CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

0001907254-22-000004.txt : 20221114 0001907254-22-000004.hdr.sgml : 20221114 20221114134140 ACCESSION NUMBER: 0001907254-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WEALTH EFFECTS LLC CENTRAL INDEX KEY: 0001907254 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: 221383438 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 13F-HR LIVE false false false 0001907254 XXXXXXXX 09-30-2022 09-30-2022 WEALTH EFFECTS LLC

256 FRANKLIN STREET SUITE 1702 BOSTON MA 02110

13F HOLDINGS REPORT 028-21668 N WILLIAM A. LIBERTI CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 617-465-2560 WILLIAM A. LIBERTI BOSTON MA 11-14-2022 0 183 163512 false INFORMATION TABLE 2 13FWealthEffectsQ32022.xml ELASTIC N V ORD SHS N14506104 740 10317 SH SOLE 0 0 10317 CHUBB LIMITED COM H1467J104 293 1610 SH SOLE 0 0 1610 STERIS PLC SHS USD G8473T100 1753 10543 SH SOLE 0 0 10543 ZOETIS INC CL A 98978V103 324 2188 SH SOLE 0 0 2188 VISA INC COM CL A 92826C839 800 4502 SH SOLE 0 0 4502 VIATRIS INC COM 92556V106 229 26846 SH SOLE 0 0 26846 PARAMOUNT GLOBAL CLASS B COM 92556H206 232 12161 SH SOLE 0 0 12161 VERIZON COMMUNICATIONS INC COM 92343V104 1050 27650 SH SOLE 0 0 27650 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 246 3318 SH SOLE 0 0 3318 VANGUARD WORLD FDS UTILITIES ETF 92204A876 405 2845 SH SOLE 0 0 2845 VANGUARD WORLD FDS INF TECH ETF 92204A702 293 952 SH SOLE 0 0 952 UNITY SOFTWARE INC COM 91332U101 263 8245 SH SOLE 0 0 8245 UNITEDHEALTH GROUP INC COM 91324P102 1810 3583 SH SOLE 0 0 3583 TWILIO INC CL A 90138F102 838 12115 SH SOLE 0 0 12115 3-D SYS CORP DEL COM NEW 88554D205 2069 259275 SH 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