Upper Left Wealth Management, LLC Portfolio Holdings

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 2024

Upper Left Wealth Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.4M, Schwab Strategic Tr Us Emergin with a value of $5.41M, Abrdn Etfs Abrdn Bloomberg All with a value of $5.39M, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.25M, and Schwab Strategic Tr Us Small C with a value of $4.91M.

Examining the 13F form we can see an decrease of $3.45M in the current position value, from $115M to 112M.

Below you can find more details about Upper Left Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Million
ETFs: $111 Million
Technology: $279,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$44.1B
$11.4 Million 10.2% of portfolio
230,061
Q4 2024 Added 0.74%
$0
$5.41 Million 4.84% of portfolio
203,050
Q4 2024 Reduced 0.64%
$0
$5.39 Million 4.82% of portfolio
272,768
Q4 2024 Added 4.82%
$0
$5.25 Million 4.7% of portfolio
76,133
Q4 2024 Added 6.04%
$0
$4.91 Million 4.39% of portfolio
189,704
Q4 2024 Added 101.79%
$8.01B
$4.47 Million 4.0% of portfolio
85,987
Q4 2024 Added 1.39%
$0
$4.37 Million 3.91% of portfolio
110,470
Q4 2024 Added 1.75%
$0
$4.29 Million 3.84% of portfolio
203,912
Q4 2024 Added 0.62%
$0
$4.12 Million 3.69% of portfolio
71,807
Q4 2024 Reduced 0.91%
$0
$3.95 Million 3.54% of portfolio
213,594
Q4 2024 Added 104.87%
$0
$3.9 Million 3.49% of portfolio
83,244
Q4 2024 Reduced 2.65%
$0
$3.41 Million 3.06% of portfolio
99,449
Q4 2024 Reduced 0.01%
$0
$3.22 Million 2.89% of portfolio
35,246
Q4 2024 Added 0.29%
$0
$2.85 Million 2.55% of portfolio
133,298
Q4 2024 Added 3.43%
$0
$2.68 Million 2.4% of portfolio
60,885
Q4 2024 Added 13.74%
$0
$2.61 Million 2.34% of portfolio
107,377
Q4 2024 Added 106.11%
$0
$2.46 Million 2.2% of portfolio
106,263
Q4 2024 Added 2.63%
$0
$2.26 Million 2.02% of portfolio
46,975
Q4 2024 Added 4.71%
$0
$2.06 Million 1.84% of portfolio
41,228
Q4 2024 Added 1.13%
$217M
$1.79 Million 1.6% of portfolio
18,691
Q4 2024 Reduced 12.75%
$0
$1.73 Million 1.55% of portfolio
36,113
Q4 2024 Added 1.65%
$0
$1.68 Million 1.5% of portfolio
28,474
Q4 2024 Added 46.99%
$0
$1.55 Million 1.38% of portfolio
6,436
Q4 2024 Added 2.99%
$56.7B
$1.49 Million 1.34% of portfolio
20,014
Q4 2024 Added 5.31%
$0
$1.44 Million 1.29% of portfolio
2,459
Q4 2024 Reduced 0.85%
$87.8B
$1.41 Million 1.27% of portfolio
5,839
Q4 2024 Reduced 2.21%
$0
$1.41 Million 1.26% of portfolio
12,322
Q4 2024 Added 5.18%
$0
$1.33 Million 1.19% of portfolio
2,254
Q4 2024 Added 47.42%
$0
$1.3 Million 1.17% of portfolio
36,040
Q4 2024 Reduced 12.45%
$0
$1.11 Million 0.99% of portfolio
48,110
Q4 2024 Reduced 1.42%
$0
$1.09 Million 0.98% of portfolio
11,766
Q4 2024 Reduced 2.7%
$0
$1.05 Million 0.94% of portfolio
34,026
Q4 2024 Reduced 0.17%
$0
$964,000 0.86% of portfolio
17,986
Q4 2024 Added 10.14%
$0
$872,000 0.78% of portfolio
7,550
Q4 2024 Reduced 2.0%
$0
$855,000 0.77% of portfolio
22,299
Q4 2024 Reduced 0.54%
$0
$849,000 0.76% of portfolio
65,393
Q4 2024 Added 20.72%
$0
$754,000 0.68% of portfolio
22,097
Q3 2024 Reduced 2.0%
$0
$724,000 0.65% of portfolio
8,136
Q4 2024 Added 28.92%
$0
$646,000 0.58% of portfolio
2,924
Q4 2024 Reduced 1.35%
$0
$557,000 0.5% of portfolio
11,360
Q4 2024 Reduced 2.75%
$3.81B
$553,000 0.5% of portfolio
22,108
Q4 2024 Added 13.47%
$0
$532,000 0.48% of portfolio
13,860
Q4 2024 Reduced 2.39%
$0
$500,000 0.45% of portfolio
10,601
Q4 2024 Added 34.07%
$0
$494,000 0.44% of portfolio
25,337
Q4 2024 Added 2.82%
$0
$472,000 0.42% of portfolio
4,435
Q4 2024 Reduced 2.36%
$0
$464,000 0.42% of portfolio
24,082
Q4 2024 Added 41.03%
$0
$415,000 0.37% of portfolio
12,172
Q2 2024 Added 39.38%
$0
$353,000 0.32% of portfolio
3,533
Q4 2024 Reduced 5.43%
$0
$355,000 0.32% of portfolio
3,088
Q4 2024 Added 20.2%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $112 Million
  • Prior Value $115 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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