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.