Left Brain Wealth Management, LLC has filed its 13F form on August 06, 2024 for Q2 2024 where it was disclosed a total value porftolio of $214 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26B, Super Micro Computer, Inc. with a value of $13.1B, Meta Platforms, Inc. with a value of $11.6B, Exxon Mobil Corp with a value of $9.33B, and Trade Desk, Inc. with a value of $7.96B.

Examining the 13F form we can see an increase of $7.66B in the current position value, from $207B to 214B.

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 $214 Billion
Technology: $102 Billion
Communication Services: $18.9 Billion
Financial Services: $18.5 Billion
Healthcare: $16.1 Billion
Consumer Cyclical: $14.5 Billion
Consumer Defensive: $12.7 Billion
Energy: $11.7 Billion
ETFs: $8.99 Billion
Other: $9.52 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $214 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 06, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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