Left Brain Wealth Management, LLC Top Holdings and 13F Report (2025) About Left Brain Wealth Management, LLCInvestment ActivityLeft Brain Wealth Management, LLC has $283.80 million in total holdings as of June 30, 2025.Left Brain Wealth Management, LLC owns shares of 96 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 23.15% of the portfolio was purchased this quarter.About 21.29% of the portfolio was sold this quarter.This quarter, Left Brain Wealth Management, LLC has purchased 89 new stocks and bought additional shares in 40 stocks.Left Brain Wealth Management, LLC sold shares of 22 stocks and completely divested from 19 stocks this quarter.Largest Holdings NVIDIA $23,351,238Meta Platforms $17,150,997Netflix $15,481,682PALANTIR TECHNOLOGIES INC $12,871,743Axon Enterprise $11,423,088 Largest New Holdings this Quarter 94106L109 - Waste Management $6,106,291 Holding58155Q103 - McKesson $3,655,839 Holding61174X109 - Monster Beverage $3,327,687 Holding256677105 - Dollar General $3,247,820 Holding12572Q105 - CME Group $3,178,725 Holding Largest Purchases this Quarter Robinhood Markets 70,770 shares (about $6.63M)Waste Management 26,686 shares (about $6.11M)MercadoLibre 2,058 shares (about $5.38M)Chubb 15,120 shares (about $4.38M)McKesson 4,989 shares (about $3.66M) Largest Sales this Quarter NVIDIA 51,933 shares (about $8.20M)PALANTIR TECHNOLOGIES INC 34,402 shares (about $4.69M)Trade Desk 61,179 shares (about $4.40M)Shopify 30,055 shares (about $3.47M)Ares Capital 73,750 shares (about $1.62M) 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$23,351,238$8,204,895 ▼-26.0%147,8028.2%Computer and TechnologyMETAMeta Platforms$17,150,997$354,283 ▲2.1%23,2376.0%Computer and TechnologyNFLXNetflix$15,481,682$168,730 ▲1.1%11,5615.5%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$12,871,743$4,689,681 ▼-26.7%94,4234.5%CL AAXONAxon Enterprise$11,423,088$117,567 ▲1.0%13,7974.0%AerospaceTSMTaiwan Semiconductor Manufacturing$10,166,457$1,057,029 ▲11.6%44,8873.6%Computer and TechnologyCRWDCrowdStrike$9,658,555$415,597 ▲4.5%18,9643.4%Computer and TechnologyARISTA NETWORKS INC$8,349,008$899,100 ▲12.1%81,6052.9%COM SHSHOODRobinhood Markets$8,164,068$6,626,195 ▲430.9%87,1952.9%FinanceAMZNAmazon.com$7,445,000$42,123 ▲0.6%33,9352.6%Retail/WholesaleUBERUber Technologies$7,233,269$54,580 ▼-0.7%77,5272.5%Computer and TechnologyGEGE Aerospace$7,097,272$192,528 ▲2.8%27,5742.5%AerospaceAVGOBroadcom$7,070,422$1,361,711 ▲23.9%25,6502.5%Computer and TechnologyAMLPAlerian MLP ETF$7,043,169$38,355 ▼-0.5%144,1502.5%ETFCBChubb$6,180,017$4,380,566 ▲243.4%21,3312.2%FinanceNOWServiceNow$6,178,761$711,431 ▲13.0%6,0102.2%Computer and TechnologyWMWaste Management$6,106,291$6,106,291 ▲New Holding26,6862.2%Business