Chief Compliance Officer

0001951757-24-000142.txt : 20240129 0001951757-24-000142.hdr.sgml : 20240129 20240129094125 ACCESSION NUMBER: 0001951757-24-000142 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240129 DATE AS OF CHANGE: 20240129 EFFECTIVENESS DATE: 20240129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTH EFFECTS LLC CENTRAL INDEX KEY: 0001907254 ORGANIZATION NAME: IRS NUMBER: 871225689 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21668 FILM NUMBER: 24570857 BUSINESS ADDRESS: STREET 1: 256 FRANKLIN STREET STREET 2: SUITE 1702 CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-465-2560 MAIL ADDRESS: STREET 1: 256 FRANKLIN STREET STREET 2: SUITE 1702 CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001907254 XXXXXXXX 12-31-2023 12-31-2023 WEALTH EFFECTS LLC

256 FRANKLIN STREET SUITE 1702 BOSTON MA 02110

13F HOLDINGS REPORT 028-21668 N William Liberti Chief Compliance Officer 617-465-2560 William Liberti Boston MA 01-29-2024 0 227 265992663 false INFORMATION TABLE 2 F_13F_WealthEffects_Q42023.xml ALPS ETF TR EQUAL SEC ETF 00162Q205 505620 4616 SH SOLE 0 0 4616 ALPS ETF TR ALERIAN MLP 00162Q452 569555 13395 SH SOLE 0 0 13395 AT&T INC COM 00206R102 511323 30472 SH SOLE 0 0 30472 ARK ETF TR INNOVATION ETF 00214Q104 819067 15640 SH SOLE 0 0 15640 ABBOTT LABS COM 002824100 741479 6736 SH SOLE 0 0 6736 ABBVIE INC COM 00287Y109 1878333 12121 SH SOLE 0 0 12121 ADOBE INC COM 00724F101 6283093 10532 SH SOLE 0 0 10532 ADVANCED MICRO DEVICES INC COM 007903107 1498717 10167 SH SOLE 0 0 10167 AKEBIA THERAPEUTICS INC COM 00972D105 36580 29500 SH SOLE 0 0 29500 ALPHABET INC CAP STK CL C 02079K107 1280631 9087 SH SOLE 0 0 9087 ALPHABET INC CAP STK CL A 02079K305 5038618 36070 SH SOLE 0 0 36070 ALTRIA GROUP INC COM 02209S103 464919 11525 SH SOLE 0 0 11525 AMAZON COM INC COM 023135106 9517146 62638 SH 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