HoldingsChannel.com
Wealth Effects LLC Top Holdings
As of  06/30/2022, below is a summary of the Wealth Effects LLC top holdings by largest position size, as per the latest 13f filing made by Wealth Effects LLC. In the Wealth Effects LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Wealth Effects LLC in that top holding, then the share count change between reporting periods, and finally the Wealth Effects LLC top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 114,211 +6,368 $15,615
     AAPL114,211+6,368$15,615
AMAZON COM INC 60,681 +57,750 $6,445
     AMZN60,681+57,750$6,445
AVADEL PHARMACEUTICALS PLC 2,584,090 +206,800 $6,305
     AVDL2,584,090+206,800$6,305
MICROSOFT CORP 21,521 +1,104 $5,527
     MSFT21,521+1,104$5,527
ARROWHEAD PHARMACEUTICALS IN 153,620 +3,400 $5,409
     ARWR153,620+3,400$5,409
NVIDIA CORPORATION 27,631 -405 $4,189
     NVDA27,631-405$4,189
FIRST TR EXCHANGE TRADED FD (LMBS) 80,881 +756 $3,907
     LMBS80,881+756$3,907
ALPHABET INC 1,781 -1 $3,881
     GOOGL1,781-1$3,881
PFIZER INC 73,580 +3,198 $3,858
     PFE73,580+3,198$3,858
JPMORGAN CHASE & CO 32,143 +396 $3,620
     JPM32,143+396$3,620
BLACKSTONE INC 36,617 +508 $3,341
     BX36,617+508$3,341
3 D SYS CORP DEL 266,925 +650 $2,589
     DDD266,925+650$2,589
CHEVRON CORP NEW 16,227 +121 $2,349
     CVX16,227+121$2,349
THE TRADE DESK INC 53,875 -4,950 $2,257
     TTD53,875-4,950$2,257
BEYOND AIR INC 327,909 +33,500 $2,194
     XAIR327,909+33,500$2,194
ABBVIE INC 14,238 +491 $2,181
     ABBV14,238+491$2,181
STERIS PLC 10,543 -33 $2,173
     STE10,543-33$2,173
CVS HEALTH CORP 20,887 +101 $1,935
     CVS20,887+101$1,935
UNITEDHEALTH GROUP INC 3,627 +255 $1,863
     UNH3,627+255$1,863
JOHNSON & JOHNSON 10,489 +282 $1,862
     JNJ10,489+282$1,862
ROKU INC 22,494 +2,350 $1,848
     ROKU22,494+2,350$1,848
GLOBAL X FDS 99,440 +7,960 $1,737
     QYLD99,440+7,960$1,737
AMERICAN TOWER CORP NEW 6,192 -75 $1,583
     AMT6,192-75$1,583
BK OF AMERICA CORP 50,053 -1,163 $1,558
     BAC50,053-1,163$1,558
MERCK & CO INC 16,500 +118 $1,504
     MRK16,500+118$1,504
GENERAL MLS INC 18,552 -102 $1,400
     GIS18,552-102$1,400
TESLA INC 2,070 +100 $1,394
     TSLA2,070+100$1,394
INTERNATIONAL BUSINESS MACHS 9,789 +725 $1,382
     IBM9,789+725$1,382
PROCTER AND GAMBLE CO 9,576 +1,585 $1,377
     PG9,576+1,585$1,377
VERIZON COMMUNICATIONS INC 26,966 +1,791 $1,369
     VZ26,966+1,791$1,369
FIRST TR EXCHANGE TRADED FD (RDVY) 33,422 +1,258 $1,368
     RDVY33,422+1,258$1,368
BERKSHIRE HATHAWAY INC DEL      $1,324
     BRK.B4,851+302$1,324
BOEING CO 9,131 +75 $1,248
     BA9,131+75$1,248
EXXON MOBIL CORP 14,019 +568 $1,201
     XOM14,019+568$1,201
LIPOCINE INC NEW 1,480,334 -10,500 $1,186
     LPCN1,480,334-10,500$1,186
INDIE SEMICONDUCTOR INC 204,951 +204,951 $1,168
     INDI204,951+204,951$1,168
BRISTOL MYERS SQUIBB CO 15,024 UNCH $1,157
     BMY15,024UNCH$1,157
UNITED RENTALS INC 4,750 -75 $1,154
     URI4,750-75$1,154
FASTLY INC 93,224 -4,636 $1,082
     FSLY93,224-4,636$1,082
EAGLE MATLS INC 9,826 UNCH $1,080
     EXP9,826UNCH$1,080
ALPHABET INC 482 +39 $1,054
     GOOG482+39$1,054
ORGANON & CO 31,172 +31,172 $1,052
     OGN31,172+31,172$1,052
PAGERDUTY INC 42,115 -4,320 $1,044
     PD42,115-4,320$1,044
BLACKROCK SCIENCE & TECHNOLO 31,230 -1,118 $1,015
     BST31,230-1,118$1,015
MORGAN STANLEY 13,317 +190 $1,013
     MS13,317+190$1,013
TWILIO INC 12,045 +10 $1,009
     TWLO12,045+10$1,009
COMCAST CORP NEW 24,120 -1,263 $946
     CMCSA24,120-1,263$946
INTEL CORP 23,217 +352 $869
     INTC23,217+352$869
VISA INC 4,342 -35 $855
     V4,342-35$855
VANGUARD INDEX FDS (VOO) 2,431 +200 $843
     VOO2,431+200$843

See Full List: All Stocks Held By Wealth Effects LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Wealth Effects LLC

Size ($ in 1000's)
At 06/30/2022: $166,150
At 03/31/2022: $214,246

Wealth Effects LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Wealth Effects LLC 13F filings. Link to 13F filings: SEC filings

Wealth Effects LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.