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The Analysis of Left Brain Wealth Management, LLC's Holdings & P&L

Currently, Left Brain Wealth Management, LLC holds 79 types of securities in its portfolio with a total value $254.6M. In the most recent quarter, they have increased their positions in XOM (+48.8K shares, valued at $8.3M), N/A (+26.7K shares, valued at $7.7M), N/A (+35.2K shares, valued at $6.8M); decreased their positions in NFLX (-110.1K shares, valued at $10.6M), PLTR (-48.2K shares, valued at $7.0M), AXON (-15.1K shares, valued at $6.4M); initiated new positions in XOM (+48.8K shares, valued at $8.3M), N/A (+35.2K shares, valued at $6.8M), GLD (+9.0K shares, valued at $3.9M).

1M P&L

+4.9M+2.41%

3M P&L

+11.0M+5.54%

HY P&L

+27.5M+15.16%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors47.2M

23.9%

2N/A19.0M

9.6%

3Internet Content & Information11.5M

5.8%

Top Industries by Stock Count

1N/A11 stocks

16.7%

2Semiconductors5 stocks

7.6%

3Drug Manufacturers - General3 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION146.8K shares0.70%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC46.3K shares1.35%2026-03-312026-04-30

META META PLATFORMS INC20.1K shares-8.30%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC73.3K shares-5.81%2026-03-312026-04-30

XOM EXXON MOBIL CORP48.8K sharesnew addition2026-03-312026-04-30

BROADCOM INC BROADCOM INC26.5K shares1.10%2026-03-312026-04-30

ALPHABET INC ALPHABET INC28.5K shares1550.75%2026-03-312026-04-30

ALPS ETF TR ALPS ETF TR154.7K shares5.29%2026-03-312026-04-30

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GE AEROSPACE GE AEROSPACE28.5K shares0.99%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC46.5K shares-50.89%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T35.2K sharesnew addition2026-03-312026-04-30

AMZN AMAZON COM INC31.9K shares-0.22%2026-03-312026-04-30

CB CHUBB LTD SWITZ20.3K shares-0.08%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO21.6K shares76.42%2026-03-312026-04-30

MCK MCKESSON CORP7.0K shares2.13%2026-03-312026-04-30

WM WASTE MGMT INC DEL26.2K shares0.62%2026-03-312026-04-30

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NVG NUVEEN AMT FREE MUN CR INC F455.5K shares491.06%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION5.6K shares1.81%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC76.7K shares3.54%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO20.2K shares5.48%2026-03-312026-04-30

V VISA INC15.4K shares0.20%2026-03-312026-04-30

WMT WALMART INC35.5K shares149.29%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW53.8K shares0.79%2026-03-312026-04-30

GLD SPDR GOLD TR9.0K sharesnew addition2026-03-312026-04-30

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CENCORA INC CENCORA INC12.0K shares-0.58%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC39.4K shares-0.26%2026-03-312026-04-30

CME CME GROUP INC11.5K shares0.80%2026-03-312026-04-30

CAT CATERPILLAR INC4.7K sharesnew addition2026-03-312026-04-30

IEMG ISHARES INC47.4K sharesnew addition2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC3.0K shares257.33%2026-03-312026-04-30

HON HONEYWELL INTL INC13.8K sharesnew addition2026-03-312026-04-30

PGR PROGRESSIVE CORP15.6K shares23.80%2026-03-312026-04-30

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ROL ROLLINS INC54.3K shares0.18%2026-03-312026-04-30

IBKR INTERACTIVE BROKERS GROUP IN42.5K sharesnew addition2026-03-312026-04-30

TSLA TESLA INC7.7K shares-1.01%2026-03-312026-04-30

AMAT APPLIED MATLS INC7.6K sharesnew addition2026-03-312026-04-30

APH AMPHENOL CORP20.3K shares1096.58%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC7.2K shares474.64%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR4.0K sharesnew addition2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS32.0K sharesnew addition2026-03-312026-04-30

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NOW SERVICENOW INC18.9K shares-27.12%2026-03-312026-04-30

MO ALTRIA GROUP INC27.3K shares1.77%2026-03-312026-04-30

BKLN INVESCO EXCH TRADED FD TR II74.2K shares12.44%2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN68.9K shares-16.52%2026-03-312026-04-30

OHI OMEGA HEALTHCARE INVS INC27.3K shares2.23%2026-03-312026-04-30

BP BP PLC16.8K shares0.00%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.00%2026-03-312026-04-30

RCL ROYAL CARIBBEAN GROUP2.5K shares114.27%2026-03-312026-04-30

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DSL DOUBLELINE INCOME SOLUTIONS64.3K shares3.58%2026-03-312026-04-30

AMGN AMGEN INC1.8K shares-0.83%2026-03-312026-04-30

AAPL APPLE INC2.5K shares1.03%2026-03-312026-04-30

ABBV ABBVIE INC2.7K shares-1.46%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.0K shares-2.08%2026-03-312026-04-30

NXT NEXTPOWER INC3.7K shares-21.09%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL916 shares-11.58%2026-03-312026-04-30

NET CLOUDFLARE INC2.0K shares-71.39%2026-03-312026-04-30

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CIEN CIENA CORP943 sharesnew addition2026-03-312026-04-30

NFLX NETFLIX INC.3.6K shares-96.85%2026-03-312026-04-30

SFL SFL CORPORATION LTD31.9K shares42.75%2026-03-312026-04-30

APP APPLOVIN CORP852 shares-94.80%2026-03-312026-04-30

AXON AXON ENTERPRISE INC794 shares-95.01%2026-03-312026-04-30

BIL SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-04-30

IWF ISHARES TR764 shares0.00%2026-03-312026-04-30

BE BLOOM ENERGY CORP2.4K sharesnew addition2026-03-312026-04-30

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KMI KINDER MORGAN INC DEL8.9K shares-5.30%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-03-312026-04-30

BMEZ BLACKROCK HEALTH SCIENCES TE20.5K shares14.97%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL735 shares-58.36%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.3K shares-49.92%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP2.5K shares0.00%2026-03-312026-04-30

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN220.0K shares0.00%2026-03-312026-04-30

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PFE PFIZER INC7.6K sharesnew addition2026-03-312026-04-30

CELH CELSIUS HLDGS INC6.0K sharesnew addition2026-03-312026-04-30

RIO RIO TINTO PLC2.2K sharesnew addition2026-03-312026-04-30

STWD STARWOOD PPTY TR INC10.4K shares0.00%2026-03-312026-04-30

HTGC HERCULES CAPITAL INC10.2K shares-96.55%2026-03-312026-04-30

RIG TRANSOCEAN LTD17.0K sharesnew addition2026-03-312026-04-30

OBDC BLUE OWL CAPITAL CORPORATION10.0K shares-42.53%2026-03-312026-04-30

NVDA

NVIDIA CORPORATION

0.70%

Shares146.8K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.35%

Shares46.3K

Event2026-03-31

Filed2026-04-30