Mindset Wealth Management, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $108B, Apple Inc. with a value of $49.1B, Cme Group Inc. with a value of $8.22B, Amazon Com Inc with a value of $5.69B, and Yum Brands Inc with a value of $3.22B.
Examining the 13F form we can see an decrease of $16.7B in the current position value, from $274B to 257B.
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
$257 Billion
Technology: $174 Billion
Financial Services: $25.3 Billion
Consumer Cyclical: $13.9 Billion
Healthcare: $9.3 Billion
Communication Services: $8.78 Billion
Industrials: $6.87 Billion
Consumer Defensive: $5.33 Billion
Energy: $4.66 Billion
Other: $7.18 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
