| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 7 | Q2 2024 | 11.9% |
| ALPS TRUST ETF ALERIAN MLP | 7 | Q2 2024 | 4.5% |
| APPLE INC | 7 | Q2 2024 | 4.7% |
| THE TRADE DESK INC COM CL A | 7 | Q2 2024 | 4.0% |
| CELSIUS HLDGS INC COM NEW | 7 | Q2 2024 | 3.7% |
| THE CIGNA GROUP COM | 7 | Q2 2024 | 3.5% |
| MICROSOFT CORP COM | 7 | Q2 2024 | 2.4% |
| COSTCO WHOLESALE CORP | 7 | Q2 2024 | 2.1% |
| UNITEDHEALTH GROUP | 7 | Q2 2024 | 3.3% |
| CENCORA INC COM | 7 | Q2 2024 | 3.7% |
View Left Brain Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-06 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
View Left Brain Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.