Upper Left Wealth Management, LLC Reduced Holdings in Q1 2025

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-31.2K
- 75.57%
$49.42 - $50.43 $1.54M - $1.57M
10.1K $503K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-51.5K
- 25.34%
$25.81 - $28.52 $1.33M - $1.47M
152K $4.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.04K
- 2.65%
$23.16 - $27.04 $117K - $136K
185K $4.34M
RWX
Spdr Dow Jones International R

ETFs
-18.9K
- 39.37%
$22.39 - $24.7 $424K - $468K
29.2K $716K
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.4K
- 14.47%
$56.51 - $62.98 $587K - $654K
61.4K $3.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
-322
- 13.09%
$551.42 - $612.93 $178K - $197K
2.14K $1.2M
VB
Vanguard Small Cap ETF

ETFs
-529
- 8.22%
$217.89 - $252.64 $115K - $134K
5.91K $1.31M
IEMG
Ishares Inc

ETFs
-4.01K
- 22.29%
N/A
14K $749K
IWM
Ishares Russell 2000 ETF

ETFs
-302
- 10.33%
$198.1 - $229.79 $59.8K - $69.4K
2.62K $525K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.23K
- 14.49%
$37.07 - $40.63 $120K - $131K
19.1K $752K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-3.4K
- 3.08%
$38.22 - $41.19 $130K - $140K
107K $4.35M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-1.64K
- 15.48%
$46.83 - $56.05 $76.8K - $92K
8.96K $482K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-545
- 13.88%
$63.07 - $73.5 $34.4K - $40.1K
3.38K $239K
GBIL
Goldman Sachs Access Treasury

ETFs
-80
- 2.26%
$99.85 - $100.19 $7.99K - $8.02K
3.45K $345K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-177
- 2.34%
$114.57 - $117.99 $20.3K - $20.9K
7.37K $869K
IYR
Ishares Tr

ETFs
-187
- 1.59%
$89.49 - $98.98 $16.7K - $18.5K
11.6K $1.1M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-1.98K
- 3.02%
$13.05 - $13.97 $25.8K - $27.6K
63.4K $853K
TIP
Ishares Tr Tips Bd ETF

ETFs
-88
- 1.98%
$106.22 - $110.65 $9.35K - $9.74K
4.35K $480K
FXI
Ishares Tr

ETFs
-799
- 9.63%
$28.65 - $38.55 $22.9K - $30.8K
7.5K $268K
FNDC
Schwab Fundamental Intl Small

ETFs
-230
- 1.89%
$33.34 - $37.44 $7.67K - $8.61K
11.9K $436K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-593
- 1.74%
$30.35 - $33.16 $18K - $19.7K
33.4K $1.08M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-705
- 3.19%
$33.84 - $37.77 $23.9K - $26.6K
21.4K $785K
SGOL
Abrdn Gold ETF Trust

ETFs
-2K
- 9.04%
$25.14 - $29.39 $50.3K - $58.8K
20.1K $591K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-1.59K
- 1.6%
$33.57 - $37.22 $53.3K - $59.1K
97.9K $3.54M
GLD
Spdr Gold Trust

ETFs
-291
- 4.98%
$243.19 - $288.14 $70.8K - $83.8K
5.55K $1.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-2.49K
- 1.17%
$18.36 - $20.51 $45.8K - $51.2K
211K $4.21M
IAU
Ishares Gold Trust

ETFs
-6.91K
- 3.0%
$49.74 - $58.96 $344K - $407K
223K $13.2M
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 0
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