Mindset Wealth Management, LLC Reduced Holdings in Q3 2025

Mindset Wealth Management, LLC

  • $367 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
-25
- 0.08%
$258.83 - $287.1 $6.47K - $7.18K
31K $8.38B
CRM
Salesforce, Inc.

Technology
-300
- 22.22%
$231.66 - $273.65 $69.5K - $82.1K
1.05K $249M
V
Visa Inc.

Financial Services
-10
- 0.15%
$332.09 - $358.86 $3.32K - $3.59K
6.57K $2.24B
TSCO
Tractor Supply CO

Consumer Cyclical
-2.12K
- 26.77%
$54.08 - $62.65 $115K - $133K
5.8K $330M
GE
General Electric CO

Industrials
-398
- 29.7%
$244.75 - $305.63 $97.4K - $122K
942 $283M
INGR
Ingredion Inc

Consumer Defensive
-7
- 0.17%
$121.01 - $138.21 $847 - $967
4.1K $500M
DIS
Walt Disney CO

Communication Services
-200
- 6.09%
$112.25 - $124.0 $22.5K - $24.8K
3.08K $353M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-400
- 2.07%
$42.56 - $49.08 $17K - $19.6K
18.9K $811M
IBM
International Business Machines Corp

Technology
-22
- 0.8%
$234.77 - $292.47 $5.16K - $6.43K
2.72K $766M
CRDO
Credo Technology Group Holding LTD

Technology
-1.62K
- 42.52%
$87.59 - $172.31 $141K - $278K
2.18K $318M
IRM
Iron Mountain Inc

Real Estate
-129
- 1.72%
$89.46 - $104.46 $11.5K - $13.5K
7.36K $751M
VZ
Verizon Communications Inc

Communication Services
-400
- 6.17%
$40.84 - $45.06 $16.3K - $18K
6.09K $267M
DUK
Duke Energy Corp

Utilities
-200
- 5.63%
$116.31 - $125.93 $23.3K - $25.2K
3.35K $415M
ABT
Abbott Laboratories

Healthcare
-3
- 0.18%
$120.51 - $136.62 $362 - $410
1.67K $224M
QCOM
Qualcomm Inc

Technology
-149
- 3.82%
$145.84 - $173.55 $21.7K - $25.9K
3.75K $624M
O
Realty Income Corp

Real Estate
-199
- 4.13%
$56.13 - $60.79 $11.2K - $12.1K
4.62K $281M
HUM
Humana Inc

Healthcare
-32
- 3.61%
$220.41 - $312.0 $7.05K - $9.98K
855 $222M
IWM
Ishares Russell 2000 ETF

ETFs
-6
- 0.5%
$214.92 - $244.84 $1.29K - $1.47K
1.2K $291M
TFC
Truist Financial Corp

Financial Services
-922
- 2.61%
$42.83 - $47.07 $39.5K - $43.4K
34.5K $1.58B
MRK
Merck & Co., Inc.

Healthcare
-33
- 0.17%
$77.6 - $87.37 $2.56K - $2.88K
19.4K $1.63B
JNJ
Johnson & Johnson

Healthcare
-58
- 1.88%
$155.17 - $185.42 $9K - $10.8K
3.03K $561M
INTC
Intel Corp

Technology
-1.5K
- 10.97%
$19.31 - $35.5 $29K - $53.3K
12.2K $408M
RTX
Raytheon Technologies Corp

Industrials
-501
- 5.01%
$144.19 - $167.33 $72.2K - $83.8K
9.5K $1.59B
FIX
Comfort Systems Usa Inc

Industrials
-25
- 4.76%
$521.66 - $825.18 $13K - $20.6K
500 $413M
APP
App Lovin Corp

Technology
-163
- 22.48%
$335.1 - $718.54 $54.6K - $117K
562 $404M
KLAC
Kla Corp

Technology
-1
- 0.1%
$843.9 - $1078.6 $844 - $1.08K
991 $1.07B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-17
- 0.42%
$546.99 - $602.2 $9.3K - $10.2K
4.04K $2.43B
Astera Labs Inc
-234
- 10.23%
N/A
2.05K $402M
CMI
Cummins Inc

Industrials
-2
- 0.09%
$327.85 - $426.39 $656 - $853
2.17K $918M
ORCL
Oracle Corp

Technology
-682
- 9.63%
$218.96 - $328.33 $149K - $224K
6.4K $1.8B
STX
Seagate Technology Holdings PLC

Technology
-455
- 7.31%
$142.01 - $236.06 $64.6K - $107K
5.77K $1.36B
AVGO
Broadcom Inc.

Technology
-2
- 0.02%
$264.74 - $369.57 $529 - $739
11.3K $3.73B
GLW
Corning Inc

Technology
-643
- 2.67%
$51.6 - $82.03 $33.2K - $52.7K
23.5K $1.92B
AAPL
Apple Inc.

Technology
-1K
- 0.45%
$202.38 - $256.87 $203K - $258K
220K $56B
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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