Wealth Effects LLC Sells in Q3 2025

Wealth Effects LLC

  • $268 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-1.35K
- 2.12%
$43.93 - $89.76 $59.3K - $121K
62.4K $3.06M
SMR
Nuscale Power Corp

Industrials
-18.1K
- 38.84%
$32.65 - $51.67 $591K - $935K
28.5K $1.03M
NFLX
Netflix Inc

Communication Services
-180
- 13.28%
$1147.87 - $1297.18 $207K - $233K
1.18K $1.41M
IRDM
Iridium Communications Inc.

Communication Services
-6.5K
- 29.38%
$17.28 - $32.43 $112K - $211K
15.6K $272K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-13.5K
- 59.97%
$23.48 - $24.44 $317K - $330K
9K $215K
META
Meta Platforms, Inc.

Communication Services
-380
- 3.37%
$695.21 - $791.73 $264K - $301K
10.9K $8.01M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.52K
- 21.26%
$53.81 - $57.52 $351K - $375K
24.2K $1.39M
OGN
Organon & Co.

Healthcare
-31K
- 47.84%
$8.4 - $10.85 $261K - $337K
33.8K $361K
PCT
Pure Cycle Technologies, Inc.

Industrials
-13.2K
- 22.15%
$12.21 - $16.92 $161K - $223K
46.4K $610K
LLY
Eli Lilly & CO

Healthcare
-211
- 19.76%
$625.65 - $812.69 $132K - $171K
857 $653K
S
Sentinel One, Inc.

Technology
-4K
- 6.56%
$15.81 - $19.78 $63.2K - $79.1K
57K $1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-254
- 18.19%
$617.65 - $666.84 $157K - $169K
1.14K $760K
AKBA
Akebia Therapeutics, Inc.

Healthcare
-18.5K
- 53.62%
$2.7 - $4.01 $50K - $74.2K
16K $43K
PG
Procter & Gamble CO

Consumer Defensive
-162
- 1.92%
$150.47 - $161.22 $24.4K - $26.1K
8.26K $1.27M
ABT
Abbott Laboratories

Healthcare
-300
- 4.82%
$120.51 - $136.62 $36.2K - $41K
5.92K $793K
PBI
Pitney Bowes Inc

Industrials
-7.5K
- 10.95%
$10.92 - $12.79 $81.9K - $95.9K
61K $696K
IBRX
Immunity Bio, Inc.

Healthcare
-7.5K
- 6.15%
$2.24 - $3.01 $16.8K - $22.6K
115K $281K
BMY
Bristol Myers Squibb CO

Healthcare
-425
- 2.41%
$43.31 - $48.98 $18.4K - $20.8K
17.2K $776K
DIS
Walt Disney CO

Communication Services
-70
- 2.62%
$112.25 - $124.0 $7.86K - $8.68K
2.61K $298K
FSLY
Fastly, Inc.

Technology
-8.5K
- 29.67%
$6.36 - $8.95 $54.1K - $76.1K
20.2K $172K
GNRC
Generac Holdings Inc.

Industrials
-1.16K
- 16.85%
$146.61 - $202.85 $170K - $235K
5.73K $958K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-1.01K
- 15.28%
$44.92 - $48.31 $45.3K - $48.7K
5.59K $269K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-508
- 5.13%
$49.05 - $49.99 $24.9K - $25.4K
9.39K $467K
XLP
Consumer Staples Sector Spdr

ETFs
-264
- 6.33%
N/A
3.91K $297K
T
At&T Inc.

Communication Services
-22
- 0.11%
$26.94 - $29.62 $593 - $652
20.4K $575K
ESTC
Elastic N.V.

Technology
-215
- 0.77%
$72.54 - $92.3 $15.6K - $19.8K
27.7K $2.34M
BGR
Black Rock Energy & Resources Trust

Financial Services
-1K
- 5.56%
$13.14 - $13.64 $13.1K - $13.6K
17K $230K
Celestica Inc
-50
- 2.38%
N/A
2.05K $0
Avadel Pharmaceuticals PLC
-66K
- 2.8%
N/A
2.29M $0
INDI
Indie Semiconductor, Inc.

Technology
-4K
- 11.78%
$3.54 - $4.92 $14.2K - $19.7K
30K $121K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-685
- 1.84%
$13.62 - $14.27 $9.33K - $9.77K
36.5K $520K
VCIT
Vanguard Intermediate Term Cor

ETFs
-16
- 0.29%
$81.75 - $84.54 $1.31K - $1.35K
5.45K $458K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-510
- 0.78%
$16.46 - $17.1 $8.39K - $8.72K
65.3K $1.11M
VNQ
Vanguard Specialized Funds Van

ETFs
-15
- 0.28%
$88.47 - $93.24 $1.33K - $1.4K
5.3K $484K
MO
Altria Group, Inc.

Consumer Defensive
-750
- 7.98%
$57.75 - $67.68 $43.3K - $50.8K
8.65K $571K
VZ
Verizon Communications Inc

Communication Services
-75
- 0.21%
$40.84 - $45.06 $3.06K - $3.38K
35.5K $1.56M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.33%
$410.74 - $499.21 $821 - $998
600 $299K
ASML
Asml Holding Nv

Technology
-50
- 11.63%
$689.63 - $968.09 $34.5K - $48.4K
380 $367K
MRK
Merck & Co., Inc.

Healthcare
-300
- 2.77%
$77.6 - $87.37 $23.3K - $26.2K
10.5K $882K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-15
- 0.39%
$132.9 - $142.03 $1.99K - $2.13K
3.85K $542K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-251
- 4.03%
$108.46 - $120.63 $27.2K - $30.3K
5.98K $710K
XLE
Energy Sector Spdr

ETFs
-82
- 0.93%
$84.25 - $91.99 $6.91K - $7.54K
8.69K $776K
DELL
Dell Technologies Inc.

Technology
-85
- 3.21%
$120.96 - $141.77 $10.3K - $12.1K
2.56K $362K
BAC
Bank Of America Corp

Financial Services
-1K
- 4.03%
$44.92 - $52.42 $44.9K - $52.4K
23.8K $1.23M
XOM
Exxon Mobil Corp

Energy
-1
- 0.01%
$105.83 - $117.22 $106 - $117
11.2K $1.26M
GE
General Electric CO

Industrials
-125
- 5.49%
$244.75 - $305.63 $30.6K - $38.2K
2.15K $647K
RTX
Raytheon Technologies Corp

Industrials
-30
- 0.64%
$144.19 - $167.33 $4.33K - $5.02K
4.68K $782K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-194
- 1.3%
$135.0 - $146.02 $26.2K - $28.3K
14.8K $2.15M
VTI
Vanguard Total Stock Market Et

ETFs
-1.68K
- 5.76%
$303.93 - $329.86 $510K - $554K
27.5K $9.01M
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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