Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

Upper Left Wealth Management, LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $109 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $9.27M, Schwab Strategic Tr Us Emergin with a value of $5.5M, Abrdn Etfs Abrdn Bloomberg All with a value of $5.03M, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.54M, and Spdr Ser Tr Ftse Intl Govt Inf with a value of $4.41M.

Examining the 13F form we can see an increase of $3M in the current position value, from $106M to 109M.

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

Portfolio value $109 Million
ETFs: $109 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$38.2B
$9.27 Million 8.52% of portfolio
211,076
Q2 2024 Reduced 0.21%
$0
$5.5 Million 5.05% of portfolio
206,996
Q2 2024 Reduced 2.81%
$0
$5.03 Million 4.62% of portfolio
247,507
Q2 2024 Added 3.27%
$0
$4.54 Million 4.16% of portfolio
70,866
Q2 2024 Added 0.79%
$0
$4.41 Million 4.05% of portfolio
114,537
Q2 2024 Added 4.35%
$0
$4.29 Million 3.94% of portfolio
73,095
Q2 2024 Reduced 4.15%
$0
$4.25 Million 3.9% of portfolio
46,286
Q2 2024 Reduced 1.14%
$0
$4.13 Million 3.79% of portfolio
107,426
Q2 2024 Added 8.43%
$0
$4.04 Million 3.71% of portfolio
99,485
Q2 2024 Added 2.24%
$0
$3.83 Million 3.52% of portfolio
191,784
Q2 2024 Added 6.04%
$0
$3.77 Million 3.46% of portfolio
89,407
Q2 2024 Added 2.33%
$0
$3.75 Million 3.45% of portfolio
79,131
Q2 2024 Reduced 3.37%
$0
$3.63 Million 3.34% of portfolio
152,761
Q2 2024 Reduced 3.22%
$0
$3.46 Million 3.17% of portfolio
161,306
Q2 2024 Reduced 4.05%
$0
$3.46 Million 3.17% of portfolio
66,487
Q2 2024 Added 0.14%
$6.95B
$3.35 Million 3.08% of portfolio
72,741
Q2 2024 Reduced 2.05%
$226M
$2.91 Million 2.67% of portfolio
29,396
Q2 2024 Reduced 1.78%
$0
$2.89 Million 2.65% of portfolio
81,147
Q2 2024 Added 6.68%
$0
$1.7 Million 1.56% of portfolio
33,910
Q2 2024 Added 6.55%
$0
$1.48 Million 1.36% of portfolio
29,924
Q2 2024 Added 12.44%
$0
$1.41 Million 1.3% of portfolio
32,327
Q2 2024 Added 24.15%
$0
$1.41 Million 1.29% of portfolio
11,994
Q2 2024 Reduced 3.68%
$0
$1.39 Million 1.27% of portfolio
2,545
Q2 2024 Added 0.43%
$76.1B
$1.3 Million 1.19% of portfolio
6,026
Q2 2024 Added 16.35%
$0
$1.26 Million 1.16% of portfolio
10,928
Q2 2024 Reduced 1.87%
$0
$1.24 Million 1.14% of portfolio
5,709
Q2 2024 Added 3.65%
$0
$1.09 Million 1.0% of portfolio
45,274
Q2 2024 Added 5.37%
$0
$1.09 Million 1.0% of portfolio
12,457
Q2 2024 Added 6.47%
$0
$1.06 Million 0.97% of portfolio
33,341
Q2 2024 Reduced 4.6%
$41.8B
$1.02 Million 0.94% of portfolio
19,248
Q2 2024 Added 15.09%
$0
$912,000 0.84% of portfolio
1,667
Q2 2024 Added 20.54%
$0
$844,000 0.78% of portfolio
22,419
Q2 2024 Added 9.95%
$0
$852,000 0.78% of portfolio
15,924
Q2 2024 Added 8.33%
$0
$790,000 0.73% of portfolio
22,548
Q2 2024 Added 10.57%
$0
$745,000 0.68% of portfolio
19,320
Q2 2024 Added 33.45%
$0
$731,000 0.67% of portfolio
12,139
Q2 2024 Reduced 5.19%
$0
$720,000 0.66% of portfolio
6,746
Q2 2024 Reduced 6.62%
$0
$700,000 0.64% of portfolio
35,214
Q2 2024 Added 9.75%
$0
$687,000 0.63% of portfolio
48,909
Q2 2024 Added 9.29%
$0
$616,000 0.57% of portfolio
3,037
Q2 2024 Added 13.36%
$0
$527,000 0.48% of portfolio
6,295
Q2 2024 Reduced 0.02%
$0
$451,000 0.41% of portfolio
9,275
Q2 2024 Reduced 5.8%
$0
$422,000 0.39% of portfolio
4,223
Q2 2024 Reduced 8.77%
$0
$423,000 0.39% of portfolio
12,172
Q2 2024 Added 39.38%
$0
$391,000 0.36% of portfolio
5,835
Q2 2024 Added 5.27%
$0
$355,000 0.33% of portfolio
17,979
Q2 2024 Added 37.64%
$0
$348,000 0.32% of portfolio
13,403
Q2 2024 Added 1.23%
$3.3B
$333,000 0.31% of portfolio
15,025
Q2 2024 Reduced 6.85%
$0
$303,000 0.28% of portfolio
6,211
Q2 2024 Reduced 1.96%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $109 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left 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 Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email