WEALTH EFFECTS LLC

Q4 2024 13F Holdings

  • Location
    boston, MA
  • Num holdings

    212

  • Value ($000)

    $281,513

  • Date Filed
    01/22/2025
  • Form type
    13F-HR
  • CIK
    0001907254
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$26.21M
9 %

195,151

---

AVADEL PHARMACEUTICALS PLC

COM SHS
G29687103
$24.64M
9 %

2,344,130

AAPL
AAPL

APPLE INC

COM
037833100
$22.00M
8 %

87,855

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.27M
5 %

60,497

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$8.43M
3 %

29,071

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$7.98M
3 %

18,930

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.32M
3 %

30,551

META
META

META PLATFORMS INC

CL A
30303M102
$6.84M
2 %

11,683

---

THE TRADE DESK INC

COM CL A
88339J105
$6.82M
2 %

58,058

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.99M
2 %

31,649

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 212