CIK 2044232
MINDSET WEALTH MANAGEMENT, LLC
Institutional 13F holdings & portfolio
Holdings
183
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 945K | $1M+ | SH |
| AAPL | APPLE INC | 219K | $1M+ | SH |
| CME | CME GROUP INC | 31K | $1M+ | SH |
| AMZN | AMAZON COM INC | 34K | $1M+ | SH |
| GOOGL | ALPHABET INC | 15K | $1M+ | SH |
| AVGO | BROADCOM INC | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 9K | $1M+ | SH |
| YUM | YUM BRANDS INC | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 11K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 13K | $1M+ | SH |
| TSLA | TESLA INC | 5K | $1M+ | SH |
| GLW | CORNING INC | 23K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| MRK | MERCK & CO INC | 17K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 35K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 6K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 232K | $1M+ | SH |
| B | BARRICK MNG CORP | 32K | $1M+ | SH |
| FNB | F N B CORP | 81K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 7K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| KLAC | KLA CORP | 992 | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 7K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| NFLX | NETFLIX INC | 12K | $1M+ | SH |
| OKE | ONEOK INC NEW | 15K | $1M+ | SH |
| CMI | CUMMINS INC | 2K | $1M+ | SH |
| HAS | HASBRO INC | 13K | $1M+ | SH |
| QLD | PROSHARES TR | 14K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 7K | $500K+ | SH |
| GMED | GLOBUS MED INC | 11K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $500K+ | SH |
| YUMC | YUM CHINA HLDGS INC | 19K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 3K | $500K+ | SH |
| OMER | OMEROS CORP | 52K | $500K+ | SH |
| BKR | BAKER HUGHES COMPANY | 19K | $500K+ | SH |
| COHR | COHERENT CORP | 5K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |