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Portfolio (Quarterly) Guide ↗

WEALTH EFFECTS LLC

· CIK 0001907254
13F Portfolio $370M AUM 256 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 256 New
Page 11 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMT AMERICAN TOWER CORP Real Estate 1,652.0 $270K 0.07% NEW $163.54 +5.3%
202 MSI MOTOROLA SOLUTIONS INC Technology 650.0 $270K 0.07% NEW $415.38 +10.0%
203 DXCM DEXCOM INC Healthcare 4,000.0 $269K 0.07% NEW $67.35 +31.8%
204 SMR NUSCALE PWR CORP Utilities 26,725.0 $268K 0.07% NEW $10.03 -8.4%
205 FPX FIRST TR EXCHANGE-TRADED FD 1,296.0 $267K 0.07% NEW $206.19 -6.1%
206 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 8,890.0 $267K 0.07% NEW $30.03 +5.6%
207 SSUS STRATEGY SHS 4,810.0 $266K 0.07% NEW $55.31 +2.6%
208 ET ENERGY TRANSFER L P Energy 13,814.0 $264K 0.07% NEW $19.12 +9.5%
209 RQI COHEN & STEERS QUALITY INCOM Financial Services 21,335.0 $263K 0.07% NEW $12.31 +0.3%
210 DKNG DRAFTKINGS INC NEW Consumer Cyclical 10,300.0 $260K 0.07% NEW $25.26 +0.2%
211 RWL INVESCO EXCH TRADED FD TR II 2,025.0 $259K 0.07% NEW $127.76 +5.2%
212 CVLC MORGAN STANLEY ETF TRUST 2,725.0 $257K 0.07% NEW $94.47 +2.9%
213 QXO QXO INC Industrials 14,500.0 $251K 0.07% NEW $17.28 -19.1%
214 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 18,472.0 $248K 0.07% NEW $13.44 -1.3%
215 GFS GLOBALFOUNDRIES INC Technology 3,000.0 $247K 0.07% NEW $82.41 -35.2%
216 CRM SALESFORCE INC Technology 1,575.0 $247K 0.07% NEW $156.66 +21.9%
217 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 10,099.0 $244K 0.07% NEW $24.20 -36.4%
218 XLK SELECT SECTOR SPDR TR 1,269.0 $242K 0.07% NEW $190.53 -0.1%
219 HAL HALLIBURTON CO Energy 7,000.0 $238K 0.06% NEW $33.95 +2.3%
220 VEA VANGUARD TAX-MANAGED FDS 3,282.0 $234K 0.06% NEW $71.25 +3.4%
Page 11 of 13  ·  256 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.1%
Financial Services 13.1%
Healthcare 10.0%
Communication Services 9.4%
Consumer Cyclical 7.7%
Industrials 6.9%
Consumer Defensive 3.0%
Energy 2.6%
Utilities 1.7%
Real Estate 0.3%