Investor Details
| Filer Name: | MINDSET WEALTH MANAGEMENT, LLC |
|---|---|
| CIK: | 2044232 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 136 |
| Portfolio Value: | $0.27B |
Mindset Wealth Management, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| NVDA | US | NVIDIA CORP | 898,547 | $121M | 44.11% | 2.1% | - |
| AAPL | US | APPLE INC | 245,666 | $62M | 22.49% | 8.3% | - |
| CME | US | CME GROUP INC | 33,170 | $8M | 2.82% | 0.2% | - |
| AMZN | US | AMAZON.COM INC | 26,850 | $6M | 2.15% | 0.2% | - |
| GOOGL | US | ALPHABET INC-CL A | 14,893 | $3M | 1.03% | 11.8% | - |
| YUM | US | YUM! BRANDS INC | 19,900 | $3M | 0.98% | 100.0% | - |
| AXP | US | AMERICAN EXPRESS CO | 8,737 | $3M | 0.95% | -4.0% | - |
| AVGO | US | BROADCOM INC | 10,972 | $3M | 0.93% | 3.5% | - |
| META | US | META PLATFORMS INC-CLASS A | 4,040 | $2M | 0.86% | -0.9% | - |
| V | US | VISA INC-CLASS A SHARES | 6,425 | $2M | 0.74% | 0.3% | - |
| MSFT | US | MICROSOFT CORP | 4,175 | $2M | 0.64% | 1.0% | - |
| OKE | US | ONEOK INC | 16,114 | $2M | 0.59% | 0.7% | - |
| TFC | US | TRUIST FINANCIAL CORP | 35,110 | $2M | 0.56% | -4.7% | - |
| TSLA | US | TESLA INC | 3,283 | $1M | 0.48% | 15.7% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 2,796 | $1M | 0.46% | 1.5% | - |
| FNB | US | FNB CORP | 83,333 | $1M | 0.45% | -4.1% | - |
| XOM | US | EXXON MOBIL CORP | 10,741 | $1M | 0.42% | 213.1% | - |
| ABBV | US | ABBVIE INC | 6,071 | $1M | 0.39% | 1.1% | - |
| ORCL | US | ORACLE CORP | 6,205 | $1M | 0.38% | 0.6% | - |
| GOOG | US | ALPHABET INC-CL C | 4,923 | $1M | 0.34% | 9.4% | - |