ServicesMSFTMicrosoft$6,046,019$109,430 ▲1.8%12,1552.1%Computer and TechnologyMELIMercadoLibre$5,867,599$5,378,850 ▲1,100.5%2,2452.1%Retail/WholesaleVVisa$5,386,464$11,362 ▼-0.2%15,1711.9%Business ServicesCOSTCostco Wholesale$5,347,656$159,380 ▲3.1%5,4021.9%Retail/WholesaleAPPLOVIN CORP$5,241,398$1,925,440 ▲58.1%14,9721.8%COM CL AHTGCHercules Capital$5,192,763$94,581 ▲1.9%284,0681.8%FinanceIBMInternational Business Machines$5,150,691$56,303 ▼-1.1%17,4731.8%Computer and TechnologyCICigna Group$3,848,943$38,017 ▼-1.0%11,6431.4%MedicalMCKMcKesson$3,655,839$3,655,839 ▲New Holding4,9891.3%MedicalCORCencora$3,600,899$22,489 ▲0.6%12,0091.3%MedicalMNSTMonster Beverage$3,327,687$3,327,687 ▲New Holding53,1241.2%Consumer StaplesPGRProgressive$3,255,425$99,272 ▲3.1%12,1991.1%FinanceDGDollar General$3,247,820$3,247,820 ▲New Holding28,3951.1%Retail/WholesaleCMECME Group$3,178,725$3,178,725 ▲New Holding11,5331.1%FinanceORLYO'Reilly Automotive$3,127,060$2,965,187 ▲1,831.8%34,6951.1%Retail/WholesaleROLRollins$3,100,053$3,100,053 ▲New Holding54,9461.1%ConstructionUNHUnitedHealth Group$3,080,392$1,857,470 ▲151.9%9,8741.1%MedicalCMGChipotle Mexican Grill$2,394,629$17,968 ▼-0.7%42,6470.8%Retail/WholesaleTSLATesla$2,351,319$29,542 ▼-1.2%7,4020.8%Auto/Tires/TrucksSPOTSpotify Technology$1,991,247$1,360,494 ▲215.7%2,5950.7%Computer and TechnologyTTDTrade Desk$1,876,779$4,404,276 ▼-70.1%26,0700.7%Computer and TechnologyPGProcter & Gamble$1,610,885$1,610,885 ▲New Holding10,1110.6%Consumer StaplesMOAltria Group$1,571,577$15,596 ▲1.0%26,8050.6%Consumer StaplesBKLNInvesco Senior Loan ETF$1,294,571$58,890 ▲4.8%61,8820.5%ETFCRDOCredo Technology Group$1,222,188$513,875 ▲72.5%13,2000.4%Computer and TechnologyRITMRithm Capital$1,056,180$324,249 ▲44.3%93,5500.4%FinanceZSZscaler$1,032,235$1,032,235 ▲New Holding3,2880.4%Computer and TechnologySHOPShopify$996,970$3,466,844 ▼-77.7%8,6430.4%Computer and TechnologyNETCloudflare$933,130$285,912 ▲44.2%4,7650.3%Computer and TechnologyRBLXRoblox$918,396$271,416 ▲42.0%8,7300.3%Consumer DiscretionaryRCLRoyal Caribbean Cruises$915,308$154,378 ▲20.3%2,9230.3%Consumer DiscretionaryYNDXYandex$911,562$911,562 ▲New Holding16,4750.3%Computer and TechnologyOHIOmega Healthcare Investors$902,506$37,933 ▲4.4%24,6250.3%FinanceWMTWalmart$902,412$81,157 ▲9.9%9,2290.3%Retail/WholesaleDUOLINGO INC$833,161$226,741 ▲37.4%2,0320.3%CL A COMSPYSPDR S&P 500 ETF Trust$806,9120.0%1,3060.3%FinanceABBVAbbVie$695,147$41,765 ▼-5.7%3,7450.2%MedicalIWFiShares Russell 1000 Growth ETF$694,1880.0%1,6350.2%ETFREDDIT INC$688,105$386,965 ▲128.5%4,5700.2%CL ACYBRCyberArk Software$596,893$54,115 ▼-8.3%1,4670.2%Computer and TechnologySEZZLE INC$591,525$591,525 ▲New Holding3,3000.2%COMMNDYmonday.com$588,078$231,143 ▲64.8%1,8700.2%Computer and TechnologyVRTVertiv$587,476$587,476 ▲New Holding4,5750.2%Computer and TechnologyAMGNAmgen$547,531$49,141 ▼-8.2%1,9610.2%MedicalBRK.BBerkshire Hathaway$529,004$83,067 ▲18.6%1,0890.2%FinanceHIMSHims & Hers Health$523,425$523,425 ▲New Holding10,5000.2%MedicalRUBRIK INC.