LB
| |
Left Brain Wealth Management, LLC13F | |
| Left Brain Wealth Management, LLC | |
| Last update 2025-05-01 | 86 Stocks (13 new) |
| Value $229.00 Mil | Turnover 9 % |
Left Brain Wealth Management, ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 199,735 | 21,647.3 | -3.77% | 9.470 | -0.40% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
META | Meta Platforms Inc | 22,757 | 13,116.2 | -4.50% | 5.740 | -0.24% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
PLTR | Palantir Technologies Inc | 128,825 | 10,872.8 | -7.17% | 4.750 | -0.28% | 0.010 | +63.70% | +102.99% | 362,293.8 | Software | |
NFLX | Netflix Inc | 11,435 | 10,663.5 | -3.75% | 4.660 | -0.15% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
AMLP | Alerian MLP ETF | 144,935 | 7,527.9 | -0.66% | 3.290 | -0.02% | 0.070 | +2.99% | +5.99% | 10,502.5 | ||
AXON | Axon Enterprise Inc | 13,655 | 7,181.9 | -1.38% | 3.140 | -0.04% | 0.020 | +35.13% | +27.22% | 58,862.2 | Aerospace & Defense | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 40,220 | 6,676.5 | +113.57% | 2.920 | +1.55% | 0.000 | +58.99% | +22.63% | 1,246,839.4 | Semiconductors | |
AMZN | Amazon.com Inc | 33,743 | 6,419.9 | -8.41% | 2.810 | -0.26% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
CRWD | CrowdStrike Holdings Inc | 18,148 | 6,398.6 | -12.23% | 2.800 | -0.33% | 0.010 | +26.71% | +39.10% | 118,632.2 | Software | |
UBER | Uber Technologies Inc | 78,112 | 5,691.2 | +8.59% | 2.490 | +0.20% | 0.000 | +20.40% | +50.18% | 189,438.9 | Software |
Left Brain Wealth Management, LLC's Historical Top Holdings Breakdowns
Left Brain Wealth Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
XOM | Exxon Mobil Corp | 2025-03-31 | Sold Out Sold Out | -3.26% | 105.44 ($110.59) 118.93 | $107.77 | -2.55% | Sold Out | 0 | -80,191 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Add Add | +1.80% | 217.4 ($244.61) 264.74 | $285.87 | 16.87% | Add 1547.76% | 17,664 | 16,592 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +1.55% | 165.25 ($194.34) 224.62 | $240.40 | 23.70% | Add 113.57% | 40,220 | 21,388 | |
IBKR | Interactive Brokers Group Inc | 2025-03-31 | Add Add | +1.36% | 40.26 ($49.55) 58.88 | $64.05 | 29.26% | Add 1227.07% | 81,376 | 18,811 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Sold Out Sold Out | -1.36% | 71.24 ($78.48) 83.64 | $95.80 | 22.07% | Sold Out | 0 | -48,676 | |
DELL | Dell Technologies Inc | 2025-03-31 | Sold Out Sold Out | -1.29% | 90.34 ($105.78) 124.66 | $131.24 | 24.07% | Sold Out | 0 | -29,677 | |
APO | Apollo Global Management Inc | 2025-03-31 | Add Add | +0.86% | 126.01 ($153.77) 172.06 | $152.00 | -1.15% | Add 55.42% | 39,999 | 14,263 | |
APP | AppLovin Corp | 2025-03-31 | Reduce Reduce | -0.83% | 238.08 ($344.61) 510.13 | $364.46 | 5.76% | Reduce -41.81% | 9,472 | -6,805 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.40% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -3.77% | 199,735 | -7,818 | |
NOW | ServiceNow Inc | 2025-03-31 | Reduce Reduce | -0.35% | 783.83 ($963.73) 1170.39 | $963.40 | -0.03% | Reduce -14.17% | 5,318 | -878 |
Left Brain Wealth Management, LLC Total Holding History ($B)
Left Brain Wealth Management, LLC's Asset Allocation
Left Brain Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Left Brain Wealth Management, LLC's Hypothetical Growth since 2025-03-31
Left Brain Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Left Brain Wealth Management, LLC's Holdings Heat Map
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Left Brain Wealth Management, LLC's Holdings Bubble Chart
Left Brain Wealth Management, LLC News
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