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Name: |
WEALTH EFFECTS LLC |
City: |
BOSTON |
State: |
MA |
Zip: |
02110 |
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Holdings
Found :
13 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
MU |
Micron Technology Inc |
112 |
New |
$119.32 |
$478,000 |
4,055 |
0.18% |
478,000 |
4,055 |
0 |
Semiconductor - Memor... |
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ARM |
Arm Holdings American Depos... |
114 |
New |
$106.07 |
$462,000 |
3,700 |
0.17% |
462,000 |
3,700 |
0 |
N/A |
|
IOT |
Samsara Inc. |
154 |
New |
$38.41 |
$289,000 |
7,650 |
0.11% |
289,000 |
7,650 |
0.002 |
N/A |
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ITA |
iShares Dow Jones US Aerosp... |
174 |
New |
$0.00 |
$244,000 |
1,849 |
0.09% |
244,000 |
1,849 |
0.002 |
Closed - End Fund - E... |
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SCHG |
Schwab Strategic Trust |
187 |
New |
$92.55 |
$218,000 |
2,353 |
0.08% |
218,000 |
2,353 |
0 |
Closed - End Fund - Debt |
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GS |
Goldman Sachs Group Inc |
193 |
New |
$446.95 |
$209,000 |
500 |
0.08% |
209,000 |
500 |
0 |
Investment Brokerage ... |
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IWB |
ishares trust Russell 1000 |
194 |
New |
$284.23 |
$208,000 |
723 |
0.08% |
208,000 |
723 |
0.001 |
Closed - End Fund - E... |
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PH |
Parker Hannifin Corp |
196 |
New |
$554.91 |
$201,000 |
361 |
0.07% |
201,000 |
361 |
0 |
Industrial Equipment ... |
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FV |
First Trust Dorsey Wright F... |
195 |
New |
$55.30 |
$201,000 |
3,514 |
0.07% |
201,000 |
3,514 |
0.006 |
N/A |
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AXP |
American Express Co |
197 |
New |
$236.24 |
$200,000 |
880 |
0.07% |
200,000 |
880 |
0 |
Credit Services |
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ALT |
Altimmune, Inc |
205 |
New |
$7.16 |
$150,000 |
14,700 |
0.06% |
150,000 |
14,700 |
0 |
Diversified Investments |
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RXRX |
Recursion Pharmaceuticals, ... |
204 |
New |
$8.59 |
$150,000 |
15,000 |
0.06% |
150,000 |
15,000 |
0.037 |
N/A |
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MTBC |
CareCloud, Inc |
214 |
New |
$1.08 |
$15,000 |
12,932 |
0.01% |
15,000 |
12,932 |
0.098 |
N/A |
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