Left Brain Wealth Management, LLC Top Holdings and 13F Report (2025) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $229.13 million in total holdings as of March 31, 2025.Left Brain Wealth Management, LLC owns shares of 89 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 8.56% of the portfolio was purchased this quarter.About 14.73% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 93 new stocks and bought additional shares in 24 stocks.Left Brain Wealth Management, LLC sold shares of 45 stocks and completely divested from 17 stocks this quarter.Largest Holdings NVIDIA $21,647,279Meta Platforms $13,116,225PALANTIR TECHNOLOGIES INC $10,872,830Netflix $10,663,481Alerian MLP ETF $7,527,924 Largest New Holdings this Quarter M2682V108 - CyberArk Software $540,800 HoldingV7780T103 - Royal Caribbean Cruises $499,219 Holding18915M107 - Cloudflare $372,440 Holding58733R102 - MercadoLibre $364,813 Holding771049103 - Roblox $358,484 Holding Largest Purchases this Quarter International Business Machines 16,592 shares (about $4.13M)Taiwan Semiconductor Manufacturing 21,388 shares (about $3.55M)Interactive Brokers Group 18,811 shares (about $3.11M)Apollo Global Management 14,263 shares (about $1.95M)CyberArk Software 1,600 shares (about $540.80K) Largest Sales this Quarter APPLOVIN CORP 6,805 shares (about $1.80M)CrowdStrike 2,529 shares (about $891.67K)NVIDIA 7,818 shares (about $847.31K)PALANTIR TECHNOLOGIES INC 9,951 shares (about $839.86K)ServiceNow 878 shares (about $699.01K) 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$21,647,279$847,315 ▼-3.8%199,7359.4%Computer and TechnologyMETAMeta Platforms$13,116,225$618,434 ▼-4.5%22,7575.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC$10,872,830$839,864 ▼-7.2%128,8254.7%CL ANFLXNetflix$10,663,481$414,976 ▼-3.7%11,4354.7%Consumer DiscretionaryAMLPAlerian MLP ETF$7,527,924$50,226 ▼-0.7%144,9353.3%ETFAXONAxon Enterprise$7,181,847$100,456 ▼-1.4%13,6553.1%AerospaceTSMTaiwan Semiconductor Manufacturing$6,676,520$3,550,408 ▲113.6%40,2202.9%Computer and TechnologyAMZNAmazon.com$6,419,943$589,235 ▼-8.4%33,7432.8%Retail/WholesaleCRWDCrowdStrike$6,398,622$891,675 ▼-12.2%18,1482.8%Computer and TechnologyUBERUber Technologies$5,691,240$450,202 ▲8.6%78,1122.5%Computer and TechnologyARISTA NETWORKS INC$5,641,861$271,257 ▼-4.6%72,8172.5%COM SHSAPOApollo Global Management$5,477,463$1,953,175 ▲55.4%39,9992.4%FinanceGEGE Aerospace$5,369,224$36,027 ▼-0.7%26,8262.3%IndustrialsHTGCHercules Capital$5,357,554$57,976 ▲1.1%278,8942.3%FinanceVVisa$5,328,043$26,985 ▼-0.5%15,2032.3%Business ServicesCOSTCostco Wholesale$4,956,833$52,018 ▼-1.0%5,2412.2%Retail/WholesalePSTGPure Storage$4,906,134$142,195 ▼-2.8%110,8232.1%Computer