Mindset Wealth Management, LLC Purchases in Q3 2025

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
256
+ 35.26%
$850.86 - $1044.69 $218K - $267K
982 $904M
JPM
Jpmorgan Chase & CO

Financial Services
209
+ 7.52%
$282.78 - $316.06 $59.1K - $66.1K
2.99K $943M
AXP
American Express CO

Financial Services
47
+ 0.53%
$294.27 - $342.31 $13.8K - $16.1K
8.89K $2.95B
SHOP
Shopify Inc.

Technology
192
+ 6.61%
$112.11 - $157.12 $21.5K - $30.2K
3.1K $460M
MS
Morgan Stanley

Financial Services
27
+ 0.41%
$139.09 - $161.16 $3.76K - $4.35K
6.58K $1.05B
Coherent Corp
467
+ 12.41%
N/A
4.23K $456M
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.2K
+ 55.0%
$65.64 - $78.22 $144K - $172K
6.2K $416M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.75K
+ 25.77%
$24.46 - $26.5 $67.4K - $73K
13.4K $354M
CRWD
Crowd Strike Holdings, Inc.

Technology
256
+ 13.15%
$412.46 - $514.1 $106K - $132K
2.2K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 0.99%
$459.11 - $506.91 $17.9K - $19.8K
3.98K $2B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.05%
$357.4 - $423.42 $357 - $423
1.98K $803M
XOM
Exxon Mobil Corp

Energy
1
+ 0.01%
$105.83 - $117.22 $106 - $117
14.6K $1.65B
PH
Parker Hannifin Corp

Industrials
5
+ 0.44%
$697.13 - $769.67 $3.49K - $3.85K
1.13K $858M
UBER
Uber Technologies, Inc

Technology
557
+ 16.65%
$86.91 - $99.57 $48.4K - $55.5K
3.9K $382M
MO
Altria Group, Inc.

Consumer Defensive
1
+ 0.01%
$57.75 - $67.68 $57.8 - $67.7
9.32K $616M
ASM
Avino Silver & Gold Mines LTD

Basic Materials
12.4K
New
$3.18 - $5.32 $39.3K - $65.7K
12.4K $64.9M
HUBB
Hubbell Inc

Industrials
47
+ 2.72%
$410.51 - $450.93 $19.3K - $21.2K
1.77K $763M
CVX
Chevron Corp

Energy
35
+ 0.82%
$145.57 - $161.83 $5.09K - $5.66K
4.33K $672M
UNH
Unitedhealth Group Inc

Healthcare
13
+ 0.85%
$237.77 - $353.61 $3.09K - $4.6K
1.54K $531M
MET
Metlife Inc

Financial Services
500
+ 8.62%
$73.82 - $82.37 $36.9K - $41.2K
6.3K $519M
BAC
Bank Of America Corp

Financial Services
51
+ 0.48%
$44.92 - $52.42 $2.29K - $2.67K
10.6K $549M
BHP
Bhp Group LTD

Basic Materials
90
+ 1.73%
$48.67 - $56.22 $4.38K - $5.06K
5.3K $295M
Spdr S&P 500 ETF Tr
453
New
N/A
453 $41.6M
WDAY
Workday, Inc.

Technology
169
+ 18.27%
$213.69 - $247.69 $36.1K - $41.9K
1.09K $263M
COST
Costco Wholesale Corp

Consumer Defensive
94
+ 12.95%
$915.95 - $994.57 $86.1K - $93.5K
820 $759M
SQ
Block, Inc.

Technology
265
+ 6.77%
N/A
4.18K $302M
LLY
Eli Lilly & CO

Healthcare
65
+ 5.51%
$625.65 - $812.69 $40.7K - $52.8K
1.25K $950M
SPY
Spdr S&P 500 ETF Trust

ETFs
3
+ 0.53%
$617.65 - $666.84 $1.85K - $2K
566 $377M
Super Micro Computer Inc
753
+ 6.51%
N/A
12.3K $590M
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
CSCO
Cisco Systems, Inc.

Technology
44
+ 0.4%
$66.2 - $71.79 $2.91K - $3.16K
11.1K $759M
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
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
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