Fund Holdings — MINDSET WEALTH MANAGEMENT, LLC

Total Portfolio Value
$366.93M
Total Bought
$51.04M
Total Sold
$16.76M
Net Transaction
+$34.28M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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NVIDIA CORPORATION(NVDA)919,372941,944+22,572145,252175,74847.90%+30,496
APPLE INC(AAPL)220,771219,767-1,00445,29655,95915.25%+10,664
PALANTIR TECHNOLOGIES INC(PLTR)4,47611,671+7,1956102,1290.58%+1,519
ALPHABET INC(GOOG)16,86817,210+3422,9734,1841.14%+1,211
HASBRO INC(HAS)013,104+13,10409940.27%+994
ALPHABET INC(GOOG)5,9307,049+1,1191,0521,7170.47%+665
CORNING INC(GLW)24,09623,453-6431,2671,9240.52%+657
TESLA INC(TSLA)4,2484,485+2371,3491,9950.54%+645
BROADCOM INC(AVGO)11,30111,299-23,1153,7281.02%+613
BLACKSTONE INC(BX)03,278+3,27805600.15%+560
ARISTA NETWORKS INC(ANET)4,5776,840+2,2634689970.27%+528
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
6,2215,766-4558981,3610.37%+463
SSR MINING IN(SSRM)018,275+18,27504460.12%+446
META PLATFORMS INC(META)4,4025,030+6283,2493,6941.01%+445
MICRON TECHNOLOGY INC(MU)3,0174,823+1,8063728070.22%+435
ADVANCED MICRO DEVICES INC(AMD)8,80310,362+1,5591,2491,6770.46%+427
ABBVIE INC(ABBV)6,8947,166+2721,2801,6590.45%+380
ASML HOLDING N V
N Y REGISTRY SHS
0377+37703650.10%+365
T-MOBILE US INC(TMUS)4,6896,140+1,4511,1171,4700.40%+353
MERCADOLIBRE INC(MELI)0141+14103300.09%+330
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,073+1,07303000.08%+300
BAKER HUGHES COMPANY(BKR)16,24218,743+2,5016239130.25%+290
SOLARIS ENERGY INFRAS INC(SEI)07,041+7,04102810.08%+281
MASTEC INC(MTZ)01,290+1,29002750.07%+275
LUMENTUM HLDGS INC(LITE)01,635+1,63502660.07%+266
AMAZON COM INC(AMZN)29,98731,145+1,1586,5796,8381.86%+260
KRYSTAL BIOTECH INC(KRYS)01,470+1,47002590.07%+259
ORACLE CORP(ORCL)7,0826,400-6821,5481,8000.49%+252
ENERGY TRANSFER L P(ET)014,340+14,34002460.07%+246
SITIME CORP(SITM)0816+81602460.07%+246
VALERO ENERGY CORP(VLO)01,400+1,40002380.06%+238
SPX TECHNOLOGIES INC01,263+1,26302360.06%+236
CELESTICA INC(CLS)2,1952,341+1463435770.16%+234
ISHARES BITCOIN TRUST ETF(IBIT)03,515+3,51502280.06%+228
GE VERNOVA INC(GEV)555849+2942945220.14%+228
MICROSOFT CORP(MSFT)4,7214,971+2502,3482,5750.70%+227
XCEL ENERGY INC(XEL)02,806+2,80602260.06%+226
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)03,300+3,30002210.06%+221
BOEING CO(BA)01,023+1,02302210.06%+221
OKTA INC(OKTA)02,404+2,40402200.06%+220
GENEDX HOLDINGS CORP(WGS)02,013+2,01302170.06%+217
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0901+90102160.06%+216
DORIAN LPG LTD(LPG)07,200+7,20002150.06%+215
ENTERPRISE PRODS PARTNERS L(EPD)06,846+6,84602140.06%+214
MARVELL TECHNOLOGY INC(MRVL)02,528+2,52802130.06%+213
ROBINHOOD MKTS INC(HOOD)2,7303,245+5152564650.13%+209
