Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $265 Billion
  • Q4 2024

Left Brain Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $265 Billion distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.9B, Meta Platforms, Inc. with a value of $14B, Netflix Inc with a value of $10.6B, Trade Desk, Inc. with a value of $10.6B, and Palantir Technologies Inc. with a value of $10.5B.

Examining the 13F form we can see an increase of $49.8B in the current position value, from $215B to 265B.

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 $265 Billion
Technology: $122 Billion
Financial Services: $27.1 Billion
Communication Services: $25.8 Billion
Consumer Cyclical: $24 Billion
Industrials: $13.3 Billion
Healthcare: $13.3 Billion
ETFs: $9.53 Billion
Energy: $9.38 Billion
Other: $9.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$346B
$27.9 Billion 10.53% of portfolio
207,553
Q4 2024 Reduced 0.81%
$1.66T
$14 Billion 5.27% of portfolio
23,830
Q4 2024 Added 3.16%
$471B
$10.6 Billion 4.0% of portfolio
11,880
Q4 2024 Added 8.49%
$35.6B
$10.6 Billion 4.0% of portfolio
90,159
Q4 2024 Added 8.82%
$234B
$10.5 Billion 3.96% of portfolio
138,776
Q4 2024 Added 15.68%
$451B
$8.63 Billion 3.26% of portfolio
80,191
Q4 2024 Reduced 1.77%
Arista Networks Inc
-
$8.44 Billion 3.19% of portfolio
-
Q4 2024 New
$48.6B
$8.23 Billion 3.11% of portfolio
13,846
Q4 2024 Reduced 1.24%
$2.33T
$8.08 Billion 3.05% of portfolio
36,840
Q4 2024 Added 62.41%
$97B
$7.07 Billion 2.67% of portfolio
20,677
Q4 2024 Added 36.07%
$20.3B
$7.01 Billion 2.65% of portfolio
114,035
Q4 2024 Reduced 0.39%
$0
$7.03 Billion 2.65% of portfolio
145,902
Q4 2024 Added 2.2%
$199B
$6.57 Billion 2.48% of portfolio
6,196
Q4 2024 Added 21.85%
$2.71B
$5.54 Billion 2.09% of portfolio
275,876
Q4 2024 Added 32.21%
$149B
$5.27 Billion 1.99% of portfolio
16,277
Q4 2024 Added 322.34%
$44.5B
$5.12 Billion 1.94% of portfolio
60,277
Q4 2024 Added 16.17%
$474B
$4.85 Billion 1.83% of portfolio
5,296
Q4 2024 Reduced 0.08%
$94.4B
$4.81 Billion 1.82% of portfolio
20,767
Q4 2024 Reduced 8.51%
$578B
$4.83 Billion 1.82% of portfolio
15,280
Q4 2024 Reduced 0.12%
$228B
$4.5 Billion 1.7% of portfolio
27,006
Q4 2024 Added 2.54%
$157B
$4.34 Billion 1.64% of portfolio
71,933
Q4 2024 Added 6.77%
$97.7B
$4.25 Billion 1.61% of portfolio
25,736
Q4 2024 New
$29.2B
$3.94 Billion 1.49% of portfolio
158,102
Q4 2024 Added 228.84%
$802B
$3.72 Billion 1.4% of portfolio
4,816
Q4 2024 Added 303.69%
$1.06T
$3.72 Billion 1.4% of portfolio
18,832
Q4 2024 Reduced 3.0%
$146B
$3.6 Billion 1.36% of portfolio
48,676
Q4 2024 Reduced 11.88%
$153B
$3.52 Billion 1.33% of portfolio
33,132
Q4 2024 Added 27.76%
$89.2B
$3.43 Billion 1.3% of portfolio
12,434
Q4 2024 Reduced 5.29%
$29.6B
$3.42 Billion 1.29% of portfolio
29,677
Q4 2024 Reduced 1.72%
$1.12T
$3.26 Billion 1.23% of portfolio
8,073
Q4 2024 New
$14.6B
$3.05 Billion 1.15% of portfolio
38,710
Q4 2024 Reduced 3.38%
$154B
$2.9 Billion 1.09% of portfolio
12,084
Q4 2024 Reduced 2.12%
$1.58B
$2.88 Billion 1.09% of portfolio
47,748
Q4 2024 Added 15.87%
$39B
$2.84 Billion 1.07% of portfolio
4,071
Q4 2024 Added 4.65%
$38.4B
$2.75 Billion 1.04% of portfolio
12,224
Q4 2024 Reduced 2.33%
Ge Vernova Inc
-
$2.22 Billion 0.84% of portfolio
-
Q4 2024 Added 2.71%
$490B
$2.07 Billion 0.78% of portfolio
4,083
Q4 2024 Reduced 3.22%
$82.8B
$2.08 Billion 0.78% of portfolio
1,751
Q4 2024 Added 4.72%
$24B
$1.92 Billion 0.72% of portfolio
51,589
Q4 2024 Reduced 9.12%
$110B
$1.77 Billion 0.67% of portfolio
6,398
Q4 2024 Added 2.22%
$17.5B
$1.58 Billion 0.6% of portfolio
17,559
Q4 2024 Added 98.65%
$0
$1.54 Billion 0.58% of portfolio
70,275
Q4 2024 Added 83.08%
$95.5B
$1.36 Billion 0.51% of portfolio
26,042
Q4 2024 Reduced 2.74%
$4.11B
$1.21 Billion 0.46% of portfolio
5,956
Q4 2024 Added 12.42%
$13.2B
$1.13 Billion 0.43% of portfolio
3,472
Q4 2024 New
$0
$1.03 Billion 0.39% of portfolio
49,072
Q4 2024 Added 23.81%
$183B
$846 Million 0.32% of portfolio
7,006
Q4 2024 Reduced 18.04%
$8.52B
$823 Million 0.31% of portfolio
21,740
Q4 2024 Added 11.12%
$0
$765 Million 0.29% of portfolio
1,306
Q4 2024 Reduced 8.67%

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $265 Billion
  • Prior Value $215 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 27 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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