LB

Left Brain Wealth Management, LLC

13F
Left Brain Wealth Management, LLC
Last update 2024-08-06 69 Stocks (4 new)
Value $214.00 Mil Turnover 5 %
Countries:
Top Holdings: NVDA(12.12%)SMCI(6.12%)META(5.40%)XOM(4.36%)TTD(3.72%)
Portfolio Report
Summary Stock Picks Current Portfolio
Left Brain Wealth Management, ... Top Holdings of 2024-06-30 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
210,140
25960.700
+0.58%
12.120
+0.07%
0.000
+49.88%
+199.40%
3639393.450
Semiconductors
SMCI 		Super Micro Computer Inc
160,050
13113.700
+0.41%
6.120
+0.02%
0.030
-47.89%
-9.68%
14902.518
Hardware
META 		Meta Platforms Inc
22,950
11571.850
-1.68%
5.400
-0.09%
0.000
+21.50%
+68.17%
1499004.182
Interactive Media
XOM 		Exxon Mobil Corp
81,088
9334.850
-0.32%
4.360
-0.01%
0.000
+5.47%
+24.16%
533635.238
Oil & Gas
TTD 		The Trade Desk Inc
81,486
7958.740
+0.99%
3.720
+0.04%
0.020
+54.72%
+82.56%
64897.170
Software
NFLX 		Netflix Inc
10,897
7354.170
+1.51%
3.430
+0.05%
0.000
+30.24%
+63.57%
340709.764
Media - Diversified
PSTG 		Pure Storage Inc
114,119
7327.580
+2.09%
3.420
+0.07%
0.040
+2.79%
+52.05%
17734.684
Hardware
AMLP 		Alerian MLP ETF
139,928
6713.750
+0.39%
3.130
+0.01%
-
+4.77%
+14.38%
9262.525
 
ANET 		Arista Networks Inc
16,915
5928.370
+0.88%
2.770
+0.02%
0.010
+35.24%
+82.22%
134526.543
Hardware
CRWD 		CrowdStrike Holdings Inc
14,915
5715.280
+2.15%
2.670
+0.06%
0.010
+42.88%
+29.09%
81663.867
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
SNOW 		Snowflake Inc2024-06-30Sold Out
-1.48%
●
124.21 ($147.69) 165.04
$124.55
-15.67%
Sold Out
0
-18,863
AMZN 		Amazon.com Inc2024-06-30Add
+1.39%
●
173.67 ($183.7) 197.85
$210.26
14.46%
Add 233.45%
22,001
15,403
ROKU 		Roku Inc2024-06-30Sold Out
-1.29%
●
52.53 ($58.63) 64.19
$71.71
22.31%
Sold Out
0
-40,821
DKNG 		DraftKings Inc2024-06-30New Buy
+1.02%
●
35.13 ($41.51) 47.2
$38.88
-6.32%
New holding
57,477
57,477
SBUX 		Starbucks Corp2024-06-30Sold Out
-0.73%
●
72.5 ($81.44) 91.53
$96.05
17.93%
Sold Out
0
-16,491
MO 		Altria Group Inc2024-06-30New Buy
+0.57%
●
40.75 ($44.37) 46.83
$53.70
21.02%
New holding
26,741
26,741
HTGC 		Hercules Capital Inc2024-06-30Add
+0.18%
●
17.96 ($19.24) 20.45
$19.75
2.68%
Add 10.3%
200,081
18,680
APP 		AppLovin Corp2024-06-30New Buy
+0.15%
●
66.8 ($77.59) 86.43
$240.57
210.05%
New holding
3,955
3,955
RBLX 		Roblox Corp2024-06-30Sold Out
-0.15%
●
30.42 ($35.6) 40.54
$53.53
50.37%
Sold Out
0
-8,064
ARCC 		Ares Capital Corp2024-06-30Add
+0.14%
●
20.24 ($20.89) 21.58
$21.42
2.54%
Add 110.35%
26,925
14,125

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 2024-06-30

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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