VERTIV HOLDINGS CO(VRT)2,7343,705+9713515590.15%+208
VANGUARD INDEX FDS0336+33602060.06%+206
CUMMINS INC(CMI)2,1752,173-27129180.25%+205
NETFLIX INC(NFLX)8121,077+2651,0871,2910.35%+204
TJX COS INC NEW(TJX)01,400+1,40002020.06%+202
UPWORK INC(UPWK)010,816+10,81602010.05%+201
ISHARES TR0627+62702010.05%+201
ASTERA LABS INC(ALAB)2,2882,054-2342074020.11%+195
INVESCO QQQ TR4,0584,041-172,2392,4260.66%+187
REDDIT INC(RDDT)2,2972,312+153465320.14%+186
KLA CORP(KLAC)992991-18891,0690.29%+180
ARGAN INC1,1471,601+4542534320.12%+179
CATERPILLAR INC(CAT)1,2041,314+1104676270.17%+160
SERVICENOW INC(NOW)726982+2567479040.25%+157
APPLOVIN CORP(APP)725562-1632544040.11%+150
JPMORGAN CHASE & CO.(JPM)2,7812,990+2098069430.26%+137
PROSHARES TR
PSHS ULTRA QQQ
7,0147,01408269620.26%+137
AMERICAN EXPRESS CO(AXP)8,8388,885+472,8192,9510.80%+132
COMFORT SYS USA INC(FIX)525500-252824130.11%+131
RTX CORPORATION(RTX)9,9999,498-5011,4601,5890.43%+129
F N B CORP(FNB)83,33383,33301,2151,3420.37%+128
SHOPIFY INC(SHOP)2,9043,096+1923354600.13%+125
MORGAN STANLEY(MS)6,5556,582+279231,0460.29%+123
COHERENT CORP(COHR)3,7644,231+4673364560.12%+120
PAYPAL HLDGS INC(PYPL)4,0006,200+2,2002974160.11%+118
FIRST SOLAR INC(FSLR)2,1002,10003484630.13%+115
INTEL CORP(INTC)13,67012,170-1,5003064080.11%+102
TEEKAY TANKERS LTD(TNK)11,19211,19204675660.15%+99
SCHWAB STRATEGIC TR10,68513,439+2,7542613540.10%+93
JOHNSON & JOHNSON(JNJ)3,0833,025-584715610.15%+90
MERCK & CO INC(MRK)19,41919,386-331,5371,6270.44%+90
CROWDSTRIKE HLDGS INC(CRWD)1,9472,203+2569921,0800.29%+89
BERKSHIRE HATHAWAY INC DEL3,9373,976+391,9121,9990.54%+86
LOCKHEED MARTIN CORP(LMT)1,7101,746+367928720.24%+80
YUM BRANDS INC(YUM)20,46020,46003,0323,1100.85%+78
HOME DEPOT INC(HD)1,9811,982+17268030.22%+77
CADIZ INC(CDZI)44,00044,00001322080.06%+76
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6292,62906667410.20%+75
EXXON MOBIL CORP14,61614,617+11,5761,6480.45%+72
PARKER-HANNIFIN CORP(PH)1,1271,132+57878580.23%+71
UBER TECHNOLOGIES INC(UBER)3,3463,903+5573123820.10%+70
PROSHARES TR
PSHS ULT S&P 500
4,8374,83704735420.15%+70
ALTRIA GROUP INC(MO)9,3239,324+15476160.17%+69
OMEROS CORP(OMER)60,00060,00001802460.07%+66
AVINO SILVER & GOLD MINES LT012,354+12,3540650.02%+65
HUBBELL INC(HUBB)1,7251,772+477057630.21%+58
CHEVRON CORP NEW(CVX)4,2914,326+356146720.18%+57
MAIN STR CAP CORP(MAIN)12,52012,52007407960.22%+56
UNITEDHEALTH GROUP INC(UNH)1,5261,539+134765310.14%+55
TRUIST FINL CORP(TFC)35,38834,466-9221,5211,5760.43%+54
METLIFE INC(MET)5,8006,300+5004665190.14%+52
VANGUARD WORLD FD1,3301,33004875350.15%+48
BANK AMERICA CORP10,58410,635+515015490.15%+48
BHP GROUP LTD5,2105,300+902512950.08%+45
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MINDSET WEALTH MANAGEMENT, LLC — 13F Holdings — Q3 2025 | TickerTrail