Fund HoldingsMINDSET WEALTH MANAGEMENT, LLC

Total Portfolio Value
$256.92M
Total Bought
$30.30M
Total Sold
$17.51M
Net Transaction
+$12.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PHILIP MORRIS INTL INC(PM)08,200+8,20001,3020.51%+1,302
T-MOBILE US INC(TMUS)04,241+4,24101,1310.44%+1,131
MERCK & CO INC(MRK)018,551+18,55101,6650.65%+1,665
CORNING INC(GLW)8,24025,106+16,8663921,1490.45%+758
BERKSHIRE HATHAWAY INC DEL2,7963,585+7891,2671,9090.74%+642
YUM BRANDS INC(YUM)19,90020,460+5602,6703,2201.25%+550
EXXON MOBIL CORP10,74114,251+3,5101,1551,6950.66%+540
CME GROUP INC(CME)33,17031,000-2,1707,7038,2243.20%+521
JOHNSON & JOHNSON(JNJ)03,058+3,05805070.20%+507
LIBERTY ALL STAR EQUITY FD(USA)073,110+73,11004790.19%+479
ABBVIE INC(ABBV)06,749+6,74901,4140.55%+1,414
SPDR S&P 500 ETF TR(SPY)0571+57103190.12%+319
KRYSTAL BIOTECH INC(KRYS)01,450+1,45002610.10%+261
STRYKER CORPORATION(SYK)0700+70002610.10%+261
WASTE MGMT INC DEL(WM)01,109+1,10902570.10%+257
UBER TECHNOLOGIES INC(UBER)03,460+3,46002520.10%+252
REALTY INCOME CORP(O)04,321+4,32102510.10%+251
PALANTIR TECHNOLOGIES INC(PLTR)02,943+2,94302480.10%+248
NCINO INC(NCNO)08,832+8,83202430.09%+243
SPORTRADAR GROUP AG(SRAD)011,025+11,02502380.09%+238
OKTA INC(OKTA)02,247+2,24702360.09%+236
PALOMAR HLDGS INC(PLMR)01,719+1,71902360.09%+236
SCHWAB STRATEGIC TR010,671+10,67102360.09%+236
VERIZON COMMUNICATIONS INC(VZ)05,185+5,18502350.09%+235
TRADEWEB MKTS INC(TW)01,561+1,56102320.09%+232
EMERSON ELEC CO(EMR)02,100+2,10002300.09%+230
VISA INC(V)6,4256,442+172,0302,2580.88%+227
HUMANA INC(HUM)0849+84902250.09%+225
META PLATFORMS INC(META)4,0404,490+4502,3662,5881.01%+222
ABBOTT LABS01,642+1,64202180.08%+218
PRUDENTIAL FINL INC(PFH)2,5254,625+2,1002995170.20%+217
EXELIXIS INC(EXEL)05,593+5,59302060.08%+206
CHEVRON CORP NEW(CVX)3,5914,291+7005207180.28%+198
JPMORGAN CHASE & CO.(JPM)2,2042,936+7325287200.28%+192
RTX CORPORATION(RTX)07,570+7,57001,0030.39%+1,003
NETFLIX INC(NFLX)621794+1735547400.29%+187
INTERNATIONAL BUSINESS MACHS(IBM)2,1152,493+3784656200.24%+155
DUKE ENERGY CORP NEW(DUK)2,3003,300+1,0002484030.16%+155
UPWORK INC(UPWK)011,327+11,32701480.06%+148
LOCKHEED MARTIN CORP(LMT)01,837+1,83708200.32%+820
SOUTHERN CO(SO)4,3135,356+1,0433554930.19%+137
THE CIGNA GROUP(CI)01,637+1,63705390.21%+539
PROCTER AND GAMBLE CO(PG)02,446+2,44604170.16%+417
SUPER MICRO COMPUTER INC(SMCI)16,54618,332+1,7865046280.24%+123
CISCO SYS INC(CSCO)011,079+11,07906840.27%+684
ALTRIA GROUP INC(MO)7,4918,073+5823924850.19%+93
INVESCO QQQ TR1,6231,946+3238309120.36%+83
INTERCONTINENTAL EXCHANGE IN(ICE)03,405+3,40505870.23%+587
