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 Market Cap. of $10 Billions to $200 Billions
