Left Brain Wealth Management

Left Brain Wealth Management as of March 31, 2024

Portfolio Holdings for Left Brain Wealth Management

Left Brain Wealth Management holds 70 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 9.1 $19M 21k 903.56
Super Micro Computer 7.8 $16M 16k 1010.03
Meta Platforms Inc Cl A Cl A (META) 5.5 $11M 23k 485.58
Exxon Mobil Corporation (XOM) 4.6 $9.5M 81k 116.24
Celsius Hldgs Com New (CELH) 3.7 $7.6M 91k 82.92
The Trade Desk Inc Com Cl A Com Cl A (TTD) 3.4 $7.1M 81k 87.42
Alps Trust Etf Alerian M Alerian Mlp (AMLP) 3.2 $6.6M 139k 47.46
Netflix (NFLX) 3.2 $6.5M 11k 607.33
Pure Storage Inc Cl A Cl A (PSTG) 2.8 $5.8M 112k 51.99
Uber Technologies (UBER) 2.4 $5.0M 65k 76.99
Arista Networks (ANET) 2.4 $4.9M 17k 289.98
Cigna Corp (CI) 2.3 $4.8M 13k 363.19
Microsoft Corporation (MSFT) 2.3 $4.7M 11k 420.72
Crowdstrike Hldgs Inc Cl A Cl A (CRWD) 2.3 $4.7M 15k 320.59
Centene Corporation (CNC) 2.3 $4.7M 59k 78.48
Ge Aerospace Com New (GE) 2.1 $4.4M 25k 175.53
Block Inc Cl A Cl A (SQ) 2.1 $4.3M 51k 84.58
Axon Enterprise (AXON) 2.0 $4.2M 14k 312.88
Visa Com Cl A (V) 2.0 $4.2M 15k 279.08
Okta Inc Cl A Cl A (OKTA) 2.0 $4.1M 39k 104.62
Charles Schwab Corporation (SCHW) 1.9 $3.9M 55k 72.34
Costco Wholesale Corporation (COST) 1.9 $3.8M 5.2k 732.63
Servicenow (NOW) 1.8 $3.7M 4.8k 762.40
Hercules Technology Growth Capital (HTGC) 1.6 $3.3M 181k 18.45
Snowflake Inc Cl A Cl A (SNOW) 1.5 $3.0M 19k 161.60
Broadcom (AVGO) 1.4 $3.0M 2.3k 1325.41
AmerisourceBergen (COR) 1.4 $3.0M 12k 242.99
Airbnb Inc Com Cl A Com Cl A (ABNB) 1.3 $2.7M 17k 164.96
Roku Inc Com Cl A Cl A (ROKU) 1.3 $2.7M 41k 65.17
Taiwan Semiconductor Mfg (TSM) 1.2 $2.6M 19k 136.05
Hubspot (HUBS) 1.2 $2.4M 3.8k 626.56
Progressive Corporation (PGR) 1.1 $2.4M 11k 206.82
Chipotle Mexican Grill (CMG) 1.1 $2.2M 765.00 2906.77
UnitedHealth (UNH) 1.0 $2.0M 4.1k 494.70
Schlumberger Ltd Com Stk Com Stk (SLB) 1.0 $2.0M 37k 54.81
Shopify Inc Cl A Cl A (SHOP) 0.9 $1.9M 24k 77.17
Chubb (CB) 0.8 $1.6M 6.1k 259.13
Advanced Micro Devices (AMD) 0.7 $1.5M 8.4k 180.49
Starbucks Corporation (SBUX) 0.7 $1.5M 17k 91.39
Amazon (AMZN) 0.6 $1.2M 6.6k 180.38
Abbvie (ABBV) 0.5 $993k 5.5k 182.10
Intercontinental Exchange (ICE) 0.5 $944k 6.9k 137.43
Adobe Systems Incorporated (ADBE) 0.4 $849k 1.7k 504.60
BP Sponsored Adr (BP) 0.4 $820k 22k 37.68
Carnival Corporation (CCL) 0.4 $812k 50k 16.34
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.4 $808k 1.5k 522.88
Spdr S&p 500 Etf Trust Tr Unit (SPY) 0.4 $735k 1.4k 523.07
Deckers Outdoor Corporation (DECK) 0.3 $720k 765.00 941.26
O'reilly Automotive (ORLY) 0.3 $719k 637.00 1128.88
Eli Lilly & Co. (LLY) 0.3 $714k 918.00 777.96
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.3 $696k 2.1k 337.05
General Mills (GIS) 0.3 $676k 9.7k 69.97
Cme (CME) 0.3 $673k 3.1k 215.29
Powershares Etf Senior Loan Port Nyse Arca Sr Ln Etf (BKLN) 0.3 $646k 31k 21.15
Amgen (AMGN) 0.3 $591k 2.1k 284.32
Docusign (DOCU) 0.3 $539k 9.0k 59.55
Omega Healthcare Invs Reit (OHI) 0.3 $526k 17k 31.67
Pepsi (PEP) 0.2 $488k 2.8k 175.01
Apple (AAPL) 0.2 $483k 2.8k 171.48
Kimberly-Clark Corporation (KMB) 0.2 $396k 3.1k 129.35
Uipath Inc Cl A Cl A (PATH) 0.2 $380k 17k 22.67
Moderna (MRNA) 0.2 $371k 3.5k 106.56
4068594 Enphase Energy (ENPH) 0.2 $321k 2.7k 120.98
Roblox Corp Cl A Cl A (RBLX) 0.1 $308k 8.1k 38.18
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) 0.1 $289k 688.00 420.52
Ares Capital Corporation (ARCC) 0.1 $267k 13k 20.82
Sfl Corp (SFL) 0.1 $250k 19k 13.18
Hershey Company (HSY) 0.1 $224k 1.1k 194.50
Cincinnati Financial Corporation (CINF) 0.1 $213k 1.7k 124.17
Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Enhan Shrt Ma Ac (MINT) 0.1 $201k 2.0k 100.54