Mindset Wealth Management, LLC Incresed Positions in Q2 2025

Mindset Wealth Management, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.11K
+ 108.53%
$416.06 - $551.64 $879K - $1.17M
4.06K $2.24B
AVGO
Broadcom Inc.

Technology
145
+ 1.3%
$146.29 - $275.65 $21.2K - $40K
11.3K $3.12B
USA
Liberty All Star Equity Fund

Financial Services
163K
+ 222.67%
$5.9 - $6.81 $960K - $1.11M
236K $1.61B
AMZN
Amazon Com Inc

Consumer Cyclical
104
+ 0.35%
$167.32 - $223.3 $17.4K - $23.2K
30K $6.58B
ORCL
Oracle Corp

Technology
238
+ 3.48%
$122.82 - $218.63 $29.2K - $52K
7.08K $1.55B
AXP
American Express CO

Financial Services
113
+ 1.3%
$231.39 - $318.98 $26.1K - $36K
8.84K $2.82B
RTX
Raytheon Technologies Corp

Industrials
2.43K
+ 32.09%
$113.75 - $148.48 $276K - $361K
10K $1.46B
AMD
Advanced Micro Devices Inc

Technology
800
+ 10.0%
$78.21 - $143.81 $62.6K - $115K
8.8K $1.25B
GOOGL
Alphabet Inc.

Communication Services
353
+ 2.14%
$144.7 - $178.6 $51.1K - $63K
16.9K $2.97B
XLK
Technology Sector Spdr

ETFs
1.17K
+ 80.07%
$179.73 - $253.23 $210K - $296K
2.63K $666M
CRWD
Crowd Strike Holdings, Inc.

Technology
150
+ 8.35%
$321.63 - $509.31 $48.2K - $76.4K
1.95K $992M
NFLX
Netflix Inc

Communication Services
18
+ 2.27%
$855.86 - $1339.13 $15.4K - $24.1K
812 $1.09B
CME
Cme Group Inc.

Financial Services
29
+ 0.09%
$252.37 - $290.71 $7.32K - $8.43K
31K $8.55B
KLAC
Kla Corp

Technology
22
+ 2.27%
$576.53 - $902.94 $12.7K - $19.9K
992 $889M
IBM
International Business Machines Corp

Technology
245
+ 9.83%
$221.03 - $294.78 $54.2K - $72.2K
2.74K $807M
MS
Morgan Stanley

Financial Services
59
+ 0.91%
$99.83 - $140.86 $5.89K - $8.31K
6.56K $923M
GOOG
Alphabet Inc.

Communication Services
196
+ 3.42%
$146.58 - $180.01 $28.7K - $35.3K
5.93K $1.05B
HUBB
Hubbell Inc

Industrials
10
+ 0.58%
$315.94 - $408.41 $3.16K - $4.08K
1.73K $705M
Reddit Inc
297
+ 14.85%
N/A
2.3K $346M
TXN
Texas Instruments Inc

Technology
131
+ 3.86%
N/A
3.52K $731M
PH
Parker Hannifin Corp

Industrials
1
+ 0.09%
$517.23 - $700.54 $517 - $701
1.13K $787M
FSLR
First Solar, Inc.

Technology
100
+ 5.0%
$120.38 - $192.98 $12K - $19.3K
2.1K $348M
TFC
Truist Financial Corp

Financial Services
565
+ 1.62%
$34.79 - $42.99 $19.7K - $24.3K
35.4K $1.52B
SO
Southern CO

Utilities
969
+ 18.09%
$84.91 - $92.56 $82.3K - $89.7K
6.33K $581M
GE
General Electric CO

Industrials
39
+ 3.0%
$166.81 - $257.39 $6.51K - $10K
1.34K $345M
V
Visa Inc.

Financial Services
137
+ 2.13%
$308.27 - $373.31 $42.2K - $51.1K
6.58K $2.34B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.03K
+ 14.25%
$32.56 - $35.71 $98.5K - $108K
24.3K $802M
ISRG
Intuitive Surgical Inc

Healthcare
17
+ 1.27%
$451.58 - $565.94 $7.68K - $9.62K
1.35K $736M
PANW
Palo Alto Networks Inc

Technology
10
+ 0.48%
$152.44 - $204.64 $1.52K - $2.05K
2.1K $430M
KR
Kroger CO

Consumer Defensive
506
+ 5.57%
$64.62 - $74.0 $32.7K - $37.4K
9.6K $688M
CAT
Caterpillar Inc

Industrials
2
+ 0.17%
$273.94 - $388.21 $548 - $776
1.2K $467M
MO
Altria Group, Inc.

Consumer Defensive
1.25K
+ 15.48%
$55.56 - $60.91 $69.5K - $76.1K
9.32K $547M
BAC
Bank Of America Corp

Financial Services
52
+ 0.49%
$34.39 - $47.46 $1.79K - $2.47K
10.6K $501M
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
O
Realty Income Corp

Real Estate
498
+ 11.53%
$52.27 - $58.52 $26K - $29.1K
4.82K $278M
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
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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