Wealth Effects LLC Incresed Positions in Q3 2024

Wealth Effects LLC

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
+ 10.57%
$255.18 - $283.2 $710K - $788K
29.1K $8.24M
AVGO
Broadcom Inc.

Technology
12.3K
+ 1559.72%
$136.27 - $1745.86 $1.67M - $21.4M
13.1K $2.25M
META
Meta Platforms, Inc.

Communication Services
90
+ 0.78%
$453.41 - $572.44 $40.8K - $51.5K
11.6K $6.67M
IBM
International Business Machines Corp

Technology
700
+ 5.0%
$175.1 - $223.38 $123K - $156K
14.7K $3.25M
MU
Micron Technology Inc

Technology
8.67K
+ 152.51%
$86.27 - $136.82 $748K - $1.19M
14.4K $1.49M
TTD
Trade Desk, Inc.

Technology
425
+ 0.74%
$83.08 - $110.79 $35.3K - $47.1K
57.9K $6.35M
URI
United Rentals, Inc.

Industrials
54
+ 1.52%
$627.41 - $814.1 $33.9K - $44K
3.6K $2.91M
TSLA
Tesla, Inc.

Consumer Cyclical
905
+ 15.12%
$191.76 - $263.26 $174K - $238K
6.89K $1.8M
UTG
Reaves Utility Income Fund

Financial Services
1.15K
+ 1.68%
$27.16 - $32.8 $31.3K - $37.8K
69.6K $2.28M
PCT
Pure Cycle Technologies, Inc.

Industrials
4.3K
+ 4.84%
$4.69 - $10.17 $20.2K - $43.7K
93.2K $885K
LNG
Cheniere Energy, Inc.

Energy
1.9K
+ 68.87%
$172.24 - $186.09 $327K - $353K
4.65K $836K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122
+ 2.35%
$405.19 - $478.57 $49.4K - $58.4K
5.31K $2.44M
BMY
Bristol Myers Squibb CO

Healthcare
4.15K
+ 37.98%
$39.66 - $51.75 $165K - $215K
15.1K $780K
DOCN
Digital Ocean Holdings, Inc.

Technology
100
+ 0.2%
$27.27 - $43.23 $2.73K - $4.32K
50.9K $2.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.19K
+ 48.69%
$71.45 - $75.64 $228K - $241K
9.74K $731K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.19K
+ 5.75%
$54.98 - $59.51 $120K - $130K
40.3K $2.4M
DDD
3 D Systems Corp

Technology
102K
+ 44.72%
$1.88 - $4.1 $192K - $418K
330K $936K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.38K
+ 14.6%
$49.7 - $56.11 $218K - $246K
34.4K $1.89M
NEE
Nextera Energy Inc

Utilities
302
+ 2.11%
$69.9 - $84.97 $21.1K - $25.7K
14.6K $1.23M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
126
+ 2.11%
$97.96 - $124.99 $12.3K - $15.7K
6.09K $759K
SBCF
Seacoast Banking Corp Of Florida

Financial Services
2.4K
+ 10.37%
$23.0 - $28.7 $55.2K - $68.9K
25.6K $680K
XLF
Financial Sector Spdr

ETFs
1.7K
+ 24.65%
$40.84 - $45.74 $69.4K - $77.8K
8.6K $389K
MANH
Manhattan Associates Inc

Technology
225
+ 20.83%
$218.59 - $286.0 $49.2K - $64.4K
1.31K $367K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 0.55%
$475.2 - $527.7 $8.55K - $9.5K
3.32K $1.75M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
300
+ 4.73%
$105.53 - $118.34 $31.7K - $35.5K
6.65K $777K
GE
General Electric CO

Industrials
187
+ 8.86%
$156.66 - $189.66 $29.3K - $35.5K
2.3K $433K
PG
Procter & Gamble CO

Consumer Defensive
100
+ 1.1%
$160.76 - $177.82 $16.1K - $17.8K
9.2K $1.59M
FSLY
Fastly, Inc.

Technology
11K
+ 86.95%
$5.63 - $8.21 $61.9K - $90.3K
23.7K $178K
SPY
Spdr S&P 500 ETF Trust

ETFs
70
+ 4.86%
$517.38 - $573.86 $36.2K - $40.2K
1.51K $865K
QQQ
Invesco Qqq Trust, Series 1

ETFs
115
+ 4.58%
$434.77 - $502.96 $50K - $57.8K
2.63K $1.28M
MO
Altria Group, Inc.

Consumer Defensive
200
+ 1.65%
$45.95 - $54.71 $9.19K - $10.9K
12.4K $630K
VUG
Vanguard Growth ETF

ETFs
49
+ 0.83%
$341.08 - $391.94 $16.7K - $19.2K
5.95K $2.28M
DVN
Devon Energy Corp

Energy
3.41K
+ 46.91%
$37.87 - $48.65 $129K - $166K
10.7K $417K
VGT
Vanguard Information Technolog

ETFs
100
+ 10.72%
$514.43 - $606.85 $51.4K - $60.7K
1.03K $605K
DAL
Delta Air Lines, Inc.

Industrials
500
+ 3.92%
$37.32 - $51.8 $18.7K - $25.9K
13.2K $672K
GLD
Spdr Gold Trust

ETFs
25
+ 1.26%
$215.56 - $246.98 $5.39K - $6.17K
2.01K $489K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
168
+ 4.16%
$117.9 - $128.2 $19.8K - $21.5K
4.2K $538K
FYC
First Trust Small Cap Growth A

ETFs
425
+ 13.9%
$65.44 - $74.98 $27.8K - $31.9K
3.48K $258K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
321
+ 7.18%
$77.02 - $85.06 $24.7K - $27.3K
4.79K $404K
CB
Chubb LTD

Financial Services
40
+ 3.01%
$252.51 - $292.2 $10.1K - $11.7K
1.37K $394K
HSY
Hershey CO

Consumer Defensive
150
+ 7.09%
$182.45 - $203.25 $27.4K - $30.5K
2.27K $434K
ONDS
Ondas Holdings Inc.

Technology
12K
+ 7.67%
$0.55 - $1.13 $6.6K - $13.6K
169K $129K
SCHG
Schwab Strategic Tr Us Large C

ETFs
225
+ 7.42%
$92.63 - $105.69 $20.8K - $23.8K
3.26K $339K
ITA
Ishares Tr

ETFs
10
+ 0.55%
$131.58 - $149.64 $1.32K - $1.5K
1.82K $272K
VOE
Vanguard Mid Cap Value Index F

ETFs
21
+ 1.38%
$149.02 - $167.67 $3.13K - $3.52K
1.54K $257K
AMD
Advanced Micro Devices Inc

Technology
65
+ 0.69%
$128.67 - $183.96 $8.36K - $12K
9.42K $1.55M
PANW
Palo Alto Networks Inc

Technology
70
+ 7.11%
$294.18 - $368.01 $20.6K - $25.8K
1.06K $360K
AMGN
Amgen Inc

Healthcare
1
+ 0.04%
$309.38 - $337.38 $309 - $337
2.71K $873K
VIG
Vanguard Dividend Appreciation

ETFs
154
+ 8.47%
$182.15 - $182.15 $28.1K - $28.1K
1.97K $359K
Activity Summary
Buys All Purchases 96 New Holdings 18 Increased Positions 78 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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