The Analysis of MINDSET WEALTH MANAGEMENT, LLC's Holdings
Currently, MINDSET WEALTH MANAGEMENT, LLC holds 177 types of securities in its portfolio with a total value $366.9M. In the most recent quarter, they have increased their positions in NVDA (+22.6K shares, valued at $4.2M), PLTR (+7.2K shares, valued at $1.3M), HAS (+13.1K shares, valued at $993.9K); decreased their positions in AAPL (-1.0K shares, valued at $255.6K), CRDO (-1.6K shares, valued at $235.2K), ORCL (-682 shares, valued at $191.8K); initiated new positions in HAS (+13.1K shares, valued at $993.9K), BX (+3.3K shares, valued at $560.0K), SSRM (+18.3K shares, valued at $446.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION941.9K shares2.46%2025-09-302025-11-14
AAPL APPLE INC219.8K shares-0.45%2025-09-302025-11-14 CME CME GROUP INC31.0K shares-0.08%2025-09-302025-11-14 AMZN AMAZON COM INC31.1K shares3.86%2025-09-302025-11-14 GOOGL ALPHABET INC17.2K shares2.03%2025-09-302025-11-14 AVGO BROADCOM INC11.3K shares-0.02%2025-09-302025-11-14 META META PLATFORMS INC5.0K shares14.27%2025-09-302025-11-14 YUM YUM BRANDS INC20.5K shares0.00%2025-09-302025-11-14 AXP AMERICAN EXPRESS CO8.9K shares0.53%2025-09-302025-11-14 MSFT MICROSOFT CORP5.0K shares5.30%2025-09-302025-11-14 QQQ INVESCO QQQ TR4.0K shares-0.42%2025-09-302025-11-14 V VISA INC6.6K shares-0.15%2025-09-302025-11-14 PLTR PALANTIR TECHNOLOGIES INC11.7K shares160.75%2025-09-302025-11-14 BRK.B BERKSHIRE HATHAWAY INC DEL4.0K shares0.99%2025-09-302025-11-14 TSLA TESLA INC4.5K shares5.58%2025-09-302025-11-14 GLW CORNING INC23.5K shares-2.67%2025-09-302025-11-14 ORCL ORACLE CORP6.4K shares-9.63%2025-09-302025-11-14 GOOG ALPHABET INC7.0K shares18.87%2025-09-302025-11-14 AMD ADVANCED MICRO DEVICES INC10.4K shares17.71%2025-09-302025-11-14 ABBV ABBVIE INC7.2K shares3.95%2025-09-302025-11-14 XOM EXXON MOBIL CORP14.6K shares0.01%2025-09-302025-11-14 MRK MERCK & CO INC19.4K shares-0.17%2025-09-302025-11-14 RTX RTX CORPORATION9.5K shares-5.01%2025-09-302025-11-14 TFC TRUIST FINL CORP34.5K shares-2.61%2025-09-302025-11-14 USA LIBERTY ALL STAR EQUITY FD237.5K shares0.66%2025-09-302025-11-14 TMUS T-MOBILE US INC6.1K shares30.94%2025-09-302025-11-14 STX SEAGATE TECHNOLOGY HLDNGS PL5.8K shares-7.31%2025-09-302025-11-14 PM PHILIP MORRIS INTL INC8.4K shares2.64%2025-09-302025-11-14 FNB F N B CORP83.3K shares0.00%2025-09-302025-11-14 NFLX NETFLIX INC1.1K shares32.64%2025-09-302025-11-14 OKE ONEOK INC NEW15.9K shares5.28%2025-09-302025-11-14 CRWD CROWDSTRIKE HLDGS INC2.2K shares13.15%2025-09-302025-11-14 KLAC KLA CORP991 shares-0.10%2025-09-302025-11-14 MS MORGAN STANLEY6.6K shares0.41%2025-09-302025-11-14 ANET ARISTA NETWORKS INC6.8K shares49.44%2025-09-302025-11-14 HAS HASBRO INC13.1K sharesnew addition2025-09-302025-11-14 QLD PROSHARES TR7.0K