Mindset Wealth Management, LLC Incresed Positions in Q1 2025

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
ABBV
Abb Vie Inc.

Healthcare
678
+ 11.17%
$169.2 - $216.66 $115K - $147K
6.75K $1.41B
V
Visa Inc.

Financial Services
17
+ 0.26%
$306.92 - $362.71 $5.22K - $6.17K
6.44K $2.26B
META
Meta Platforms, Inc.

Communication Services
450
+ 11.14%
$576.36 - $736.67 $259K - $332K
4.49K $2.59B
PRU
Prudential Financial Inc

Financial Services
2.1K
+ 83.17%
$105.04 - $122.33 $221K - $257K
4.63K $517M
CVX
Chevron Corp

Energy
700
+ 19.49%
$146.71 - $167.97 $103K - $118K
4.29K $718M
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
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
KR
Kroger CO

Consumer Defensive
185
+ 2.08%
$58.36 - $67.72 $10.8K - $12.5K
9.09K $615M
AMD
Advanced Micro Devices Inc

Technology
1.77K
+ 28.31%
$96.63 - $129.55 $171K - $229K
8K $822M
MSFT
Microsoft Corp

Technology
681
+ 16.31%
$375.39 - $447.2 $256K - $305K
4.86K $1.82B
T
At&T Inc.

Communication Services
55
+ 0.53%
$21.56 - $28.28 $1.19K - $1.56K
10.4K $294M
TXN
Texas Instruments Inc

Technology
452
+ 15.38%
N/A
3.39K $609M
MCD
Mcdonalds Corp

Consumer Cyclical
114
+ 12.82%
$279.74 - $321.29 $31.9K - $36.6K
1K $313M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
307
+ 1.47%
$30.38 - $34.94 $9.33K - $10.7K
21.2K $727M
GE
General Electric CO

Industrials
11
+ 0.85%
$168.59 - $212.13 $1.85K - $2.33K
1.3K $260M
INTC
Intel Corp

Technology
215
+ 1.52%
$19.1 - $27.39 $4.11K - $5.89K
14.4K $326M
HON
Honeywell International Inc

Industrials
286
+ 12.4%
$202.75 - $226.52 $58K - $64.8K
2.59K $549M
STX
Seagate Technology Holdings PLC

Technology
433
+ 5.9%
$84.92 - $108.42 $36.8K - $46.9K
7.78K $660M
ETN
Eaton Corp PLC

Industrials
322
+ 29.54%
$271.83 - $371.23 $87.5K - $120K
1.41K $384M
QCOM
Qualcomm Inc

Technology
131
+ 3.57%
$151.94 - $175.86 $19.9K - $23K
3.8K $584M
JAMF
Jamf Holding Corp.

Technology
3.16K
+ 30.56%
$12.15 - $15.96 $38.4K - $50.4K
13.5K $164M
MU
Micron Technology Inc

Technology
100
+ 3.31%
$86.89 - $109.38 $8.69K - $10.9K
3.12K $271M
BAC
Bank Of America Corp

Financial Services
887
+ 9.2%
$39.61 - $47.74 $35.1K - $42.3K
10.5K $440M
MET
Metlife Inc

Financial Services
300
+ 5.45%
$77.7 - $87.0 $23.3K - $26.1K
5.8K $466M
INGR
Ingredion Inc

Consumer Defensive
139
+ 3.55%
$125.6 - $137.36 $17.5K - $19.1K
4.05K $548M
SNPS
Synopsys Inc

Technology
79
+ 15.67%
$428.58 - $551.54 $33.9K - $43.6K
583 $250M
PFE
Pfizer Inc

Healthcare
495
+ 6.42%
$25.01 - $27.13 $12.4K - $13.4K
8.21K $208M
VRT
Vertiv Holdings CO

Industrials
1.14K
+ 59.46%
N/A
3.04K $220M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.14%
$115.08 - $123.97 $345 - $372
2.19K $253M
WMT
Walmart Inc.

Consumer Defensive
53
+ 1.71%
$84.5 - $105.05 $4.48K - $5.57K
3.15K $276M
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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