Left Brain Wealth Management, LLC Top Holdings and 13F Report (2025) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $264.75 million in total holdings as of December 31, 2024.Left Brain Wealth Management, LLC owns shares of 93 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 20.14% of the portfolio was purchased this quarter.About 8.80% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 78 new stocks and bought additional shares in 34 stocks.Left Brain Wealth Management, LLC sold shares of 28 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $27,872,292Meta Platforms $13,952,703Trade Desk $10,596,387Netflix $10,588,882PALANTIR TECHNOLOGIES INC $10,495,629 Largest New Holdings this Quarter ARISTA NETWORKS INC $8,435,429 HoldingApollo Global Management $4,250,558 HoldingTesla $3,260,200 HoldingDUOLINGO INC $1,125,727 HoldingWalmart $751,712 Holding Largest Purchases this Quarter ARISTA NETWORKS INC 76,318 shares (about $8.44M)Apollo Global Management 25,736 shares (about $4.25M)APPLOVIN CORP 12,423 shares (about $4.02M)Tesla 8,073 shares (about $3.26M)Amazon.com 14,157 shares (about $3.11M) Largest Sales this Quarter Charles Schwab 6,565 shares (about $485.88K)Broadcom 1,931 shares (about $447.68K)NVIDIA 1,699 shares (about $228.16K)DraftKings 5,179 shares (about $192.66K)The Cigna Group 694 shares (about $191.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeft Brain Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$27,872,292$228,159 ▼-0.8%207,55310.5%Computer and TechnologyMETAMeta Platforms$13,952,703$426,837 ▲3.2%23,8305.3%Computer and TechnologyTTDTrade Desk$10,596,387$858,792 ▲8.8%90,1594.0%Computer and TechnologyNFLXNetflix$10,588,882$828,928 ▲8.5%11,8804.0%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$10,495,629$1,422,903 ▲15.7%138,7764.0%CL AXOMExxon Mobil$8,626,146$155,869 ▼-1.8%80,1913.3%Oils/EnergyARISTA NETWORKS INC$8,435,429$8,435,429 ▲New Holding76,3183.2%COM SHSAXONAxon Enterprise$8,228,955$103,412 ▼-1.2%13,8463.1%AerospaceAMZNAmazon.com$8,082,328$3,105,904 ▲62.4%36,8403.1%Retail/WholesaleCRWDCrowdStrike$7,074,842$1,875,379 ▲36.1%20,6772.7%Computer and TechnologyAMLPAlerian MLP ETF$7,026,640$151,415 ▲2.2%145,9022.7%ETFPSTGPure Storage$7,005,170$27,705 ▼-0.4%114,0352.6%Computer and TechnologyNOWServiceNow$6,568,504$1,177,793 ▲21.8%6,1962.5%Computer and TechnologyHTGCHercules Capital$5,542,349$1,350,349 ▲32.2%275,8762.1%FinanceAPPLOVIN CORP$5,270,981$4,022,940 ▲322.3%16,2772.0%COM CL ABLOCK INC$5,122,942$713,236 ▲16.2%60,2771.9%CL AMSFTMicrosoft$5,050,835$69,126 ▲1.4%11,9831.9%Computer and TechnologyCOSTCostco Wholesale$4,852,566$3,665 ▼-0.1%5,2961.8%Retail/WholesaleVVisa$4,829,091$5,689 ▼-0.1%15,2801.8%Business ServicesAVGOBroadcom$4,814,621$447,683 ▼-8.5%20,7671.8%Computer and TechnologyGEGeneral Electric$4,504,331$111,416 ▲2.5%27,0061.7%TransportationUBERUber Technologies$4,338,999$275,301 ▲6.8%71,9331.6%Computer and TechnologyAPOApollo Global Management$4,250,558$4,250,558 ▲New Holding25,7361.6%FinanceCCLCarnival Co. &$3,939,902$2,741,773 ▲228.8%158,1021.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$3,719,132$114,939 ▼-3.0%18,8321.4%Computer and TechnologyLLYEli Lilly and Company$3,717,952$2,796,956 ▲303.7%4,8161.4%MedicalSCHWCharles Schwab$3,602,511$485,876 ▼-11.9%48,6761.4%FinanceSHOPShopify$3,522,926$765,470 ▲27.8%33,1321.3%Computer and TechnologyCIThe Cigna Group$3,433,525$191,641 ▼-5.3%12,4341.3%MedicalDELLDell Technologies$3,419,977$59,925 ▼-1.7%29,6771.3%Computer and TechnologyTSLATesla$3,260,200$3,260,200 ▲New Holding8,0731.2%Auto/Tires/TrucksOKTAOkta$3,050,348$106,774 ▼-3.4%38,7101.2%Computer and TechnologyPGRProgressive$2,895,447$62,778 ▼-2.1%12,0841.1%FinanceCMGChipotle Mexican Grill$2,879,204$394,362 ▲15.9%47,7481.1%Retail/WholesaleHUBSHubSpot$2,836,551$126,115 ▲4.7%4,0711.1%Computer and TechnologyCORCencora$2,746,488$65,382 ▼-2.3%12,2241.0%MedicalGE VERNOVA INC$2,219,949$58,550 ▲2.7%6,7490.8%COMORLYO'Reilly Automotive$2,076,336$93,678 ▲4.7%1,7510.8%Retail/WholesaleUNHUnitedHealth Group$2,065,426$68,797 ▼-3.2%4,0830.8%MedicalDKNGDraftKings$1,919,111$192,659 ▼-9.1%51,5890.7%Consumer DiscretionaryCBChubb$1,767,767$38,406 ▲2.2%6,3980.7%FinanceDOCUDocuSign$1,579,256$784,277 ▲98.7%17,5590.6%Computer and TechnologyARCCAres Capital$1,538,320$698,072 ▲83.1%70,2750.6%FinanceMOAltria Group$1,361,736$38,381 ▼-2.7%26,0420.5%Consumer StaplesDECKDeckers Outdoor$1,209,604$133,633 ▲12.4%5,9560.5%Retail/WholesaleDUOLINGO INC$1,125,727$1,125,727 ▲New Holding3,4720.4%CL A COMBKLNInvesco Senior Loan ETF$1,033,947$198,817 ▲23.8%49,0720.4%ETFAMDAdvanced Micro Devices$846,255$186,258 ▼-18.0%7,0060.3%Computer and TechnologyOHIOmega Healthcare Investors$822,859$82,324 ▲11.1%21,7400.3%FinanceSPYSPDR S&P 500 ETF Trust$765,420$72,674 ▼-8.7%1,3060.3%FinanceABBVAbbVie$763,222$75,523 ▼-9.0%4,2950.3%MedicalWMTWalmart$751,712$751,712 ▲New Holding8,3200.3%Retail/WholesaleOPRAOpera$736,577$736,577 ▲New Holding38,8900.3%Computer and TechnologyAAPLApple$730,225$17,279 ▲2.4%2,9160.3%Computer and TechnologyUPSTUpstart$718,522$718,522 ▲New Holding11,6700.3%FinanceIWFiShares Russell 1000 Growth ETF$704,773$124,490 ▼-15.0%1,7550.3%ETFADBEAdobe$671,022$76,040 ▼-10.2%1,5090.3%Computer and TechnologyAFRMAffirm$653,153$653,153 ▲New Holding10,7250.2%Business ServicesBILLBILL$652,267$652,267 ▲New Holding7,7000.2%Computer and TechnologyBKNGBooking$596,210$263,326 ▲79.1%1200.2%Retail/WholesaleYOUClear Secure$588,744$588,744 ▲New Holding22,1000.2%Computer and TechnologyRITMRithm Capital$582,708$187,413 ▲47.4%53,8050.2%FinanceAMGNAmgen$579,403$2,606 ▲0.5%2,2230.2%MedicalSPOTSpotify Technology$528,803$528,803 ▲New Holding1,1820.2%Business ServicesDDOGDatadog$506,545$506,545 ▲New Holding3,5450.2%Computer and TechnologyBPBP$495,219$147,800 ▼-23.0%16,7530.2%Oils/EnergyZSZscaler$479,169$479,169 ▲New Holding2,6560.2%Computer and TechnologyMSTRMicroStrategy$467,736$467,736 ▲New Holding1,6150.2%Computer and TechnologyMAPLEBEAR INC$438,017$438,017 ▲New Holding10,5750.2%COMZETA GLOBAL HOLDINGS CORP$406,574$406,574 ▲New Holding22,6000.2%CL AHOODRobinhood Markets$406,134$406,134 ▲New Holding10,9000.2%FinanceSFLSFL$385,396$49,311 ▲14.7%37,7100.1%TransportationAGNCAGNC Investment$373,696$247,519 ▲196.2%40,5750.1%FinanceMNDYmonday.com$371,995$371,995 ▲New Holding1,5800.1%Computer and TechnologyBRK.BBerkshire Hathaway$367,610$16,771 ▼-4.4%8110.1%FinanceSNOWSnowflake$333,526$333,526 ▲New Holding2,1600.1%Computer and TechnologyKMBKimberly-Clark$322,358$78,624 ▼-19.6%2,4600.1%Consumer StaplesIOTSamsara$305,830$305,830 ▲New Holding7,0000.1%Computer and TechnologyDSLDoubleLine Income Solutions Fund$289,613$289,613 ▲New Holding23,0400.1%Financial ServicesPYPLPayPal$282,594$282,594 ▲New Holding3,3110.1%Computer and TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$279,528$86,433 ▲44.8%22,8000.1%Financial ServicesIBKRInteractive Brokers Group$270,835$270,835 ▲New Holding1,5330.1%FinanceCINFCincinnati Financial$259,235$4,311 ▼-1.6%1,8040.1%FinanceKMIKinder Morgan$258,656$258,656 ▲New Holding9,4400.1%Oils/EnergyIBMInternational Business Machines$235,658$3,078 ▼-1.3%1,0720.1%Computer and TechnologyORCLOracle$233,4630.0%1,4010.1%Computer and TechnologyPENNYMAC CORP$233,3010.0%235,0000.1%NOTE 5.500% 3/1VRTVertiv$227,220$227,220 ▲New Holding2,0000.1%Computer and TechnologyBLACKSTONE MORTGAGE TRUST IN$214,6000.0%220,0000.1%NOTE 5.500% 3/1INTAIntapp$211,497$211,497 ▲New Holding3,3000.1%Computer and TechnologyQQQXNuveen Nasdaq 100 Dynamic Overwrite Fund$206,581$206,581 ▲New Holding7,6370.1%FinancePATHUiPath$130,341$57,576 ▼-30.6%10,2550.0%Business ServicesTWO HARBORS INVENTMENT CORPO$10,1630.0%10,0000.0%NOTE 6.250% 1/1ANETArista Networks$0$6,539,909 ▼-100.0%00.0%Computer and TechnologyCNCCentene$0$4,236,909 ▼-100.0%00.0%MedicalCELHCelsius$0$2,833,846 ▼-100.0%00.0%Consumer StaplesABNBAirbnb$0$2,053,688 ▼-100.0%00.0%Consumer DiscretionarySLBSchlumberger$0$1,334,555 ▼-100.0%00.0%Oils/EnergyICEIntercontinental Exchange$0$1,040,787 ▼-100.0%00.0%FinanceULTAUlta Beauty$0$632,320 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
