WEALTH EFFECTS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WE WEALTH EFFECTS LLC | Institutional Filer | ▼ 11.62% | $282.2M | 237 |
Current Portfolio Holdings
Showing all 237 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 157K | $27.4M | 9.71% |
| 2 | AAPL | Apple Inc. | Technology | 81K | $20.4M | 7.24% |
| 3 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 64K | $13.2M | 4.69% |
| 4 | ARWR | Arrowhead Pharmaceuticals, Inc. | Healthcare | 143K | $9.0M | 3.18% |
| 5 | VTI | VANGUARD INDEX FDS | — | 28K | $8.9M | 3.14% |
| 6 | JPM | JPMorgan Chase & Co. | Financial Services | 30K | $8.7M | 3.10% |
| 7 | GOOGL | Alphabet Inc. | Technology | 29K | $8.4M | 2.97% |
| 8 | MU | Micron Technology, Inc. | Technology | 21K | $7.0M | 2.49% |
| 9 | META | Meta Platforms, Inc. | Technology | 11K | $6.4M | 2.26% |
| 10 | MSFT | Microsoft Corporation | Technology | 17K | $6.3M | 2.22% |
| 11 | AVGO | Broadcom Inc. | Technology | 14K | $4.5M | 1.59% |
| 12 | DOCN | DigitalOcean Holdings, Inc. | Technology | 45K | $3.8M | 1.36% |
| 13 | BX | Blackstone Inc. | Financial Services | 30K | $3.4M | 1.22% |
| 14 | UTG | REAVES UTIL INCOME FD | — | 83K | $3.3M | 1.15% |
| 15 | CVX | Chevron Corporation | Energy | 15K | $3.1M | 1.10% |
Showing 1 to 15 of 237 holdings