WEALTH EFFECTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOCN | 45K | $1.55M |
 | DVN | 38K | $1.32M |
 | VZ | 35K | $1.56M |
 | OGN | 34K | $361.21K |
 | XAIR | 34K | $77.97K |
 | INDI | 30K | $121.90K |
 | JPM | 30K | $9.36M |
 | GOOGL | 29K | $7.16M |
 | SMR | 29K | $1.03M |
 | ESTC | 28K | $2.34M |
 | BX | 24K | $4.17M |
 | BAC | 24K | $1.23M |
 | STKL | 24K | $137.71K |
 | ZENA | 23K | $110.40K |
 | SBCF | 22K | $654.25K |
 | PCYO | 21K | $232.47K |
 | INTC | 21K | $688.78K |
 | T | 20K | $575.33K |
 | FSLY | 20K | $172.29K |
 | WY | 19K | $458.62K |
DigitalOcean Holdings, Inc.
DOCN
Shares Held
45K
Value
$1.55M
Devon Energy Corporation
DVN
Shares Held
38K
Value
$1.32M
Verizon Communications Inc.
VZ
Shares Held
35K
Value
$1.56M
Organon & Co.
OGN
Shares Held
34K
Value
$361.21K
Beyond Air, Inc.
XAIR
Shares Held
34K
Value
$77.97K
indie Semiconductor, Inc.
INDI
Shares Held
30K
Value
$121.90K
JPMorgan Chase & Co.
JPM
Shares Held
30K
Value
$9.36M
Alphabet Inc.
GOOGL
Shares Held
29K
Value
$7.16M
NuScale Power Corporation
SMR
Shares Held
29K
Value
$1.03M
Elastic N.V.
ESTC
Shares Held
28K
Value
$2.34M
Blackstone Inc.
BX
Shares Held
24K
Value
$4.17M
Bank of America Corporation
BAC
Shares Held
24K
Value
$1.23M
SunOpta Inc.
STKL
Shares Held
24K
Value
$137.71K
ZenaTech, Inc.
ZENA
Shares Held
23K
Value
$110.40K
Seacoast Banking Corporation of Florida
SBCF
Shares Held
22K
Value
$654.25K
Pure Cycle Corporation
PCYO
Shares Held
21K
Value
$232.47K
Intel Corporation
INTC
Shares Held
21K
Value
$688.78K
AT&T Inc.
T
Shares Held
20K
Value
$575.33K
Fastly, Inc.
FSLY
Shares Held
20K
Value
$172.29K
Weyerhaeuser Company
WY
Shares Held
19K
Value
$458.62K