Wealth Effects LLC Purchases in Q3 2025

Wealth Effects LLC

  • $268 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PPLT
Abrdn Platinum ETF Trust

ETFs
1.5K
New
N/A
1.5K $134K
FBT
First Trust Nyse Arca Biotechn

ETFs
400
+ 17.51%
$159.46 - $180.52 $63.8K - $72.2K
2.69K $481K
VGT
Vanguard Information Technolog

ETFs
20
+ 1.89%
$656.44 - $753.15 $13.1K - $15.1K
1.08K $803K
ALT
Altimmune, Inc.

Healthcare
28.1K
+ 88.5%
$3.38 - $4.76 $95K - $134K
59.9K $225K
WY
Weyerhaeuser CO

Real Estate
4.5K
+ 32.14%
$24.1 - $26.83 $108K - $121K
18.5K $458K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$357.4 - $423.42 $715 - $847
2.52K $1.02M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.25K
+ 36.11%
$70.85 - $76.96 $88.2K - $95.8K
4.69K $356K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
218
+ 5.04%
$68.94 - $86.3 $15K - $18.8K
4.54K $392K
DAL
Delta Air Lines, Inc.

Industrials
3
+ 0.03%
$49.0 - $61.97 $147 - $186
11.7K $662K
SUB
Ishares Short Term National Mu

ETFs
806
+ 33.07%
$106.17 - $107.3 $85.6K - $86.5K
3.24K $346K
BA
Boeing CO

Industrials
94
+ 0.92%
$209.79 - $237.38 $19.7K - $22.3K
10.3K $2.23M
IBM
International Business Machines Corp

Technology
865
+ 6.82%
$234.77 - $292.47 $203K - $253K
13.5K $3.82M
WMT
Walmart Inc.

Consumer Defensive
236
+ 2.1%
$94.4 - $104.27 $22.3K - $24.6K
11.5K $1.18M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
549
+ 5.62%
$47.75 - $54.24 $26.2K - $29.8K
10.3K $553K
GLD
Spdr Gold Trust

ETFs
32
+ 2.32%
$300.96 - $355.47 $9.63K - $11.4K
1.41K $501K
GLUE
Monte Rosa Therapeutics, Inc.

Healthcare
10.1K
New
$4.19 - $7.49 $42.3K - $75.6K
10.1K $74K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.5K
+ 11.18%
$10.68 - $11.59 $37.4K - $40.6K
34.8K $403K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.27K
+ 5.18%
$15.5 - $16.01 $35.2K - $36.3K
46.1K $732K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
2.5K
+ 12.32%
$11.06 - $12.41 $27.7K - $31K
22.8K $282K
DGRO
Ishares Core Dividend Growth E

ETFs
215
+ 2.52%
$64.12 - $68.08 $13.8K - $14.6K
8.74K $594K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.19K
+ 13.62%
$30.67 - $32.13 $36.5K - $38.2K
9.93K $313K
SCHG
Schwab Strategic Tr Us Large C

ETFs
120
+ 0.92%
$28.92 - $32.19 $3.47K - $3.86K
13.2K $421K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
68
+ 0.88%
$68.24 - $73.73 $4.64K - $5.01K
7.76K $570K
TGTX
Tg Therapeutics, Inc.

Healthcare
1K
+ 9.09%
$26.39 - $39.19 $26.4K - $39.2K
12K $433K
FYX
First Tr Small Cap Core Alphad

ETFs
1
+ 0.04%
$96.35 - $111.0 $96.4 - $111
2.71K $295K
LQD
Ishares Iboxx $ Investment Gra

ETFs
213
+ 8.78%
$107.66 - $112.36 $22.9K - $23.9K
2.64K $294K
VST
Vistra Corp.

Utilities
65
+ 1.14%
$182.0 - $217.92 $11.8K - $14.2K
5.78K $1.13M
CSX
Csx Corp

Industrials
60
+ 0.81%
$32.05 - $36.52 $1.92K - $2.19K
7.43K $263K
STKL
Sun Opta Inc.

Consumer Defensive
3.6K
+ 18.09%
$5.19 - $6.73 $18.7K - $24.2K
23.5K $137K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
241
+ 6.99%
$82.38 - $83.0 $19.9K - $20K
3.69K $305K
VRT
Vertiv Holdings CO

Industrials
201
+ 2.81%
N/A
7.35K $637K
VOE
Vanguard Mid Cap Value Index F

ETFs
14
+ 0.89%
$164.63 - $174.58 $2.3K - $2.44K
1.59K $277K
XLF
Financial Sector Spdr

ETFs
117
+ 1.97%
$51.37 - $54.25 $6.01K - $6.35K
6.07K $327K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.07K
+ 6.34%
$10.18 - $10.96 $10.9K - $11.8K
18K $194K
PANW
Palo Alto Networks Inc

Technology
85
+ 7.87%
$167.06 - $208.19 $14.2K - $17.7K
1.17K $237K
ZTS
Zoetis Inc.

Healthcare
200
+ 13.63%
$141.13 - $159.19 $28.2K - $31.8K
1.67K $243K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.08%
$250.62 - $279.43 $251 - $279
1.23K $343K
BND
Vanguard Bd Index Fd Inc Total

ETFs
98
+ 1.12%
$72.57 - $74.72 $7.11K - $7.32K
8.85K $657K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10
+ 0.08%
$26.38 - $27.95 $264 - $280
13.1K $358K
EMLP
First Tr Exchange Traded Iv

ETFs
3
+ 0.02%
$36.99 - $38.38 $111 - $115
14.4K $550K
EDOW
First Tr Exchange Traded Fd

ETFs
1
+ 0.01%
$37.96 - $39.95 $38 - $40
6.96K $277K
LNG
Cheniere Energy, Inc.

Energy
211
+ 4.43%
$222.68 - $244.28 $47K - $51.5K
4.97K $1.17M
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$271.18 - $309.22 $271 - $309
2.61K $737K
Perspective Therapeutics Inc
2K
+ 8.33%
N/A
26K $0
Lam Research Corp
1.52K
New
N/A
1.52K $0
Fidelity Wise Origin Bitcoin
1.5K
+ 30.55%
N/A
6.41K $0
ALCC
Alt C Acquisition Corp.

Financial Services
790
+ 11.77%
N/A
7.5K $0
Kenvue Inc
49.5K
New
N/A
49.5K $0
Blackrock ETF Trust
7.93K
New
N/A
7.93K $0
Activity Summary
Buys All Purchases 115 New Holdings 25 Increased Positions 90 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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