Mindset Wealth Management, LLC Portfolio Holdings
Mindset Wealth Management, LLC
- $242 Billion
- Q3 2024
Mindset Wealth Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $242 Billion distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $107B, Apple Inc. with a value of $52.9B, Cme Group Inc. with a value of $7.31B, Amazon Com Inc with a value of $4.99B, and American Express CO with a value of $2.47B.
Examining the 13F form we can see an increase of $242B in the current position value.
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
$242 Billion
Technology: $176 Billion
Financial Services: $21.8 Billion
Consumer Cyclical: $8.71 Billion
Industrials: $7.16 Billion
Healthcare: $7.13 Billion
Communication Services: $6.37 Billion
Consumer Defensive: $4 Billion
Energy: $3.73 Billion
Other: $6.97 Billion
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 128
- Current Value $242 Billion
- Filing
- Period Q3 2024
- Filing Date November 13, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 128 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks