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.