Wealth Effects LLC Incresed Positions in Q3 2024

Wealth Effects LLC

  • $255 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STXS
Stereotaxis, Inc.

Healthcare
5K
+ 6.94%
$1.76 - $2.35 $8.8K - $11.8K
77.1K $157K
XLP
Consumer Staples Sector Spdr

ETFs
355
+ 4.72%
$76.04 - $76.04 $27K - $27K
7.87K $598K
CRM
Salesforce, Inc.

Technology
30
+ 3.59%
$238.42 - $276.53 $7.15K - $8.3K
865 $236K
EDOW
First Tr Exchange Traded Fd

ETFs
1
+ 0.01%
$32.74 - $36.1 $32.7 - $36.1
7.58K $272K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
925
+ 5.34%
$8.4 - $9.19 $7.77K - $8.5K
18.2K $167K
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.43%
$106.11 - $113.72 $1.06K - $1.14K
2.35K $265K
AUTL
Autolus Therapeutics PLC

Healthcare
2K
+ 4.08%
$3.38 - $4.69 $6.76K - $9.38K
51K $185K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
1.06K
+ 6.23%
$10.91 - $12.02 $11.6K - $12.8K
18.1K $211K
CURI
Curiosity Stream Inc.

Communication Services
58
+ 0.44%
$1.03 - $2.02 $59.7 - $117
13.1K $25K
XLE
Energy Sector Spdr

ETFs
465
+ 4.82%
$84.35 - $93.39 $39.2K - $43.4K
10.1K $888K
EPD
Enterprise Products Partners L.P.

Energy
125
+ 1.17%
$27.88 - $30.0 $3.49K - $3.75K
10.8K $315K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
320
+ 2.55%
$44.66 - $49.15 $14.3K - $15.7K
12.9K $605K
STZ
Constellation Brands, Inc.

Consumer Defensive
10
+ 1.09%
$236.42 - $259.82 $2.36K - $2.6K
931 $239K
DIS
Walt Disney CO

Communication Services
150
+ 4.1%
$85.6 - $98.61 $12.8K - $14.8K
3.81K $366K
JMIA
Jumia Technologies Ag

Consumer Cyclical
25.8K
+ 32.06%
$4.16 - $14.56 $107K - $375K
106K $566K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
42
+ 0.19%
$19.65 - $22.6 $825 - $949
22.4K $485K
BAC
Bank Of America Corp

Financial Services
1
+ 0.0%
$36.65 - $44.13 $36.7 - $44.1
24.6K $978K
HON
Honeywell International Inc

Industrials
36
+ 2.15%
$196.73 - $220.21 $7.08K - $7.93K
1.71K $353K
SMCI
Super Micro Computer, Inc.

Technology
245
+ 90.74%
$386.46 - $909.96 $94.7K - $223K
515 $214K
OGN
Organon & Co.

Healthcare
1.61K
+ 3.23%
$18.65 - $23.03 $30K - $37K
51.4K $983K
NVO
Novo Nordisk A S

Healthcare
14
+ 0.2%
$119.07 - $145.42 $1.67K - $2.04K
7.09K $843K
ESTC
Elastic N.V.

Technology
6.01K
+ 35.44%
$70.13 - $122.27 $421K - $735K
23K $1.76M
IBRX
Immunity Bio, Inc.

Healthcare
3K
+ 3.43%
$3.32 - $6.7 $9.96K - $20.1K
90.5K $335K
BA
Boeing CO

Industrials
176
+ 1.6%
$152.04 - $190.6 $26.8K - $33.5K
11.2K $1.7M
AMZN
Amazon Com Inc

Consumer Cyclical
450
+ 0.74%
$161.02 - $200.0 $72.5K - $90K
61.2K $11.4M
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
425
+ 0.27%
$19.36 - $29.54 $8.23K - $12.6K
160K $3.1M
ENVX
Enovix Corp

Industrials
16.5K
+ 7.21%
$7.61 - $18.31 $126K - $302K
246K $2.29M
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
Track This Portfolio

Track Wealth Effects LLC Portfolio

Follow Wealth Effects LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Effects LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Effects LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email