Fund HoldingsMINDSET WEALTH MANAGEMENT, LLC

Total Portfolio Value
$273.59M
Total Bought
$39.43M
Total Sold
$6.42M
Net Transaction
+$33.00M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)880,461898,547+18,086106,923120,66644.11%+13,743
APPLE INC(AAPL)226,901245,666+18,76552,86861,52022.49%+8,652
YUM BRANDS INC(YUM)019,900+19,90002,6700.98%+2,670
YUM CHINA HLDGS INC(YUMC)019,300+19,30009300.34%+930
AMAZON COM INC(AMZN)26,78526,850+654,9915,8912.15%+900
EXXON MOBIL CORP3,43010,741+7,3114021,1550.42%+753
BROADCOM INC(AVGO)10,59810,972+3741,8282,5440.93%+716
ALPHABET INC(GOOG)13,32214,893+1,5712,2102,8191.03%+610
BAKER HUGHES COMPANY(BKR)014,822+14,82206080.22%+608
TESLA INC(TSLA)2,8373,283+4467421,3260.48%+584
ARISTA NETWORKS INC(ANET)04,986+4,98605510.20%+551
SUPER MICRO COMPUTER INC(SMCI)016,546+16,54605040.18%+504
METLIFE INC(MET)05,500+5,50004500.16%+450
TEEKAY TANKERS LTD(TNK)011,192+11,19204450.16%+445
CME GROUP INC(CME)33,11833,170+527,3077,7032.82%+396
OMEROS CORP063,000+63,00006220.23%+622
REDDIT INC(RDDT)02,000+2,00003270.12%+327
BLOCK INC(XYZ)03,295+3,29502800.10%+280
VISA INC(V)6,4046,425+211,7612,0300.74%+270
ISHARES TR01,207+1,20702670.10%+267
CELESTICA INC(CLS)02,796+2,79602580.09%+258
CSX CORP(CSX)013,912+13,91204490.16%+449
MARVELL TECHNOLOGY INC(MRVL)02,078+2,07802300.08%+230
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
03,352+3,35202250.08%+225
VERTIV HOLDINGS CO(VRT)01,909+1,90902170.08%+217
BOEING CO(BA)01,189+1,18902100.08%+210
CROWDSTRIKE HLDGS INC(CRWD)1,2561,644+3883525630.21%+210
PFIZER INC(PFE)07,714+7,71402050.07%+205
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0900+90002020.07%+202
EXLSERVICE HOLDINGS INC(EXLS)04,549+4,54902020.07%+202
SERVICENOW INC(NOW)600681+815377220.26%+185
ALPHABET INC(GOOG)4,4994,923+4247529370.34%+185
NETFLIX INC(NFLX)555621+663945540.20%+160
ONEOK INC NEW(OKE)16,00816,114+1061,4591,6180.59%+159
JAMF HLDG CORP010,342+10,34201450.05%+145
INVESCO QQQ TR1,4451,623+1787058300.30%+125
AMERICAN EXPRESS CO(AXP)9,1058,737-3682,4692,5930.95%+124
SHOPIFY INC(SHOP)03,000+3,00003190.12%+319
GLOBUS MED INC(GMED)10,51510,51507528700.32%+117
MORGAN STANLEY(MS)7,7507,238-5128089100.33%+102
MAIN STR CAP CORP(MAIN)12,07912,07906067080.26%+102
EATON CORP PLC(ETN)01,090+1,09003620.13%+362
CHIPOTLE MEXICAN GRILL INC(CMG)7,5508,800+1,2504355310.19%+96
PALO ALTO NETWORKS INC(PANW)8552,110+1,2552923840.14%+92
CADIZ INC041,000+41,00002130.08%+213
COSTCO WHSL CORP NEW(COST)587665+785206090.22%+89
ALLISON TRANSMISSION HLDGS I(ALSN)6,5496,631+826297170.26%+87
SALESFORCE INC(CRM)1,2491,261+123424220.15%+80
