WEALTH EFFECTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DOW | 11K | $255.07K |
 | META | 11K | $8.01M |
 | EPD | 11K | $334.59K |
 | MRK | 11K | $882.44K |
 | BA | 10K | $2.23M |
 | GLUE | 10K | $74.83K |
 | ABBV | 10K | $2.32M |
 | KSS | 10K | $153.70K |
 | BEAM | 9K | $223.28K |
 | QBTS | 9K | $227.33K |
 | GLP | 9K | $432.00K |
 | MO | 9K | $571.64K |
 | PG | 8K | $1.27M |
 | OKLO | 8K | $837.23K |
 | TSLA | 7K | $3.32M |
 | CSX | 7K | $263.66K |
 | VRT | 7K | $1.11M |
 | CRWV | 7K | $923.74K |
 | JNJ | 7K | $1.25M |
 | ADM | 6K | $376.36K |
Dow Inc.
DOW
Shares Held
11K
Value
$255.07K
Meta Platforms, Inc.
META
Shares Held
11K
Value
$8.01M
Enterprise Products Partners L.P.
EPD
Shares Held
11K
Value
$334.59K
Merck & Co., Inc.
MRK
Shares Held
11K
Value
$882.44K
The Boeing Company
BA
Shares Held
10K
Value
$2.23M
Monte Rosa Therapeutics, Inc.
GLUE
Shares Held
10K
Value
$74.83K
AbbVie Inc.
ABBV
Shares Held
10K
Value
$2.32M
Kohl's Corporation
KSS
Shares Held
10K
Value
$153.70K
Beam Therapeutics Inc.
BEAM
Shares Held
9K
Value
$223.28K
D-Wave Quantum Inc.
QBTS
Shares Held
9K
Value
$227.33K
Global Partners LP
GLP
Shares Held
9K
Value
$432.00K
Altria Group, Inc.
MO
Shares Held
9K
Value
$571.64K
The Procter & Gamble Company
PG
Shares Held
8K
Value
$1.27M
Oklo Inc.
OKLO
Shares Held
8K
Value
$837.23K
Tesla, Inc.
TSLA
Shares Held
7K
Value
$3.32M
CSX Corporation
CSX
Shares Held
7K
Value
$263.66K
Vertiv Holdings Co
VRT
Shares Held
7K
Value
$1.11M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
7K
Value
$923.74K
Johnson & Johnson
JNJ
Shares Held
7K
Value
$1.25M
Archer-Daniels-Midland Company
ADM
Shares Held
6K
Value
$376.36K