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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$744 Million 0.27% of portfolio
51,785
Q3 2024 New
$0
$24.5 Million 0.01% of portfolio
14,145
Q3 2024 New
$38.1M
$19 Million 0.01% of portfolio
21,817
Q4 2024 Added 4.8%
$15.6M
$4.08 Million 0.0% of portfolio
10,200
Q3 2024 New

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
Track This Portfolio

Track Mindset Wealth Management, LLC Portfolio

Follow Mindset Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mindset Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email