Left Brain Wealth Management, LLC Top Holdings and 13F Report (2024) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $214.17 million in total holdings as of June 30, 2024.Left Brain Wealth Management, LLC owns shares of 69 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 17.31% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 70 new stocks and bought additional shares in 45 stocks.Left Brain Wealth Management, LLC sold shares of 14 stocks and completely divested from 6 stocks this quarter.Largest Holdings NVIDIA $25,960,696Super Micro Computer $13,113,697Meta Platforms $11,571,849Exxon Mobil $9,334,851Trade Desk $7,958,738 Largest New Holdings this Quarter DraftKings $2,193,897 HoldingAltria Group $1,218,053 HoldingGE VERNOVA INC COM $1,095,606 HoldingAPPLOVIN CORP COM CL A $329,135 HoldingRithm Capital $270,568 Holding Largest Purchases this Quarter NVIDIA 189,248 shares (about $23.38M)Amazon.com 15,403 shares (about $2.98M)Chipotle Mexican Grill 39,345 shares (about $2.46M)DraftKings 57,477 shares (about $2.19M)Altria Group 26,741 shares (about $1.22M) Largest Sales this Quarter Schlumberger 4,224 shares (about $199.29K)Meta Platforms 393 shares (about $198.16K)Intercontinental Exchange 387 shares (about $52.98K)Centene 462 shares (about $30.63K)The Cigna Group 92 shares (about $30.41K) 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$25,960,696$23,379,698 ▲905.8%210,14012.1%Computer and TechnologySMCISuper Micro Computer$13,113,697$53,258 ▲0.4%16,0056.1%Computer and TechnologyMETAMeta Platforms$11,571,849$198,158 ▼-1.7%22,9505.4%Computer and TechnologyXOMExxon Mobil$9,334,851$29,701 ▼-0.3%81,0884.4%Oils/EnergyTTDTrade Desk$7,958,738$77,745 ▲1.0%81,4863.7%Computer and TechnologyNFLXNetflix$7,354,167$109,331 ▲1.5%10,8973.4%Consumer DiscretionaryPSTGPure Storage$7,327,581$149,930 ▲2.1%114,1193.4%Computer and TechnologyAMLPAlerian MLP ETF$6,713,745$26,293 ▲0.4%139,9283.1%ETFANETArista Networks$5,928,369$51,521 ▲0.9%16,9152.8%Computer and TechnologyCRWDCrowdStrike$5,715,279$120,322 ▲2.2%14,9152.7%Computer and TechnologyCELHCelsius$5,280,311$61,315 ▲1.2%92,4912.5%Consumer StaplesMSFTMicrosoft$5,140,372$112,184 ▲2.2%11,5012.4%Computer and TechnologyUBERUber Technologies$4,798,770$78,204 ▲1.7%66,0262.2%Computer and TechnologyCOSTCostco Wholesale$4,472,647$22,950 ▲0.5%5,2622.1%Retail/WholesaleCIThe Cigna Group$4,351,623$30,412 ▼-0.7%13,1642.0%MedicalAMZNAmazon.com$4,251,693$2,976,630 ▲233.4%22,0012.0%Retail/WholesaleGEGeneral Electric$4,153,409$155,791 ▲3.9%26,1271.9%TransportationAXONAxon Enterprise$4,095,821$117,402 ▲3.0%13,9201.9%Industrial ProductsHTGCHercules Capital$4,091,656$382,006 ▲10.3%200,0811.9%FinanceSCHWCharles Schwab$4,090,679$71,553 ▲1.8%55,5121.9%FinanceVVisa$3,989,806$61,943 ▲1.6%15,2011.9%Business ServicesNOWServiceNow$3,915,257$106,200 ▲2.8%4,9771.8%Computer and TechnologyCNCCentene$3,910,043$30,631 ▼-0.8%58,9751.8%MedicalOKTAOkta$3,772,764$90,802 ▲2.5%40,3031.8%Computer and TechnologyAVGOBroadcom$3,646,159$20,872 ▲0.6%2,2711.7%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$3,379,562$85,688 ▲2.6%19,4441.6%Computer and TechnologySQBlock$3,349,353$81,193 ▲2.5%51,9361.6%Business ServicesCORCencora$2,792,819$28,163 ▲1.0%12,3961.3%MedicalABNBAirbnb$2,523,578$2,274 ▼-0.1%16,6431.2%Consumer CyclicalCMGChipotle Mexican Grill$2,512,892$2,464,965 ▲5,143.1%40,1101.2%Retail/WholesalePGRProgressive$2,476,111$102,193 ▲4.3%11,9211.2%FinanceHUBSHubSpot$2,310,207$54,261 ▲2.4%3,9171.1%Computer and TechnologyDKNGDraftKings$2,193,897$2,193,897 ▲New Holding57,4771.0%Consumer DiscretionaryUNHUnitedHealth Group$2,127,179$34,120 ▲1.6%4,1771.0%MedicalSHOPShopify$1,622,254$24,240 ▲1.5%24,5610.8%Computer and TechnologyCBChubb$1,567,212$21,937 ▲1.4%6,1440.7%FinanceSLBSchlumberger$1,543,116$199,288 ▼-11.4%32,7070.7%Oils/EnergyAMDAdvanced Micro Devices$1,384,787$17,843 ▲1.3%8,5370.6%Computer and TechnologyMOAltria Group$1,218,053$1,218,053 ▲New Holding26,7410.6%Consumer StaplesGE VERNOVA INC COM$1,095,606$1,095,606 ▲New Holding6,3880.5%COMABBVAbbVie$928,609$6,861 ▼-0.7%5,4140.4%MedicalADBEAdobe$926,085$8,889 ▼-1.0%1,6670.4%Computer and TechnologyCCLCarnival Co. &$904,719$25,459 ▼-2.7%48,3290.4%Consumer DiscretionaryICEIntercontinental Exchange$886,910$52,976 ▼-5.6%6,4790.4%FinanceLLYEli Lilly and Company$870,976$39,837 ▲4.8%9620.4%MedicalDECKDeckers Outdoor$791,783$51,301 ▲6.9%8180.4%Retail/WholesaleBPBP$785,2830.0%21,7530.4%Oils/EnergySPYSPDR S&P 500 ETF Trust$765,1730.0%1,4060.4%FinanceBKLNInvesco Senior Loan ETF$755,567$113,216 ▲17.6%35,9110.4%ETFIWFiShares Russell 1000 Growth ETF$752,7130.0%2,0650.4%ETFORLYO'Reilly Automotive$700,168$27,458 ▲4.1%6630.3%Retail/WholesaleAMGNAmgen$654,583$4,687 ▲0.7%2,0950.3%MedicalOHIOmega Healthcare Investors$631,741$63,362 ▲11.1%18,4450.3%FinanceULTAUlta Beauty$615,849$19,294 ▲3.2%1,5960.3%Retail/WholesaleGISGeneral Mills$606,727$4,555 ▼-0.7%9,5910.3%Consumer StaplesCMECME Group$595,501$18,677 ▼-3.0%3,0290.3%Financial ServicesAAPLApple$593,1060.0%2,8160.3%Computer and TechnologyARCCAres Capital$561,117$294,365 ▲110.4%26,9250.3%Financial ServicesPEPPepsiCo$475,988$15,833 ▲3.4%2,8860.2%Consumer StaplesDOCUDocuSign$475,027$9,095 ▼-1.9%8,8790.2%Business ServicesMRNAModerna$461,700$48,806 ▲11.8%3,8880.2%MedicalKMBKimberly-Clark$422,8920.0%3,0600.2%Consumer StaplesSFLSFL$372,678$108,958 ▲41.3%26,8500.2%TransportationAPPLOVIN CORP COM CL A$329,135$329,135 ▲New Holding3,9550.2%COM CL ABRK.BBerkshire Hathaway$290,048$10,170 ▲3.6%7130.1%FinanceENPHEnphase Energy$279,487$14,757 ▲5.6%2,8030.1%Oils/EnergyRITMRithm Capital$270,568$270,568 ▲New Holding24,8000.1%FinanceHSYHershey$230,523$19,302 ▲9.1%1,2540.1%Consumer StaplesPATHUiPath$194,638$17,752 ▼-8.4%15,3500.1%Business ServicesSNOWSnowflake$0$3,048,261 ▼-100.0%00.0%Computer and TechnologyROKURoku$0$2,660,305 ▼-100.0%00.0%Consumer DiscretionarySBUXStarbucks$0$1,507,112 ▼-100.0%00.0%Retail/WholesaleRBLXRoblox$0$307,884 ▼-100.0%00.0%Consumer DiscretionaryCINFCincinnati Financial$0$212,579 ▼-100.0%00.0%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$0$200,979 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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