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Size ($ in 1000's)
At 12/31/2023: $172,645
At 09/30/2023: $160,707
Left Brain Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Left Brain Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Left Brain Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Left Brain Wealth Management LLC.
In the Left Brain Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Left Brain Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Left Brain Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION COM |
21,048 |
+14 |
$10,423 | | NVDA | 21,048 | +14 | $10,423 | | EXXON MOBIL CORP COM |
85,243 |
-1,276 |
$8,523 | | XOM | 85,243 | -1,276 | $8,523 | | META PLATFORMS INC CL A |
23,370 |
+39 |
$8,272 | | META | 23,370 | +39 | $8,272 | | APPLE INC |
39,092 |
-317 |
$7,526 | | AAPL | 39,092 | -317 | $7,526 | | TESLA MOTORS INC |
29,377 |
-613 |
$7,300 | | TSLA | 29,377 | -613 | $7,300 | | ALPS TRUST ETF ALERIAN MLP (AMLP) |
143,839 |
-1,864 |
$6,116 | | AMLP | 143,839 | -1,864 | $6,116 | | THE TRADE DESK INC COM CL A |
81,367 |
+115 |
$5,855 | | TTD | 81,367 | +115 | $5,855 | | NETFLIX COM INC |
10,712 |
+1,059 |
$5,215 | | NFLX | 10,712 | +1,059 | $5,215 | | CELSIUS HLDGS INC COM NEW |
90,685 |
+60,352 |
$4,944 | | CELH | 90,685 | +60,352 | $4,944 | | LOCKHEED MARTIN CORP COM |
9,787 |
-177 |
$4,436 | | LMT | 9,787 | -177 | $4,436 | | PALO ALTO NETWORKS INC COM |
14,365 |
+12 |
$4,236 | | PANW | 14,365 | +12 | $4,236 | | MICROSOFT CORP COM |
10,785 |
+265 |
$4,056 | | MSFT | 10,785 | +265 | $4,056 | | THE CIGNA GROUP COM |
13,241 |
-205 |
$3,965 | | CI | 13,241 | -205 | $3,965 | | VISA INC |
14,619 |
+179 |
$3,806 | | V | 14,619 | +179 | $3,806 | | CHARLES SCHWAB CORP |
54,767 |
-285 |
$3,768 | | SCHW | 54,767 | -285 | $3,768 | | UBER TECHNOLOGIES INC COM |
60,234 |
+1,474 |
$3,709 | | UBER | 60,234 | +1,474 | $3,709 | | ROKU INC COM CL A |
40,449 |
+33,475 |
$3,708 | | ROKU | 40,449 | +33,475 | $3,708 | | SNOWFLAKE INC CL A |
18,393 |
-51 |
$3,660 | | SNOW | 18,393 | -51 | $3,660 | | COSTCO WHOLESALE CORP |
5,256 |
+2 |
$3,469 | | COST | 5,256 | +2 | $3,469 | | SPLUNK INC COM |
22,126 |
-420 |
$3,371 | | SPLK | 22,126 | -420 | $3,371 | | SERVICENOW INC COM |
4,660 |
+67 |
$3,292 | | NOW | 4,660 | +67 | $3,292 | | STARBUCKS CORP |
33,431 |
-1,004 |
$3,210 | | SBUX | 33,431 | -1,004 | $3,210 | | INMODE LTD SHS |
139,013 |
-4,044 |
$3,092 | | INMD | 139,013 | -4,044 | $3,092 | | HERCULES CAPITAL INC COM |
164,821 |
-8,980 |
$2,748 | | HTGC | 164,821 | -8,980 | $2,748 | | SUPER MICRO COMPUTER INC COM |
9,406 |
-78 |
$2,674 | | SMCI | 9,406 | -78 | $2,674 | | BROADCOM INC COM |
2,290 |
-28 |
$2,556 | | AVGO | 2,290 | -28 | $2,556 | | CROWDSTRIKE HLDGS INC CL A |
9,190 |
+4,790 |
$2,346 | | CRWD | 9,190 | +4,790 | $2,346 | | BOEING CO COM |
8,970 |
+232 |
$2,338 | | BA | 8,970 | +232 | $2,338 | | UNITEDHEALTH GROUP |
4,385 |
+536 |
$2,309 | | UNH | 4,385 | +536 | $2,309 | | AIRBNB INC COM CL A |
16,532 |
-87 |
$2,251 | | ABNB | 16,532 | -87 | $2,251 | | CENCORA INC COM |
12,280 |
+11 |
$2,210 | | ABC | 12,280 | +11 | $2,210 | | TASER INTERNATIONAL INC |
8,235 |
+115 |
$2,127 | | AXON | 8,235 | +115 | $2,127 | | SCHLUMBERGER LTD COM STK |
39,485 |
-5,906 |
$2,055 | | SLB | 39,485 | -5,906 | $2,055 | | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD |
19,642 |
-1,047 |
$2,043 | | TSM | 19,642 | -1,047 | $2,043 | | PURE STORAGE INC CL A |
56,576 |
-299 |
$2,018 | | PSTG | 56,576 | -299 | $2,018 | | CENTENE CORP DEL COM |
26,410 |
-530 |
$1,960 | | CNC | 26,410 | -530 | $1,960 | | PROGRESSIVE CORP COM |
11,792 |
-73 |
$1,878 | | PGR | 11,792 | -73 | $1,878 | | HUBSPOT INC COM |
2,954 |
-40 |
$1,715 | | HUBS | 2,954 | -40 | $1,715 | | SHOPIFY INC CL A |
19,534 |
+1,661 |
$1,522 | | SHOP | 19,534 | +1,661 | $1,522 | | ARISTA NETWORKS INC COM |
5,735 |
+766 |
$1,351 | | ANET | 5,735 | +766 | $1,351 | | CHUBB LIMITED COM |
5,882 |
+37 |
$1,329 | | CB | 5,882 | +37 | $1,329 | | ADVANCED MICRO DEVICES INC COM |
7,634 |
+133 |
$1,125 | | AMD | 7,634 | +133 | $1,125 | | AMAZON.COM INC |
6,590 |
UNCH |
$1,001 | | AMZN | 6,590 | UNCH | $1,001 | | ADOBE INC COM |
1,589 |
+130 |
$948 | | ADBE | 1,589 | +130 | $948 | | ABBVIE INC COM |
5,866 |
-132 |
$909 | | ABBV | 5,866 | -132 | $909 | | INTERCONTINENTAL EXCHANGE INC COM (ICE) |
7,067 |
-534 |
$908 | | ICE | 7,067 | -534 | $908 | | FIVE9 INC COM |
9,878 |
-402 |
$777 | | FIVN | 9,878 | -402 | $777 | | BP PLC SPONSORED ADR |
21,753 |
UNCH |
$770 | | BP | 21,753 | UNCH | $770 | | GENERAL MLS INC COM |
11,693 |
-668 |
$762 | | GIS | 11,693 | -668 | $762 | | ULTA SALON COSMETICS & FRAGRANCE INC COM |
1,429 |
+48 |
$700 | | ULTA | 1,429 | +48 | $700 |
See Full List: All Stocks Held By Left Brain Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Left Brain Wealth Management LLC
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