MINDSET WEALTH MANAGEMENT, LLC 13F Portfolio
MINDSET WEALTH MANAGEMENT, LLC runs MINDSET WEALTH MANAGEMENT, LLC and currently holds 191 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $519.14M. Their top holdings are NVDA, AAPL, UUUU, AMZN, META. The top five represent 66.1% of reported portfolio weight. MINDSET WEALTH MANAGEMENT, LLC ranks #677 out of 1000 investors tracked by Alpha Score. They added to 62 existing positions. They trimmed 29 positions. Their current best-performing preview position is ALAB with returns of +340.71%.
Portfolio Value
$519.14M
Alpha Score
43.9
#677 of 1000
Holdings
191
MINDSET WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from MINDSET WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
191 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 45.64% | $137.88 | $229.28 | +66.29% | Added +25.17% |
AAPL APPLE INC | 14.29% | $242.15 | $336.68 | +39.04% | Added +16.34% |
UUUU ENERGY FUELS INC | 2.86% | $15.56 | $9.99 | -35.83% | Added +241.46% |
AMZN AMAZON COM INC | 1.97% | $200.46 | $262.43 | +30.91% | Added +22.35% |
META META PLATFORMS INC | 1.38% | $577.19 | $718.67 | +24.51% | Added +135.31% |
CME CME GROUP INC | 1.34% | $220.72 | $280.56 | +27.11% | Added +1.61% |
AMD ADVANCED MICRO DEVICES INC | 1.23% | $155.47 | $608.10 | +291.14% | Trimmed -1.65% |
GLW CORNING INC | 1.09% | $49.19 | $156.69 | +218.54% | Added +1.75% |
GOOGL ALPHABET INC | 1.04% | $179.00 | $351.66 | +96.46% | Added +5.79% |
MU MICRON TECHNOLOGY INC | 1.00% | $238.73 | $1,029.00 | +331.03% | Added +11.19% |
Showing 1-10 of 191