Left Brain Wealth Management

Left Brain Wealth Management as of June 30, 2025

Portfolio Holdings for Left Brain Wealth Management

Left Brain Wealth Management holds 96 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 8.2 $23M 148k 157.99
Meta Platforms Cl A (META) 6.0 $17M 23k 738.09
Netflix (NFLX) 5.5 $16M 12k 1339.13
Palantir Technologies Cl A (PLTR) 4.5 $13M 94k 136.32
Axon Enterprise (AXON) 4.0 $11M 14k 827.94
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 3.6 $10M 45k 226.49
Crowdstrike Hldgs Cl A (CRWD) 3.4 $9.7M 19k 509.31
Arista Networks Com Shs (ANET) 2.9 $8.3M 82k 102.31
Robinhood Mkts Com Cl A (HOOD) 2.9 $8.2M 87k 93.63
Amazon (AMZN) 2.6 $7.4M 34k 219.39
Uber Technologies (UBER) 2.5 $7.2M 78k 93.30
Ge Aerospace Com New (GE) 2.5 $7.1M 28k 257.39
Broadcom (AVGO) 2.5 $7.1M 26k 275.65
Alps Etf Tr Alerian Mlp (AMLP) 2.5 $7.0M 144k 48.86
Chubb (CB) 2.2 $6.2M 21k 289.72
Servicenow (NOW) 2.2 $6.2M 6.0k 1028.08
Waste Management (WM) 2.2 $6.1M 27k 228.82
Microsoft Corporation (MSFT) 2.1 $6.0M 12k 497.41
MercadoLibre (MELI) 2.1 $5.9M 2.2k 2613.63
Visa Com Cl A (V) 1.9 $5.4M 15k 355.05
Costco Wholesale Corporation (COST) 1.9 $5.3M 5.4k 989.94
Applovin Corp Com Cl A (APP) 1.8 $5.2M 15k 350.08
Hercules Technology Growth Capital (HTGC) 1.8 $5.2M 284k 18.28
International Business Machines (IBM) 1.8 $5.2M 18k 294.78
Cigna Corp (CI) 1.4 $3.8M 12k 330.58
McKesson Corporation (MCK) 1.3 $3.7M 5.0k 732.78
AmerisourceBergen (COR) 1.3 $3.6M 12k 299.85
Monster Beverage Corp (MNST) 1.2 $3.3M 53k 62.64
Progressive Corporation (PGR) 1.1 $3.3M 12k 266.86
Dollar General (DG) 1.1 $3.2M 28k 114.38
Cme (CME) 1.1 $3.2M 12k 275.62
O'reilly Automotive (ORLY) 1.1 $3.1M 35k 90.13
Rollins (ROL) 1.1 $3.1M 55k 56.42
UnitedHealth (UNH) 1.1 $3.1M 9.9k 311.97
Chipotle Mexican Grill (CMG) 0.8 $2.4M 43k 56.15
Tesla Motors (TSLA) 0.8 $2.4M 7.4k 317.66
Spotify Technology S A SHS (SPOT) 0.7 $2.0M 2.6k 767.34
The Trade Desk Com Cl A (TTD) 0.7 $1.9M 26k 71.99
Procter & Gamble Company (PG) 0.6 $1.6M 10k 159.32
Altria (MO) 0.6 $1.6M 27k 58.63
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $1.3M 62k 20.92
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $1.2M 13k 92.59
Rithm Capital Corp Com New (RITM) 0.4 $1.1M 94k 11.29
Zscaler Incorporated (ZS) 0.4 $1.0M 3.3k 313.94
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $997k 8.6k 115.35
Cloudflare Cl A Com (NET) 0.3 $933k 4.8k 195.83
Roblox Corp Cl A (RBLX) 0.3 $918k 8.7k 105.20
Royal Caribbean Cruises (RCL) 0.3 $915k 2.9k 313.14
Nebius Group Shs Class A (NBIS) 0.3 $912k 17k 55.33
Omega Healthcare Investors (OHI) 0.3 $903k 25k 36.65
Wal-Mart Stores (WMT) 0.3 $902k 9.2k 97.78
Duolingo Cl A Com (DUOL) 0.3 $833k 2.0k 410.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $807k 1.3k 617.85
Abbvie (ABBV) 0.2 $695k 3.7k 185.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $694k 1.6k 424.58
Reddit Cl A (RDDT) 0.2 $688k 4.6k 150.57
Cyberark Software SHS (CYBR) 0.2 $597k 1.5k 406.88
Sezzle (SEZL) 0.2 $592k 3.3k 179.25
Monday SHS (MNDY) 0.2 $588k 1.9k 314.48
Vertiv Holdings Com Cl A (VRT) 0.2 $588k 4.6k 128.41
Amgen (AMGN) 0.2 $548k 2.0k 279.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $529k 1.1k 485.77
Hims & Hers Health Com Cl A (HIMS) 0.2 $523k 11k 49.85
Rubrik Cl A (RBRK) 0.2 $517k 5.8k 89.59
Nuveen Insd Dividend Advantage (NVG) 0.2 $508k 43k 11.93
BP Sponsored Adr (BP) 0.2 $501k 17k 29.93
Celsius Hldgs Com New (CELH) 0.2 $501k 11k 46.39
Doubleline Income Solutions (DSL) 0.2 $496k 41k 12.24
Affirm Hldgs Com Cl A (AFRM) 0.2 $465k 6.7k 69.14
Annaly Capital Management In Com New (NLY) 0.2 $464k 25k 18.82
Upstart Hldgs (UPST) 0.2 $427k 6.6k 64.68
Apple (AAPL) 0.1 $412k 2.0k 205.17
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $404k 4.4k 91.73
Opera Sponsored Ads (OPRA) 0.1 $397k 21k 18.90
Atlassian Corporation Cl A (TEAM) 0.1 $325k 1.6k 203.09
Pinterest Cl A (PINS) 0.1 $317k 8.9k 35.86
Nutanix Cl A (NTNX) 0.1 $317k 4.2k 76.44
Kimberly-Clark Corporation (KMB) 0.1 $317k 2.5k 128.92
Snowflake Cl A (SNOW) 0.1 $317k 1.4k 223.77
Sportradar Group Class A Ord Shs (SRAD) 0.1 $312k 11k 28.08
Ishares Tr Mbs Etf (MBB) 0.1 $306k 3.3k 93.89
Samsara Com Cl A (IOT) 0.1 $304k 7.7k 39.78
Kinder Morgan (KMI) 0.1 $278k 9.4k 29.40
Doordash Cl A (DASH) 0.1 $270k 1.1k 246.51
Clear Secure Com Cl A (YOU) 0.1 $256k 9.2k 27.76
Zeta Global Holdings Corp Cl A (ZETA) 0.1 $245k 16k 15.49
Astera Labs (ALAB) 0.1 $244k 2.7k 90.42
Pennymac Corp Note 5.500% 3/1 0.1 $236k 235k 1.00
Palomar Hldgs (PLMR) 0.1 $231k 1.5k 154.25
Lpl Financial Holdings (LPLA) 0.1 $222k 591.00 374.97
Cincinnati Financial Corporation (CINF) 0.1 $221k 1.5k 148.92
Blackstone Mortgage Trust In Note 5.500% 3/1 0.1 $217k 220k 0.99
Ares Capital Corporation (ARCC) 0.1 $215k 9.8k 21.96
Starwood Property Trust (STWD) 0.1 $213k 11k 20.07
Rocket Cos Com Cl A (RKT) 0.0 $142k 10k 14.18
Two Harbors Inventment Corpo Note 6.250% 1/1 0.0 $10k 10k 1.02