WEALTH EFFECTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CURI | 18K | $95.95K |
 | MU | 18K | $2.99M |
 | NEE | 17K | $1.30M |
 | BMY | 17K | $776.88K |
 | MSFT | 17K | $8.63M |
 | C | 16K | $1.67M |
 | FSK | 16K | $240.37K |
 | AUTL | 16K | $26.08K |
 | AKBA | 16K | $43.68K |
 | IRDM | 16K | $272.58K |
 | CVX | 15K | $2.40M |
 | KEY | 15K | $276.87K |
 | QXO | 15K | $276.38K |
 | AVGO | 14K | $4.77M |
 | ET | 14K | $237.05K |
 | IBM | 14K | $3.82M |
 | TGTX | 12K | $433.50K |
 | DAL | 12K | $662.91K |
 | WMT | 11K | $1.18M |
 | XOM | 11K | $1.26M |
CuriosityStream Inc.
CURI
Shares Held
18K
Value
$95.95K
Micron Technology, Inc.
MU
Shares Held
18K
Value
$2.99M
NextEra Energy, Inc.
NEE
Shares Held
17K
Value
$1.30M
Bristol-Myers Squibb Company
BMY
Shares Held
17K
Value
$776.88K
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.63M
Citigroup Inc.
C
Shares Held
16K
Value
$1.67M
FS KKR Capital Corp.
FSK
Shares Held
16K
Value
$240.37K
Autolus Therapeutics plc
AUTL
Shares Held
16K
Value
$26.08K
Akebia Therapeutics, Inc.
AKBA
Shares Held
16K
Value
$43.68K
Iridium Communications Inc.
IRDM
Shares Held
16K
Value
$272.58K
Chevron Corporation
CVX
Shares Held
15K
Value
$2.40M
KeyCorp
KEY
Shares Held
15K
Value
$276.87K
QXO Inc
QXO
Shares Held
15K
Value
$276.38K
Broadcom Inc.
AVGO
Shares Held
14K
Value
$4.77M
Energy Transfer LP
ET
Shares Held
14K
Value
$237.05K
International Business Machines Corporation
IBM
Shares Held
14K
Value
$3.82M
TG Therapeutics, Inc.
TGTX
Shares Held
12K
Value
$433.50K
Delta Air Lines, Inc.
DAL
Shares Held
12K
Value
$662.91K
Walmart Inc.
WMT
Shares Held
11K
Value
$1.18M
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.26M