Mindset Wealth Management, LLC Purchases in Q3 2024

Mindset Wealth Management, LLC

  • $242 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
880K
New
$98.91 - $134.91 $87.1M - $119M
880K $107B
AAPL
Apple Inc.

Technology
227K
New
$207.23 - $234.82 $47M - $53.3M
227K $52.9B
CME
Cme Group Inc.

Financial Services
33.1K
New
$193.43 - $220.62 $6.41M - $7.31M
33.1K $7.31B
AMZN
Amazon Com Inc

Consumer Cyclical
26.8K
New
$161.02 - $200.0 $4.31M - $5.36M
26.8K $4.99B
AXP
American Express CO

Financial Services
9.11K
New
$225.92 - $271.17 $2.06M - $2.47M
9.11K $2.47B
META
Meta Platforms, Inc.

Communication Services
4.08K
New
$453.41 - $572.44 $1.85M - $2.33M
4.08K $2.33B
GOOGL
Alphabet Inc.

Communication Services
13.3K
New
$148.65 - $191.18 $1.98M - $2.55M
13.3K $2.21B
AVGO
Broadcom Inc.

Technology
10.6K
New
$136.27 - $1745.86 $1.44M - $18.5M
10.6K $1.83B
MSFT
Microsoft Corp

Technology
4.13K
New
$395.15 - $467.56 $1.63M - $1.93M
4.13K $1.78B
V
Visa Inc.

Financial Services
6.4K
New
$253.74 - $291.56 $1.62M - $1.87M
6.4K $1.76B
OKE
Oneok Inc

Energy
16K
New
$78.62 - $95.27 $1.26M - $1.53M
16K $1.46B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.75K
New
$405.19 - $478.57 $1.12M - $1.32M
2.75K $1.27B
FNB
Fnb Corp

Financial Services
86.9K
New
$13.41 - $15.55 $1.17M - $1.35M
86.9K $1.23B
ABBV
Abb Vie Inc.

Healthcare
6K
New
$163.84 - $199.33 $983K - $1.2M
6K $1.19B
LLY
Eli Lilly & CO

Healthcare
1.21K
New
$772.14 - $960.02 $936K - $1.16M
1.21K $1.07B
ORCL
Oracle Corp

Technology
6.17K
New
$125.9 - $170.35 $777K - $1.05M
6.17K $1.05B
AMD
Advanced Micro Devices Inc

Technology
6.1K
New
$128.67 - $183.96 $785K - $1.12M
6.1K $1B
UNH
Unitedhealth Group Inc

Healthcare
1.7K
New
$488.01 - $604.18 $831K - $1.03M
1.7K $996M
RTX
Raytheon Technologies Corp

Industrials
7.88K
New
$99.55 - $123.34 $785K - $972K
7.88K $955M
MRK
Merck & Co., Inc.

Healthcare
8.15K
New
$111.15 - $128.97 $906K - $1.05M
8.15K $925M
IRM
Iron Mountain Inc

Real Estate
7.56K
New
$89.69 - $119.32 $678K - $902K
7.56K $898M
LMT
Lockheed Martin Corp

Industrials
1.49K
New
$460.3 - $584.56 $687K - $873K
1.49K $873M
KLAC
Kla Corp

Technology
1.12K
New
$696.17 - $892.35 $782K - $1M
1.12K $870M
MS
Morgan Stanley

Financial Services
7.75K
New
$92.07 - $106.96 $714K - $829K
7.75K $808M
STX
Seagate Technology Holdings PLC

Technology
6.92K
New
$92.1 - $110.76 $638K - $767K
6.92K $758M
GMED
Globus Medical Inc

Healthcare
10.5K
New
$67.08 - $73.92 $705K - $777K
10.5K $752M
GOOG
Alphabet Inc.

Communication Services
4.5K
New
$149.54 - $192.66 $673K - $867K
4.5K $752M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
51.8K
New
$14.16 - $14.47 $733K - $749K
51.8K $745M
TSLA
Tesla, Inc.

Consumer Cyclical
2.84K
New
$191.76 - $263.26 $544K - $747K
2.84K $742M
QLD
Proshares Ultra Qqq

ETFs
7.01K
New
$81.06 - $109.83 $568K - $770K
7.01K $706M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.45K
New
$434.77 - $502.96 $628K - $727K
1.45K $705M
HUBB
Hubbell Inc

Industrials
1.63K
New
$355.55 - $428.48 $579K - $698K
1.63K $697M
PH
Parker Hannifin Corp

Industrials
1.08K
New
$501.01 - $635.92 $542K - $687K
1.08K $683M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
18K
New
$31.95 - $38.02 $574K - $683K
18K $674M
HD
Home Depot, Inc.

Consumer Cyclical
1.64K
New
$333.64 - $405.2 $549K - $666K
1.64K $666M
CMI
Cummins Inc

Industrials
2.04K
New
$266.63 - $326.4 $544K - $666K
2.04K $661M
TNK
Teekay Tankers Ltd.

Energy
11.2K
New
$52.85 - $69.39 $591K - $777K
11.2K $652M
ISRG
Intuitive Surgical Inc

Healthcare
1.32K
New
$416.14 - $494.01 $547K - $650K
1.32K $646M
SMCI
Super Micro Computer, Inc.

Technology
1.54K
New
$386.46 - $909.96 $596K - $1.4M
1.54K $642M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
6.55K
New
$74.21 - $96.5 $486K - $632K
6.55K $629M
MAIN
Main Street Capital Corp

Financial Services
12.1K
New
$47.05 - $52.25 $568K - $631K
12.1K $606M
TSCO
Tractor Supply CO

Consumer Cyclical
2.05K
New
$251.95 - $290.93 $517K - $597K
2.05K $597M
QCOM
Qualcomm Inc

Technology
3.5K
New
$156.12 - $209.64 $547K - $734K
3.5K $595M
CSCO
Cisco Systems, Inc.

Technology
11.1K
New
$44.74 - $53.22 $497K - $591K
11.1K $591M
TXN
Texas Instruments Inc

Technology
2.83K
New
$194.6 - $194.6 $551K - $551K
2.83K $585M
TTD
Trade Desk, Inc.

Technology
5.23K
New
$83.08 - $110.79 $434K - $579K
5.23K $573M
ICE
Intercontinental Exchange, Inc.

Financial Services
3.41K
New
$136.93 - $162.81 $466K - $554K
3.41K $547M
NOW
Service Now, Inc.

Technology
600
New
$730.87 - $937.36 $439K - $562K
600 $537M
CVX
Chevron Corp

Energy
3.59K
New
$137.88 - $161.97 $495K - $582K
3.59K $529M
Activity Summary
Buys All Purchases 128 New Holdings 128 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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