Left Brain Wealth Management, LLC Portfolio Holdings

Left Brain Wealth Management, LLC

  • $207 Billion
  • Q1 2024

Left Brain Wealth Management, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $18.9B, Super Micro Computer, Inc. with a value of $16.1B, Meta Platforms, Inc. with a value of $11.3B, Exxon Mobil Corp with a value of $9.46B, and Celsius Holdings, Inc. with a value of $7.58B.

Examining the 13F form we can see an increase of $33.5B in the current position value, from $173B to 207B.

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 $207 Billion
Technology: $96.2 Billion
Communication Services: $20.8 Billion
Financial Services: $17.8 Billion
Healthcare: $17.2 Billion
Consumer Defensive: $13.2 Billion
Energy: $12.3 Billion
Consumer Cyclical: $10.7 Billion
Industrials: $8.89 Billion
Other: $9.42 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$18.9 Billion 9.14% of portfolio
20,892
Q1 2024 Reduced 0.74%
$42.9B
$16.1 Billion 7.8% of portfolio
15,940
Q1 2024 Added 69.47%
$1.13T
$11.3 Billion 5.49% of portfolio
23,343
Q1 2024 Reduced 0.12%
$480B
$9.46 Billion 4.58% of portfolio
81,346
Q1 2024 Reduced 4.57%
$4.32B
$7.58 Billion 3.67% of portfolio
91,417
Q1 2024 Added 0.81%
$43.4B
$7.05 Billion 3.42% of portfolio
80,690
Q1 2024 Reduced 0.83%
$0
$6.61 Billion 3.2% of portfolio
139,380
Q1 2024 Reduced 3.1%
$300B
$6.52 Billion 3.16% of portfolio
10,735
Q1 2024 Added 0.21%
$19.2B
$5.81 Billion 2.81% of portfolio
111,784
Q1 2024 Added 97.58%
$144B
$5 Billion 2.42% of portfolio
64,950
Q1 2024 Added 7.83%
$108B
$4.86 Billion 2.35% of portfolio
16,768
Q1 2024 Added 192.38%
$101B
$4.81 Billion 2.33% of portfolio
13,256
Q1 2024 Added 0.11%
$3.33T
$4.73 Billion 2.29% of portfolio
11,250
Q1 2024 Added 4.31%
$82.3B
$4.68 Billion 2.27% of portfolio
14,601
Q1 2024 Added 58.88%
$37.5B
$4.66 Billion 2.26% of portfolio
59,437
Q1 2024 Added 125.05%
$174B
$4.41 Billion 2.14% of portfolio
25,147
Q1 2024 New
$20.9B
$4.23 Billion 2.05% of portfolio
13,521
Q1 2024 Added 64.19%
$429B
$4.18 Billion 2.02% of portfolio
14,965
Q1 2024 Added 2.37%
$14.2B
$4.12 Billion 1.99% of portfolio
39,333
Q1 2024 New
$134B
$3.95 Billion 1.91% of portfolio
54,541
Q1 2024 Reduced 0.41%
$376B
$3.84 Billion 1.86% of portfolio
5,235
Q1 2024 Reduced 0.4%
$159B
$3.69 Billion 1.79% of portfolio
4,842
Q1 2024 Added 3.91%
$2.6B
$3.35 Billion 1.62% of portfolio
181,401
Q1 2024 Added 10.06%
$43.2B
$3.05 Billion 1.48% of portfolio
18,863
Q1 2024 Added 2.56%
$650B
$2.99 Billion 1.45% of portfolio
2,258
Q1 2024 Reduced 1.4%
$38.4B
$2.98 Billion 1.44% of portfolio
12,271
Q1 2024 Reduced 0.07%
$60.5B
$2.75 Billion 1.33% of portfolio
16,658
Q1 2024 Added 0.76%
$7.24B
$2.66 Billion 1.29% of portfolio
40,821
Q1 2024 Added 0.92%
$901B
$2.58 Billion 1.25% of portfolio
18,951
Q1 2024 Reduced 3.52%
$28.3B
$2.4 Billion 1.16% of portfolio
3,825
Q1 2024 Added 29.49%
$122B
$2.36 Billion 1.14% of portfolio
11,429
Q1 2024 Reduced 3.08%
$1.74B
$2.22 Billion 1.08% of portfolio
765
Q1 2024 Added 423.97%
$66.9B
$2.02 Billion 0.98% of portfolio
36,931
Q1 2024 Reduced 6.47%
$476B
$2.03 Billion 0.98% of portfolio
4,110
Q1 2024 Reduced 6.27%
$78.6B
$1.87 Billion 0.9% of portfolio
24,194
Q1 2024 Added 23.86%
$106B
$1.57 Billion 0.76% of portfolio
6,058
Q1 2024 Added 2.99%
$262B
$1.52 Billion 0.74% of portfolio
8,427
Q1 2024 Added 10.39%
$89.3B
$1.51 Billion 0.73% of portfolio
16,491
Q1 2024 Reduced 50.67%
$1.97T
$1.19 Billion 0.58% of portfolio
6,598
Q1 2024 Added 0.12%
$303B
$993 Million 0.48% of portfolio
5,454
Q1 2024 Reduced 7.02%
$76.4B
$944 Million 0.46% of portfolio
6,866
Q1 2024 Reduced 2.84%
$258B
$849 Million 0.41% of portfolio
1,683
Q1 2024 Added 5.92%
$111B
$820 Million 0.4% of portfolio
21,753
Q1 2023 Reduced 5.22%
$19.8B
$808 Million 0.39% of portfolio
1,546
Q1 2024 Added 8.19%
$20.8B
$812 Million 0.39% of portfolio
49,689
Q1 2024 Added 34.64%
$0
$735 Million 0.36% of portfolio
1,406
Q4 2023 Reduced 25.41%
$25.7B
$720 Million 0.35% of portfolio
765
Q1 2024 New
$860B
$714 Million 0.35% of portfolio
918
Q1 2024 New
$66.3B
$719 Million 0.35% of portfolio
637
Q1 2024 Added 26.39%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $207 Billion
  • Prior Value $173 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 09, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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