Mindset Wealth Management, LLC Incresed Positions in Q1 2025

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ASRT
Assertio Holdings, Inc.

Healthcare
1.34K
+ 6.14%
$0.67 - $0.88 $898 - $1.18K
23.2K $15.6M
PH
Parker Hannifin Corp

Industrials
31
+ 2.83%
$591.65 - $707.05 $18.3K - $21.9K
1.13K $684M
CSX
Csx Corp

Industrials
700
+ 5.03%
$29.11 - $33.67 $20.4K - $23.6K
14.6K $430M
MAIN
Main Street Capital Corp

Financial Services
16
+ 0.13%
$54.71 - $63.1 $875 - $1.01K
12.1K $684M
ISRG
Intuitive Surgical Inc

Healthcare
22
+ 1.67%
$476.63 - $610.45 $10.5K - $13.4K
1.34K $662M
CRM
Salesforce, Inc.

Technology
195
+ 15.46%
$268.36 - $359.95 $52.3K - $70.2K
1.46K $391M
DIS
Walt Disney CO

Communication Services
113
+ 3.37%
$96.87 - $114.0 $10.9K - $12.9K
3.47K $342M
XLK
Technology Sector Spdr

ETFs
1
+ 0.07%
$206.38 - $242.18 $206 - $242
1.46K $301M
CAT
Caterpillar Inc

Industrials
1
+ 0.08%
$326.75 - $407.63 $327 - $408
1.2K $396M
SQ
Block, Inc.

Technology
1.09K
+ 33.14%
$54.04 - $92.95 $59K - $102K
4.39K $238M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2
+ 0.15%
$307.43 - $357.48 $615 - $715
1.33K $411M
SSO
Proshares Ultra S&P 500

ETFs
4
+ 0.08%
$80.57 - $100.21 $322 - $401
4.84K $400M
SRTS
Sensus Healthcare, Inc.

Healthcare
3.5K
+ 9.97%
$4.35 - $8.99 $15.2K - $31.5K
38.6K $183M
CMI
Cummins Inc

Industrials
14
+ 0.67%
$312.92 - $386.07 $4.38K - $5.4K
2.09K $655M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
88
+ 1.33%
$93.57 - $120.35 $8.23K - $10.6K
6.72K $643M
ORCL
Oracle Corp

Technology
639
+ 10.3%
$139.81 - $186.47 $89.3K - $119K
6.84K $957M
TSLA
Tesla, Inc.

Consumer Cyclical
1.42K
+ 43.31%
$222.15 - $428.22 $316K - $609K
4.71K $1.22B
NOW
Service Now, Inc.

Technology
86
+ 12.63%
$783.83 - $1170.39 $67.4K - $101K
767 $611M
Arista Networks Inc
674
+ 13.52%
N/A
5.66K $439M
HUBB
Hubbell Inc

Industrials
60
+ 3.63%
$330.91 - $456.86 $19.9K - $27.4K
1.72K $568M
QLD
Proshares Ultra Qqq

ETFs
4
+ 0.06%
$88.88 - $119.12 $356 - $476
7.01K $623M
IRM
Iron Mountain Inc

Real Estate
72
+ 0.95%
$82.79 - $111.31 $5.96K - $8.01K
7.66K $659M
AMZN
Amazon Com Inc

Consumer Cyclical
3.03K
+ 11.3%
$190.26 - $242.06 $577K - $734K
29.9K $5.69B
GOOGL
Alphabet Inc.

Communication Services
1.62K
+ 10.89%
$154.33 - $206.19 $250K - $334K
16.5K $2.55B
AVGO
Broadcom Inc.

Technology
184
+ 1.68%
$167.43 - $244.7 $30.8K - $45K
11.2K $1.87B
NVDA
Nvidia Corp

Technology
100K
+ 11.17%
$106.98 - $149.43 $10.7M - $15M
999K $108B
Activity Summary
Buys All Purchases 100 New Holdings 23 Increased Positions 77 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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