Upper Left Wealth Management, LLC Portfolio Holdings
Q3 2025•64 long positions•$159.3M portfolio value
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Holding64 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Unknown Unknown | $14.7M 9.26% | -$464.1K Sold | — 202.7K shares | 209.0K → 202.7K −$464.1K | -3.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.8M 5.51% | +$411.4K Bought | — 112.1K shares | 106.8K → 112.1K +$411.4K | +4.92% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.5M 4.08% | +$113.4K Bought | — 301.8K shares | 296.6K → 301.8K +$113.4K | +1.77% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $6.2M 3.91% | -$46.7K Sold | — 95.8K shares | 96.5K → 95.8K −$46.7K | -0.74% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $6.1M 3.81% | +$204.6K Bought | — 122.7K shares | 118.6K → 122.7K +$204.6K | +3.49% | — — | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $6.0M 3.78% | -$169.0K Sold | — 78.8K shares | 81.0K → 78.8K −$169.0K | -2.73% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.8M 3.63% | -$167.7K Sold | — 87.7K shares | 90.2K → 87.7K −$167.7K | -2.82% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.5M 3.45% | +$295.0K Bought | — 239.2K shares | 226.4K → 239.2K +$295.0K | +5.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 3.22% | +$178.7K Bought | — 187.6K shares | 181.1K → 187.6K +$178.7K | +3.61% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $5.0M 3.14% | -$39.6K Sold | — 104.9K shares | 105.7K → 104.9K −$39.6K | -0.78% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.0M 3.11% | -$264.7K Sold | — 148.5K shares | 156.4K → 148.5K −$264.7K | -5.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 3.04% | -$27.8K Sold | — 208.1K shares | 209.3K → 208.1K −$27.8K | -0.57% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 3.03% | +$135.9K Bought | — 224.1K shares | 217.8K → 224.1K +$135.9K | +2.89% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.6M 2.86% | -$293.7K Sold | — 100.2K shares | 106.7K → 100.2K −$293.7K | -6.05% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 2.85% | -$417.8K Sold | — 162.8K shares | 177.8K → 162.8K −$417.8K | -8.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.4M 2.77% | +$282.3K Bought | — 48.0K shares | 44.9K → 48.0K +$282.3K | +6.85% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $4.0M 2.51% | -$57.9K Sold | — 157.0K shares | 159.3K → 157.0K −$57.9K | -1.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.9M 2.46% | +$103.5K Bought | — 145.3K shares | 141.5K → 145.3K +$103.5K | +2.71% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.9M 2.45% | -$465.3K Sold | — 54.6K shares | 61.1K → 54.6K −$465.3K | -10.67% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.8M 2.4% | +$104.6K Bought | — 151.9K shares | 147.7K → 151.9K +$104.6K | +2.82% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.1M 1.92% | -$20.1K Sold | — 4.6K shares | 4.6K → 4.6K −$20.1K | -0.65% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 1.92% | +$46.9K Bought | — 56.6K shares | 55.7K → 56.6K +$46.9K | +1.55% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 1.9% | +$237.2K Bought | — 108.2K shares | 99.7K → 108.2K +$237.2K | +8.5% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.9M 1.82% | -$2.2K Sold | — 46.7K shares | 46.7K → 46.7K −$2.2K | -0.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 1.63% | +$11.2K Bought | — 43.3K shares | 43.1K → 43.3K +$11.2K | +0.43% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.3M 1.44% | -$16.8K Sold | — 16.1K shares | 16.2K → 16.1K −$16.8K | -0.73% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.2M 1.4% | +$44.8K Bought | — 30.4K shares | 29.8K → 30.4K +$44.8K | +2.04% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.9M 1.18% | -$8.1K Sold | — 20.9K shares | 21.0K → 20.9K −$8.1K | -0.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 1.14% | -$48.0K Sold | — 2.7K shares | 2.8K → 2.7K −$48.0K | -2.57% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.6M 1.03% | -$56.5K Sold | — 4.6K shares | 4.8K → 4.6K −$56.5K | -3.33% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.4M 0.871% | -$970.8 Sold | — 14.3K shares | 14.3K → 14.3K −$970.8 | -0.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.764% | -$126.4K Sold | — 4.8K shares | 5.3K → 4.8K −$126.4K | -9.41% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.2M 0.763% | -$28.8K Sold | — 30.3K shares | 31.0K → 30.3K −$28.8K | -2.31% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.691% | -$23.0K Sold | — 23.5K shares | 24.0K → 23.5K −$23.0K | -2.05% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.0M 0.655% | -$24.9K Sold | — 37.5K shares | 38.4K → 37.5K −$24.9K | -2.33% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.0M 0.648% | +$43.5K Bought | — 20.4K shares | 19.5K → 20.4K +$43.5K | +4.4% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.646% | -$38.2K Sold | — 15.6K shares | 16.2K → 15.6K −$38.2K | -3.58% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $865.9K 0.544% | -$3.0K Sold | — 8.7K shares | 8.7K → 8.7K −$3.0K | -0.34% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $864.7K 0.543% | -$8.0K Sold | — 7.2K shares | 7.3K → 7.2K −$8.0K | -0.92% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $801.9K 0.504% | -$4.3K Sold | — 8.8K shares | 8.8K → 8.8K −$4.3K | -0.53% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $800.7K 0.503% | -$20.6K Sold | — 18.7K shares | 19.2K → 18.7K −$20.6K | -2.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $727.5K 0.457% | -$6.1K Sold | — 1.2K shares | 1.2K → 1.2K −$6.1K | -0.83% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $682.8K 0.429% | -$61.9K Sold | — 2.8K shares | 3.1K → 2.8K −$61.9K | -8.32% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $601.6K 0.378% | -$4.0K Sold | — 14.1K shares | 14.2K → 14.1K −$4.0K | -0.66% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $594.9K 0.373% | -$6.4K Sold | — 9.6K shares | 9.7K → 9.6K −$6.4K | -1.07% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $575.6K 0.361% | -$22.3K Sold | — 4.8K shares | 5.0K → 4.8K −$22.3K | -3.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $571.8K 0.359% | -$4.9K Sold | — 42.6K shares | 42.9K → 42.6K −$4.9K | -0.84% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $571.3K 0.359% | -$50.8K Sold | — 15.5K shares | 16.9K → 15.5K −$50.8K | -8.17% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $552.1K 0.347% | -$13.7K Sold | — 12.4K shares | 12.7K → 12.4K −$13.7K | -2.42% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $546.2K 0.343% | -$13.3K Sold | — 25.6K shares | 26.2K → 25.6K −$13.3K | -2.37% | — — | Q4 2021 Held for 3y 11m |
