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
$50.3B
$615 Million 0.24% of portfolio
9,089
Q1 2025 Added 2.08%
$177B
$609 Million 0.24% of portfolio
3,390
Q1 2025 Added 15.38%
$260B
$620 Million 0.24% of portfolio
2,493
Q1 2025 Added 17.87%
$205B
$611 Million 0.24% of portfolio
767
Q1 2025 Added 12.63%
$539B
$586 Million 0.23% of portfolio
1,068
Q4 2024 Added 1.23%
$102B
$587 Million 0.23% of portfolio
3,405
Q3 2024 New
$179B
$584 Million 0.23% of portfolio
3,803
Q1 2025 Added 3.57%
$22.4B
$568 Million 0.22% of portfolio
1,715
Q1 2025 Added 3.63%
$94.5B
$539 Million 0.21% of portfolio
1,637
Q1 2025 Added 11.44%
$160B
$549 Million 0.21% of portfolio
2,593
Q1 2025 Added 12.4%
$8.91B
$548 Million 0.21% of portfolio
4,053
Q1 2025 Added 3.55%
$39.7B
$517 Million 0.2% of portfolio
4,625
Q1 2025 Added 83.17%
$193M
$518 Million 0.2% of portfolio
63,000
Q4 2024 Added 4.78%
$409B
$507 Million 0.2% of portfolio
3,058
Q1 2025 New
$100B
$493 Million 0.19% of portfolio
5,356
Q1 2025 Added 24.18%
$0
$479 Million 0.19% of portfolio
73,110
Q1 2025 New
$62.4B
$466 Million 0.18% of portfolio
5,800
Q1 2025 Added 5.45%
$70.1B
$430 Million 0.17% of portfolio
14,612
Q1 2025 Added 5.03%
$6.35B
$436 Million 0.17% of portfolio
7,920
Q1 2025 Reduced 10.0%
$1.55B
$442 Million 0.17% of portfolio
8,800
Q4 2024 Added 16.56%
$376B
$440 Million 0.17% of portfolio
10,532
Q1 2025 Added 9.2%
$90.2B
$403 Million 0.16% of portfolio
3,300
Q1 2025 Added 43.48%
$373B
$417 Million 0.16% of portfolio
2,446
Q1 2025 Added 42.96%
$52.5B
$373 Million 0.15% of portfolio
1,800
Q3 2024 New
$212B
$396 Million 0.15% of portfolio
1,202
Q1 2025 Added 0.08%
$143B
$384 Million 0.15% of portfolio
1,412
Q1 2025 Added 29.54%
$271B
$391 Million 0.15% of portfolio
1,456
Q1 2025 Added 15.46%
$61.7B
$357 Million 0.14% of portfolio
2,090
Q1 2025 Reduced 0.95%
$220B
$342 Million 0.13% of portfolio
3,469
Q1 2025 Added 3.37%
$57.6B
$338 Million 0.13% of portfolio
698
Q3 2024 New
$96.2B
$326 Million 0.13% of portfolio
14,375
Q1 2025 Added 1.52%
$174B
$339 Million 0.13% of portfolio
885
Q4 2024 Added 0.23%
$216B
$313 Million 0.12% of portfolio
1,003
Q1 2025 Added 12.82%
$24.6B
$310 Million 0.12% of portfolio
3,087
Q1 2025 Reduced 2.46%
$263B
$276 Million 0.11% of portfolio
3,145
Q1 2025 Added 1.71%
$33.6B
$274 Million 0.11% of portfolio
5,010
Q1 2025 Reduced 1.09%
$133B
$271 Million 0.11% of portfolio
3,117
Q1 2025 Added 3.31%
$147B
$283 Million 0.11% of portfolio
1,000
Q3 2024 New
$200B
$294 Million 0.11% of portfolio
10,387
Q1 2025 Added 0.53%
$300B
$281 Million 0.11% of portfolio
3,928
Q1 2025 Reduced 17.25%
$136B
$280 Million 0.11% of portfolio
2,930
Q1 2025 Reduced 2.33%
$126B
$253 Million 0.1% of portfolio
5,210
Q3 2024 New
$3.82B
$261 Million 0.1% of portfolio
1,450
Q1 2025 New
$148B
$261 Million 0.1% of portfolio
700
Q1 2025 New
$84.2B
$250 Million 0.1% of portfolio
583
Q1 2025 Added 15.67%
$274B
$260 Million 0.1% of portfolio
1,301
Q1 2025 Added 0.85%
$17.7B
$253 Million 0.1% of portfolio
2,000
Q3 2024 New
$92.7B
$257 Million 0.1% of portfolio
1,109
Q1 2025 New
$281B
$248 Million 0.1% of portfolio
2,943
Q1 2025 New

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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