Mindset Wealth Management, LLC New Holdings 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
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
SPY
Spdr S&P 500 ETF Trust

ETFs
571
New
$551.42 - $612.93 $315K - $350K
571 $319M
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
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
HUM
Humana Inc

Healthcare
849
New
$249.11 - $303.11 $211K - $257K
849 $225M
ABT
Abbott Laboratories

Healthcare
1.64K
New
$111.1 - $140.22 $182K - $230K
1.64K $218M
EXEL
Exelixis, Inc.

Healthcare
5.59K
New
$32.38 - $39.16 $181K - $219K
5.59K $206M
UPWK
Upwork, Inc

Industrials
11.3K
New
$12.34 - $17.44 $140K - $198K
11.3K $148M
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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