Mindset Wealth Management, LLC Incresed Positions in Q3 2025

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
24
+ 2.25%
$550.18 - $598.96 $13.2K - $14.4K
1.09K $622M
SO
Southern CO

Utilities
2
+ 0.03%
$90.83 - $96.0 $182 - $192
6.33K $600M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.23%
$94.4 - $104.27 $661 - $730
3.11K $321M
ASRT
Assertio Holdings, Inc.

Healthcare
9K
+ 32.66%
$0.65 - $0.97 $5.85K - $8.73K
36.6K $32.2M
WM
Waste Management Inc

Industrials
106
+ 9.15%
$213.88 - $237.1 $22.7K - $25.1K
1.27K $279M
PANW
Palo Alto Networks Inc

Technology
33
+ 1.57%
$167.06 - $208.19 $5.51K - $6.87K
2.13K $434M
SRAD
Sportradar Group Ag

Technology
466
+ 5.47%
$26.9 - $31.79 $12.5K - $14.8K
8.99K $242M
KO
Coca Cola CO

Consumer Defensive
200
+ 6.61%
$65.67 - $71.67 $13.1K - $14.3K
3.23K $214M
T
At&T Inc.

Communication Services
252
+ 2.39%
$26.94 - $29.62 $6.79K - $7.46K
10.8K $304M
PRU
Prudential Financial Inc

Financial Services
100
+ 2.14%
$100.68 - $109.89 $10.1K - $11K
4.78K $496M
CARR
Carrier Global Corp

Industrials
900
+ 17.7%
$58.75 - $80.73 $52.9K - $72.7K
5.99K $357M
NRIM
Northrim Bancorp Inc

Financial Services
8.44K
+ 300.0%
$21.72 - $99.49 $183K - $840K
11.3K $244M
SRTS
Sensus Healthcare, Inc.

Healthcare
11K
+ 28.13%
$3.09 - $5.65 $34K - $62.2K
50.1K $157M
KR
Kroger CO

Consumer Defensive
59
+ 0.61%
$64.52 - $74.35 $3.81K - $4.39K
9.65K $651M
HON
Honeywell International Inc

Industrials
3
+ 0.13%
$207.7 - $240.4 $623 - $721
2.28K $480M
CI
Cigna Corp

Healthcare
13
+ 0.75%
$262.23 - $334.39 $3.41K - $4.35K
1.75K $503M
OKE
Oneok Inc

Energy
798
+ 5.28%
$71.36 - $83.47 $56.9K - $66.6K
15.9K $1.16B
TXN
Texas Instruments Inc

Technology
20
+ 0.57%
N/A
3.54K $651M
TTD
Trade Desk, Inc.

Technology
640
+ 12.77%
$43.93 - $89.76 $28.1K - $57.4K
5.65K $277M
USA
Liberty All Star Equity Fund

Financial Services
1.55K
+ 0.66%
$6.34 - $6.94 $9.85K - $10.8K
237K $1.51B
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 1.18%
$433.66 - $544.47 $6.94K - $8.71K
1.37K $613M
PM
Philip Morris International Inc.

Consumer Defensive
215
+ 2.64%
$157.77 - $183.27 $33.9K - $39.4K
8.37K $1.36B
Sezzle Inc
553
+ 25.52%
N/A
2.72K $216M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
109
+ 0.45%
$25.5 - $35.2 $2.78K - $3.84K
24.4K $622M
Activity Summary
Buys All Purchases 105 New Holdings 30 Increased Positions 75 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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