shares0.00%2025-09-302025-11-14 LLY ELI LILLY & CO1.2K shares5.51%2025-09-302025-11-14 JPM JPMORGAN CHASE & CO.3.0K shares7.52%2025-09-302025-11-14 CMI CUMMINS INC2.2K shares-0.09%2025-09-302025-11-14 BKR BAKER HUGHES COMPANY18.7K shares15.40%2025-09-302025-11-14 NOW SERVICENOW INC982 shares35.26%2025-09-302025-11-14 LMT LOCKHEED MARTIN CORP1.7K shares2.11%2025-09-302025-11-14 PH PARKER-HANNIFIN CORP1.1K shares0.44%2025-09-302025-11-14 YUMC YUM CHINA HLDGS INC18.9K shares-2.07%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC4.8K shares59.86%2025-09-302025-11-14 HD HOME DEPOT INC2.0K shares0.05%2025-09-302025-11-14 MAIN MAIN STR CAP CORP12.5K shares0.00%2025-09-302025-11-14 IBM INTERNATIONAL BUSINESS MACHS2.7K shares-0.80%2025-09-302025-11-14 HUBB HUBBELL INC1.8K shares2.72%2025-09-302025-11-14 CSCO CISCO SYS INC11.1K shares0.40%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW820 shares12.95%2025-09-302025-11-14 IRM IRON MTN INC DEL7.4K shares-1.72%2025-09-302025-11-14 PTY PIMCO CORPORATE & INCOME OPP51.8K shares0.00%2025-09-302025-11-14 XLK SELECT SECTOR SPDR TR2.6K shares0.00%2025-09-302025-11-14 CVX CHEVRON CORP NEW4.3K shares0.82%2025-09-302025-11-14 KR KROGER CO9.7K shares0.61%2025-09-302025-11-14 TXN TEXAS INSTRS INC3.5K shares0.57%2025-09-302025-11-14 CAT CATERPILLAR INC1.3K shares9.14%2025-09-302025-11-14 QCOM QUALCOMM INC3.8K shares-3.82%2025-09-302025-11-14 KDP KEURIG DR PEPPER INC24.4K shares0.45%2025-09-302025-11-14 MA MASTERCARD INCORPORATED1.1K shares2.25%2025-09-302025-11-14 MO ALTRIA GROUP INC9.3K shares0.01%2025-09-302025-11-14 ISRG INTUITIVE SURGICAL INC1.4K shares1.18%2025-09-302025-11-14 GMED GLOBUS MED INC10.5K shares0.00%2025-09-302025-11-14 SO SOUTHERN CO6.3K shares0.03%2025-09-302025-11-14 SMCI SUPER MICRO COMPUTER INC12.3K shares6.51%2025-09-302025-11-14 CLS CELESTICA INC2.3K shares6.65%2025-09-302025-11-14 ICE INTERCONTINENTAL EXCHANGE IN3.4K shares0.00%2025-09-302025-11-14 TNK TEEKAY TANKERS LTD11.2K shares0.00%2025-09-302025-11-14 JNJ JOHNSON & JOHNSON3.0K shares-1.88%2025-09-302025-11-14 BX BLACKSTONE INC3.3K sharesnew addition2025-09-302025-11-14 VRT VERTIV HOLDINGS CO3.7K shares35.52%2025-09-302025-11-14 BAC BANK AMERICA CORP10.6K shares0.48%2025-09-302025-11-14 SSO PROSHARES TR4.8K shares0.00%2025-09-302025-11-14 MGK VANGUARD WORLD FD1.3K shares0.00%2025-09-302025-11-14 RDDT REDDIT INC2.3K shares0.65%2025-09-302025-11-14 UNH UNITEDHEALTH GROUP INC1.5K shares0.85%2025-09-302025-11-14 ETN EATON CORP PLC1.4K shares0.00%2025-09-302025-11-14 GEV GE VERNOVA INC849 shares52.97%2025-09-302025-11-14 MET METLIFE INC6.3K shares8.62%2025-09-302025-11-14 CI THE CIGNA GROUP1.7K shares0.75%2025-09-302025-11-14 INGR INGREDION INC4.1K shares-0.17%2025-09-302025-11-14 CSX CSX CORP14.0K shares0.00%2025-09-302025-11-14 PRU PRUDENTIAL