Mindset Wealth Management, LLC Reduced Holdings in Q1 2025

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-24.7K
- 10.07%
$209.68 - $247.1 $5.19M - $6.11M
221K $49.1B
TTD
Trade Desk, Inc.

Technology
-55
- 1.09%
$53.59 - $126.58 $2.95K - $6.96K
5.01K $274M
AXP
American Express CO

Financial Services
-12
- 0.14%
$255.39 - $325.87 $3.06K - $3.91K
8.73K $2.35B
ES
Eversource Energy

Utilities
-3.58K
- 48.3%
$55.63 - $63.8 $199K - $229K
3.84K $238M
OKE
Oneok Inc

Energy
-1.6K
- 9.9%
$89.57 - $109.85 $143K - $175K
14.5K $1.44B
MS
Morgan Stanley

Financial Services
-742
- 10.25%
$111.68 - $141.08 $82.9K - $105K
6.5K $758M
BBDC
Barings Bdc, Inc.

Financial Services
-15.5K
- 59.54%
$9.36 - $10.78 $145K - $167K
10.5K $100M
UNH
Unitedhealth Group Inc

Healthcare
-284
- 18.6%
$461.52 - $548.18 $131K - $156K
1.24K $651M
AMAT
Applied Materials Inc

Technology
-500
- 23.36%
$145.06 - $195.51 $72.5K - $97.8K
1.64K $238M
GWW
W.W. Grainger, Inc.

Industrials
-79
- 22.51%
$953.54 - $1132.42 $75.3K - $89.5K
272 $269M
SHOP
Shopify Inc.

Technology
-70
- 2.33%
$90.59 - $129.31 $6.34K - $9.05K
2.93K $280M
TSCO
Tractor Supply CO

Consumer Cyclical
-880
- 10.0%
$51.66 - $57.94 $45.5K - $51K
7.92K $436M
PANW
Palo Alto Networks Inc

Technology
-20
- 0.95%
$167.82 - $208.28 $3.36K - $4.17K
2.09K $357M
VTI
Vanguard Total Stock Market Et

ETFs
-17
- 2.23%
$271.18 - $303.12 $4.61K - $5.15K
746 $205M
KO
Coca Cola CO

Consumer Defensive
-819
- 17.25%
$60.81 - $72.32 $49.8K - $59.2K
3.93K $281M
KLAC
Kla Corp

Technology
-86
- 8.14%
$636.62 - $777.63 $54.7K - $66.9K
970 $659M
EXLS
Exl Service Holdings, Inc.

Technology
-143
- 3.14%
$44.13 - $51.8 $6.31K - $7.41K
4.41K $208M
AEE
Ameren Corp

Utilities
-78
- 2.46%
$86.87 - $103.67 $6.78K - $8.09K
3.09K $310M
BKR
Baker Hughes CO

Energy
-38
- 0.26%
$41.16 - $48.85 $1.56K - $1.86K
14.8K $650M
CME
Cme Group Inc.

Financial Services
-2.17K
- 6.54%
$225.82 - $266.54 $490K - $578K
31K $8.22B
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
Track This Portfolio

Track Mindset Wealth Management, LLC Portfolio

Follow Mindset Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mindset Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mindset Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email