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| Name: |
WEALTH EFFECTS LLC |
| City: |
BOSTON |
| State: |
MA |
| Zip: |
02110 |
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data |
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| Holdings
Found :
23 |
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Closed Positions |
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Page 1 of 1 |
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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 |
|
MPC |
Marathon Petroleum Corp |
229 |
Closed |
$180.92 |
$0 |
0 |
0% |
-3,486,000 |
-23,500 |
0 |
Oil & Gas Refining, P... |
|
|
GE |
General Electric Co |
235 |
Closed |
$168.78 |
$0 |
0 |
0% |
-267,000 |
-2,091 |
0 |
Conglomerates |
|
|
NXJ |
Nuveen New Jersey Dividend ... |
222 |
Closed |
$12.03 |
$0 |
0 |
0% |
-178,000 |
-15,106 |
0 |
Closed - End Fund - Debt |
|
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UNP |
Union Pacific Corp |
228 |
Closed |
$242.38 |
$0 |
0 |
0% |
-213,000 |
-866 |
0 |
Railroads |
|
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WFC |
Wells Fargo & Co |
234 |
Closed |
$60.26 |
$0 |
0 |
0% |
-258,000 |
-5,243 |
0 |
Domestic Money Center... |
|
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SOFI |
SoFi Technologies, Inc |
221 |
Closed |
$7.06 |
$0 |
0 |
0% |
-102,000 |
-10,300 |
0 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
227 |
Closed |
$133.64 |
$0 |
0 |
0% |
-298,000 |
-2,430 |
0 |
Closed - End Fund - E... |
|
|
NLS |
Nautilus Inc |
233 |
Closed |
$0.01 |
$0 |
0 |
0% |
-44,000 |
-57,000 |
0 |
Sporting Goods |
|
|
TD |
Toronto-Dominion Bank (USA) |
220 |
Closed |
$55.32 |
$0 |
0 |
0% |
-211,000 |
-3,258 |
0 |
Domestic Money Center... |
|
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ROKU |
Roku, Inc |
239 |
Closed |
$60.14 |
$0 |
0 |
0% |
-222,000 |
-2,425 |
0 |
N/A |
|
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OEF |
iShares S&P 100 Index |
226 |
Closed |
$246.42 |
$0 |
0 |
0% |
-234,000 |
-1,048 |
0 |
Closed - End Fund - E... |
|
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VLO |
Valero Energy Corp |
232 |
Closed |
$156.67 |
$0 |
0 |
0% |
-427,000 |
-3,286 |
0 |
Oil & Gas Refining, P... |
|
|
UPS |
United Parcel Service Inc |
219 |
Closed |
$147.09 |
$0 |
0 |
0% |
-204,000 |
-1,300 |
0 |
AirDelivery & Freight... |
|
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LPCN |
Lipocine Inc |
238 |
Closed |
$0.29 |
$0 |
0 |
0% |
-41,000 |
-14,639 |
0 |
Conglomerates |
|
|
ED |
Consolidated Edison Inc |
225 |
Closed |
$97.50 |
$0 |
0 |
0% |
-400,000 |
-4,393 |
0 |
Multi Utilities |
|
|
VTRS |
Upjohn Inc |
231 |
Closed |
$11.72 |
$0 |
0 |
0% |
-113,000 |
-10,455 |
0 |
N/A |
|
|
TT |
Trane Technologies (Ingerso... |
218 |
Closed |
$325.89 |
$0 |
0 |
0% |
-239,000 |
-979 |
0 |
Diversified Machinery |
|
|
ZBH |
Zimmer Holdings Inc |
237 |
Closed |
$121.43 |
$0 |
0 |
0% |
-205,000 |
-1,687 |
0 |
Medical Appliances & ... |
|
|
HFXI |
Iq 50 Percent Hedged Ftse I... |
224 |
Closed |
$26.91 |
$0 |
0 |
0% |
-251,000 |
-10,110 |
0 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
230 |
Closed |
$492.27 |
$0 |
0 |
0% |
-6,283,000 |
-10,532 |
0 |
Application Software |
|
|
HOLX |
Hologic Inc |
217 |
Closed |
$76.10 |
$0 |
0 |
0% |
-250,000 |
-3,500 |
0 |
Medical Appliances & ... |
|
|
PD |
Pagerduty, Inc. |
236 |
Closed |
$20.12 |
$0 |
0 |
0% |
-214,000 |
-9,225 |
0 |
N/A |
|
|
IRDM |
Iridium Communications Inc |
223 |
Closed |
$30.34 |
$0 |
0 |
0% |
-309,000 |
-7,500 |
0 |
Diversified Investments |
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