Mindset Wealth Management, LLC Sells in Q2 2025

Mindset Wealth Management, LLC

  • $305 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-156
- 0.07%
$172.42 - $223.89 $26.9K - $34.9K
221K $45.3B
OMER
Omeros Corp

Healthcare
-3K
- 4.76%
$3.0 - $8.01 $9K - $24K
60K $180M
PG
Procter & Gamble CO

Consumer Defensive
-422
- 17.25%
$157.66 - $172.39 $66.5K - $72.7K
2.02K $322M
LLY
Eli Lilly & CO

Healthcare
-32
- 2.64%
$713.71 - $898.95 $22.8K - $28.8K
1.18K $920M
KO
Coca Cola CO

Consumer Defensive
-903
- 22.99%
$68.37 - $73.9 $61.7K - $66.7K
3.03K $214M
Super Micro Computer Inc
-6.77K
- 36.93%
N/A
11.6K $567M
PLMR
Palomar Holdings, Inc.

Financial Services
-418
- 24.32%
$129.99 - $175.67 $54.3K - $73.4K
1.3K $201M
LMT
Lockheed Martin Corp

Industrials
-127
- 6.91%
$430.82 - $486.45 $54.7K - $61.8K
1.71K $792M
CRM
Salesforce, Inc.

Technology
-106
- 7.28%
$236.26 - $291.15 $25K - $30.9K
1.35K $368M
INTC
Intel Corp

Technology
-705
- 4.9%
$18.13 - $22.69 $12.8K - $16K
13.7K $306M
SNPS
Synopsys Inc

Technology
-103
- 17.67%
$380.9 - $517.66 $39.2K - $53.3K
480 $246M
SRAD
Sportradar Group Ag

Technology
-2.5K
- 22.67%
$20.32 - $28.08 $50.8K - $70.2K
8.53K $239M
CSX
Csx Corp

Industrials
-600
- 4.11%
$26.69 - $32.91 $16K - $19.7K
14K $457M
WMT
Walmart Inc.

Consumer Defensive
-42
- 1.34%
$81.79 - $99.98 $3.44K - $4.2K
3.1K $303M
SQ
Block, Inc.

Technology
-472
- 10.76%
N/A
3.92K $266M
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 1.4%
$496.48 - $617.85 $3.97K - $4.94K
563 $348M
Arista Networks Inc
-1.08K
- 19.13%
N/A
4.58K $468M
SHOP
Shopify Inc.

Technology
-26
- 0.89%
$76.89 - $115.35 $2K - $3K
2.9K $335M
UBER
Uber Technologies, Inc

Technology
-114
- 3.29%
$64.62 - $93.3 $7.37K - $10.6K
3.35K $312M
DIS
Walt Disney CO

Communication Services
-187
- 5.39%
$81.72 - $124.01 $15.3K - $23.2K
3.28K $407M
CSCO
Cisco Systems, Inc.

Technology
-24
- 0.22%
$53.19 - $69.38 $1.28K - $1.67K
11.1K $767M
JPM
Jpmorgan Chase & CO

Financial Services
-155
- 5.28%
$210.28 - $289.91 $32.6K - $44.9K
2.78K $806M
MU
Micron Technology Inc

Technology
-100
- 3.21%
$64.72 - $127.91 $6.47K - $12.8K
3.02K $372M
IRM
Iron Mountain Inc

Real Estate
-164
- 2.14%
$76.93 - $105.25 $12.6K - $17.3K
7.49K $769M
ETN
Eaton Corp PLC

Industrials
-12
- 0.85%
$246.52 - $356.99 $2.96K - $4.28K
1.4K $500M
GLW
Corning Inc

Technology
-1.01K
- 4.02%
$39.07 - $52.59 $39.5K - $53.1K
24.1K $1.27B
TSLA
Tesla, Inc.

Consumer Cyclical
-457
- 9.71%
$221.86 - $362.89 $101K - $166K
4.25K $1.35B
VRT
Vertiv Holdings CO

Industrials
-310
- 10.18%
N/A
2.73K $351M
NOW
Service Now, Inc.

Technology
-41
- 5.35%
$721.65 - $1040.18 $29.6K - $42.6K
726 $747M
PM
Philip Morris International Inc.

Consumer Defensive
-42
- 0.51%
$149.23 - $184.95 $6.27K - $7.77K
8.16K $1.49B
STX
Seagate Technology Holdings PLC

Technology
-1.55K
- 19.99%
$66.54 - $144.33 $103K - $224K
6.22K $898M
MSFT
Microsoft Corp

Technology
-135
- 2.78%
$354.56 - $497.45 $47.9K - $67.2K
4.72K $2.35B
META
Meta Platforms, Inc.

Communication Services
-88
- 1.96%
$484.66 - $738.09 $42.7K - $65K
4.4K $3.25B
NVDA
Nvidia Corp

Technology
-79.5K
- 7.96%
$94.31 - $157.99 $7.5M - $12.6M
919K $145B
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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