LBWM
Left Brain Wealth Management Portfolio holdings
AUM
$319M
1-Year Est. Return
70.58%
1 Year Est. Return
+70.58%
AUM
$284M
AUM Growth
+$54.7M
(+24%)
Holding
115
Top Buys
| 1 | +$6.63M | |
| 2 | +$6.11M | |
| 3 | +$5.38M | |
| 4 |
Chubb
CB
|
+$4.38M |
| 5 |
McKesson
MCK
|
+$3.66M |
Top Sells
| 1 | +$8.2M | |
| 2 | +$5.48M | |
| 3 | +$4.91M | |
| 4 |
Palantir
PLTR
|
+$4.69M |
| 5 |
Trade Desk
TTD
|
+$4.4M |
Sector Composition
| 1 | Technology | 37.35% |
| 2 | Communication Services | 15.85% |
| 3 | Financials | 11.96% |
| 4 | Consumer Discretionary | 8.98% |
| 5 | Industrials | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
McKesson
MCK
$104B
| $3.66M | 1.29% |
+4,989
|
|
||
27
Cencora
COR
$70.2B
| $3.6M | 1.27% |
12,009
+75
|
|
||
28
Monster Beverage
MNST
$69.7B
| $3.33M | 1.17% |
+53,124
|
|
||
29
Progressive
PGR
$132B
| $3.26M | 1.15% |
12,199
+372
|
|
||
30
Dollar General
DG
$23B
| $3.25M | 1.14% |
+28,395
|
|
||
31
CME Group
CME
$103B
| $3.18M | 1.12% |
+11,533
|
|
||
32
O'Reilly Automotive
ORLY
$83.4B
| $3.13M | 1.1% |
34,695
+7,755
|
|
||
33
Rollins
ROL
$28B
| $3.1M | 1.09% |
+54,946
|
|
||
34
UnitedHealth
UNH
$292B
| $3.08M | 1.09% |
9,874
+5,954
|
|
||
35
Chipotle Mexican Grill
CMG
$41.7B
| $2.39M | 0.84% |
42,647
-320
|
|
||
36
Tesla
TSLA
$1.34T
| $2.35M | 0.83% |
7,402
-93
|
|
||
37
Spotify
SPOT
$131B
| $1.99M | 0.7% |
2,595
+1,773
|
|
||
|
38
Trade Desk
TTD
$20.3B
| $1.88M | 0.66% |
26,070
-61,179
|
|
||
39
Procter & Gamble
PG
$345B
| $1.61M | 0.57% |
+10,111
|
|
||
40
Altria Group
MO
$97.7B
| $1.57M | 0.55% |
26,805
+266
|
|
||
41
Invesco Senior Loan ETF
BKLN
$6.77B
| $1.29M | 0.46% |
61,882
+2,815
|
|
||
42
Credo Technology Group
CRDO
$25.2B
| $1.22M | 0.43% |
13,200
+5,550
|
|
||
43
Rithm Capital
RITM
$6.16B
| $1.06M | 0.37% |
93,550
+28,720
|
|
||
44
Zscaler
ZS
$47.4B
| $1.03M | 0.36% |
+3,288
|
|
||
45
Shopify
SHOP
$190B
| $997K | 0.35% |
8,643
-30,055
|
|
||
46
Cloudflare
NET
$73.8B
| $933K | 0.33% |
4,765
+1,460
|
|
||
47
Roblox
RBLX
$71.8B
| $918K | 0.32% |
8,730
+2,580
|
|
||
48
Royal Caribbean
RCL
$69B
| $915K | 0.32% |
2,923
+493
|
|
||
|
NBIS
49
Nebius Group N.V.
NBIS
$21B
| $912K | 0.32% |
+16,475
|
|
||
50
Omega Healthcare
OHI
$13B
| $903K | 0.32% |
24,625
+1,035
|
|