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Home > Institutional Investor > Wealth Effects Llc > Profile

Instuitional Investor - Wealth Effects Llc

Fund Profile
Filing Period:
Fund Name: Wealth Effects Llc
Portfolio Value $281,513,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 195,151 $26,206,892 9.3%
2.
Avadel Pharmaceuticals Plc
 2,344,130 $24,636,808 8.75%
3.
Apple Inc.
 AAPL 87,855 $22,000,689 7.81%
4.
Amazon Com Inc
 AMZN 60,497 $13,272,511 4.71%
5.
Vanguard Index Fds
 29,071 $8,425,193 2.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)