Upper Left Wealth Management, LLC Portfolio Holdings by Sector
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IAU SCHE BCI SPLG SCHA GLDM VNQI SCHH 53 stocks |
$110,308
98.77% of portfolio
|
31
|
19
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR 1 stocks |
$1,094
0.98% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PEGA 1 stocks |
$279
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|