Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

  • $106 Million
  • Q1 2024

Upper Left Wealth Management, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $106 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $8.89M, Schwab Strategic Tr Us Emergin with a value of $5.38M, Abrdn Etfs Abrdn Bloomberg All with a value of $4.74M, Vanguard Ftse All World Ex Us with a value of $4.47M, and Spdr Ser Tr Ftse Intl Govt Inf with a value of $4.39M.

Examining the 13F form we can see an increase of $3.87M in the current position value, from $102M to 106M.

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

Portfolio value $106 Million
ETFs: $106 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.3B
$8.89 Million 8.39% of portfolio
211,525
Q1 2024 Added 6.61%
$0
$5.38 Million 5.08% of portfolio
212,989
Q1 2024 Added 5.69%
$0
$4.74 Million 4.47% of portfolio
239,660
Q1 2024 Added 43.65%
$0
$4.47 Million 4.22% of portfolio
76,258
Q1 2024 Reduced 1.2%
$0
$4.39 Million 4.14% of portfolio
109,758
Q1 2024 Added 9.11%
$0
$4.33 Million 4.09% of portfolio
70,308
Q1 2024 Reduced 0.6%
$0
$4.3 Million 4.06% of portfolio
46,821
Q1 2024 New
$0
$4.1 Million 3.87% of portfolio
97,307
Q1 2024 Added 0.96%
$0
$4.03 Million 3.81% of portfolio
81,893
Q1 2024 Reduced 5.75%
$0
$3.87 Million 3.65% of portfolio
157,848
Q1 2024 Reduced 1.42%
$0
$3.87 Million 3.65% of portfolio
99,072
Q1 2024 Reduced 2.25%
$0
$3.74 Million 3.53% of portfolio
168,110
Q1 2024 Added 94.24%
$0
$3.67 Million 3.47% of portfolio
180,857
Q1 2024 Reduced 0.41%
$0
$3.47 Million 3.28% of portfolio
87,371
Q1 2024 Added 128.16%
$0
$3.46 Million 3.27% of portfolio
66,397
Q1 2024 Reduced 3.63%
$0
$3.41 Million 3.22% of portfolio
69,462
Q1 2024 Reduced 22.18%
$223M
$2.98 Million 2.82% of portfolio
29,928
Q1 2024 Reduced 10.74%
$0
$2.72 Million 2.57% of portfolio
76,066
Q1 2024 Reduced 0.83%
$0
$1.67 Million 1.58% of portfolio
31,824
Q1 2024 Reduced 19.96%
$0
$1.45 Million 1.37% of portfolio
12,452
Q1 2024 Reduced 4.74%
$0
$1.34 Million 1.26% of portfolio
26,613
Q1 2024 Added 29.34%
$0
$1.33 Million 1.25% of portfolio
2,534
Q1 2024 Reduced 6.6%
$0
$1.29 Million 1.22% of portfolio
11,136
Q1 2024 Reduced 23.24%
$0
$1.26 Million 1.19% of portfolio
5,508
Q1 2024 Reduced 8.96%
$0
$1.14 Million 1.07% of portfolio
34,949
Q1 2024 Reduced 1.92%
$0
$1.12 Million 1.06% of portfolio
42,968
Q1 2024 Reduced 11.13%
$0
$1.09 Million 1.03% of portfolio
26,038
Q1 2024 Added 28.99%
$74.2B
$1.07 Million 1.01% of portfolio
5,179
Q1 2024 Reduced 2.17%
$36.9B
$1.06 Million 1.0% of portfolio
16,724
Q1 2024 New
$0
$1.05 Million 0.99% of portfolio
11,700
Q1 2024 Reduced 13.28%
$0
$775,000 0.73% of portfolio
7,224
Q1 2024 Reduced 14.32%
$0
$772,000 0.73% of portfolio
12,803
Q1 2024 Added 61.1%
$0
$758,000 0.72% of portfolio
14,700
Q1 2024 Reduced 2.42%
$0
$737,000 0.7% of portfolio
20,391
Q1 2024 Reduced 7.5%
$0
$730,000 0.69% of portfolio
20,392
Q4 2023 Added 2.89%
$0
$727,000 0.69% of portfolio
1,383
Q1 2024 Reduced 10.77%
$0
$657,000 0.62% of portfolio
32,086
Q1 2024 Added 13.1%
$0
$620,000 0.59% of portfolio
44,750
Q1 2024 Reduced 7.63%
$0
$573,000 0.54% of portfolio
14,477
Q1 2024 Reduced 0.96%
$0
$563,000 0.53% of portfolio
2,679
Q1 2024 Reduced 27.89%
$0
$544,000 0.51% of portfolio
6,296
Q1 2024 Reduced 7.55%
$0
$484,000 0.46% of portfolio
9,846
Q1 2024 Added 1.86%
$0
$467,000 0.44% of portfolio
4,629
Q1 2024 Reduced 5.14%
$0
$336,000 0.32% of portfolio
5,543
Q1 2024 Reduced 86.27%
$3.22B
$342,000 0.32% of portfolio
16,130
Q1 2024 Reduced 5.17%
$0
$323,000 0.31% of portfolio
6,335
Q1 2024 Reduced 19.4%
$0
$318,000 0.3% of portfolio
13,240
Q1 2024 Reduced 15.4%
$0
$309,000 0.29% of portfolio
8,733
Q1 2024 Reduced 11.72%
$0
$305,000 0.29% of portfolio
4,777
Q1 2024 Reduced 38.73%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $106 Million
  • Prior Value $102 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 23, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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