Mindset Wealth Management, LLC Portfolio Holdings

Mindset Wealth Management, LLC

  • $257 Billion
  • Q1 2025

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.46B
$442 Million 0.17% of portfolio
8,800
Q4 2024 Added 16.56%
$1.45B
$208 Million 0.08% of portfolio
4,406
Q1 2025 Reduced 3.14%
$495M
$206 Million 0.08% of portfolio
2,813
Q3 2024 New
$1.73B
$148 Million 0.06% of portfolio
11,327
Q1 2025 New
$1.1B
$164 Million 0.06% of portfolio
13,502
Q1 2025 Added 30.56%
$990M
$100 Million 0.04% of portfolio
10,531
Q1 2025 Reduced 59.54%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $257 Billion
  • Prior Value $274 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 23 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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