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  Name: Left Brain Wealth Management LLC
  City: Naperville
  State: IL
  Zip: 60563
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $206,501,000
  Total Value Change : $33,544,000
  Securities Held Change : -9
   
All Securities Held : 70
  New Positions : 5
  Closed Positions : 11
  Increased Positions : 36
  Unchanged Positions : 4
  Decreased Positions : 25

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BP)1 Year Chart         BP BP Plc (ADR) 44 - $35.33 $820,000 21,753 0.4% 50,000 0 0.001    Integrated Oil & Gas
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 47 - $534.67 $735,000 1,406 0.36% 67,000 0 0    Closed - End Fund - E...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 51 - $351.25 $696,000 2,065 0.34% 70,000 0 0.001    Closed - End Fund - E...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 60 - $136.84 $396,000 3,060 0.19% 24,000 0 0.001    Paper & Paper Products

      4 Records Found
  1    
Page 1 of 1
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