Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025

Mindset Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $108B, Apple Inc. with a value of $49.1B, Cme Group Inc. with a value of $8.22B, Amazon Com Inc with a value of $5.69B, and Yum Brands Inc with a value of $3.22B.

Examining the 13F form we can see an decrease of $16.7B in the current position value, from $274B to 257B.

Mindset Wealth Management, LLC is based out at Indianapolis, IN

Below you can find more details about Mindset Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $257 Billion
Technology: $174 Billion
Financial Services: $25.3 Billion
Consumer Cyclical: $13.9 Billion
Healthcare: $9.3 Billion
Communication Services: $8.78 Billion
Industrials: $6.87 Billion
Consumer Defensive: $5.33 Billion
Energy: $4.66 Billion
Other: $7.18 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$108 Billion 42.14% of portfolio
998,920
Q1 2025 Added 11.17%
$3.39T
$49.1 Billion 19.1% of portfolio
220,927
Q1 2025 Reduced 10.07%
$99.1B
$8.22 Billion 3.2% of portfolio
31,000
Q1 2025 Reduced 6.54%
$2.27T
$5.69 Billion 2.21% of portfolio
29,883
Q1 2025 Added 11.3%
$42.9B
$3.22 Billion 1.25% of portfolio
20,460
Q1 2025 Added 2.81%
$1.62T
$2.59 Billion 1.01% of portfolio
4,490
Q1 2025 Added 11.14%
$1.07T
$2.55 Billion 0.99% of portfolio
16,515
Q1 2025 Added 10.89%
$237B
$2.35 Billion 0.91% of portfolio
8,725
Q1 2025 Reduced 0.14%
$585B
$2.26 Billion 0.88% of portfolio
6,442
Q1 2025 Added 0.26%
$631B
$1.91 Billion 0.74% of portfolio
3,585
Q1 2025 Added 28.22%
$113B
$1.87 Billion 0.73% of portfolio
11,156
Q1 2025 Added 1.68%
$3.75T
$1.82 Billion 0.71% of portfolio
4,856
Q1 2025 Added 16.31%
$474B
$1.69 Billion 0.66% of portfolio
14,251
Q1 2025 Added 32.68%
$212B
$1.67 Billion 0.65% of portfolio
18,551
Q1 2025 Added 134.38%
$59.9B
$1.43 Billion 0.56% of portfolio
34,823
Q1 2025 Reduced 0.82%
$36.3B
$1.44 Billion 0.56% of portfolio
14,519
Q1 2025 Reduced 9.9%
$276B
$1.3 Billion 0.51% of portfolio
8,200
Q1 2025 New
$934B
$1.22 Billion 0.47% of portfolio
4,705
Q1 2025 Added 43.31%
$44.5B
$1.15 Billion 0.45% of portfolio
25,106
Q1 2025 Added 204.68%
$5.55B
$1.12 Billion 0.44% of portfolio
83,333
Q4 2024 Reduced 4.14%
$289B
$1.13 Billion 0.44% of portfolio
4,241
Q1 2025 New
$19.8B
$1 Billion 0.39% of portfolio
19,300
Q4 2024 New
$748B
$1 Billion 0.39% of portfolio
1,212
Q1 2025 Added 0.66%
$215B
$1 Billion 0.39% of portfolio
7,570
Q1 2025 Added 7.83%
$636B
$957 Million 0.37% of portfolio
6,844
Q1 2025 Added 10.3%
$1.08T
$896 Million 0.35% of portfolio
5,734
Q1 2025 Added 16.47%
$121B
$820 Million 0.32% of portfolio
1,837
Q1 2025 Added 31.21%
$223B
$822 Million 0.32% of portfolio
8,003
Q1 2025 Added 28.31%
$4.42B
$770 Million 0.3% of portfolio
10,515
Q3 2024 New
$573B
$740 Million 0.29% of portfolio
794
Q1 2025 Added 27.86%
$0
$749 Million 0.29% of portfolio
51,785
Q3 2024 New
$240B
$758 Million 0.29% of portfolio
6,496
Q1 2025 Reduced 10.25%
$47.7B
$727 Million 0.28% of portfolio
21,241
Q1 2025 Added 1.47%
$300B
$718 Million 0.28% of portfolio
4,291
Q1 2025 Added 19.49%
$831B
$720 Million 0.28% of portfolio
2,936
Q1 2025 Added 33.21%
$380B
$690 Million 0.27% of portfolio
1,884
Q1 2025 Added 19.62%
$435B
$684 Million 0.27% of portfolio
723
Q1 2025 Added 8.72%
$284B
$684 Million 0.27% of portfolio
11,079
Q1 2025 Added 14.2%
$4.62B
$684 Million 0.27% of portfolio
12,095
Q1 2025 Added 0.13%
$90.9B
$684 Million 0.27% of portfolio
1,126
Q1 2025 Added 2.83%
$131B
$659 Million 0.26% of portfolio
970
Q1 2025 Reduced 8.14%
$28.9B
$659 Million 0.26% of portfolio
7,657
Q1 2025 Added 0.95%
$29.3B
$660 Million 0.26% of portfolio
7,775
Q1 2025 Added 5.9%
$187B
$662 Million 0.26% of portfolio
1,337
Q1 2025 Added 1.67%
$283B
$651 Million 0.25% of portfolio
1,243
Q1 2025 Reduced 18.6%
$110B
$634 Million 0.25% of portfolio
1,797
Q1 2025 Added 9.31%
$9.13B
$643 Million 0.25% of portfolio
6,719
Q1 2025 Added 1.33%
$47.2B
$655 Million 0.25% of portfolio
2,090
Q1 2025 Added 0.67%
$39.4B
$650 Million 0.25% of portfolio
14,784
Q1 2025 Reduced 0.26%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $257 Billion
  • Prior Value $274 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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