Wealth Effects LLC Purchases and Sells in Q4 2025

Wealth Effects LLC

$261 Million
Q4 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MU	1.53K + 8.54%	$181.6 - $253.3 $277K - $386K	19.4K $4.78M
AAPL	325 + 0.4%	$245.27 - $275.25 $79.7K - $89.5K	81.9K $21.9M
GOOG	2.2K + 47.75%	$237.49 - $291.74 $522K - $642K	6.81K $1.94M
XLE	8.56K + 98.5%	$85.22 - $92.02 $730K - $788K	17.3K $1.59M
JEPQ	9.43K + 39.02%	$56.33 - $59.22 $531K - $558K	33.6K $1.94M
FBCG	6.89K + 66.79%	$52.27 - $56.39 $360K - $388K	17.2K $920K

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	2.93K New	$164.01 - $264.33 $480K - $774K	2.93K $704K
IXUS	7.93K New	$81.21 - $85.27 $644K - $677K	7.93K $668K
BSTZ	30.9K New	$21.16 - $23.02 $654K - $711K	30.9K $666K
STX	1.55K New	$211.63 - $293.99 $328K - $456K	1.55K $400K
HOOD	3.09K New	$121.53 - $152.46 $376K - $471K	3.09K $378K
WDC	2.3K New	$113.13 - $174.22 $260K - $401K	2.3K $363K

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TTD	-33.5K - 53.75%	$41.93 - $54.13 $1.41M - $1.81M	28.9K $1.21M
URI	-898 - 24.65%	$806.61 - $1020.0 $724K - $916K	2.75K $2.21M
ENVX	-87.9K - 32.15%	$8.03 - $13.19 $705K - $1.16M	185K $1.49M
NVDA	-5.35K - 3.26%	$179.83 - $207.04 $962K - $1.11M	158K $29.6M
BX	-326 - 1.34%	$138.42 - $168.45 $45.1K - $54.9K	24.1K $3.33M
ORCL	-1.86K - 32.37%	$217.57 - $313.0 $406K - $583K	3.9K $856K

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVADEL PHARMACEUTICALS PLC	20K New	N/A	20K $0

Activity Summary All Purchases 85 New Holdings 15 Increased Positions 70 All Sells 86 Reductions 86 Sold out 0 Calls 1 Puts 0

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