Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $274 Billion
  • Q4 2024

Mindset Wealth Management, LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $274 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $121B, Apple Inc. with a value of $61.5B, Cme Group Inc. with a value of $7.7B, Amazon Com Inc with a value of $5.89B, and Alphabet Inc. with a value of $2.82B.

Examining the 13F form we can see an increase of $31.6B in the current position value, from $242B to 274B.

Mindset Wealth Management, LLC is based out at Indianapolis, IN

Below you can find more details about Mindset Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Billion
Technology: $199 Billion
Financial Services: $23.3 Billion
Consumer Cyclical: $13.7 Billion
Communication Services: $7.28 Billion
Industrials: $6.81 Billion
Healthcare: $6.62 Billion
ETFs: $4.33 Billion
Energy: $4.07 Billion
Other: $6.58 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$505B
$554 Million 0.2% of portfolio
621
Q4 2024 Added 11.89%
$177B
$551 Million 0.2% of portfolio
2,938
Q4 2024 Added 3.82%
$52.2B
$544 Million 0.2% of portfolio
8,904
Q4 2024 Added 2.34%
$8.76B
$538 Million 0.2% of portfolio
3,914
Q4 2024 Added 2.14%
$97.2B
$507 Million 0.19% of portfolio
3,405
Q3 2024 New
$265B
$520 Million 0.19% of portfolio
3,591
Q3 2024 New
$144B
$521 Million 0.19% of portfolio
2,307
Q4 2024 Reduced 8.01%
$741B
$528 Million 0.19% of portfolio
2,204
Q4 2024 Added 2.32%
$1.39B
$531 Million 0.19% of portfolio
8,800
Q4 2024 Added 16.56%
$5.69B
$467 Million 0.17% of portfolio
8,800
Q4 2024 Added 328.64%
$223B
$465 Million 0.17% of portfolio
2,115
Q4 2024 Added 0.71%
$20.5B
$426 Million 0.16% of portfolio
7,420
Q4 2024 Reduced 3.26%
$171B
$436 Million 0.16% of portfolio
1,201
Q4 2024 Added 7.42%
$35.9B
$446 Million 0.16% of portfolio
1,971
Q4 2024 Added 2.82%
$59.9B
$449 Million 0.16% of portfolio
13,912
Q4 2024 Added 135.32%
$61.7B
$450 Million 0.16% of portfolio
5,500
Q4 2024 New
$273B
$422 Million 0.15% of portfolio
1,261
Q4 2024 Added 0.96%
$330B
$424 Million 0.15% of portfolio
9,645
Q4 2024 Reduced 20.34%
$53.8B
$370 Million 0.14% of portfolio
351
Q4 2024 Reduced 13.76%
$51.3B
$372 Million 0.14% of portfolio
698
Q3 2024 New
$168B
$374 Million 0.14% of portfolio
3,356
Q4 2024 Reduced 16.35%
$56.3B
$384 Million 0.14% of portfolio
2,110
Q4 2024 Added 146.78%
$43.3B
$387 Million 0.14% of portfolio
2,866
Q4 2024 Added 2.47%
$38.4B
$392 Million 0.14% of portfolio
8,240
Q3 2024 New
$107B
$392 Million 0.14% of portfolio
7,491
Q3 2024 New
$177B
$394 Million 0.14% of portfolio
885
Q4 2024 Added 0.23%
$54.1B
$347 Million 0.13% of portfolio
1,800
Q3 2024 New
$133B
$348 Million 0.13% of portfolio
2,140
Q4 2024 Reduced 2.55%
$13.6B
$352 Million 0.13% of portfolio
2,000
Q3 2024 New
$99.1B
$355 Million 0.13% of portfolio
4,313
Q4 2024 Added 6.0%
$119B
$362 Million 0.13% of portfolio
1,090
Q4 2024 Added 37.97%
$79.3B
$341 Million 0.12% of portfolio
4,000
Q4 2024 Reduced 3.15%
$117B
$319 Million 0.12% of portfolio
3,000
Q4 2024 Added 20.0%
$310B
$296 Million 0.11% of portfolio
4,747
Q4 2024 Reduced 10.72%
$38.2B
$299 Million 0.11% of portfolio
2,525
Q4 2024 Added 13.48%
$27.8B
$278 Million 0.1% of portfolio
2,042
Q3 2024 New
$270B
$279 Million 0.1% of portfolio
3,092
Q4 2024 Added 1.14%
$30.3B
$280 Million 0.1% of portfolio
3,295
Q4 2024 New
$25.7B
$282 Million 0.1% of portfolio
3,165
Q3 2024 New
$83.2B
$284 Million 0.1% of portfolio
14,160
Q4 2024 Reduced 23.09%
$85.7B
$286 Million 0.1% of portfolio
3,028
Q4 2024 Reduced 18.95%
$376B
$287 Million 0.1% of portfolio
1,711
Q4 2024 Reduced 11.3%
$73B
$245 Million 0.09% of portfolio
504
Q4 2024 Added 15.07%
$73.7M
$243 Million 0.09% of portfolio
35,100
Q4 2024 Reduced 7.87%
$165B
$240 Million 0.09% of portfolio
1,000
Q3 2024 New
$196B
$235 Million 0.09% of portfolio
10,332
Q4 2024 Reduced 21.66%
$93B
$248 Million 0.09% of portfolio
2,300
Q4 2024 Added 15.0%
$939M
$249 Million 0.09% of portfolio
26,031
Q4 2024 Reduced 3.7%
$232B
$258 Million 0.09% of portfolio
889
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $274 Billion
  • Prior Value $242 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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