13F HOLDINGS REPORT
Left Brain Wealth Management, LLC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001104659-25-043527
Total Value
$229.1M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 199,735 | $21.6M | 9.45% |
| 2 | META PLATFORMS INC | META | 22,757 | $13.1M | 5.72% |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 128,825 | $10.9M | 4.75% |
| 4 | NETFLIX INC | NFLX | 11,435 | $10.7M | 4.65% |
| 5 | ALPS ETF TR | 00162Q452 | 144,935 | $7.5M | 3.29% |
| 6 | AXON ENTERPRISE INC | AXON | 13,655 | $7.2M | 3.13% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 40,220 | $6.7M | 2.91% |
| 8 | AMAZON COM INC | AMZN | 33,743 | $6.4M | 2.80% |
| 9 | CROWDSTRIKE HLDGS INC | CRWD | 18,148 | $6.4M | 2.79% |
| 10 | UBER TECHNOLOGIES INC | UBER | 78,112 | $5.7M | 2.48% |
| 11 | ARISTA NETWORKS INC | ANET | 72,817 | $5.6M | 2.46% |
| 12 | APOLLO GLOBAL MGMT INC | 03769M106 | 39,999 | $5.5M | 2.39% |
| 13 | GE AEROSPACE | 369604301 | 26,826 | $5.4M | 2.34% |
| 14 | HERCULES CAPITAL INC | HCXY | 278,894 | $5.4M | 2.34% |
| 15 | VISA INC | V | 15,203 | $5.3M | 2.33% |
| 16 | COSTCO WHSL CORP NEW | 22160K105 | 5,241 | $5.0M | 2.16% |
| 17 | PURE STORAGE INC | 74624M102 | 110,823 | $4.9M | 2.14% |
| 18 | THE TRADE DESK INC | 88339J105 | 87,249 | $4.8M | 2.08% |
| 19 | MICROSOFT CORP | MSFT | 11,935 | $4.5M | 1.96% |
| 20 | INTERNATIONAL BUSINESS MACHS | INTR | 17,664 | $4.4M | 1.92% |
| 21 | SERVICENOW INC | NOW | 5,318 | $4.2M | 1.85% |
| 22 | THE CIGNA GROUP | 125523100 | 11,758 | $3.9M | 1.69% |
| 23 | ELI LILLY & CO | LLY | 4,617 | $3.8M | 1.66% |
| 24 | SHOPIFY INC | SHOP | 38,698 | $3.7M | 1.61% |
| 25 | BROADCOM INC | AVGO | 20,710 | $3.5M | 1.51% |
| 26 | OKTA INC | OKTA | 32,683 | $3.4M | 1.50% |
| 27 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 20,344 | $3.4M | 1.47% |
| 28 | PROGRESSIVE CORP | 743315103 | 11,827 | $3.3M | 1.46% |
| 29 | CENCORA INC | COR | 11,934 | $3.3M | 1.45% |
| 30 | BLOCK INC | BSQKZ | 52,136 | $2.8M | 1.24% |
| 31 | CARNIVAL CORP | CUKPF | 140,050 | $2.7M | 1.19% |
| 32 | OREILLY AUTOMOTIVE INC | 67103H107 | 1,796 | $2.6M | 1.12% |
| 33 | APPLOVIN CORP | APP | 9,472 | $2.5M | 1.10% |
| 34 | HUBSPOT INC | HUBS | 3,817 | $2.2M | 0.95% |
| 35 | CHIPOTLE MEXICAN GRILL INC | CMG | 42,967 | $2.2M | 0.94% |
| 36 | UNITEDHEALTH GROUP INC | UNH | 3,920 | $2.1M | 0.90% |
| 37 | GE VERNOVA INC | GEV | 6,572 | $2.0M | 0.88% |
| 38 | TESLA INC | TSLA | 7,495 | $1.9M | 0.85% |
| 39 | CHUBB LIMITED | CB | 6,211 | $1.9M | 0.82% |
| 40 | ARES CAPITAL CORP | ARCC | 83,545 | $1.9M | 0.81% |
| 41 | DRAFTKINGS INC NEW | DKNG | 51,228 | $1.7M | 0.74% |
| 42 | ALTRIA GROUP INC | MO | 26,539 | $1.6M | 0.70% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 59,067 | $1.2M | 0.53% |
| 44 | DOCUSIGN INC | DOCU | 13,364 | $1.1M | 0.47% |
