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Home > Institutional Investor > Wealth Effects Llc > Profile

Instuitional Investor - Wealth Effects Llc

Fund Profile
Filing Period:
Fund Name: Wealth Effects Llc
Portfolio Value $265,992,663
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Avadel Pharmaceuticals Plc
 AVDL 2,416,326 $34,118,517 12.82%
2.
Apple Inc.
 AAPL 95,838 $18,451,782 6.93%
3.
Nvidia Corp
 NVDA 24,746 $12,254,701 4.6%
4.
Amazon Com Inc
 AMZN 62,638 $9,517,146 3.57%
5.
Microsoft Corp
 MSFT 20,792 $7,818,568 2.93%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)