and TechnologyTTDTrade Desk$4,774,265$159,235 ▼-3.2%87,2492.1%Computer and TechnologyMSFTMicrosoft$4,480,280$18,019 ▼-0.4%11,9352.0%Computer and TechnologyIBMInternational Business Machines$4,392,330$4,125,766 ▲1,547.8%17,6641.9%Computer and TechnologyNOWServiceNow$4,233,873$699,011 ▼-14.2%5,3181.8%Computer and TechnologyCIThe Cigna Group$3,868,382$222,404 ▼-5.4%11,7581.7%MedicalLLYEli Lilly and Company$3,813,226$164,356 ▼-4.1%4,6171.7%MedicalSHOPShopify$3,694,885$531,442 ▲16.8%38,6981.6%Computer and TechnologyAVGOBroadcom$3,467,475$9,544 ▼-0.3%20,7101.5%Computer and TechnologyOKTAOkta$3,438,905$634,161 ▼-15.6%32,6831.5%Computer and TechnologyIBKRInteractive Brokers Group$3,368,763$3,114,914 ▲1,227.1%20,3441.5%FinancePGRProgressive$3,347,159$72,734 ▼-2.1%11,8271.5%FinanceCORCencora$3,318,726$80,646 ▼-2.4%11,9341.4%MedicalBLOCK INC$2,832,549$442,301 ▼-13.5%52,1361.2%CL ACCLCarnival Co. &$2,735,177$352,556 ▼-11.4%140,0501.2%Consumer DiscretionaryORLYO'Reilly Automotive$2,572,914$64,466 ▲2.6%1,7961.1%Retail/WholesaleAPPLOVIN CORP$2,509,796$1,803,121 ▼-41.8%9,4721.1%COM CL AHUBSHubSpot$2,180,614$145,108 ▼-6.2%3,8171.0%Computer and TechnologyCMGChipotle Mexican Grill$2,157,373$240,054 ▼-10.0%42,9670.9%Retail/WholesaleUNHUnitedHealth Group$2,053,100$85,371 ▼-4.0%3,9200.9%MedicalGE VERNOVA INC$2,006,300$54,035 ▼-2.6%6,5720.9%COMTSLATesla$1,942,404$149,794 ▼-7.2%7,4950.8%Auto/Tires/TrucksCBChubb$1,875,660$56,472 ▼-2.9%6,2110.8%FinanceARCCAres Capital$1,851,357$294,063 ▲18.9%83,5450.8%FinanceDKNGDraftKings$1,701,282$11,989 ▼-0.7%51,2280.7%Consumer DiscretionaryMOAltria Group$1,592,871$29,830 ▲1.9%26,5390.7%Consumer StaplesBKLNInvesco Senior Loan ETF$1,222,687$206,897 ▲20.4%59,0670.5%ETFDOCUDocuSign$1,087,830$341,473 ▼-23.9%13,3640.5%Computer and TechnologyOHIOmega Healthcare Investors$898,307$70,448 ▲8.5%23,5900.4%FinanceABBVAbbVie$831,794$68,094 ▼-7.6%3,9700.4%MedicalRITMRithm Capital$742,304$126,236 ▲20.5%64,8300.3%FinanceWMTWalmart$737,348$6,935 ▲0.9%8,3990.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$730,5630.0%1,3060.3%FinanceAMDAdvanced Micro Devices$695,755$24,041 ▼-3.3%6,7720.3%Computer and TechnologyHOODRobinhood Markets$683,609$229,951 ▲50.7%16,4250.3%FinanceDECKDeckers Outdoor$675,221$9,280 ▲1.4%6,0390.3%Retail/WholesaleAMGNAmgen$665,782$26,793 ▼-3.9%2,1370.3%MedicalAAPLApple$627,739$19,992 ▼-3.1%2,8260.3%Computer and TechnologyBKNGBooking$608,112$55,283 ▲10.0%1320.3%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$590,382$43,331 ▼-6.8%1,6350.3%ETFBPBP$566,0840.0%16,7530.2%EnergyCYBRCyberArk Software$540,800$540,800 ▲New Holding1,6000.2%Computer and TechnologyRCLRoyal Caribbean Cruises$499,219$499,219 ▲New Holding2,4300.2%Consumer