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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 9 of 13  ·  256 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EPD ENTERPRISE PRODS PARTNERS L Energy 10,700.0 $393K 0.11% NEW $36.76 +5.0%
162 FYX FIRST TR EXCHANGE-TRADED ALP 2,711.0 $391K 0.11% NEW $144.29 +0.6%
163 ALT ALTIMMUNE INC Healthcare 122,650.0 $373K 0.10% NEW $3.04 -1.3%
164 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,835.0 $372K 0.10% NEW $96.89 +1.1%
165 NOW SERVICENOW INC Technology 3,735.0 $371K 0.10% NEW $99.28 +18.6%
166 COPX GLOBAL X FDS 4,779.0 $368K 0.10% NEW $76.97 +13.5%
167 BEAM BEAM THERAPEUTICS INC Healthcare 10,549.0 $362K 0.10% NEW $34.32 -21.0%
168 IAU ISHARES GOLD TR Financial Services 4,667.0 $352K 0.10% NEW $75.51 +10.1%
169 IONQ IONQ INC Technology 6,587.0 $351K 0.10% NEW $53.26 -12.1%
170 CSX CSX CORP Industrials 7,367.0 $350K 0.10% NEW $47.53 +6.4%
171 EVV EATON VANCE LIMITED DURATION Financial Services 36,745.0 $344K 0.09% NEW $9.37 -2.6%
172 DDD 3D SYS CORP DEL Technology 113,000.0 $341K 0.09% NEW $3.02 +20.5%
173 FXU FIRST TR EXCHANGE-TRADED FD 6,898.0 $340K 0.09% NEW $49.34 -1.7%
174 SUB ISHARES TR 3,181.0 $339K 0.09% NEW $106.48 -0.2%
175 AXON AXON ENTERPRISE INC Industrials 600.0 $336K 0.09% NEW $560.61 +7.8%
176 MCD MCDONALDS CORP Consumer Cyclical 1,243.0 $336K 0.09% NEW $270.31 -1.8%
177 PUTNAM ETF TRUST 36,800.0 $336K 0.09% NEW $9.13
178 SHY ISHARES TR 4,067.0 $334K 0.09% NEW $82.11 -0.1%
179 QBTS D-WAVE QUANTUM INC Technology 13,850.0 $332K 0.09% NEW $23.99 -13.0%
180 TJX TJX COS INC NEW Consumer Cyclical 2,188.0 $331K 0.09% NEW $151.49 -0.4%
Page 9 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%