| 45 | OMEGA HEALTHCARE INVS INC | 681936100 | 23,590 | $898,307 | 0.39% |
| 46 | ABBVIE INC | ABBV | 3,970 | $831,794 | 0.36% |
| 47 | RITHM CAPITAL CORP | RITM-PF | 64,830 | $742,304 | 0.32% |
| 48 | WALMART INC | WMT | 8,399 | $737,348 | 0.32% |
| 49 | SPDR S&P 500 ETF TR | SPY | 1,306 | $730,563 | 0.32% |
| 50 | ADVANCED MICRO DEVICES INC | AMD | 6,772 | $695,755 | 0.30% |
| 51 | ROBINHOOD MKTS INC | 770700102 | 16,425 | $683,609 | 0.30% |
| 52 | DECKERS OUTDOOR CORP | DECK | 6,039 | $675,221 | 0.29% |
| 53 | AMGEN INC | AMGN | 2,137 | $665,782 | 0.29% |
| 54 | APPLE INC | AAPL | 2,826 | $627,739 | 0.27% |
| 55 | BOOKING HOLDINGS INC | BKNG | 132 | $608,112 | 0.27% |
| 56 | ISHARES TR | 464287614 | 1,635 | $590,382 | 0.26% |
| 57 | BP PLC | BPPFF | 16,753 | $566,084 | 0.25% |
| 58 | CYBERARK SOFTWARE LTD | M2682V108 | 1,600 | $540,800 | 0.24% |
| 59 | ROYAL CARIBBEAN GROUP | V7780T103 | 2,430 | $499,219 | 0.22% |
| 60 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 918 | $488,908 | 0.21% |
| 61 | DUOLINGO INC | DUOL | 1,479 | $459,289 | 0.20% |
| 62 | SPOTIFY TECHNOLOGY S A | SPOT | 822 | $452,125 | 0.20% |
| 63 | DOUBLELINE INCOME SOLUTIONS | DSL | 34,115 | $430,190 | 0.19% |
| 64 | AGNC INVT CORP | 00123Q104 | 44,575 | $427,029 | 0.19% |
| 65 | SAMSARA INC | IOT | 10,200 | $390,966 | 0.17% |
| 66 | NUVEEN AMT FREE MUN CR INC F | NU | 31,250 | $386,875 | 0.17% |
| 67 | SFL CORPORATION LTD | SFL | 47,035 | $385,687 | 0.17% |
| 68 | AFFIRM HLDGS INC | AFRM | 8,475 | $382,985 | 0.17% |
| 69 | UPSTART HLDGS INC | UPST | 8,170 | $376,065 | 0.16% |
| 70 | CLOUDFLARE INC | NET | 3,305 | $372,440 | 0.16% |
| 71 | MERCADOLIBRE INC | MELI | 187 | $364,813 | 0.16% |
| 72 | ROBLOX CORP | RBLX | 6,150 | $358,484 | 0.16% |
| 73 | KIMBERLY-CLARK CORP | KMB | 2,460 | $349,861 | 0.15% |
| 74 | PINTEREST INC | PINS | 10,300 | $319,300 | 0.14% |
| 75 | TOLL BROTHERS INC | TOL | 3,000 | $316,770 | 0.14% |
| 76 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 7,650 | $307,224 | 0.13% |
| 77 | MONDAY COM LTD | MNDY | 1,135 | $275,987 | 0.12% |
| 78 | PALOMAR HLDGS INC | PLMR | 2,000 | $274,160 | 0.12% |
| 79 | KINDER MORGAN INC DEL | EP-PC | 9,440 | $269,323 | 0.12% |
| 80 | RUBRIK INC. | RBRK | 4,200 | $256,116 | 0.11% |
| 81 | CINCINNATI FINL CORP | 172062101 | 1,664 | $245,806 | 0.11% |
| 82 | PENNYMAC CORP | 70932AAF0 | 235,000 | $232,497 | 0.10% |
| 83 | NUTANIX INC | NTNX | 3,200 | $223,392 | 0.10% |
| 84 | NUVEEN NASDAQ 100 DYNAMIC OV | 670699107 | 9,082 | $215,698 | 0.09% |
| 85 | BLACKSTONE MORTGAGE TRUST IN | 09257WAE0 | 220,000 | $213,952 | 0.09% |
| 86 | REDDIT INC | RDDT | 2,000 | $209,800 | 0.09% |
| 87 | OPERA LTD | OPRA | 10,490 | $167,211 | 0.07% |
| 88 | MEDICAL PPTYS TRUST INC | 58463J304 | 20,000 | $120,600 | 0.05% |
| 89 | TWO HARBORS INVENTMENT CORPO | 90187BAB7 | 10,000 | $10,082 | 0.00% |