Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Wealth Effects Llc > Profile

Instuitional Investor - Wealth Effects Llc

Fund Profile
Filing Period:
Fund Name: Wealth Effects Llc
Portfolio Value $369,535,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 155,206 $35,445,838 9.59%
2.
Apple Inc.
 AAPL 77,834 $25,920,361 7.01%
3.
Micron Technology Inc
 MU 19,710 $20,993,368 5.68%
4.
Amazon Com Inc
 AMZN 63,851 $15,908,461 4.3%
5.
Vanguard Index Fds
 28,691 $10,737,335 2.91%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.