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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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