Mindset Wealth Management, LLC Purchases in Q4 2024

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
300
+ 13.48%
$114.59 - $129.52 $34.4K - $38.9K
2.53K $299M
SNPS
Synopsys Inc

Technology
66
+ 15.07%
$485.36 - $588.0 $32K - $38.8K
504 $245M
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 6.12%
$280.04 - $302.45 $12.3K - $13.3K
763 $221M
DUK
Duke Energy Corp

Utilities
300
+ 15.0%
$105.76 - $120.76 $31.7K - $36.2K
2.3K $248M
PH
Parker Hannifin Corp

Industrials
14
+ 1.3%
$621.74 - $709.46 $8.7K - $9.93K
1.1K $696M
INGR
Ingredion Inc

Consumer Defensive
82
+ 2.14%
$132.76 - $154.86 $10.9K - $12.7K
3.91K $538M
EPSN
Epsilon Energy Ltd.

Energy
600
+ 5.44%
$5.59 - $6.21 $3.35K - $3.73K
11.6K $72.2M
IBM
International Business Machines Corp

Technology
15
+ 0.71%
$204.9 - $238.04 $3.07K - $3.57K
2.12K $465M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 1.53%
$442.29 - $483.08 $18.6K - $20.3K
2.8K $1.27B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.96K
+ 16.47%
$31.24 - $37.15 $92.5K - $110K
20.9K $672M
HUBB
Hubbell Inc

Industrials
27
+ 1.66%
$418.89 - $472.12 $11.3K - $12.7K
1.66K $693M
ASRT
Assertio Holdings, Inc.

Healthcare
1K
+ 4.8%
$0.81 - $1.16 $810 - $1.16K
21.8K $19M
SO
Southern CO

Utilities
244
+ 6.0%
$81.5 - $94.15 $19.9K - $23K
4.31K $355M
ORCL
Oracle Corp

Technology
35
+ 0.57%
$165.41 - $192.43 $5.79K - $6.74K
6.21K $1.03B
MSFT
Microsoft Corp

Technology
41
+ 0.99%
$406.35 - $454.46 $16.7K - $18.6K
4.18K $1.76B
GE
General Electric CO

Industrials
32
+ 2.54%
$159.95 - $194.23 $5.12K - $6.22K
1.29K $215M
QCOM
Qualcomm Inc

Technology
170
+ 4.85%
$150.4 - $178.04 $25.6K - $30.3K
3.67K $564M
TXN
Texas Instruments Inc

Technology
108
+ 3.82%
N/A
2.94K $551M
TGT
Target Corp

Consumer Defensive
69
+ 2.47%
$121.59 - $160.69 $8.39K - $11.1K
2.87K $387M
MU
Micron Technology Inc

Technology
51
+ 1.72%
$84.16 - $113.41 $4.29K - $5.78K
3.02K $254M
ADBE
Adobe Inc.

Technology
2
+ 0.23%
$437.39 - $552.96 $875 - $1.11K
885 $394M
CI
Cigna Corp

Healthcare
37
+ 2.58%
$265.59 - $358.58 $9.83K - $13.3K
1.47K $406M
IRM
Iron Mountain Inc

Real Estate
24
+ 0.32%
$101.62 - $128.14 $2.44K - $3.08K
7.59K $797M
ABBV
Abb Vie Inc.

Healthcare
69
+ 1.15%
$164.99 - $203.87 $11.4K - $14.1K
6.07K $1.08B
STX
Seagate Technology Holdings PLC

Technology
418
+ 6.04%
$86.31 - $112.64 $36.1K - $47.1K
7.34K $634M
TSCO
Tractor Supply CO

Consumer Cyclical
6.75K
+ 328.64%
$52.59 - $303.74 $355K - $2.05M
8.8K $467M
AMD
Advanced Micro Devices Inc

Technology
134
+ 2.2%
$118.88 - $172.8 $15.9K - $23.2K
6.24K $753M
Activity Summary
Buys All Purchases 78 New Holdings 20 Increased Positions 58 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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