WEALTH EFFECTS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TRV | 1K | $343.94K |
 | NFLX | 1K | $1.41M |
 | CRM | 1K | $278.48K |
 | PANW | 1K | $237.25K |
 | LLY | 857 | $653.83K |
 | COST | 772 | $714.47K |
 | GS | 656 | $522.79K |
 | MSI | 650 | $297.24K |
 | LMT | 600 | $299.54K |
 | CMI | 511 | $215.77K |
 | MA | 508 | $288.95K |
 | ASML | 380 | $367.96K |
 | BLK | 340 | $396.40K |
 | MELI | 166 | $387.93K |
The Travelers Companies, Inc.
TRV
Shares Held
1K
Value
$343.94K
Netflix, Inc.
NFLX
Shares Held
1K
Value
$1.41M
Salesforce, Inc.
CRM
Shares Held
1K
Value
$278.48K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$237.25K
Eli Lilly and Company
LLY
Shares Held
857
Value
$653.83K
Costco Wholesale Corporation
COST
Shares Held
772
Value
$714.47K
The Goldman Sachs Group, Inc.
GS
Shares Held
656
Value
$522.79K
Motorola Solutions, Inc.
MSI
Shares Held
650
Value
$297.24K
Lockheed Martin Corporation
LMT
Shares Held
600
Value
$299.54K
Cummins Inc.
CMI
Shares Held
511
Value
$215.77K
Mastercard Incorporated
MA
Shares Held
508
Value
$288.95K
ASML Holding N.V.
ASML
Shares Held
380
Value
$367.96K
BlackRock, Inc.
BLK
Shares Held
340
Value
$396.40K
MercadoLibre, Inc.
MELI
Shares Held
166
Value
$387.93K