HOME DEPOT INC(HD)01,884+1,88406900.27%+690
YUM CHINA HLDGS INC(YUMC)19,30019,30009301,0050.39%+75
COSTCO WHSL CORP NEW(COST)665723+586096840.27%+74
ELI LILLY & CO(LLY)01,212+1,21201,0010.39%+1,001
CROWDSTRIKE HLDGS INC(CRWD)1,6441,797+1535636340.25%+71
KROGER CO(KR)8,9049,089+1855446150.24%+71
ADVANCED MICRO DEVICES INC(AMD)08,003+8,00308220.32%+822
MICROSOFT CORP(MSFT)04,856+4,85601,8230.71%+1,823
AT&T INC(T)010,387+10,38702940.11%+294
TEXAS INSTRS INC(TXN)03,390+3,39006090.24%+609
MCDONALDS CORP(MCD)8891,003+1142583130.12%+56
KEURIG DR PEPPER INC(KDP)20,93421,241+3076727270.28%+54
GE AEROSPACE(GE)01,301+1,30102600.10%+260
PROGRESSIVE CORP(PGR)1,0001,00002402830.11%+43
INTEL CORP(INTC)014,375+14,37503260.13%+326
BAKER HUGHES COMPANY(BKR)14,82214,784-386086500.25%+42
HONEYWELL INTL INC(HON)2,3072,593+2865215490.21%+28
AMEREN CORP(AEE)3,1653,087-782823100.12%+28
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,775+7,77506600.26%+660
ALLSTATE CORP(ALL)1,8001,80003473730.15%+26
MASTERCARD INCORPORATED(MA)1,0681,06805625860.23%+23
EATON CORP PLC(ETN)1,0901,412+3223623840.15%+22
QUALCOMM INC(QCOM)03,803+3,80305840.23%+584
JAMF HLDG CORP10,34213,502+3,1601451640.06%+19
MICRON TECHNOLOGY INC(MU)03,117+3,11702710.11%+271
BANK AMERICA CORP010,532+10,53204400.17%+440
METLIFE INC(MET)5,5005,800+3004504660.18%+15
EPSILON ENERGY LTD11,63011,630072820.03%+10
INGREDION INC(INGR)3,9144,053+1395385480.21%+10
EXLSERVICE HOLDINGS INC(EXLS)4,5494,406-1432022080.08%+6
SYNOPSYS INC(SNPS)504583+792452500.10%+5
PIMCO CORPORATE & INCOME OPP(PTY)51,78551,78507447490.29%+5
PFIZER INC(PFE)7,7148,209+4952052080.08%+3
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
14,54514,54503093120.12%+3
VERTIV HOLDINGS CO(VRT)1,9093,044+1,1352172200.09%+3
VANGUARD WHITEHALL FDS1,8731,87302392420.09%+3
BLACKBERRY LTD(BB)10,00010,000038380.01%-0
MFS INTER HIGH INCOME FD14,14514,145024240.01%-0
BHP GROUP LTD05,210+5,21002530.10%+253
VANGUARD INTL EQUITY INDEX F2,1832,186+32562530.10%-3
WALMART INC(WMT)3,0923,145+532792760.11%-3
ASSERTIO HOLDINGS INC21,81723,157+1,34019160.01%-3
CEL-SCI CORP10,2000-10,20040-4
KLA CORP(KLAC)0970+97006590.26%+659
PARKER-HANNIFIN CORP(PH)1,0951,126+316966840.27%-12
NORTHRIM BANCORP INC2,8132,81302192060.08%-13
RING ENERGY INC67,40067,400092780.03%-14
COCA COLA CO(KO)03,928+3,92802810.11%+281
VANGUARD INDEX FDS763746-172212050.08%-16
TEEKAY TANKERS LTD(TNK)11,19211,19204454280.17%-17
CSX CORP(CSX)13,91214,612+7004494300.17%-19
MAIN STR CAP CORP(MAIN)12,07912,095+167086840.27%-23
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