LB

Left Brain Wealth Management, LLC

13F
Left Brain Wealth Management, LLC
Last update 2025-05-01 86 Stocks (13 new)
Value $229.00 Mil Turnover 9 %
Countries:
Top Holdings: NVDA(9.47%)META(5.74%)PLTR(4.75%)NFLX(4.66%)AMLP(3.29%)
Summary Stock Picks Current Portfolio
Left Brain Wealth Management, ... Top Holdings of 2025-03-31 View Full List
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
+28.60%
+5.89%
3,467,544.8
Semiconductors
META 		Meta Platforms Inc
22,757
13,116.2
-4.50%
5.740
-0.24%
0.000
+10.60%
+18.61%
1,744,641.4
Interactive Media
PLTR 		Palantir Technologies Inc
128,825
10,872.8
-7.17%
4.750
-0.28%
0.010
+54.98%
+64.87%
294,268.8
Software
NFLX 		Netflix Inc
11,435
10,663.5
-3.75%
4.660
-0.15%
0.000
+36.38%
+38.68%
526,027.4
Media - Diversified
AMLP 		Alerian MLP ETF
144,935
7,527.9
-0.66%
3.290
-0.02%
0.070
+0.23%
+5.28%
10,379.5
 
AXON 		Axon Enterprise Inc
13,655
7,181.9
-1.38%
3.140
-0.04%
0.020
+58.98%
+33.56%
61,797.0
Aerospace & Defense
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
40,220
6,676.5
+113.57%
2.920
+1.55%
0.000
+17.20%
+4.35%
1,064,766.6
Semiconductors
AMZN 		Amazon.com Inc
33,743
6,419.9
-8.41%
2.810
-0.26%
0.000
+5.38%
-3.60%
2,245,358.5
Retail - Cyclical
CRWD 		CrowdStrike Holdings Inc
18,148
6,398.6
-12.23%
2.800
-0.33%
0.010
+35.39%
+37.59%
117,341.1
Software
UBER 		Uber Technologies Inc
78,112
5,691.2
+8.59%
2.490
+0.20%
0.000
+14.07%
+41.75%
178,806.2
Software

Left Brain Wealth Management, LLC's Historical Top Holdings Breakdowns

Left Brain Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
XOM 		Exxon Mobil Corp2025-03-31Sold Out
-3.26%
●
105.44 ($110.59) 118.93
$104.32
-5.67%
Sold Out
0
-80,191
IBM 		International Business Machines Corp2025-03-31Add
+1.80%
●
217.4 ($244.61) 264.74
$268.18
9.64%
Add 1547.76%
17,664
16,592
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31Add
+1.55%
●
165.25 ($194.34) 224.62
$205.29
5.64%
Add 113.57%
40,220
21,388
IBKR 		Interactive Brokers Group Inc2025-03-31Add
+1.36%
●
161.03 ($198.2) 235.53
$211.57
6.75%
Add 1227.07%
20,344
18,811
SCHW 		Charles Schwab Corp2025-03-31Sold Out
-1.36%
●
71.24 ($78.48) 83.64
$87.95
12.06%
Sold Out
0
-48,676
DELL 		Dell Technologies Inc2025-03-31Sold Out
-1.29%
●
90.34 ($105.78) 124.66
$114.48
8.23%
Sold Out
0
-29,677
APO 		Apollo Global Management Inc2025-03-31Add
+0.86%
●
126.01 ($153.77) 172.06
$132.77
-13.66%
Add 55.42%
39,999
14,263
APP 		AppLovin Corp2025-03-31Reduce
-0.83%
●
238.08 ($344.61) 510.13
$420.79
22.11%
Reduce -41.81%
9,472
-6,805
NVDA 		NVIDIA Corp2025-03-31Reduce
-0.40%
●
106.98 ($126.74) 149.43
$142.19
12.19%
Reduce -3.77%
199,735
-7,818
NOW 		ServiceNow Inc2025-03-31Reduce
-0.35%
●
783.83 ($963.73) 1170.39
$1,027.90
6.66%
Reduce -14.17%
5,318
-878

Left Brain Wealth Management, LLC Total Holding History ($B)

To

Left Brain Wealth Management, LLC's Asset Allocation

To

Left Brain Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Left Brain Wealth Management, LLC's Holdings Bubble Chart

Left Brain Wealth Management, LLC News

  • 1

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