–
MUJ	New	BLACKROCK MUNIHLDGS NJ QLTY	$283,000	–	17,820	+100.0%	0.12%	–
LNG	New	CHENIERE ENERGY INC	$279,000	–	2,750	+100.0%	0.12%	–
EDOW	New	FIRST TR EXCHANGE TRADED FDdow 30 eql wgt	$277,000	–	8,726	+100.0%	0.12%	–
DVY	New	ISHARES TRselect divid etf	$276,000	–	2,255	+100.0%	0.12%	–
FXH	New	FIRST TR EXCHANGE TRADED FDhlth care alph	$272,000	–	2,189	+100.0%	0.11%	–
VCSH	New	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$269,000	–	3,315	+100.0%	0.11%	–
DUK	New	DUKE ENERGY CORP NEW	$270,000	–	2,570	+100.0%	0.11%	–
EPD	New	ENTERPRISE PRODS PARTNERS L	$269,000	–	12,253	+100.0%	0.11%	–
ACN	New	ACCENTURE PLC IRELAND	$269,000	–	649	+100.0%	0.11%	–
PKI	New	PERKINELMER INC	$261,000	–	1,300	+100.0%	0.11%	–
QCOM	New	QUALCOMM INC	$259,000	–	1,419	+100.0%	0.11%	–
TJX	New	TJX COS INC NEW	$258,000	–	3,403	+100.0%	0.11%	–
TRV	New	TRAVELERS COMPANIES INC	$255,000	–	1,628	+100.0%	0.11%	–
MFL	New	BLACKROCK MUNIHLDS INVSTM QL	$253,000	–	17,000	+100.0%	0.10%	–
FPX	New	FIRST TR EXCHANGE TRADED FDus eqty oppt etf	$253,000	–	2,067	+100.0%	0.10%	–
HYFM	New	HYDROFARM HLDGS GROUP INC	$251,000	–	8,865	+100.0%	0.10%	–
TD	New	TORONTO DOMINION BK ONT	$250,000	–	3,258	+100.0%	0.10%	–
VTI	New	VANGUARD INDEX FDStotal stk mkt	$249,000	–	1,032	+100.0%	0.10%	–
IBUY	New	AMPLIFY ETF TRonlin retl etf	$249,000	–	2,825	+100.0%	0.10%	–
NRZ	New	NEW RESIDENTIAL INVT CORP	$249,000	–	23,218	+100.0%	0.10%	–
BGR	New	BLACKROCK ENERGY & RES TR	$241,000	–	25,401	+100.0%	0.10%	–
SKYY	New	FIRST TR EXCHANGE TRADED FD	$241,000	–	2,311	+100.0%	0.10%	–
FXU	New	FIRST TR EXCHANGE TRADED FDutilities alph	$239,000	–	7,298	+100.0%	0.10%	–
CSCO	New	CISCO SYS INC	$238,000	–	3,761	+100.0%	0.10%	–
QDEL	New	QUIDEL CORP	$236,000	–	1,750	+100.0%	0.10%	–
NTLA	New	INTELLIA THERAPEUTICS INC	$236,000	–	2,000	+100.0%	0.10%	–
CSM	New	PROSHARES TRlarge cap cre	$234,000	–	2,101	+100.0%	0.10%	–
TXN	New	TEXAS INSTRS INC	$227,000	–	1,205	+100.0%	0.09%	–
BIV	New	VANGUARD BD INDEX FDSintermed term	$224,000	–	2,552	+100.0%	0.09%	–
XLF	New	SELECT SECTOR SPDR TRfinancial	$225,000	–	5,760	+100.0%	0.09%	–
JMIA	New	JUMIA TECHNOLOGIES AGsponsored ads	$224,000	–	19,630	+100.0%	0.09%	–
KO	New	COCA COLA CO	$221,000	–	3,726	+100.0%	0.09%	–
CMI	New	CUMMINS INC	$220,000	–	1,010	+100.0%	0.09%	–
LMT	New	LOCKHEED MARTIN CORP	$220,000	–	618	+100.0%	0.09%	–
MELI	New	MERCADOLIBRE INC	$216,000	–	160	+100.0%	0.09%	–
