WEALTH EFFECTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 3K | $1.09M |
 | CAT | 3K | $1.45M |
 | CHD | 3K | $263.64K |
 | AMAT | 3K | $554.85K |
 | AMGN | 3K | $737.57K |
 | DIS | 3K | $298.27K |
 | DELL | 3K | $362.93K |
 | HD | 3K | $1.02M |
 | TJX | 2K | $337.88K |
 | UBER | 2K | $215.73K |
 | GE | 2K | $647.00K |
 | CEG | 2K | $680.24K |
 | DHR | 2K | $409.46K |
 | CLS | 2K | $505.08K |
 | AMT | 2K | $384.37K |
 | SHOP | 2K | $286.07K |
 | GEV | 2K | $1.04M |
 | ZTS | 2K | $243.97K |
 | LRCX | 2K | $203.53K |
 | HON | 1K | $272.86K |
Visa Inc.
V
Shares Held
3K
Value
$1.09M
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.45M
Church & Dwight Co., Inc.
CHD
Shares Held
3K
Value
$263.64K
Applied Materials, Inc.
AMAT
Shares Held
3K
Value
$554.85K
Amgen Inc.
AMGN
Shares Held
3K
Value
$737.57K
The Walt Disney Company
DIS
Shares Held
3K
Value
$298.27K
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$362.93K
The Home Depot, Inc.
HD
Shares Held
3K
Value
$1.02M
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$337.88K
Uber Technologies, Inc.
UBER
Shares Held
2K
Value
$215.73K
GE Aerospace
GE
Shares Held
2K
Value
$647.00K
Constellation Energy Corporation
CEG
Shares Held
2K
Value
$680.24K
Danaher Corporation
DHR
Shares Held
2K
Value
$409.46K
Celestica Inc.
CLS
Shares Held
2K
Value
$505.08K
American Tower Corporation
AMT
Shares Held
2K
Value
$384.37K
Shopify Inc.
SHOP
Shares Held
2K
Value
$286.07K
GE Vernova Inc.
GEV
Shares Held
2K
Value
$1.04M
Zoetis Inc.
ZTS
Shares Held
2K
Value
$243.97K
Lam Research Corporation
LRCX
Shares Held
2K
Value
$203.53K
Honeywell International Inc.
HON
Shares Held
1K
Value
$272.86K