Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $215 Billion
  • Q3 2024

Left Brain Wealth Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $215 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $25.4B, Meta Platforms, Inc. with a value of $13.2B, Exxon Mobil Corp with a value of $9.57B, Trade Desk, Inc. with a value of $9.08B, and Netflix Inc with a value of $7.77B.

Examining the 13F form we can see an increase of $828M in the current position value, from $214B to 215B.

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 $215 Billion
Technology: $96.7 Billion
Communication Services: $21 Billion
Financial Services: $20.1 Billion
Healthcare: $17 Billion
Consumer Cyclical: $15.5 Billion
Energy: $11.6 Billion
Industrials: $10.9 Billion
Consumer Defensive: $9.54 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.72B
$2.37 Billion 1.1% of portfolio
41,208
Q3 2024 Added 2.74%
$1.52B
$380 Million 0.18% of portfolio
32,885
Q3 2024 Added 22.48%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $215 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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