WEALTH EFFECTS LLC
238 holdingsFiling period: 2026-03-31Current AUM: $337.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 157.0K | $27.4M | $31.5M | 9.34% | -1,436 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 80.6K | $20.4M | $24.9M | 7.37% | -1,317 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 63.6K | $13.2M | $17.3M | 5.11% | +1.7K | 2026-03-31 |
| 4 | ARWR | ARROWHEAD PHARMACEUTICALS IN | 143.3K | $9.0M | $12.1M | 3.59% | -- | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 27.6K | $8.9M | $10.2M | 3.01% | +151 | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 29.7K | $8.7M | $10.4M | 3.09% | +128 | 2026-03-31 |
| 7 | GOOGL | ALPHABET INC | 29.1K | $8.4M | $10.4M | 3.07% | +84 | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 20.8K | $7.0M | $17.1M | 5.07% | +1.4K | 2026-03-31 |
| 9 | META | META PLATFORMS INC | 11.2K | $6.4M | $6.2M | 1.84% | +162 | 2026-03-31 |
| 10 | MSFT | MICROSOFT CORP | 16.9K | $6.3M | $7.9M | 2.33% | +397 | 2026-03-31 |
| 11 | AVGO | BROADCOM INC | 14.5K | $4.5M | $5.6M | 1.67% | +300 | 2026-03-31 |
| 12 | DOCN | DIGITALOCEAN HLDGS INC | 44.7K | $3.8M | $5.3M | 1.56% | -550 | 2026-03-31 |
| 13 | BX | BLACKSTONE INC | 29.9K | $3.4M | $3.8M | 1.13% | +5.8K | 2026-03-31 |
| 14 | UTG | REAVES UTIL INCOME FD | 82.9K | $3.3M | $3.2M | 0.94% | +5.8K | 2026-03-31 |
| 15 | CVX | CHEVRON CORPORATION | 15.0K | $3.1M | $2.9M | 0.87% | -342 | 2026-03-31 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | 12.7K | $3.1M | $2.8M | 0.84% | +840 | 2026-03-31 |
| 17 | IVV | ISHARES TR | 4.4K | $2.9M | $3.3M | 0.97% | +98 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.3K | $2.5M | $2.5M | 0.75% | +5 | 2026-03-31 |
| 19 | TSLA | TESLA INC | 6.7K | $2.5M | $2.1M | 0.61% | -690 | 2026-03-31 |
| 20 | KVUE | KENVUE INC | 142.5K | $2.5M | $2.7M | 0.81% | +33.5K | 2026-03-31 |
| 21 | RDVY | FIRST TR EXCHANGE TRADED FD | 35.7K | $2.4M | $2.9M | 0.86% | +252 | 2026-03-31 |
| 22 | CAT | CATERPILLAR INC | 3.4K | $2.4M | $2.8M | 0.82% | +365 | 2026-03-31 |
| 23 | BA | BOEING CO | 12.0K | $2.4M | $2.6M | 0.77% | +619 | 2026-03-31 |
| 24 | VUG | VANGUARD INDEX FDS | 5.5K | $2.4M | $2.8M | 0.83% | -- | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 4.0K | $2.4M | $2.7M | 0.81% | +5 | 2026-03-31 |
← Scroll →
Page 1 of 10