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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$341B
$25.4 Billion 11.82% of portfolio
209,252
Q3 2024 Reduced 0.42%
$1.35T
$13.2 Billion 6.15% of portfolio
23,101
Q3 2024 Added 0.66%
$444B
$9.57 Billion 4.45% of portfolio
81,640
Q3 2024 Added 0.68%
$404B
$7.77 Billion 3.61% of portfolio
10,950
Q3 2024 Added 0.49%
$3.21T
$5.09 Billion 2.37% of portfolio
11,819
Q3 2024 Added 2.76%
$416B
$4.7 Billion 2.19% of portfolio
5,300
Q3 2024 Added 0.72%
$218B
$4.55 Billion 2.12% of portfolio
5,085
Q3 2024 Added 2.17%
$2.28T
$4.23 Billion 1.97% of portfolio
22,683
Q3 2024 Added 3.1%
$521B
$4.21 Billion 1.96% of portfolio
15,298
Q3 2024 Added 0.64%
$1.05T
$3.37 Billion 1.57% of portfolio
19,414
Q3 2024 Reduced 0.15%
$477B
$2.47 Billion 1.15% of portfolio
4,219
Q3 2024 Added 1.01%
$202B
$1.4 Billion 0.65% of portfolio
8,548
Q3 2024 Added 0.13%
$744B
$1.06 Billion 0.49% of portfolio
1,193
Q3 2024 Added 24.01%
$315B
$932 Million 0.43% of portfolio
4,720
Q3 2024 Reduced 12.82%
$208B
$870 Million 0.4% of portfolio
1,680
Q3 2024 Added 0.78%
$4.11T
$663 Million 0.31% of portfolio
2,847
Q3 2024 Added 1.1%
$200B
$282 Million 0.13% of portfolio
67
Q3 2024 New
$456B
$239 Million 0.11% of portfolio
1,401
Q3 2024 New

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
Track This Portfolio

Track Left Brain Wealth Management, LLC Portfolio

Follow Left Brain Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Left Brain Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Left Brain Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email