Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024

Mindset Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $121B, Apple Inc. with a value of $61.5B, Cme Group Inc. with a value of $7.7B, Amazon Com Inc with a value of $5.89B, and Alphabet Inc. with a value of $2.82B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $242B to 274B.

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 $274 Billion
Technology: $199 Billion
Financial Services: $23.3 Billion
Consumer Cyclical: $13.7 Billion
Communication Services: $7.28 Billion
Industrials: $6.81 Billion
Healthcare: $6.62 Billion
ETFs: $4.33 Billion
Energy: $4.07 Billion
Other: $6.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$564 Million 0.21% of portfolio
3,672
Q4 2024 Added 4.85%
$236B
$574 Million 0.21% of portfolio
9,701
Q4 2024 Reduced 12.61%
$414B
$554 Million 0.2% of portfolio
621
Q4 2024 Added 11.89%
Arista Networks Inc
-
$551 Million 0.2% of portfolio
-
Q4 2024 New
$177B
$551 Million 0.2% of portfolio
2,938
Q4 2024 Added 3.82%
$49.4B
$544 Million 0.2% of portfolio
8,904
Q4 2024 Added 2.34%
$8.6B
$538 Million 0.2% of portfolio
3,914
Q4 2024 Added 2.14%
$89.2B
$507 Million 0.19% of portfolio
3,405
Q3 2024 New
$265B
$520 Million 0.19% of portfolio
3,591
Q3 2024 New
$135B
$521 Million 0.19% of portfolio
2,307
Q4 2024 Reduced 8.01%
$688B
$528 Million 0.19% of portfolio
2,204
Q4 2024 Added 2.32%
$1.37B
$531 Million 0.19% of portfolio
8,800
Q4 2024 Added 16.56%
Super Micro Computer Inc
-
$504 Million 0.18% of portfolio
-
Q4 2024 New
$5.79B
$467 Million 0.17% of portfolio
8,800
Q4 2024 Added 328.64%
$214B
$465 Million 0.17% of portfolio
2,115
Q4 2024 Added 0.71%
$0
$456 Million 0.17% of portfolio
1,328
Q3 2024 New
$157B
$436 Million 0.16% of portfolio
1,201
Q4 2024 Added 7.42%
Teekay Tankers LTD
-
$445 Million 0.16% of portfolio
-
Q4 2024 New
$36.5B
$446 Million 0.16% of portfolio
1,971
Q4 2024 Added 2.82%
$0
$447 Million 0.16% of portfolio
4,833
Q3 2024 New
$59.4B
$449 Million 0.16% of portfolio
13,912
Q4 2024 Added 135.32%
$58.2B
$450 Million 0.16% of portfolio
5,500
Q4 2024 New
$100B
$406 Million 0.15% of portfolio
1,469
Q4 2024 Added 2.58%
$255B
$422 Million 0.15% of portfolio
1,261
Q4 2024 Added 0.96%
$294B
$424 Million 0.15% of portfolio
9,645
Q4 2024 Reduced 20.34%
$50.5B
$370 Million 0.14% of portfolio
351
Q4 2024 Reduced 13.76%
$50.6B
$372 Million 0.14% of portfolio
698
Q3 2024 New
$154B
$374 Million 0.14% of portfolio
3,356
Q4 2024 Reduced 16.35%
$50.9B
$384 Million 0.14% of portfolio
2,110
Q4 2024 Added 146.78%
$43.6B
$387 Million 0.14% of portfolio
2,866
Q4 2024 Added 2.47%
$35.2B
$392 Million 0.14% of portfolio
8,240
Q3 2024 New
$102B
$392 Million 0.14% of portfolio
7,491
Q3 2024 New
$163B
$394 Million 0.14% of portfolio
885
Q4 2024 Added 0.23%
$52.8B
$347 Million 0.13% of portfolio
1,800
Q3 2024 New
$124B
$348 Million 0.13% of portfolio
2,140
Q4 2024 Reduced 2.55%
$14B
$352 Million 0.13% of portfolio
2,000
Q3 2024 New
$99.2B
$355 Million 0.13% of portfolio
4,313
Q4 2024 Added 6.0%
$111B
$362 Million 0.13% of portfolio
1,090
Q4 2024 Added 37.97%
$72B
$341 Million 0.12% of portfolio
4,000
Q4 2024 Reduced 3.15%
$0
$339 Million 0.12% of portfolio
1,459
Q3 2024 New
Reddit Inc
-
$327 Million 0.12% of portfolio
-
Q4 2024 New
$98.5B
$319 Million 0.12% of portfolio
3,000
Q4 2024 Added 20.0%
$313B
$296 Million 0.11% of portfolio
4,747
Q4 2024 Reduced 10.72%
$37.7B
$299 Million 0.11% of portfolio
2,525
Q4 2024 Added 13.48%
$0
$309 Million 0.11% of portfolio
14,545
Q3 2024 New
$0
$267 Million 0.1% of portfolio
1,207
Q4 2024 New
$27B
$278 Million 0.1% of portfolio
2,042
Q3 2024 New
$257B
$279 Million 0.1% of portfolio
3,092
Q4 2024 Added 1.14%
$30.3B
$280 Million 0.1% of portfolio
3,295
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $274 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Mindset Wealth Management, LLC Portfolio

Follow Mindset Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mindset Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email