BEAM	New	BEAM THERAPEUTICS INC	$215,000	–	2,700	+100.0%	0.09%	–
ONDS	New	ONDAS HLDGS INC	$211,000	–	31,450	+100.0%	0.09%	–
WTRU	New	ESSENTIAL UTILS INCunit 04/30/2022	$209,000	–	3,200	+100.0%	0.09%	–
AMN	New	AMN HEALTHCARE SVCS INC	$208,000	–	1,700	+100.0%	0.09%	–
ETJ	New	EATON VANCE RISK-MANAGED DIV	$204,000	–	19,042	+100.0%	0.08%	–
MA	New	MASTERCARD INCORPORATEDcl a	$204,000	–	569	+100.0%	0.08%	–
BRPM	New	B RILEY PRINCIPAL 150 MERGER	$195,000	–	19,300	+100.0%	0.08%	–
STXS	New	STEREOTAXIS INC	$180,000	–	29,060	+100.0%	0.08%	–
	New	GINKGO BIOWORKS HOLDINGS INC	$175,000	–	21,000	+100.0%	0.07%	–
GGT	New	GABELLI MULTIMEDIA TR INC	$167,000	–	19,203	+100.0%	0.07%	–
MYD	New	BLACKROCK MUNIYIELD FD INC	$160,000	–	10,875	+100.0%	0.07%	–
PCT	New	PURECYCLE TECHNOLOGIES INC	$156,000	–	16,250	+100.0%	0.06%	–
NLS	New	NAUTILUS INC	$141,000	–	23,050	+100.0%	0.06%	–
ICCC	New	IMMUCELL CORP	$127,000	–	15,850	+100.0%	0.05%	–
FXN	New	FIRST TR EXCHANGE TRADED FDenergy alphadx	$125,000	–	10,500	+100.0%	0.05%	–
AUTL	New	AUTOLUS THERAPEUTICS PLCspon ads	$119,000	–	22,950	+100.0%	0.05%	–
OCX	New	ONCOCYTE CORP	$94,000	–	43,500	+100.0%	0.04%	–
ET	New	ENERGY TRANSFER L P	$88,000	–	10,672	+100.0%	0.04%	–
ATAX	New	AMERICA FIRST MULTIFAMILY INben unit ctf	$74,000	–	11,500	+100.0%	0.03%	–
CURI	New	CURIOSITYSTREAM INC	$68,000	–	11,550	+100.0%	0.03%	–
AMRN	New	AMARIN CORP PLCspons adr new	$67,000	–	20,000	+100.0%	0.03%	–
ATHX	New	ATHERSYS INC NEW	$65,000	–	71,500	+100.0%	0.03%	–
BEST	New	BEST INCsponsored ads	$22,000	–	25,500	+100.0%	0.01%	–
ISR	New	ISORAY INC	$4,000	–	10,000	+100.0%	0.00%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2022-02-09

Signatures

The EDGAR filing(s) were signed by:

WILLIAM A. LIBERTI — CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
AVADEL PHARMACEUTICALS PLC	8	Q3 2023	17.2%
APPLE INC	8	Q3 2023	9.6%
AMAZON COM INC	8	Q3 2023	4.5%
NVIDIA CORPORATION	8	Q3 2023	5.1%
MICROSOFT CORP	8	Q3 2023	3.3%
ARROWHEAD PHARMACEUTICALS IN	8	Q3 2023	4.0%
JPMORGAN CHASE & CO	8	Q3 2023	2.4%
ALPHABET INC	8	Q3 2023	2.3%
THE TRADE DESK INC	8	Q3 2023	2.3%
FIRST TR EXCHANGE-TRADED FD	8	Q3 2023	2.4%

View WEALTH EFFECTS LLC's complete holdings history.

Latest filings

Type	Filed
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
13F-HR	2022-05-16
13F-HR	2022-02-09

View WEALTH EFFECTS LLC's complete filings history.

All filings

View complete filings history.

Export WEALTH EFFECTS LLC's holdings