Mindset Wealth Management, LLC Purchases 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
YUM
Yum Brands Inc

Consumer Cyclical
19.9K
New
$130.36 - $139.54 $2.59M - $2.78M
19.9K $2.67B
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
19.3K
New
$43.37 - $51.46 $837K - $993K
19.3K $930M
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
BKR
Baker Hughes CO

Energy
14.8K
New
$35.98 - $44.88 $533K - $665K
14.8K $608M
TSLA
Tesla, Inc.

Consumer Cyclical
446
+ 15.72%
$213.65 - $479.86 $95.3K - $214K
3.28K $1.33B
Super Micro Computer Inc
16.5K
New
N/A
16.5K $504M
MET
Metlife Inc

Financial Services
5.5K
New
$78.15 - $88.25 $430K - $485K
5.5K $450M
Teekay Tankers LTD
11.2K
New
N/A
11.2K $445M
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
Reddit Inc
2K
New
N/A
2K $327M
SQ
Block, Inc.

Technology
3.3K
New
$65.06 - $98.92 $214K - $326K
3.3K $280M
V
Visa Inc.

Financial Services
21
+ 0.33%
$273.87 - $320.91 $5.75K - $6.74K
6.43K $2.03B
IWM
Ishares Russell 2000 ETF

ETFs
1.21K
New
$216.13 - $242.4 $261K - $293K
1.21K $267M
Celestica Inc
2.8K
New
N/A
2.8K $258M
CSX
Csx Corp

Industrials
8K
+ 135.32%
$31.58 - $36.88 $253K - $295K
13.9K $449M
MRVL
Marvell Technology, Inc.

Technology
2.08K
New
$70.31 - $124.78 $146K - $259K
2.08K $230M
CRDO
Credo Technology Group Holding LTD

Technology
3.35K
New
$30.16 - $77.25 $101K - $259K
3.35K $225M
VRT
Vertiv Holdings CO

Industrials
1.91K
New
N/A
1.91K $217M
BA
Boeing CO

Industrials
1.19K
New
$138.14 - $180.72 $164K - $215K
1.19K $210M
CRWD
Crowd Strike Holdings, Inc.

Technology
388
+ 30.89%
$275.15 - $388.2 $107K - $151K
1.64K $563M
PFE
Pfizer Inc

Healthcare
7.71K
New
$24.8 - $30.19 $191K - $233K
7.71K $205M
XLY
Select Sector Spdr Consumer Di

ETFs
900
New
$194.8 - $239.43 $175K - $215K
900 $202M
EXLS
Exl Service Holdings, Inc.

Technology
4.55K
New
$38.1 - $47.02 $173K - $214K
4.55K $202M
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
JAMF
Jamf Holding Corp.

Technology
10.3K
New
$14.05 - $17.71 $145K - $183K
10.3K $145M
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
BB
Blackberry LTD

Technology
10K
New
$2.25 - $3.96 $22.5K - $39.6K
10K $37.8M
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
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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