Mindset Wealth Management, LLC Purchases in Q1 2025

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
8.2K
New
$117.15 - $158.79 $961K - $1.3M
8.2K $1.3B
TMUS
T Mobile Us, Inc.

Communication Services
4.24K
New
$211.3 - $272.83 $896K - $1.16M
4.24K $1.13B
MRK
Merck & Co., Inc.

Healthcare
10.6K
+ 134.38%
$83.01 - $101.02 $883K - $1.07M
18.6K $1.67B
GLW
Corning Inc

Technology
16.9K
+ 204.68%
$44.91 - $54.25 $757K - $915K
25.1K $1.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
789
+ 28.22%
$442.66 - $534.52 $349K - $422K
3.59K $1.91B
YUM
Yum Brands Inc

Consumer Cyclical
560
+ 2.81%
$123.25 - $162.53 $69K - $91K
20.5K $3.22B
XOM
Exxon Mobil Corp

Energy
3.51K
+ 32.68%
$105.44 - $118.93 $370K - $417K
14.3K $1.69B
JNJ
Johnson & Johnson

Healthcare
3.06K
New
$142.06 - $167.7 $434K - $513K
3.06K $507M
USA
Liberty All Star Equity Fund

Financial Services
73.1K
New
$6.41 - $7.32 $469K - $535K
73.1K $479M
ABBV
Abb Vie Inc.

Healthcare
678
+ 11.17%
$169.2 - $216.66 $115K - $147K
6.75K $1.41B
KRYS
Krystal Biotech, Inc.

Healthcare
1.45K
New
$142.64 - $194.44 $207K - $282K
1.45K $261M
SYK
Stryker Corp

Healthcare
700
New
$355.18 - $399.9 $249K - $280K
700 $261M
WM
Waste Management Inc

Industrials
1.11K
New
$200.54 - $233.78 $222K - $259K
1.11K $257M
UBER
Uber Technologies, Inc

Technology
3.46K
New
$63.17 - $81.49 $219K - $282K
3.46K $252M
O
Realty Income Corp

Real Estate
4.32K
New
$51.67 - $58.49 $223K - $253K
4.32K $251M
PLTR
Palantir Technologies Inc.

Technology
2.94K
New
$64.98 - $124.62 $191K - $367K
2.94K $248M
NCNO
N Cino, Inc.

Technology
8.83K
New
$27.36 - $34.81 $242K - $307K
8.83K $243M
SRAD
Sportradar Group Ag

Technology
11K
New
$17.44 - $22.99 $192K - $253K
11K $238M
OKTA
Okta, Inc.

Technology
2.25K
New
$78.83 - $116.72 $177K - $262K
2.25K $236M
PLMR
Palomar Holdings, Inc.

Financial Services
1.72K
New
$101.51 - $137.08 $174K - $236K
1.72K $236M
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.7K
New
$21.75 - $24.28 $232K - $259K
10.7K $236M
VZ
Verizon Communications Inc

Communication Services
5.19K
New
$37.81 - $46.49 $196K - $241K
5.19K $235M
TW
Tradeweb Markets Inc.

Financial Services
1.56K
New
$123.42 - $148.46 $193K - $232K
1.56K $232M
EMR
Emerson Electric CO

Industrials
2.1K
New
$108.64 - $131.17 $228K - $275K
2.1K $230M
V
Visa Inc.

Financial Services
17
+ 0.26%
$306.92 - $362.71 $5.22K - $6.17K
6.44K $2.26B
HUM
Humana Inc

Healthcare
849
New
$249.11 - $303.11 $211K - $257K
849 $225M
META
Meta Platforms, Inc.

Communication Services
450
+ 11.14%
$576.36 - $736.67 $259K - $332K
4.49K $2.59B
ABT
Abbott Laboratories

Healthcare
1.64K
New
$111.1 - $140.22 $182K - $230K
1.64K $218M
PRU
Prudential Financial Inc

Financial Services
2.1K
+ 83.17%
$105.04 - $122.33 $221K - $257K
4.63K $517M
EXEL
Exelixis, Inc.

Healthcare
5.59K
New
$32.38 - $39.16 $181K - $219K
5.59K $206M
CVX
Chevron Corp

Energy
700
+ 19.49%
$146.71 - $167.97 $103K - $118K
4.29K $718M
JPM
Jpmorgan Chase & CO

Financial Services
732
+ 33.21%
$225.19 - $279.95 $165K - $205K
2.94K $720M
RTX
Raytheon Technologies Corp

Industrials
550
+ 7.83%
$114.1 - $135.66 $62.8K - $74.6K
7.57K $1B
NFLX
Netflix Inc

Communication Services
173
+ 27.86%
$828.4 - $1058.6 $143K - $183K
794 $740M
IBM
International Business Machines Corp

Technology
378
+ 17.87%
$217.4 - $264.74 $82.2K - $100K
2.49K $620M
DUK
Duke Energy Corp

Utilities
1K
+ 43.48%
$105.87 - $121.97 $106K - $122K
3.3K $403M
UPWK
Upwork, Inc

Industrials
11.3K
New
$12.34 - $17.44 $140K - $198K
11.3K $148M
LMT
Lockheed Martin Corp

Industrials
437
+ 31.21%
$423.19 - $506.29 $185K - $221K
1.84K $820M
SO
Southern CO

Utilities
1.04K
+ 24.18%
$80.96 - $92.96 $84.4K - $97K
5.36K $493M
CI
Cigna Corp

Healthcare
168
+ 11.44%
$274.49 - $329.0 $46.1K - $55.3K
1.64K $539M
PG
Procter & Gamble CO

Consumer Defensive
735
+ 42.96%
$158.56 - $176.26 $117K - $130K
2.45K $417M
Super Micro Computer Inc
1.79K
+ 10.79%
N/A
18.3K $628M
CSCO
Cisco Systems, Inc.

Technology
1.38K
+ 14.2%
$58.74 - $64.87 $80.9K - $89.4K
11.1K $684M
MO
Altria Group, Inc.

Consumer Defensive
582
+ 7.77%
$50.81 - $60.02 $29.6K - $34.9K
8.07K $485M
QQQ
Invesco Qqq Trust, Series 1

ETFs
323
+ 19.9%
$468.34 - $539.52 $151K - $174K
1.95K $912M
HD
Home Depot, Inc.

Consumer Cyclical
309
+ 19.62%
$347.25 - $424.87 $107K - $131K
1.88K $690M
COST
Costco Wholesale Corp

Consumer Defensive
58
+ 8.72%
$890.62 - $1076.86 $51.7K - $62.5K
723 $684M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.66%
$725.72 - $929.72 $5.81K - $7.44K
1.21K $1B
CRWD
Crowd Strike Holdings, Inc.

Technology
153
+ 9.31%
$308.86 - $455.36 $47.3K - $69.7K
1.8K $634M
Activity Summary
Buys All Purchases 100 New Holdings 23 Increased Positions 77 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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