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 Market Cap. of $50 Millions to $300 Millions

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

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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