WEALTH EFFECTS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 21, 2024
Value $
$285M
Signature - Title
William Liberti - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by WEALTH EFFECTS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WEALTH EFFECTS LLC reported 217 stock holdings with total value $285M as of Q3 2024. Top holdings included AVDL, NVDA, AAPL, AMZN, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 217 $285M +$13.2M -$10M +$3.2M AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 10/21/2024, 09:41 AM
Q2 2024 209 $276M +$67.9M -$51.6M +$16.2M AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 8/2/2024, 02:32 PM
Q1 2024 217 $271M +$9.86M -$32.6M -$22.7M AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 4/22/2024, 10:56 AM
Q4 2023 227 $266M +$39.9M -$6.77M +$33.1M AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 1/29/2024, 09:41 AM
Q3 2023 197 $203M +$9.6M -$7.01M +$2.59M AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 10/16/2023, 09:50 AM
Q2 2023 202 $227M +$9.39M -$10.7M -$1.29M AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 7/18/2023, 11:45 AM
Q1 2023 198 $195M +$8.73M -$5.71M +$3.02M AVDL, AAPL, NVDA, MSFT, AMZN 13F-HR 5/4/2023, 02:40 PM
Q4 2022 191 $175M +$21.6M -$20.2M +$1.45M AVDL, AAPL, ARWR, MSFT, AMZN 13F-HR 2/2/2023, 03:26 PM
Q3 2022 183 $163M +$12.2M -$7.35M +$4.84M AAPL, AVDL, AMZN, ARWR, MSFT 13F-HR 11/14/2022, 01:41 PM
Q2 2022 189 $166M +$17.8M -$10.6M +$7.2M AAPL, AMZN, AVDL, MSFT, ARWR 13F-HR 8/2/2022, 05:32 PM
Q1 2022 204 $214M +$9.96M -$12.4M -$2.41M AAPL, AVDL, AMZN, NVDA, ARWR 13F-HR 5/16/2022, 11:04 AM
Q4 2021 215 $241M $0 $0 AAPL, AVDL, AMZN, ARWR, NVDA 13F-HR 2/8/2022, 07:00 PM