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 Market Cap. of $10 Billions to $200 Billions