JPMORGAN CHASE & CO.(JPM)2,1542,204+504545280.19%+74
CUMMINS INC(CMI)2,0412,076+356617240.26%+63
PROSHARES TR
PSHS ULTRA QQQ
7,0107,01007067590.28%+53
KROGER CO(KR)8,7008,904+2044995440.20%+46
AMERIPRISE FINL INC(AMP)69869803283720.14%+44
MASTERCARD INCORPORATED(MA)1,0551,068+135215620.21%+41
INTUITIVE SURGICAL INC1,3151,31506466860.25%+40
BLACKBERRY LTD(BB)010,000+10,0000380.01%+38
BROADRIDGE FINL SOLUTIONS IN(BR)1,9171,971+544124460.16%+33
WALMART INC(WMT)03,092+3,09202790.10%+279
META PLATFORMS INC(META)4,0784,040-382,3352,3660.86%+31
PRUDENTIAL FINL INC(PFH)2,2252,525+3002692990.11%+30
VANGUARD WORLD FD1,3281,32804284560.17%+28
SYNOPSYS INC(SNPS)0504+50402450.09%+245
THE TRADE DESK INC(TTD)5,2255,065-1605735950.22%+22
SENSUS HEALTHCARE INC035,100+35,10002430.09%+243
CORNING INC(GLW)8,2408,24003723920.14%+20
PAYPAL HLDGS INC(PYPL)4,1304,000-1303223410.12%+19
NORTHRIM BANCORP INC02,813+2,81302190.08%+219
COMFORT SYS USA INC(FIX)0525+52502230.08%+223
VANGUARD INDEX FDS0763+76302210.08%+221
DUKE ENERGY CORP NEW(DUK)02,300+2,30002480.09%+248
PARKER-HANNIFIN CORP(PH)1,0811,095+146836960.25%+13
INGREDION INC(INGR)3,8323,914+825275380.20%+12
PROSHARES TR
PSHS ULT S&P 500
4,8334,83304364470.16%+11
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,4591,45903293390.12%+10
ALTRIA GROUP INC(MO)7,4917,49103823920.14%+9
EPSILON ENERGY LTD011,630+11,6300720.03%+72
ALLSTATE CORP(ALL)1,8001,80003413470.13%+6
AMEREN CORP(AEE)3,1653,16502772820.10%+5
F N B CORP(FNB)86,92983,333-3,5961,2271,2320.45%+5
HONEYWELL INTL INC(HON)2,5082,307-2015185210.19%+3
INTERNATIONAL BUSINESS MACHS(IBM)2,1002,115+154644650.17%+1
BERKSHIRE HATHAWAY INC DEL2,7542,796+421,2681,2670.46%-0
MFS INTER HIGH INCOME FD014,145+14,1450240.01%+24
PIMCO CORPORATE & INCOME OPP(PTY)51,78551,78507457440.27%-1
VANGUARD WHITEHALL FDS01,873+1,87302390.09%+239
KEURIG DR PEPPER INC(KDP)17,97320,934+2,9616746720.25%-1
CATERPILLAR INC(CAT)1,1181,201+834374360.16%-2
FORTINET INC(FTNT)3,7363,028-7082902860.10%-4
HUBBELL INC(HUBB)1,6281,655+276976930.25%-4
VANGUARD INTL EQUITY INDEX F02,183+2,18302560.09%+256
ASSERTIO HOLDINGS INC021,817+21,8170190.01%+19
CEL-SCI CORP010,200+10,200040.00%+4
CHEVRON CORP NEW(CVX)3,5913,59105295200.19%-9
INVESCO EXCHANGE TRADED FD T
HIG YLD EQ DIV
14,54514,54503193090.11%-10
SOUTHERN CO(SO)4,0694,313+2443673550.13%-12
DISNEY WALT CO(DIS)4,0123,356-6563863740.14%-12
MCDONALDS CORP(MCD)88988902712580.09%-13
PROGRESSIVE CORP(PGR)01,000+1,00002400.09%+240
BARINGS BDC INC(BBDC)026,031+26,03102490.09%+249
RING ENERGY INC067,400+67,4000920.03%+92
Page 1 of 1