Wealth Effects LLC Sells in Q4 2024

Wealth Effects LLC

  • $255 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
-508
- 15.19%
$112.15 - $127.2 $57K - $64.6K
2.84K $342K
BGR
Black Rock Energy & Resources Trust

Financial Services
-3.5K
- 16.28%
$12.51 - $13.79 $43.8K - $48.3K
18K $226K
FIW
First Trust Water ETF

ETFs
-149
- 3.4%
$102.02 - $110.91 $15.2K - $16.5K
4.23K $431K
PBI
Pitney Bowes Inc

Industrials
-8.96K
- 5.23%
$6.74 - $8.2 $60.4K - $73.5K
163K $1.18M
SCYX
Scynexis Inc

Healthcare
-8K
- 7.84%
$1.0 - $1.53 $8K - $12.2K
94K $108K
CB
Chubb LTD

Financial Services
-99
- 7.23%
$271.57 - $301.89 $26.9K - $29.9K
1.27K $351K
IRDM
Iridium Communications Inc.

Communication Services
-498
- 2.85%
$27.32 - $33.54 $13.6K - $16.7K
17K $493K
DGRO
Ishares Core Dividend Growth E

ETFs
-447
- 4.98%
$60.73 - $64.94 $27.1K - $29K
8.53K $523K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3
- 0.06%
$442.29 - $483.08 $1.33K - $1.45K
5.31K $2.4M
XLK
Technology Sector Spdr

ETFs
-179
- 15.62%
$220.26 - $241.44 $39.4K - $43.2K
967 $224K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-203
- 4.83%
$126.68 - $134.74 $25.7K - $27.4K
4K $510K
AIG
American International Group, Inc.

Financial Services
-350
- 8.24%
$70.0 - $79.22 $24.5K - $27.7K
3.9K $283K
HON
Honeywell International Inc

Industrials
-265
- 15.48%
$202.84 - $236.0 $53.8K - $62.5K
1.45K $326K
BA
Boeing CO

Industrials
-1.72K
- 15.36%
$138.14 - $180.72 $237K - $310K
9.46K $1.67M
STKL
Sun Opta Inc.

Consumer Defensive
-15.4K
- 21.63%
$5.72 - $7.89 $88.1K - $122K
55.8K $429K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1
- 0.03%
$79.93 - $88.06 $79.9 - $88.1
2.98K $238K
BAC
Bank Of America Corp

Financial Services
-2.91K
- 11.79%
$39.22 - $47.77 $114K - $139K
21.7K $955K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-82
- 0.73%
$77.86 - $79.27 $6.38K - $6.5K
11.2K $871K
CSX
Csx Corp

Industrials
-70
- 0.9%
$31.58 - $36.88 $2.21K - $2.58K
7.74K $249K
XAIR
Beyond Air, Inc.

Healthcare
-33K
- 14.36%
$0.3 - $0.67 $9.9K - $22.1K
197K $70K
ABT
Abbott Laboratories

Healthcare
-100
- 1.57%
$111.93 - $119.39 $11.2K - $11.9K
6.27K $709K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-2.94K
- 7.13%
$13.61 - $14.58 $40K - $42.8K
38.2K $551K
PCYO
Pure Cycle Corp

Utilities
-7K
- 17.57%
$10.52 - $14.63 $73.6K - $102K
32.9K $416K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.38K
- 19.16%
$45.39 - $62.98 $62.4K - $86.6K
5.8K $329K
CHD
Church & Dwight CO Inc

Consumer Defensive
-99
- 3.0%
$99.11 - $112.25 $9.81K - $11.1K
3.2K $335K
TRV
Travelers Companies, Inc.

Financial Services
-76
- 5.82%
$225.97 - $266.66 $17.2K - $20.3K
1.23K $296K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-340
- 2.64%
$46.48 - $51.32 $15.8K - $17.4K
12.5K $602K
MODL
Victory Portfolios Ii Victorys
-30
- 0.22%
N/A
13.4K $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-62
- 1.87%
$521.84 - $558.82 $32.4K - $34.6K
3.25K $1.75M
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-8
- 0.12%
$41.16 - $44.07 $329 - $353
6.6K $277K
T
At&T Inc.

Communication Services
-109
- 0.49%
$21.22 - $23.88 $2.31K - $2.6K
22.4K $508K
BST
Black Rock Science & Technology Trust

Financial Services
-158
- 0.92%
$34.86 - $38.04 $5.51K - $6.01K
17.1K $625K
EPD
Enterprise Products Partners L.P.

Energy
-125
- 1.15%
$28.66 - $34.43 $3.58K - $4.3K
10.7K $335K
ALT
Altimmune, Inc.

Healthcare
-2.2K
- 6.28%
$6.02 - $9.85 $13.2K - $21.7K
32.9K $236K
GS
Goldman Sachs Group Inc

Financial Services
-21
- 4.88%
$486.1 - $608.57 $10.2K - $12.8K
409 $234K
EMLP
First Tr Exchange Traded Iv

ETFs
-47
- 0.32%
$33.69 - $38.24 $1.58K - $1.8K
14.7K $524K
VGT
Vanguard Information Technolog

ETFs
-6
- 0.58%
$571.78 - $647.97 $3.43K - $3.89K
1.03K $638K
DAL
Delta Air Lines, Inc.

Industrials
-1.42K
- 10.72%
$47.46 - $65.77 $67.4K - $93.4K
11.8K $715K
WMT
Walmart Inc.

Consumer Defensive
-1K
- 7.18%
$79.1 - $95.7 $79.4K - $96.1K
13K $1.17M
BMY
Bristol Myers Squibb CO

Healthcare
-225
- 1.49%
$51.92 - $59.94 $11.7K - $13.5K
14.9K $840K
V
Visa Inc.

Financial Services
-225
- 6.18%
$273.87 - $320.91 $61.6K - $72.2K
3.42K $1.08M
GOOG
Alphabet Inc.

Communication Services
-171
- 3.14%
$163.08 - $198.16 $27.9K - $33.9K
5.28K $1M
DDD
3 D Systems Corp

Technology
-14.6K
- 4.43%
$2.67 - $4.09 $39K - $59.8K
315K $1.03M
MS
Morgan Stanley

Financial Services
-25
- 0.44%
$104.42 - $134.99 $2.61K - $3.37K
5.68K $713K
VTI
Vanguard Total Stock Market Et

ETFs
-19
- 0.07%
$280.04 - $302.45 $5.32K - $5.75K
29.1K $8.43M
ENVX
Enovix Corp

Industrials
-11K
- 4.48%
$8.03 - $12.81 $88.3K - $141K
235K $2.55M
DDOG
Datadog, Inc.

Technology
-50
- 0.49%
$113.98 - $168.65 $5.7K - $8.43K
10.1K $1.44M
BX
Blackstone Inc.

Financial Services
-638
- 2.55%
$148.45 - $199.05 $94.7K - $127K
24.3K $4.2M
GOOGL
Alphabet Inc.

Communication Services
-2.13K
- 6.31%
$161.86 - $196.66 $345K - $419K
31.6K $5.99M
Activity Summary
Buys All Purchases 82 New Holdings 13 Increased Positions 69 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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