Mindset Wealth Management, LLC Reduced Holdings in Q4 2024

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-176
- 10.33%
$485.52 - $625.25 $85.5K - $110K
1.53K $772M
KLAC
Kla Corp

Technology
-68
- 6.05%
$614.46 - $829.55 $41.8K - $56.4K
1.06K $665M
LMT
Lockheed Martin Corp

Industrials
-93
- 6.23%
$479.66 - $614.62 $44.6K - $57.2K
1.4K $680M
INTC
Intel Corp

Technology
-4.25K
- 23.09%
$19.07 - $26.23 $81K - $111K
14.2K $284M
LLY
Eli Lilly & CO

Healthcare
-8
- 0.66%
$727.2 - $932.06 $5.82K - $7.46K
1.2K $930M
RTX
Raytheon Technologies Corp

Industrials
-864
- 10.96%
$114.45 - $127.21 $98.9K - $110K
7.02K $812M
MRK
Merck & Co., Inc.

Healthcare
-233
- 2.86%
$96.31 - $114.76 $22.4K - $26.7K
7.92K $787M
ES
Eversource Energy

Utilities
-250
- 3.26%
$55.9 - $67.73 $14K - $16.9K
7.42K $426M
AMAT
Applied Materials Inc

Technology
-56
- 2.55%
$161.44 - $213.89 $9.04K - $12K
2.14K $348M
KO
Coca Cola CO

Consumer Defensive
-570
- 10.72%
$61.74 - $71.71 $35.2K - $40.9K
4.75K $296M
BAC
Bank Of America Corp

Financial Services
-2.46K
- 20.34%
$39.22 - $47.77 $96.6K - $118K
9.65K $424M
T
At&T Inc.

Communication Services
-2.86K
- 21.66%
$21.22 - $23.88 $60.6K - $68.2K
10.3K $235M
HD
Home Depot, Inc.

Consumer Cyclical
-69
- 4.2%
$385.02 - $431.37 $26.6K - $29.8K
1.58K $613M
TFC
Truist Financial Corp

Financial Services
-1.74K
- 4.71%
$41.51 - $48.1 $72.1K - $83.5K
35.1K $1.52B
GWW
W.W. Grainger, Inc.

Industrials
-56
- 13.76%
$1023.06 - $1220.93 $57.3K - $68.4K
351 $370M
PG
Procter & Gamble CO

Consumer Defensive
-218
- 11.3%
$161.05 - $179.7 $35.1K - $39.2K
1.71K $287M
CSCO
Cisco Systems, Inc.

Technology
-1.4K
- 12.61%
$52.45 - $60.02 $73.4K - $84K
9.7K $574M
BBDC
Barings Bdc, Inc.

Financial Services
-1K
- 3.7%
$9.27 - $10.33 $9.27K - $10.3K
26K $249M
DIS
Walt Disney CO

Communication Services
-656
- 16.35%
$92.39 - $117.6 $60.6K - $77.1K
3.36K $374M
FTNT
Fortinet, Inc.

Technology
-708
- 18.95%
$76.49 - $99.21 $54.2K - $70.2K
3.03K $286M
HON
Honeywell International Inc

Industrials
-201
- 8.01%
$202.84 - $236.0 $40.8K - $47.4K
2.31K $521M
FNB
Fnb Corp

Financial Services
-3.6K
- 4.14%
$13.56 - $17.29 $48.8K - $62.2K
83.3K $1.23B
PYPL
Pay Pal Holdings, Inc.

Financial Services
-130
- 3.15%
$77.25 - $91.3 $10K - $11.9K
4K $341M
SRTS
Sensus Healthcare, Inc.

Healthcare
-3K
- 7.87%
$5.95 - $8.95 $17.9K - $26.8K
35.1K $243M
TTD
Trade Desk, Inc.

Technology
-160
- 3.06%
$108.7 - $139.51 $17.4K - $22.3K
5.07K $595M
META
Meta Platforms, Inc.

Communication Services
-38
- 0.93%
$554.08 - $632.68 $21.1K - $24K
4.04K $2.37B
MS
Morgan Stanley

Financial Services
-512
- 6.61%
$104.42 - $134.99 $53.5K - $69.1K
7.24K $910M
AXP
American Express CO

Financial Services
-368
- 4.04%
$267.35 - $305.57 $98.4K - $112K
8.74K $2.59B
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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