Upper Left Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationtampa, FL
- CIK0001911228
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
57 | $116.93M | IAU, SCHE, ABRDN ETFS, KRE | 13F-HR | Jan 23, 2025 | 000166773125000107 | ||
59 | $114.40M | IAU, SCHE, ABRDN ETFS, VNQI | 13F-HR | Nov 13, 2024 | 000191122824000004 | ||
61 | $110.67M | IAU, SCHE, ABRDN ETFS, KRE | 13F-HR | Jul 25, 2024 | 000191122824000003 | ||
57 | $107.89M | IAU, SCHE, ABRDN ETFS, VEU | 13F-HR | Apr 23, 2024 | 000191122824000002 | ||
61 | $102.06M | IAU, SCHE, SCHR, VEU | 13F-HR | Jan 23, 2024 | 000191122824000001 | ||
60 | $96.13M | IAU, SCHR, SCHE, ABRDN ETFS | 13F-HR | Oct 25, 2023 | 000191122823000004 | ||
56 | $89.96M | IAU, SCHE, WIP, SCHF | 13F-HR | Jul 25, 2023 | 000191122823000003 | ||
53 | $88.05M | IAU, PDBC, SCHE, WIP | 13F-HR | Apr 25, 2023 | 000191122823000002 | ||
53 | $84.60M | IAU, SCHE, WIP, PDBC | 13F-HR | Jan 17, 2023 | 000191122823000001 | ||
49 | $76.95M | IAU, PDBC, SCHE, FXE | 13F-HR | Nov 1, 2022 | 000191122822000005 | ||
50 | $86.38M | IAU, PDBC, SCHP, SCHE | 13F-HR | Jul 8, 2022 | 000191122822000003 | ||
52 | $96.51M | PDBC, SCHP, SCHE, WIP | 13F-HR | Apr 18, 2022 | 000191122822000002 | ||
50 | $100.18M | IAU, SCHP, SCHE, PDBC | 13F-HR | Feb 15, 2022 | 000191122822000001 |