Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

Upper Left Wealth Management, LLC has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $13.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.17M, Abrdn Etfs Abrdn Bloomberg All with a value of $6.05M, Vanguard Total International B with a value of $5.78M, and World Gold Trust with a value of $5.25M.

Examining the 13F form we can see an increase of $22M in the current position value, from $112M to 134M.

Below you can find more details about Upper Left Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $133 Million
Technology: $208,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.7B
$13.2 Million 9.85% of portfolio
223,151
Q1 2025 Reduced 3.0%
$0
$6.17 Million 4.62% of portfolio
94,393
Q1 2025 Added 23.98%
$0
$6.05 Million 4.52% of portfolio
283,820
Q1 2025 Added 4.05%
$0
$5.78 Million 4.33% of portfolio
118,442
Q1 2025 Added 942.62%
$9.66B
$5.25 Million 3.93% of portfolio
86,069
Q1 2025 Added 0.1%
$0
$4.98 Million 3.73% of portfolio
228,057
Q1 2025 Added 71.09%
$0
$4.97 Million 3.72% of portfolio
91,073
Q1 2025 Added 9.4%
$0
$4.79 Million 3.59% of portfolio
225,085
Q1 2025 Added 10.38%
$0
$4.35 Million 3.26% of portfolio
107,067
Q1 2025 Reduced 3.08%
$0
$4.34 Million 3.24% of portfolio
184,669
Q1 2025 Reduced 2.65%
$0
$4.21 Million 3.15% of portfolio
211,100
Q1 2025 Reduced 1.17%
$0
$4.19 Million 3.13% of portfolio
151,597
Q1 2025 Reduced 25.34%
$0
$4.05 Million 3.03% of portfolio
44,100
Q1 2025 Added 25.12%
$0
$3.85 Million 2.88% of portfolio
151,882
Q1 2025 New
$0
$3.8 Million 2.85% of portfolio
159,690
Q1 2025 Added 50.28%
$0
$3.79 Million 2.83% of portfolio
141,426
Q1 2025 Added 40.8%
$0
$3.66 Million 2.74% of portfolio
147,344
Q1 2025 Added 37.22%
$0
$3.62 Million 2.71% of portfolio
122,924
Q1 2025 New
$0
$3.54 Million 2.65% of portfolio
97,862
Q1 2025 Reduced 1.6%
$0
$3 Million 2.25% of portfolio
66,306
Q1 2025 Added 8.9%
$0
$2.81 Million 2.11% of portfolio
5,041
Q1 2025 Added 123.65%
$0
$2.59 Million 1.94% of portfolio
47,076
Q1 2025 Added 0.22%
$0
$2.3 Million 1.72% of portfolio
44,834
Q1 2025 Added 24.15%
$0
$2.13 Million 1.59% of portfolio
18,288
Q1 2025 Added 48.42%
$0
$1.99 Million 1.49% of portfolio
31,870
Q1 2025 Added 11.93%
$105B
$1.6 Million 1.2% of portfolio
5,548
Q1 2025 Reduced 4.98%
$52.1B
$1.34 Million 1.0% of portfolio
20,176
Q1 2025 Added 0.81%
$0
$1.31 Million 0.98% of portfolio
5,907
Q1 2025 Reduced 8.22%
$0
$1.2 Million 0.89% of portfolio
2,137
Q1 2025 Reduced 13.09%
$0
$1.1 Million 0.82% of portfolio
11,579
Q1 2025 Reduced 1.59%
$0
$1.08 Million 0.81% of portfolio
33,433
Q1 2025 Reduced 1.74%
$0
$869,000 0.65% of portfolio
7,373
Q1 2025 Reduced 2.34%
$0
$853,000 0.64% of portfolio
63,417
Q1 2025 Reduced 3.02%
$0
$785,000 0.59% of portfolio
21,392
Q1 2025 Reduced 3.19%
$0
$752,000 0.56% of portfolio
19,067
Q1 2025 Reduced 14.49%
$0
$749,000 0.56% of portfolio
13,977
Q1 2025 Reduced 22.29%
$0
$730,000 0.55% of portfolio
8,140
Q1 2025 Added 0.05%
$0
$716,000 0.54% of portfolio
29,169
Q1 2025 Reduced 39.37%
$0
$637,000 0.48% of portfolio
16,142
Q1 2025 Added 16.46%
$4.59B
$591,000 0.44% of portfolio
20,109
Q1 2025 Reduced 9.04%
$0
$540,000 0.4% of portfolio
27,024
Q1 2025 Added 6.66%
$0
$525,000 0.39% of portfolio
2,622
Q1 2025 Reduced 10.33%
$0
$503,000 0.38% of portfolio
10,074
Q1 2025 Reduced 75.57%
$0
$489,000 0.37% of portfolio
4,703
Q1 2025 Added 52.3%
$0
$482,000 0.36% of portfolio
8,960
Q1 2025 Reduced 15.48%
$0
$480,000 0.36% of portfolio
4,347
Q1 2025 Reduced 1.98%
$0
$436,000 0.33% of portfolio
11,942
Q1 2025 Reduced 1.89%
$0
$424,000 0.32% of portfolio
21,372
Q1 2025 Reduced 11.25%
$0
$345,000 0.26% of portfolio
3,453
Q1 2025 Reduced 2.26%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $134 Million
  • Prior Value $112 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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