Wealth Effects LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AVADEL PHARMACEUTICALS PLC | $40.77M | 12.8% |
| NVIDIA Corp | $29.56M | 9.3% |
| Apple Inc. | $22.26M | 7.0% |
| Amazon.com Inc | $14.30M | 4.5% |
| JPMORGAN CHASE & CO | $9.53M | 3.0% |
| ARROWHEAD PHARMACEUTICALS, INC. | $9.51M | 3.0% |
| VANGUARD INDEX FDS | $9.21M | 2.9% |
| Alphabet Inc. | $9.10M | 2.8% |
| MICROSOFT CORP | $7.99M | 2.5% |
| Meta Platforms Inc | $7.26M | 2.3% |
| MICRON TECHNOLOGY INC | $5.53M | 1.7% |
| Broadcom Inc. | $4.90M | 1.5% |
| Blackstone Inc | $3.71M | 1.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.52M | 1.1% |
| Tesla Inc | $3.31M | 1.0% |
| ISHARES TR | $2.93M | 0.9% |
| REAVES UTILITY INCOME FUNDUTG | $2.82M | 0.9% |
| Warren E. Buffett | $2.67M | 0.8% |
| VANGUARD INDEX FDS | $2.66M | 0.8% |
| VANGUARD INDEX FDS | $2.50M | 0.8% |
| The Boeing Company | $2.47M | 0.8% |
| FIRST TR EXCHANGE TRADED FD | $2.46M | 0.8% |
| CHEVRON CORP | $2.34M | 0.7% |
| AbbVie Inc. | $2.29M | 0.7% |
| United Rentals Inc | $2.22M | 0.7% |
| iShares MSCI UAE ETF | $2.19M | 0.7% |
| DigitalOcean Holdings, Inc. | $2.18M | 0.7% |
| Alphabet Inc. | $2.14M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.95M | 0.6% |
| Kenvue Inc. | $1.88M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $1.81M | 0.6% |
| PFIZER INC | $1.80M | 0.6% |
| Elastic N.V. | $1.77M | 0.6% |
| CATERPILLAR INC | $1.74M | 0.5% |
| INVESCO QQQ TR | $1.71M | 0.5% |
| UNITEDHEALTH GROUP INC | $1.66M | 0.5% |
| ISHARES TR | $1.49M | 0.5% |
| EXXON MOBIL CORP | $1.46M | 0.5% |
| VERIZON COMMUNICATIONS INC | $1.45M | 0.5% |
| CITIGROUP INC | $1.40M | 0.4% |
| Enovix Corp | $1.36M | 0.4% |
| JOHNSON & JOHNSON | $1.35M | 0.4% |
| Walmart Inc. | $1.33M | 0.4% |
| LIGHTPATH TECHNOLOGIES INCLPTH | $1.30M | 0.4% |
| ISHARES TR | $1.27M | 0.4% |
| PROCTER & GAMBLE Co | $1.19M | 0.4% |
| Devon Energy Corp | $1.18M | 0.4% |
| ISHARES SILVER TR | $1.17M | 0.4% |
| BANK OF AMERICA CORP /DE | $1.15M | 0.4% |
| Visa Inc | $1.12M | 0.4% |