Upper Left Wealth Management, LLC

13F Filings History

Latest 13F report: Q4 2024 - Jan 23, 2025
Value $: $117M
Signature - Title: Randy D Kurtz - CCO
Location: Tampa, FL
Summary: This page shows a list of all the recent 13F filings made by Upper Left Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Upper Left Wealth Management, LLC reported 57 stock holdings with total value $117M as of Q4 2024. Top holdings included IAU, SCHE, BCI, SPLG, and SCHA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	57	$117M	+$11.1M	-$1.33M	+$9.74M	IAU, SCHE, BCI, SPLG, SCHA	13F-HR	1/23/2025, 04:17 PM
Q3 2024	58	$114M	+$10.9M	-$12M	-$1.11M	IAU, SCHE, BCI, VNQI, SCHA	13F-HR	11/13/2024, 01:42 PM
Q2 2024	60	$110M	+$3.94M	-$1.34M	+$2.61M	IAU, SCHE, BCI, SPLG, WIP	13F-HR	7/25/2024, 10:23 AM
Q1 2024	57	$108M	+$15M	-$11.4M	+$3.66M	IAU, SCHE, BCI, VEU, WIP	13F-HR	4/23/2024, 08:54 AM
Q4 2023	61	$102M	+$7.08M	-$8.27M	-$1.19M	IAU, SCHE, SCHR, VEU, WIP	13F-HR	1/23/2024, 04:41 PM
Q3 2023	60	$96.1M	+$16.7M	-$6.86M	+$9.79M	IAU, SCHR, SCHE, BCI, SCHA	13F-HR	10/25/2023, 04:48 PM
Q2 2023	56	$90M	+$4.01M	-$2.36M	+$1.65M	IAU, SCHE, WIP, SCHF, VEU	13F-HR	7/25/2023, 12:14 PM
Q1 2023	53	$88.1M	+$3.59M	-$4.24M	-$648K	IAU, PDBC, SCHE, WIP, SCHF	13F-HR	4/25/2023, 04:38 PM
Q4 2022	53	$84.6M	+$9.94M	-$8.19M	+$1.75M	IAU, SCHE, WIP, PDBC, SCHF	13F-HR	1/17/2023, 11:58 AM
Q3 2022	49	$71.4M	+$6.98M	-$9.28M	-$2.3M	IAU, PDBC, SCHE, FXE, SCHP	13F-HR	11/1/2022, 04:15 PM
Q2 2022	50	$81.3M	+$12.2M	-$12M	+$182K	IAU, PDBC, SCHP, SCHE, WIP	13F-HR	7/8/2022, 12:33 PM
Q1 2022	52	$88.3M	+$16.8M	-$23.1M	-$6.31M	PDBC, SCHP, SCHE, WIP, VNQI	13F-HR	4/18/2022, 03:54 PM
Q4 2021	50	$100M	$0	$0		IAU, SCHP, SCHE, PDBC, SCHF	13F-HR	2/15/2022, 01:11 PM

Showing 1 to 13 of 13 entries