$517,382$141,104 ▲37.5%5,7750.2%CL ANVGNuveen AMT-Free Municipal Credit Income Fund$507,622$134,809 ▲36.2%42,5500.2%Financial ServicesBPBP$501,4170.0%16,7530.2%EnergyCELHCelsius$501,012$501,012 ▲New Holding10,8000.2%Consumer StaplesDSLDoubleLine Income Solutions Fund$496,332$78,764 ▲18.9%40,5500.2%Financial ServicesAFRMAffirm$464,967$120,995 ▼-20.6%6,7250.2%Computer and TechnologyNLYAnnaly Capital Management$463,875$463,875 ▲New Holding24,6480.2%FinanceUPSTUpstart$426,888$101,548 ▼-19.2%6,6000.2%FinanceAAPLApple$411,571$168,239 ▼-29.0%2,0060.1%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$403,704$403,704 ▲New Holding4,4010.1%ETFOPRAOpera$396,900$198,639 ▲100.2%21,0000.1%Computer and TechnologyTEAMAtlassian$324,944$324,944 ▲New Holding1,6000.1%Computer and TechnologyPINSPinterest$317,361$51,997 ▼-14.1%8,8500.1%Computer and TechnologyNTNXNutanix$317,226$72,618 ▲29.7%4,1500.1%Computer and TechnologyKMBKimberly-Clark$317,1430.0%2,4600.1%Consumer StaplesSNOWSnowflake$317,082$317,082 ▲New Holding1,4170.1%Computer and TechnologySRADSportradar Group$311,688$311,688 ▲New Holding11,1000.1%Consumer DiscretionaryMBBiShares MBS ETF$306,269$306,269 ▲New Holding3,2620.1%ETFIOTSamsara$304,317$101,439 ▼-25.0%7,6500.1%Computer and TechnologyKMIKinder Morgan$277,5360.0%9,4400.1%EnergyDOORDASH INC$269,928$269,928 ▲New Holding1,0950.1%CL AYOUCLEAR Secure$256,086$256,086 ▲New Holding9,2250.1%Computer and TechnologyZETA GLOBAL HOLDINGS CORP$244,742$244,742 ▲New Holding15,8000.1%CL AASTERA LABS INC$244,134$244,134 ▲New Holding2,7000.1%COMPENNYMAC CORP$236,1860.0%235,0000.1%NOTE 5.500% 3/1PLMRPalomar$231,375$77,125 ▼-25.0%1,5000.1%FinanceLPLALPL Financial$221,607$221,607 ▲New Holding5910.1%FinanceCINFCincinnati Financial$220,551$27,252 ▼-11.0%1,4810.1%FinanceBLACKSTONE MORTGAGE TRUST IN$217,2960.0%220,0000.1%NOTE 5.500% 3/1ARCCAres Capital$215,098$1,619,548 ▼-88.3%9,7950.1%FinanceSTWDStarwood Property Trust$213,244$213,244 ▲New Holding10,6250.1%FinanceRKTRocket Companies$141,800$141,800 ▲New Holding10,0000.0%FinanceTWO HARBORS INVENTMENT CORPO$10,1680.0%10,0000.0%NOTE 6.250% 1/1APOApollo Global Management$0$5,477,463 ▼-100.0%00.0%FinancePSTGPure Storage$0$4,906,134 ▼-100.0%00.0%Computer and TechnologyLLYEli Lilly and Company$0$3,813,226 ▼-100.0%00.0%MedicalOKTAOkta$0$3,438,905 ▼-100.0%00.0%Computer and TechnologyShowing 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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