DiscretionaryBRK.BBerkshire Hathaway$488,908$56,986 ▲13.2%9180.2%FinanceDUOLINGO INC$459,289$618,907 ▼-57.4%1,4790.2%CL A COMSPOTSpotify Technology$452,125$198,011 ▼-30.5%8220.2%Business ServicesDSLDoubleLine Income Solutions Fund$430,190$139,656 ▲48.1%34,1150.2%Financial ServicesAGNCAGNC Investment$427,029$38,320 ▲9.9%44,5750.2%FinanceIOTSamsara$390,966$122,656 ▲45.7%10,2000.2%Computer and TechnologyNVGNuveen AMT-Free Municipal Credit Income Fund$386,875$104,611 ▲37.1%31,2500.2%Financial ServicesSFLSFL$385,687$76,465 ▲24.7%47,0350.2%TransportationAFRMAffirm$382,985$101,677 ▼-21.0%8,4750.2%Business ServicesUPSTUpstart$376,065$161,105 ▼-30.0%8,1700.2%FinanceNETCloudflare$372,440$372,440 ▲New Holding3,3050.2%Computer and TechnologyMELIMercadoLibre$364,813$364,813 ▲New Holding1870.2%Retail/WholesaleRBLXRoblox$358,484$358,484 ▲New Holding6,1500.2%Consumer DiscretionaryKMBKimberly-Clark$349,8610.0%2,4600.2%Consumer StaplesPINSPinterest$319,300$319,300 ▲New Holding10,3000.1%Computer and TechnologyTOLToll Brothers$316,770$316,770 ▲New Holding3,0000.1%ConstructionCRDOCredo Technology Group$307,224$307,224 ▲New Holding7,6500.1%Computer and TechnologyMNDYmonday.com$275,987$108,206 ▼-28.2%1,1350.1%Computer and TechnologyPLMRPalomar$274,160$274,160 ▲New Holding2,0000.1%FinanceKMIKinder Morgan$269,3230.0%9,4400.1%EnergyRUBRIK INC.$256,116$256,116 ▲New Holding4,2000.1%CL ACINFCincinnati Financial$245,806$20,681 ▼-7.8%1,6640.1%FinancePENNYMAC CORP$232,4970.0%235,0000.1%NOTE 5.500% 3/1NTNXNutanix$223,392$223,392 ▲New Holding3,2000.1%Computer and TechnologyQQQXNuveen Nasdaq 100 Dynamic Overwrite Fund$215,698$34,319 ▲18.9%9,0820.1%FinanceBLACKSTONE MORTGAGE TRUST IN$213,9520.0%220,0000.1%NOTE 5.500% 3/1REDDIT INC$209,800$209,800 ▲New Holding2,0000.1%CL AOPRAOpera$167,211$452,697 ▼-73.0%10,4900.1%Computer and TechnologyMPWMedical Properties Trust$120,600$120,600 ▲New Holding20,0000.1%FinanceTWO HARBORS INVENTMENT CORPO$10,0820.0%10,0000.0%NOTE 6.250% 1/1XOMExxon Mobil$0$8,626,146 ▼-100.0%00.0%EnergySCHWCharles Schwab$0$3,602,511 ▼-100.0%00.0%FinanceDELLDell Technologies$0$3,419,977 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$671,022 ▼-100.0%00.0%Computer and TechnologyBILLBILL$0$652,267 ▼-100.0%00.0%Computer and TechnologyYOUClear Secure$0$588,744 ▼-100.0%00.0%Computer and TechnologyDDOGDatadog$0$506,545 ▼-100.0%00.0%Computer and TechnologyZSZscaler$0$479,169 ▼-100.0%00.0%Computer and TechnologyMSTRStrategy$0$467,736 ▼-100.0%00.0%Computer and TechnologyMAPLEBEAR INC$0$438,017 ▼-100.0%00.0%COMZETA GLOBAL HOLDINGS CORP$0$406,574 ▼-100.0%00.0%CL AShowing 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. 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