Mindset Wealth Management, LLC Incresed Positions in Q4 2024

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
18.1K
+ 2.05%
$117.0 - $148.88 $2.12M - $2.69M
899K $121B
AAPL
Apple Inc.

Technology
18.8K
+ 8.27%
$221.69 - $259.02 $4.16M - $4.86M
246K $61.5B
AMZN
Amazon Com Inc

Consumer Cyclical
65
+ 0.24%
$180.88 - $232.93 $11.8K - $15.1K
26.9K $5.89B
XOM
Exxon Mobil Corp

Energy
7.31K
+ 213.15%
$105.51 - $125.37 $771K - $917K
10.7K $1.16B
AVGO
Broadcom Inc.

Technology
374
+ 3.53%
$159.67 - $250.0 $59.7K - $93.5K
11K $2.54B
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 11.79%
$161.86 - $196.66 $254K - $309K
14.9K $2.82B
TSLA
Tesla, Inc.

Consumer Cyclical
446
+ 15.72%
$213.65 - $479.86 $95.3K - $214K
3.28K $1.33B
CME
Cme Group Inc.

Financial Services
52
+ 0.16%
$221.17 - $246.02 $11.5K - $12.8K
33.2K $7.7B
OMER
Omeros Corp

Healthcare
2.88K
+ 4.78%
$3.77 - $12.15 $10.8K - $34.9K
63K $622M
V
Visa Inc.

Financial Services
21
+ 0.33%
$273.87 - $320.91 $5.75K - $6.74K
6.43K $2.03B
CRWD
Crowd Strike Holdings, Inc.

Technology
388
+ 30.89%
$275.15 - $388.2 $107K - $151K
1.64K $563M
NOW
Service Now, Inc.

Technology
81
+ 13.5%
$867.18 - $1148.42 $70.2K - $93K
681 $722M
GOOG
Alphabet Inc.

Communication Services
424
+ 9.42%
$163.08 - $198.16 $69.1K - $84K
4.92K $937M
NFLX
Netflix Inc

Communication Services
66
+ 11.89%
$687.65 - $936.56 $45.4K - $61.8K
621 $554M
OKE
Oneok Inc

Energy
106
+ 0.66%
$92.28 - $117.05 $9.78K - $12.4K
16.1K $1.62B
QQQ
Invesco Qqq Trust, Series 1

ETFs
178
+ 12.32%
$481.22 - $538.17 $85.7K - $95.8K
1.62K $830M
SHOP
Shopify Inc.

Technology
500
+ 20.0%
$78.14 - $119.49 $39.1K - $59.7K
3K $319M
ETN
Eaton Corp PLC

Industrials
300
+ 37.97%
$326.96 - $377.52 $98.1K - $113K
1.09K $362M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.25K
+ 16.56%
$55.73 - $66.16 $69.7K - $82.7K
8.8K $531M
PANW
Palo Alto Networks Inc

Technology
1.26K
+ 146.78%
$181.96 - $405.9 $228K - $509K
2.11K $384M
COST
Costco Wholesale Corp

Consumer Defensive
78
+ 13.29%
$873.59 - $994.69 $68.1K - $77.6K
665 $609M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
82
+ 1.25%
$97.09 - $120.01 $7.96K - $9.84K
6.63K $717M
CRM
Salesforce, Inc.

Technology
12
+ 0.96%
$270.87 - $367.87 $3.25K - $4.41K
1.26K $422M
JPM
Jpmorgan Chase & CO

Financial Services
50
+ 2.32%
$205.18 - $250.29 $10.3K - $12.5K
2.2K $528M
CMI
Cummins Inc

Industrials
35
+ 1.71%
$324.93 - $383.42 $11.4K - $13.4K
2.08K $724M
KR
Kroger CO

Consumer Defensive
204
+ 2.34%
$55.21 - $63.3 $11.3K - $12.9K
8.9K $544M
MA
Mastercard Inc

Financial Services
13
+ 1.23%
$491.3 - $536.15 $6.39K - $6.97K
1.07K $562M
BR
Broadridge Financial Solutions, Inc.

Technology
54
+ 2.82%
$209.64 - $236.44 $11.3K - $12.8K
1.97K $446M
WMT
Walmart Inc.

Consumer Defensive
35
+ 1.14%
$79.1 - $95.7 $2.77K - $3.35K
3.09K $279M
PRU
Prudential Financial Inc

Financial Services
300
+ 13.48%
$114.59 - $129.52 $34.4K - $38.9K
2.53K $299M
SNPS
Synopsys Inc

Technology
66
+ 15.07%
$485.36 - $588.0 $32K - $38.8K
504 $245M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 6.12%
$280.04 - $302.45 $12.3K - $13.3K
763 $221M
DUK
Duke Energy Corp

Utilities
300
+ 15.0%
$105.76 - $120.76 $31.7K - $36.2K
2.3K $248M
PH
Parker Hannifin Corp

Industrials
14
+ 1.3%
$621.74 - $709.46 $8.7K - $9.93K
1.1K $696M
INGR
Ingredion Inc

Consumer Defensive
82
+ 2.14%
$132.76 - $154.86 $10.9K - $12.7K
3.91K $538M
EPSN
Epsilon Energy Ltd.

Energy
600
+ 5.44%
$5.59 - $6.21 $3.35K - $3.73K
11.6K $72.2M
IBM
International Business Machines Corp

Technology
15
+ 0.71%
$204.9 - $238.04 $3.07K - $3.57K
2.12K $465M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 1.53%
$442.29 - $483.08 $18.6K - $20.3K
2.8K $1.27B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.96K
+ 16.47%
$31.24 - $37.15 $92.5K - $110K
20.9K $672M
CAT
Caterpillar Inc

Industrials
83
+ 7.42%
$360.37 - $416.88 $29.9K - $34.6K
1.2K $436M
HUBB
Hubbell Inc

Industrials
27
+ 1.66%
$418.89 - $472.12 $11.3K - $12.7K
1.66K $693M
ASRT
Assertio Holdings, Inc.

Healthcare
1K
+ 4.8%
$0.81 - $1.16 $810 - $1.16K
21.8K $19M
SO
Southern CO

Utilities
244
+ 6.0%
$81.5 - $94.15 $19.9K - $23K
4.31K $355M
ORCL
Oracle Corp

Technology
35
+ 0.57%
$165.41 - $192.43 $5.79K - $6.74K
6.21K $1.03B
MSFT
Microsoft Corp

Technology
41
+ 0.99%
$406.35 - $454.46 $16.7K - $18.6K
4.18K $1.76B
GE
General Electric CO

Industrials
32
+ 2.54%
$159.95 - $194.23 $5.12K - $6.22K
1.29K $215M
QCOM
Qualcomm Inc

Technology
170
+ 4.85%
$150.4 - $178.04 $25.6K - $30.3K
3.67K $564M
TXN
Texas Instruments Inc

Technology
108
+ 3.82%
N/A
2.94K $551M
TGT
Target Corp

Consumer Defensive
69
+ 2.47%
$121.59 - $160.69 $8.39K - $11.1K
2.87K $387M
Activity Summary
Buys All Purchases 78 New Holdings 20 Increased Positions 58 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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