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 151–183 of 183
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | ADOBE INC | 750 | $100K–$500K | SH |
| SRAD | SPORTRADAR GROUP AG | 11K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 4K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 6K | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 3K | $100K–$500K | SH |
| QXO | QXO INC | 13K | $100K–$500K | SH |
| OKTA | OKTA INC | 3K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 702 | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 4K | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| HUM | HUMANA INC | 857 | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| NKSH | NATIONAL BANKSHARES INC VA | 6K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| CDZI | CADIZ INC | 38K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 7K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 336 | $100K–$500K | SH |
| SRTS | SENSUS HEALTHCARE INC | 52K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC | 3K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 3K | $100K–$500K | SH |
| IWO | ISHARES TR | 627 | $100K–$500K | SH |
| TOST | TOAST INC | 6K | $100K–$500K | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 11K | $100K–$500K | SH |
| UUUU | ENERGY FUELS INC | 10K | $100K–$500K | SH |
| ASM | AVINO SILVER & GOLD MINES LT | 16K | $100K–$500K | SH |
| REI | RING ENERGY INC | 67K | $50K–$100K | SH |
| ITRG | INTEGRA RES CORP | 12K | $15K–$50K | SH |
| BYND | BEYOND MEAT INC | 11K | $1K–$15K | SH |
| ASRT | ASSERTIO HOLDINGS INC | 139 | $1K–$15K | SH |