Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $229 Billion
  • Q1 2025

Left Brain Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $229 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $21.6B, Meta Platforms, Inc. with a value of $13.1B, Palantir Technologies Inc. with a value of $10.9B, Netflix Inc with a value of $10.7B, and Alps ETF Tr Alerian Mlp ETF with a value of $7.53B.

Examining the 13F form we can see an decrease of $35.6B in the current position value, from $265B to 229B.

Left Brain Wealth Management, LLC is based out at Naperville, IL

Below you can find more details about Left Brain Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $229 Billion
Technology: $98.2 Billion
Financial Services: $29 Billion
Communication Services: $25.1 Billion
Consumer Cyclical: $20 Billion
Healthcare: $14.6 Billion
Industrials: $12.9 Billion
ETFs: $10.1 Billion
Consumer Defensive: $7.64 Billion
Other: $3.02 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$21.6 Billion 9.45% of portfolio
199,735
Q1 2025 Reduced 3.77%
$1.25T
$13.1 Billion 5.72% of portfolio
22,757
Q1 2025 Reduced 4.5%
$233B
$10.9 Billion 4.75% of portfolio
128,825
Q1 2025 Reduced 7.17%
$504B
$10.7 Billion 4.65% of portfolio
11,435
Q1 2025 Reduced 3.75%
$0
$7.53 Billion 3.29% of portfolio
144,935
Q1 2025 Reduced 0.66%
$43.6B
$7.18 Billion 3.13% of portfolio
13,655
Q1 2025 Reduced 1.38%
$864B
$6.68 Billion 2.91% of portfolio
40,220
Q1 2025 Added 113.57%
$1.88T
$6.42 Billion 2.8% of portfolio
33,743
Q1 2025 Reduced 8.41%
$92.1B
$6.4 Billion 2.79% of portfolio
18,148
Q1 2025 Reduced 12.23%
$160B
$5.69 Billion 2.48% of portfolio
78,112
Q1 2025 Added 8.59%
Arista Networks Inc
-
$5.64 Billion 2.46% of portfolio
-
Q1 2025 Reduced 4.59%
$81.9B
$5.48 Billion 2.39% of portfolio
39,999
Q1 2025 Added 55.42%
$220B
$5.37 Billion 2.34% of portfolio
26,826
Q1 2025 Reduced 0.67%
$2.28B
$5.36 Billion 2.34% of portfolio
278,894
Q1 2025 Added 1.09%
$565B
$5.33 Billion 2.33% of portfolio
15,203
Q1 2025 Reduced 0.5%
$440B
$4.96 Billion 2.16% of portfolio
5,241
Q1 2025 Reduced 1.04%
$23.8B
$4.77 Billion 2.08% of portfolio
87,249
Q1 2025 Reduced 3.23%
$2.95T
$4.48 Billion 1.96% of portfolio
11,935
Q1 2025 Reduced 0.4%
$217B
$4.39 Billion 1.92% of portfolio
17,664
Q1 2025 Added 1,547.76%
$193B
$4.23 Billion 1.85% of portfolio
5,318
Q1 2025 Reduced 14.17%
$104B
$3.87 Billion 1.69% of portfolio
11,758
Q1 2025 Reduced 5.44%
$854B
$3.81 Billion 1.66% of portfolio
4,617
Q1 2025 Reduced 4.13%
$113B
$3.69 Billion 1.61% of portfolio
38,698
Q1 2025 Added 16.8%
$78B
$3.47 Billion 1.51% of portfolio
20,710
Q1 2025 Reduced 0.27%
$17B
$3.44 Billion 1.5% of portfolio
32,683
Q1 2025 Reduced 15.57%
$15.6B
$3.37 Billion 1.47% of portfolio
20,344
Q1 2025 Added 1,227.07%
$165B
$3.35 Billion 1.46% of portfolio
11,827
Q1 2025 Reduced 2.13%
$38.4B
$3.32 Billion 1.45% of portfolio
11,934
Q1 2025 Reduced 2.37%
$30.3B
$2.83 Billion 1.24% of portfolio
52,136
Q1 2025 Reduced 13.51%
$20.4B
$2.74 Billion 1.19% of portfolio
140,050
Q1 2025 Reduced 11.42%
$88.9B
$2.57 Billion 1.12% of portfolio
1,796
Q1 2025 Added 2.57%
$78.6B
$2.51 Billion 1.1% of portfolio
9,472
Q1 2025 Reduced 41.81%
$29.4B
$2.18 Billion 0.95% of portfolio
3,817
Q1 2025 Reduced 6.24%
$1.4B
$2.16 Billion 0.94% of portfolio
42,967
Q1 2025 Reduced 10.01%
$385B
$2.05 Billion 0.9% of portfolio
3,920
Q1 2025 Reduced 3.99%
Ge Vernova Inc
-
$2.01 Billion 0.88% of portfolio
-
Q1 2025 Reduced 2.62%
$891B
$1.94 Billion 0.85% of portfolio
7,495
Q1 2025 Reduced 7.16%
$119B
$1.88 Billion 0.82% of portfolio
6,211
Q1 2025 Reduced 2.92%
$0
$1.85 Billion 0.81% of portfolio
83,545
Q1 2025 Added 18.88%
$14.9B
$1.7 Billion 0.74% of portfolio
51,228
Q1 2025 Reduced 0.7%
$106B
$1.59 Billion 0.7% of portfolio
26,539
Q1 2025 Added 1.91%
$0
$1.22 Billion 0.53% of portfolio
59,067
Q1 2025 Added 20.37%
$16.4B
$1.09 Billion 0.47% of portfolio
13,364
Q1 2025 Reduced 23.89%
$9.14B
$898 Million 0.39% of portfolio
23,590
Q1 2025 Added 8.51%
$345B
$832 Million 0.36% of portfolio
3,970
Q1 2025 Reduced 7.57%
$5.08B
$742 Million 0.32% of portfolio
64,830
Q1 2025 Added 20.49%
$264B
$737 Million 0.32% of portfolio
8,399
Q1 2025 Added 0.95%
$0
$731 Million 0.32% of portfolio
1,306
Q4 2024 Reduced 8.67%
$41B
$684 Million 0.3% of portfolio
16,425
Q1 2025 Added 50.69%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $229 Billion
  • Prior Value $265 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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