FINL INC4.8K shares2.14%2025-09-302025-11-14 HON HONEYWELL INTL INC2.3K shares0.13%2025-09-302025-11-14 HOOD ROBINHOOD MKTS INC3.2K shares18.86%2025-09-302025-11-14 FSLR FIRST SOLAR INC2.1K shares0.00%2025-09-302025-11-14 SHOP SHOPIFY INC3.1K shares6.61%2025-09-302025-11-14 COHR COHERENT CORP4.2K shares12.41%2025-09-302025-11-14 ALL ALLSTATE CORP2.1K shares0.00%2025-09-302025-11-14 SSRM SSR MINING IN18.3K sharesnew addition2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC2.1K shares1.57%2025-09-302025-11-14 AGX ARGAN INC1.6K shares39.58%2025-09-302025-11-14 PYPL PAYPAL HLDGS INC6.2K shares55.00%2025-09-302025-11-14 DUK DUKE ENERGY CORP NEW3.4K shares-5.63%2025-09-302025-11-14 FIX COMFORT SYS USA INC500 shares-4.76%2025-09-302025-11-14 INTC INTEL CORP12.2K shares-10.97%2025-09-302025-11-14 APP APPLOVIN CORP562 shares-22.48%2025-09-302025-11-14 ALAB ASTERA LABS INC2.1K shares-10.23%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC3.9K shares16.65%2025-09-302025-11-14 SPY SPDR S&P 500 ETF TR566 shares0.53%2025-09-302025-11-14 MCD MCDONALDS CORP1.2K shares0.00%2025-09-302025-11-14 ASML ASML HOLDING N V377 sharesnew addition2025-09-302025-11-14 VO VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-11-14 CARR CARRIER GLOBAL CORPORATION6.0K shares17.70%2025-09-302025-11-14 SCHX SCHWAB STRATEGIC TR13.4K shares25.77%2025-09-302025-11-14 DIS DISNEY WALT CO3.1K shares-6.09%2025-09-302025-11-14 AMP AMERIPRISE FINL INC698 shares0.00%2025-09-302025-11-14 TSCO TRACTOR SUPPLY CO5.8K shares-26.77%2025-09-302025-11-14 MELI MERCADOLIBRE INC141 sharesnew addition2025-09-302025-11-14 AEE AMEREN CORP3.1K shares0.00%2025-09-302025-11-14 WMT WALMART INC3.1K shares0.23%2025-09-302025-11-14 CRDO CREDO TECHNOLOGY GROUP HOLDI2.2K shares-42.52%2025-09-302025-11-14 IXUS ISHARES TR3.8K shares0.00%2025-09-302025-11-14 ADBE ADOBE INC885 shares0.00%2025-09-302025-11-14 PG PROCTER AND GAMBLE CO2.0K shares0.00%2025-09-302025-11-14 PEY INVESCO EXCHANGE TRADED FD T14.5K shares0.00%2025-09-302025-11-14 T AT&T INC10.8K shares2.39%2025-09-302025-11-14 XYZ BLOCK INC4.2K shares6.77%2025-09-302025-11-14 VT VANGUARD INTL EQUITY INDEX F2.2K shares0.00%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.1K sharesnew addition2025-09-302025-11-14 BHP BHP GROUP LTD5.3K shares1.73%2025-09-302025-11-14 IWM ISHARES TR1.2K shares-0.50%2025-09-302025-11-14 GE GE AEROSPACE942 shares-29.70%2025-09-302025-11-14 SEI SOLARIS ENERGY INFRAS INC7.0K sharesnew addition2025-09-302025-11-14 O REALTY INCOME CORP4.6K shares-4.13%2025-09-302025-11-14 WM WASTE MGMT INC DEL1.3K shares9.15%2025-09-302025-11-14 SYK STRYKER CORPORATION750 shares0.00%2025-09-302025-11-14 TTD THE TRADE DESK INC5.7K shares12.77%2025-09-302025-11-14 EMR EMERSON ELEC CO2.1K shares0.00%2025-09-302025-11-14 MTZ MASTEC INC1.3K sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC1.3K shares-18.29%2025-09-302025-11-14 ES EVERSOURCE ENERGY3.8K shares0.00%2025-09-302025-11-14 VZ VERIZON COMMUNICATIONS INC6.1K shares-6.17%2025-09-302025-11-14 LITE LUMENTUM HLDGS INC1.6K sharesnew addition2025-09-302025-11-14 VYM VANGUARD WHITEHALL FDS1.9K shares0.00%2025-09-302025-11-14 WDAY WORKDAY INC1.1K shares18.27%2025-09-302025-11-14 KRYS KRYSTAL BIOTECH INC1.5K sharesnew addition2025-09-302025-11-14 GWW GRAINGER W W INC272 shares0.00%2025-09-302025-11-14 LEN LENNAR CORP2.0K shares0.00%2025-09-302025-11-14 CRM SALESFORCE INC1.1K shares-22.22%2025-09-302025-11-14 ET ENERGY TRANSFER L P14.3K sharesnew addition2025-09-302025-11-14 OMER OMEROS CORP60.0K shares0.00%2025-09-302025-11-14 SITM SITIME CORP816 sharesnew addition2025-09-302025-11-14 VTI VANGUARD INDEX FDS746 shares0.00%2025-09-302025-11-14 NRIM NORTHRIM BANCORP INC11.3K shares300.00%2025-09-302025-11-14 SRAD SPORTRADAR GROUP AG9.0K shares5.47%2025-09-302025-11-14 VLO VALERO ENERGY CORP1.4K sharesnew addition2025-09-302025-11-14 SPXC SPX TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-14 IBIT ISHARES BITCOIN TRUST ETF3.5K sharesnew addition2025-09-302025-11-14 XEL XCEL ENERGY INC2.8K sharesnew addition2025-09-302025-11-14 ABT ABBOTT LABS1.7K shares-0.18%2025-09-302025-11-14 HUM HUMANA INC855 shares-3.61%2025-09-302025-11-14 CTSH COGNIZANT TECHNOLOGY SOLUTIO3.3K sharesnew addition2025-09-302025-11-14 BA BOEING CO1.0K sharesnew addition2025-09-302025-11-14 OKTA OKTA INC2.4K sharesnew addition2025-09-302025-11-14 WGS GENEDX HOLDINGS CORP2.0K sharesnew addition2025-09-302025-11-14 SEZL SEZZLE INC2.7K shares25.52%2025-09-302025-11-14 XLY SELECT SECTOR SPDR TR901 sharesnew addition2025-09-302025-11-14 LPG DORIAN LPG LTD7.2K sharesnew addition2025-09-302025-11-14 EPD ENTERPRISE PRODS PARTNERS L6.8K sharesnew addition2025-09-302025-11-14 KO COCA COLA CO3.2K shares6.61%2025-09-302025-11-14 MRVL MARVELL TECHNOLOGY INC2.5K sharesnew addition2025-09-302025-11-14 CDZI CADIZ INC44.0K shares0.00%2025-09-302025-11-14 VOO VANGUARD INDEX FDS336 sharesnew addition2025-09-302025-11-14 TJX TJX COS INC NEW1.4K sharesnew addition2025-09-302025-11-14 UPWK UPWORK INC10.8K sharesnew addition2025-09-302025-11-14 IWO ISHARES TR627 sharesnew addition2025-09-302025-11-14 BSCV INVESCO EXCH TRD SLF IDX FD11.5K shares0.00%2025-09-302025-11-14 BSCT INVESCO EXCH TRD SLF IDX FD10.1K shares0.00%2025-09-302025-11-14 SRTS SENSUS HEALTHCARE INC50.1K shares28.13%2025-09-302025-11-14 REI RING ENERGY INC67.4K shares0.00%2025-09-302025-11-14 ASM AVINO SILVER & GOLD MINES LT12.4K sharesnew addition2025-09-302025-11-14 ASRT ASSERTIO HOLDINGS INC36.6K shares32.66%2025-09-302025-11-14 CIF MFS INTER HIGH INCOME FD14.1K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available