Mindset Wealth Management, LLC Purchases in Q2 2025

Mindset Wealth Management, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
85
+ 4.07%
$267.12 - $336.65 $22.7K - $28.6K
2.18K $712M
MAIN
Main Street Capital Corp

Financial Services
425
+ 3.51%
$49.15 - $59.32 $20.9K - $25.2K
12.5K $740M
ALL
Allstate Corp

Financial Services
300
+ 16.67%
$180.53 - $212.64 $54.2K - $63.8K
2.1K $423M
VZ
Verizon Communications Inc

Communication Services
1.3K
+ 25.07%
$41.67 - $45.62 $54.2K - $59.3K
6.49K $281M
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 19.94%
$285.55 - $321.23 $57.1K - $64.2K
1.2K $352M
QCOM
Qualcomm Inc

Technology
98
+ 2.58%
$124.66 - $159.48 $12.2K - $15.6K
3.9K $621M
SYK
Stryker Corp

Healthcare
50
+ 7.14%
$337.37 - $395.63 $16.9K - $19.8K
750 $297M
HD
Home Depot, Inc.

Consumer Cyclical
97
+ 5.15%
$335.24 - $380.78 $32.5K - $36.9K
1.98K $726M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.41%
$908.13 - $1056.85 $2.72K - $3.17K
726 $719M
CI
Cigna Corp

Healthcare
96
+ 5.86%
$301.89 - $340.04 $29K - $32.6K
1.73K $573M
SCHX
Schwab Strategic Tr Us Large C

ETFs
14
+ 0.13%
$19.6 - $24.44 $274 - $342
10.7K $261M
DUK
Duke Energy Corp

Utilities
250
+ 7.58%
$112.46 - $124.05 $28.1K - $31K
3.55K $419M
MA
Mastercard Inc

Financial Services
1
+ 0.09%
$479.92 - $590.74 $480 - $591
1.07K $601M
CDZI
Cadiz Inc

Utilities
3K
+ 7.32%
$2.37 - $3.25 $7.11K - $9.75K
44K $132M
T
At&T Inc.

Communication Services
138
+ 1.33%
$26.33 - $28.94 $3.63K - $3.99K
10.5K $305M
ABT
Abbott Laboratories

Healthcare
30
+ 1.83%
$123.95 - $138.08 $3.72K - $4.14K
1.67K $227M
WM
Waste Management Inc

Industrials
50
+ 4.51%
$216.47 - $242.1 $10.8K - $12.1K
1.16K $265M
INGR
Ingredion Inc

Consumer Defensive
50
+ 1.23%
$123.22 - $140.95 $6.16K - $7.05K
4.1K $556M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
352
+ 9.82%
$483.48 - $539.8 $170K - $190K
3.94K $1.91B
SRTS
Sensus Healthcare, Inc.

Healthcare
500
+ 1.3%
$4.07 - $5.13 $2.04K - $2.57K
39.1K $185M
ASRT
Assertio Holdings, Inc.

Healthcare
4.4K
+ 19.0%
$0.53 - $0.71 $2.33K - $3.12K
27.6K $17.7M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
63
+ 0.94%
$84.41 - $106.28 $5.32K - $6.7K
6.78K $644M
HUM
Humana Inc

Healthcare
38
+ 4.48%
$224.93 - $295.04 $8.55K - $11.2K
887 $217M
PRU
Prudential Financial Inc

Financial Services
56
+ 1.21%
$95.12 - $112.71 $5.33K - $6.31K
4.68K $503M
TMUS
T Mobile Us, Inc.

Communication Services
448
+ 10.56%
$220.99 - $268.54 $99K - $120K
4.69K $1.12B
BKR
Baker Hughes CO

Energy
1.46K
+ 9.86%
$35.0 - $44.92 $51K - $65.5K
16.2K $623M
JNJ
Johnson & Johnson

Healthcare
25
+ 0.82%
$146.36 - $159.82 $3.66K - $4K
3.08K $471M
XOM
Exxon Mobil Corp

Energy
365
+ 2.56%
$99.93 - $119.04 $36.5K - $43.4K
14.6K $1.58B
MRK
Merck & Co., Inc.

Healthcare
868
+ 4.68%
$73.47 - $87.12 $63.8K - $75.6K
19.4K $1.54B
ABBV
Abb Vie Inc.

Healthcare
145
+ 2.15%
$170.16 - $206.27 $24.7K - $29.9K
6.89K $1.28B
UNH
Unitedhealth Group Inc

Healthcare
283
+ 22.77%
$274.35 - $599.47 $77.6K - $170K
1.53K $476M
OKE
Oneok Inc

Energy
592
+ 4.08%
$78.71 - $100.37 $46.6K - $59.4K
15.1K $1.23B
Activity Summary
Buys All Purchases 83 New Holdings 16 Increased Positions 67 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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