• 13F History

WEALTH EFFECTS LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$282M
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 212 stock holdings with total value $282M as of Q4 2024. Top holdings included NVDA, AVDL, AAPL, AMZN, and VTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 212 $282M +$10.5M -$15.2M -$4.64M NVDA, AVDL, AAPL, AMZN, VTI 13F-HR 1/22/2025, 05:07 PM
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 +$16.3M AVDL, NVDA, AAPL, AMZN, MSFT 13F-HR 8/2/2024, 02:32 PM
Q1 2024 215 $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 196 $201M +$9.59M -$4.78M +$4.81M AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 10/16/2023, 09:50 AM
Q2 2023 201 $227M +$9.13M -$7.95M +$1.19M AVDL, AAPL, NVDA, AMZN, MSFT 13F-HR 7/18/2023, 11:45 AM
Q1 2023 197 $195M +$8.73M -$3.59M +$5.13M AVDL, AAPL, NVDA, MSFT, AMZN 13F-HR 5/4/2023, 02:40 PM
Q4 2022 190 $175M +$21.6M -$13.9M +$7.76M AVDL, AAPL, ARWR, MSFT, AMZN 13F-HR 2/2/2023, 02:26 PM
Q3 2022 182 $163M +$12.2M -$3.62M +$8.57M AAPL, AVDL, AMZN, ARWR, MSFT 13F-HR 11/14/2022, 12:41 PM
Q2 2022 188 $166M +$17.8M -$2.44M +$15.3M AAPL, AMZN, AVDL, MSFT, ARWR 13F-HR 8/2/2022, 05:32 PM
Q1 2022 204 $214M +$9.96M -$2.64M +$7.32M AAPL, AVDL, AMZN, NVDA, ARWR 13F-HR 5/16/2022, 11:04 AM
Q4 2021 215 $241M AAPL, AVDL, AMZN, ARWR, NVDA 13F-HR 2/8/2022, 06:00 PM