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Home > Institutional Investor > Wealth Effects Llc > 13F Holdings

Instuitional Investor - Wealth Effects Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Avadel Pharmaceuticals Plc
 2,288,813 $34,950,169 11.24%
2.
Nvidia Corp
 NVDA 163,827 $30,566,805 9.83%
3.
Apple Inc.
 AAPL 81,549 $20,764,815 6.68%
4.
Amazon Com Inc
 AMZN 62,062 $13,626,884 4.38%
5.
Jpmorgan Chase & Co
 JPM 29,689 $9,364,860 3.01%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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