Skip to main content

Left Brain Wealth Management, LLC

SEC CIK
0001957370
Latest filing
Jul 30, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only.

Institution overview
Positions
67
No filing for Q3 2022
Portfolio value
$133.6M
No filing for Q3 2022
Filed
Feb 14, 2023
SEC

Left Brain Wealth Management, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Left Brain Wealth Management, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
XOMExxonMobil Holdings CorpCOM143,703$15.9M11.9%––History
Alps ETF Tr00162Q452ALERIAN MLP158,154$6.02M4.5%–––
LMTLockheed Martin CorpStock10,361$5.04M3.8%––History
EOGEOG Resources IncStock38,691$5.01M3.8%––History
CORCencora, Inc.Stock29,825$4.94M3.7%––History
AAPLApple Inc.Stock37,679$4.90M3.7%––History
INMDInMode Ltd.SHS130,273$4.65M3.5%––History
CICigna GroupStock14,017$4.64M3.5%––History
PGRProgressive CorpStock34,816$4.52M3.4%––History
EPAMEPAM Systems, Inc.COM13,616$4.46M3.3%––History
UNHUnitedHealth Group IncStock8,367$4.44M3.3%––History
AMGNAmgen IncStock15,003$3.94M2.9%––History
DLTRDollar Tree, Inc.COM26,764$3.79M2.8%––History
SBUXStarbucks CorpStock33,953$3.37M2.5%––History
CELHCelsius Holdings, Inc.COM NEW28,142$2.93M2.2%––History
ZETAZeta Global Holdings Corp.CL A350,763$2.87M2.1%––History
TRVTravelers Companies, Inc.Stock15,076$2.83M2.1%––History
SLBSLB LimitedStock52,847$2.83M2.1%––History
CNCCentene CorpStock33,234$2.73M2.0%––History
COSTCostco Wholesale CorpStock5,782$2.64M2.0%––History
ENPHEnphase Energy, Inc.Stock9,366$2.48M1.9%––History
ABBVAbbVie Inc.Stock15,194$2.46M1.8%––History
HTGCHercules Capital, Inc.COM171,939$2.27M1.7%––History
MSFTMicrosoft CorpStock8,091$1.94M1.5%––History
PANWPalo Alto Networks IncStock13,502$1.88M1.4%––History
PSXPhillips 66Stock16,978$1.77M1.3%––History
WMBWilliams Companies, Inc.COM49,510$1.63M1.2%––History
CINFCincinnati Financial CorpCOM15,776$1.62M1.2%––History
GOOGLAlphabet Inc.Stock17,543$1.55M1.2%––History
PEverpure, Inc.CL A53,414$1.43M1.1%––History
GOOGAlphabet Inc.Stock14,926$1.32M1.0%––History
CBChubb LtdStock5,480$1.21M0.9%––History
SPLKSplunk IncCOM14,009$1.21M0.9%––History
TTDTrade Desk, Inc.Stock24,086$1.08M0.8%––History
NKENIKE, Inc.Stock8,879$1.04M0.8%––History
TSLATesla, Inc.Stock7,898$972.9K0.7%––History
ICEIntercontinental Exchange, Inc.Stock8,573$879.5K0.7%––History
JNJJohnson & JohnsonStock4,859$858.3K0.6%––History
TGTTarget CorpStock5,676$846.0K0.6%––History
NOWServiceNow, Inc.Stock2,170$842.5K0.6%––History
BPBP PLCADR22,952$801.7K0.6%––History
ABNBAirbnb, Inc.Stock9,053$774.0K0.6%––History
GISGeneral Mills IncStock9,077$761.1K0.6%––History
SPYSPDR S&P 500 ETF TrustETF1,885$720.9K0.5%––History
CRWDCrowdStrike Holdings, Inc.Stock6,108$643.1K0.5%––History
EVHEvolent Health, Inc.CL A22,336$627.2K0.5%––History
AXONAxon Enterprise, Inc.COM3,506$581.8K0.4%––History
AMZNAmazon Com IncStock6,840$574.6K0.4%––History
BOXBox IncCL A17,838$555.3K0.4%––History
ULTAUlta Beauty, Inc.Stock1,145$537.1K0.4%––History
AYXAlteryx, Inc.COM CL A9,901$501.7K0.4%––History
OHIOmega Healthcare Investors IncCOM17,230$481.6K0.4%––History
BRK.BBerkshire Hathaway IncStock1,529$472.3K0.4%––History
iShares Russell 1000 Growth ETF464287614ETF2,065$442.4K0.3%–––
ORLYO Reilly Automotive IncStock509$429.6K0.3%––History
KMBKimberly Clark CorpStock3,060$415.4K0.3%––History
FIVNFive9, Inc.COM5,205$353.2K0.3%––History
AMDAdvanced Micro Devices IncStock5,412$350.5K0.3%––History
PEPPepsiCo IncStock1,731$312.7K0.2%––History
KHCKraft Heinz CoStock6,353$258.6K0.2%––History
TMOThermo Fisher Scientific Inc.Stock441$242.9K0.2%––History
HSYHershey CoCOM978$226.5K0.2%––History
ORCLOracle CorpStock2,733$223.4K0.2%––History
SFLSFL Corp Ltd.SHS23,700$218.5K0.2%––History
ARCCAres Capital CorpCEF10,375$191.6K0.1%––History
AMCRAmcor plcORD13,000$154.8K0.1%––History
RITMRithm Capital Corp.REIT14,025$114.6K0.1%––History