Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
EXXON MOBIL CORP COM | 4 | Q3 2023 | 11.9% |
APPLE INC | 4 | Q3 2023 | 4.7% |
ALPS TRUST ETF ALERIAN MLP | 4 | Q3 2023 | 4.5% |
TESLA MOTORS INC | 4 | Q3 2023 | 4.8% |
INMODE LTD SHS | 4 | Q3 2023 | 3.6% |
LOCKHEED MARTIN CORP COM | 4 | Q3 2023 | 3.8% |
THE CIGNA GROUP COM | 4 | Q3 2023 | 3.5% |
CELSIUS HLDGS INC COM NEW | 4 | Q3 2023 | 3.2% |
THE TRADE DESK INC COM CL A | 4 | Q3 2023 | 4.0% |
UNITEDHEALTH GROUP | 4 | Q3 2023 | 3.3% |
View Left Brain Wealth Management, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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.