Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024

Mindset Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $121B, Apple Inc. with a value of $61.5B, Cme Group Inc. with a value of $7.7B, Amazon Com Inc with a value of $5.89B, and Alphabet Inc. with a value of $2.82B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $242B to 274B.

Mindset Wealth Management, LLC is based out at Indianapolis, IN

Below you can find more details about Mindset Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Billion
Technology: $199 Billion
Financial Services: $23.3 Billion
Consumer Cyclical: $13.7 Billion
Communication Services: $7.28 Billion
Industrials: $6.81 Billion
Healthcare: $6.62 Billion
ETFs: $4.33 Billion
Energy: $4.07 Billion
Other: $6.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$301B
$121 Billion 44.11% of portfolio
898,547
Q4 2024 Added 2.05%
$3.6T
$61.5 Billion 22.49% of portfolio
245,666
Q4 2024 Added 8.27%
$94.2B
$7.7 Billion 2.82% of portfolio
33,170
Q4 2024 Added 0.16%
$2.1T
$5.89 Billion 2.15% of portfolio
26,850
Q4 2024 Added 0.24%
$1.02T
$2.82 Billion 1.03% of portfolio
14,893
Q4 2024 Added 11.79%
$44.3B
$2.67 Billion 0.98% of portfolio
19,900
Q4 2024 New
$209B
$2.59 Billion 0.95% of portfolio
8,737
Q4 2024 Reduced 4.04%
$76.2B
$2.54 Billion 0.93% of portfolio
10,972
Q4 2024 Added 3.53%
$1.41T
$2.37 Billion 0.86% of portfolio
4,040
Q4 2024 Reduced 0.93%
$563B
$2.03 Billion 0.74% of portfolio
6,425
Q4 2024 Added 0.33%
$2.95T
$1.76 Billion 0.64% of portfolio
4,175
Q4 2024 Added 0.99%
$45.7B
$1.62 Billion 0.59% of portfolio
16,114
Q4 2024 Added 0.66%
$55.7B
$1.52 Billion 0.56% of portfolio
35,110
Q4 2024 Reduced 4.71%
$910B
$1.33 Billion 0.48% of portfolio
3,283
Q4 2024 Added 15.72%
$688B
$1.27 Billion 0.46% of portfolio
2,796
Q4 2024 Added 1.53%
$4.88B
$1.23 Billion 0.45% of portfolio
83,333
Q4 2024 Reduced 4.14%
$356B
$1.08 Billion 0.39% of portfolio
6,071
Q4 2024 Added 1.15%
$415B
$1.03 Billion 0.38% of portfolio
6,205
Q4 2024 Added 0.57%
$1.05T
$937 Million 0.34% of portfolio
4,923
Q4 2024 Added 9.42%
$21.5B
$930 Million 0.34% of portfolio
19,300
Q4 2024 New
$810B
$930 Million 0.34% of portfolio
1,204
Q4 2024 Reduced 0.66%
$212B
$910 Million 0.33% of portfolio
7,238
Q4 2024 Reduced 6.61%
$5.86B
$870 Million 0.32% of portfolio
10,515
Q3 2024 New
$0
$830 Million 0.3% of portfolio
1,623
Q4 2024 Added 12.32%
$199B
$812 Million 0.3% of portfolio
7,020
Q4 2024 Reduced 10.96%
$223B
$787 Million 0.29% of portfolio
7,915
Q4 2024 Reduced 2.86%
$26.2B
$797 Million 0.29% of portfolio
7,585
Q4 2024 Added 0.32%
$480B
$772 Million 0.28% of portfolio
1,527
Q4 2024 Reduced 10.33%
$0
$759 Million 0.28% of portfolio
7,010
Q3 2024 New
$185B
$753 Million 0.28% of portfolio
6,237
Q4 2024 Added 2.2%
$0
$744 Million 0.27% of portfolio
51,785
Q3 2024 New
$4.41B
$708 Million 0.26% of portfolio
12,079
Q3 2024 New
$9.65B
$717 Million 0.26% of portfolio
6,631
Q4 2024 Added 1.25%
$174B
$722 Million 0.26% of portfolio
681
Q4 2024 Added 13.5%
$46.7B
$724 Million 0.26% of portfolio
2,076
Q4 2024 Added 1.71%
$83.7B
$696 Million 0.25% of portfolio
1,095
Q4 2024 Added 1.3%
$18.8B
$693 Million 0.25% of portfolio
1,655
Q4 2024 Added 1.66%
$184B
$686 Million 0.25% of portfolio
1,315
Q3 2024 New
$116B
$680 Million 0.25% of portfolio
1,400
Q4 2024 Reduced 6.23%
$47.9B
$672 Million 0.25% of portfolio
20,934
Q4 2024 Added 16.47%
$102B
$665 Million 0.24% of portfolio
1,056
Q4 2024 Reduced 6.05%
$566M
$622 Million 0.23% of portfolio
63,000
Q4 2024 Added 4.78%
$18.3B
$634 Million 0.23% of portfolio
7,342
Q4 2024 Added 6.04%
$370B
$613 Million 0.22% of portfolio
1,575
Q4 2024 Reduced 4.2%
$412B
$609 Million 0.22% of portfolio
665
Q4 2024 Added 13.29%
$45.2B
$608 Million 0.22% of portfolio
14,822
Q4 2024 New
$27.5B
$595 Million 0.22% of portfolio
5,065
Q4 2024 Reduced 3.06%
$520B
$562 Million 0.21% of portfolio
1,068
Q4 2024 Added 1.23%
$82.7B
$563 Million 0.21% of portfolio
1,644
Q4 2024 Added 30.89%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $274 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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