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
NVDA
Nvidia Corp

Technology
22.6K
+ 2.46%
$153.3 - $186.58 $3.46M - $4.21M
942K $176B
PLTR
Palantir Technologies Inc.

Technology
7.2K
+ 160.75%
$130.68 - $186.97 $940K - $1.35M
11.7K $2.13B
GOOGL
Alphabet Inc.

Communication Services
342
+ 2.03%
$174.36 - $254.72 $59.6K - $87.1K
17.2K $4.18B
GOOG
Alphabet Inc.

Communication Services
1.12K
+ 18.87%
$175.16 - $255.24 $196K - $286K
7.05K $1.72B
TSLA
Tesla, Inc.

Consumer Cyclical
237
+ 5.58%
$293.94 - $444.72 $69.7K - $105K
4.49K $1.99B
Arista Networks Inc
2.26K
+ 49.44%
N/A
6.84K $997M
META
Meta Platforms, Inc.

Communication Services
628
+ 14.27%
$695.21 - $791.73 $437K - $497K
5.03K $3.69B
MU
Micron Technology Inc

Technology
1.81K
+ 59.86%
$104.88 - $168.89 $189K - $305K
4.82K $807M
AMD
Advanced Micro Devices Inc

Technology
1.56K
+ 17.71%
$134.8 - $184.42 $210K - $288K
10.4K $1.68B
ABBV
Abb Vie Inc.

Healthcare
272
+ 3.95%
$184.85 - $231.54 $50.3K - $63K
7.17K $1.66B
BKR
Baker Hughes CO

Energy
2.5K
+ 15.4%
$38.68 - $50.55 $96.7K - $126K
18.7K $913M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 3.86%
$211.65 - $238.24 $245K - $276K
31.1K $6.84B
Celestica Inc
146
+ 6.65%
N/A
2.34K $577M
Ge Vernova Inc
294
+ 52.97%
N/A
849 $522M
MSFT
Microsoft Corp

Technology
250
+ 5.3%
$491.09 - $535.64 $123K - $134K
4.97K $2.57B
HOOD
Robinhood Markets, Inc.

Technology
515
+ 18.86%
$91.27 - $143.18 $47K - $73.7K
3.25K $465M
VRT
Vertiv Holdings CO

Industrials
971
+ 35.52%
N/A
3.71K $559M
NFLX
Netflix Inc

Communication Services
265
+ 32.64%
$1147.87 - $1297.18 $304K - $344K
1.08K $1.29B
Reddit Inc
15
+ 0.65%
N/A
2.31K $532M
AGX
Argan Inc

Industrials
454
+ 39.58%
$202.53 - $271.07 $91.9K - $123K
1.6K $432M
CAT
Caterpillar Inc

Industrials
110
+ 9.14%
$390.92 - $477.15 $43K - $52.5K
1.31K $627M
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
LMT
Lockheed Martin Corp

Industrials
36
+ 2.11%
$410.74 - $499.21 $14.8K - $18K
1.75K $872M
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
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
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
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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