WEALTH EFFECTS LLC
Q1 2025 13F Holdings
- Locationboston, MA
- Num holdings
198
- Value ($000)
$238,066
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001907254
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.66M | 8 % | 181,359 | ||
AAPL APPLE INC | COM | 037833100 | $19.11M | 8 % | 86,018 | ||
AVADEL PHARMACEUTICALS PLC | COM SHS | G29687103 | $18.55M | 8 % | 2,369,122 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.19M | 5 % | 58,831 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $7.98M | 3 % | 29,036 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $7.18M | 3 % | 29,281 | ||
META META PLATFORMS INC | CL A | 30303M102 | $7.00M | 3 % | 12,151 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.64M | 3 % | 17,698 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $4.59M | 2 % | 29,701 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | $3.54M | 2 % | 64,742 |
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