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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 $238,065,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 181,359 $19,655,652 8.26%
2.
Apple Inc.
 AAPL 86,018 $19,107,134 8.03%
3.
Avadel Pharmaceuticals Plc
 2,369,122 $18,550,227 7.79%
4.
Amazon Com Inc
 AMZN 58,831 $11,193,126 4.7%
5.
Vanguard Index Fds
 29,036 $7,980,231 3.35%
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)