Mindset Wealth Management, LLC New Holdings in Q3 2024

Mindset Wealth Management, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBDC
Barings Bdc, Inc.

Financial Services
27K
New
$9.28 - $10.19 $251K - $275K
27K $265M
ETN
Eaton Corp PLC

Industrials
790
New
$272.52 - $333.02 $215K - $263K
790 $262M
VT
Vanguard Total World Stk Index

ETFs
2.18K
New
$107.72 - $119.96 $235K - $262K
2.18K $261M
PGR
Progressive Corp

Financial Services
1K
New
$209.46 - $259.24 $209K - $259K
1K $254M
WMT
Walmart Inc.

Consumer Defensive
3.06K
New
$66.91 - $81.4 $205K - $249K
3.06K $247M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.87K
New
$117.9 - $128.2 $221K - $240K
1.87K $240M
OMER
Omeros Corp

Healthcare
60.1K
New
$3.54 - $5.47 $213K - $329K
60.1K $239M
GE
General Electric CO

Industrials
1.26K
New
$156.66 - $189.66 $197K - $239K
1.26K $237M
HUM
Humana Inc

Healthcare
745
New
$310.25 - $404.52 $231K - $301K
745 $236M
LPG
Dorian Lpg Ltd.

Energy
6.78K
New
$33.05 - $43.68 $224K - $296K
6.78K $233M
CTAS
Cintas Corp

Industrials
1.1K
New
$201.38 - $819.83 $222K - $905K
1.1K $227M
SNPS
Synopsys Inc

Technology
438
New
$463.97 - $621.3 $203K - $272K
438 $222M
SRTS
Sensus Healthcare, Inc.

Healthcare
38.1K
New
$4.93 - $7.05 $188K - $269K
38.1K $221M
O
Realty Income Corp

Real Estate
3.43K
New
$52.36 - $63.42 $179K - $217K
3.43K $217M
FIX
Comfort Systems Usa Inc

Industrials
525
New
$292.14 - $396.82 $153K - $208K
525 $205M
CSX
Csx Corp

Industrials
5.91K
New
$32.48 - $35.45 $192K - $210K
5.91K $204M
VTI
Vanguard Total Stock Market Et

ETFs
719
New
$255.18 - $283.2 $183K - $204K
719 $204M
SHOP
Shopify Inc.

Technology
2.5K
New
$52.26 - $80.75 $131K - $202K
2.5K $200M
NRIM
Northrim Bancorp Inc

Financial Services
2.81K
New
$55.41 - $71.8 $156K - $202K
2.81K $200M
ET
Energy Transfer LP

Energy
10.6K
New
$15.43 - $16.44 $164K - $175K
10.6K $171M
CDZI
Cadiz Inc

Utilities
41K
New
$2.91 - $3.82 $119K - $157K
41K $124M
DHT
Dht Holdings, Inc.

Energy
10.5K
New
$10.25 - $12.05 $107K - $126K
10.5K $115M
REI
Ring Energy, Inc.

Energy
67.4K
New
$1.58 - $1.99 $106K - $134K
67.4K $108M
EPSN
Epsilon Energy Ltd.

Energy
11K
New
$4.98 - $5.86 $54.9K - $64.6K
11K $64.6M
CIF
Mfs Intermediate High Income Fund

Financial Services
14.1K
New
$1.7 - $1.8 $24K - $25.5K
14.1K $25.2M
ASRT
Assertio Holdings, Inc.

Healthcare
20.8K
New
$1.07 - $1.75 $22.3K - $36.4K
20.8K $24.6M
CVM
Cel Sci Corp

Healthcare
10.2K
New
$1.05 - $1.5 $10.7K - $15.3K
10.2K $10.8M
Activity Summary
Buys All Purchases 128 New Holdings 128 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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