Fund HoldingsMINDSET WEALTH MANAGEMENT, LLC

Total Portfolio Value
$381.48M
Total Bought
$18.86M
Total Sold
$12.63M
Net Transaction
+$6.23M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC(AAPL)219,767219,183-58455,95959,58715.62%+3,628
BARRICK MNG CORP(B)032,359+32,35901,4090.37%+1,409
AMAZON COM INC(AMZN)31,14533,691+2,5466,8387,7772.04%+938
ISHARES TR025,065+25,06507760.20%+776
SELECT SECTOR SPDR TR
ST STR TECHN ETF
05,271+5,27107590.20%+759
MICRON TECHNOLOGY INC(MU)4,8235,124+3018071,4630.38%+656
ADVANCED MICRO DEVICES INC(AMD)10,36210,854+4921,6772,3240.61%+648
OMEROS CORP60,00052,000-8,0002468930.23%+647
ALPHABET INC(GOOG)7,0497,414+3651,7172,3270.61%+610
NVIDIA CORPORATION(NVDA)941,944945,425+3,481175,748176,32246.22%+574
CVS HEALTH CORP(CVS)07,099+7,09905630.15%+563
PAN AMERN SILVER CORP(PAAS)09,910+9,91005130.13%+513
AMERICAN INTL GROUP INC06,000+6,00005130.13%+513
LUMENTUM HLDGS INC(LITE)1,6351,948+3132667180.19%+452
ALPHABET INC(GOOG)17,21014,693-2,5174,1844,5991.21%+415
ELI LILLY & CO(LLY)01,262+1,26201,3560.36%+1,356
AMERICAN EXPRESS CO(AXP)8,8859,039+1542,9513,3440.88%+393
COHERENT CORP(COHR)4,2314,507+2764568320.22%+376
GLOBUS MED INC(GMED)010,715+10,71509360.25%+936
ANGLOGOLD ASHANTI PLC(AU)03,700+3,70003160.08%+316
CONFLUENT INC010,416+10,41603150.08%+315
TWILIO INC(TWLO)02,135+2,13503040.08%+304
COEUR MNG INC(CDE)016,339+16,33902910.08%+291
PALOMAR HLDGS INC(PLMR)02,049+2,04902760.07%+276
RTX CORPORATION(RTX)9,49810,157+6591,5891,8630.49%+273
EXELIXIS INC(EXEL)05,995+5,99502630.07%+263
QXO INC(QXO)012,656+12,65602440.06%+244
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
5,7665,799+331,3611,5970.42%+236
BROADCOM INC(AVGO)11,29911,427+1283,7283,9551.04%+227
NATIONAL BANKSHARES INC VA06,464+6,46402170.06%+217
SELECT SECTOR SPDR TR
ST STR DISCR ETF
01,808+1,80802160.06%+216
RIO TINTO PLC(RIO)02,532+2,53202030.05%+203
TOAST INC(TOST)05,694+5,69402020.05%+202
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)3,3005,100+1,8002214230.11%+202
MERCK & CO INC(MRK)19,38617,359-2,0271,6271,8270.48%+200
CUMMINS INC(CMI)2,1732,160-139181,1030.29%+185
KRYSTAL BIOTECH INC(KRYS)1,4701,793+3232594420.12%+183
EXXON MOBIL CORP14,61715,006+3891,6481,8060.47%+158
ENERGY FUELS INC(UUUU)010,100+10,10001470.04%+147
MORGAN STANLEY(MS)6,5826,700+1181,0461,1890.31%+143
KLA CORP(KLAC)991992+11,0691,2050.32%+136
INTUITIVE SURGICAL INC01,320+1,32007480.20%+748
CELESTICA INC(CLS)2,3412,407+665777120.19%+135
APPLOVIN CORP(APP)562796+2344045360.14%+133
TRUIST FINL CORP(TFC)34,46634,667+2011,5761,7060.45%+130
PARKER-HANNIFIN CORP(PH)1,1321,122-108589860.26%+128
INTERNATIONAL BUSINESS MACHS(IBM)03,019+3,01908940.23%+894
PALANTIR TECHNOLOGIES INC(PLTR)11,67112,695+1,0242,1292,2570.59%+128
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,0731,392+3193004230.11%+123
GE VERNOVA INC(GEV)849980+1315226410.17%+119
GE AEROSPACE(GE)01,267+1,26703900.10%+390
SITIME CORP(SITM)816988+1722463490.09%+103
GENEDX HOLDINGS CORP(WGS)2,0132,390+3772173110.08%+94
YUM CHINA HLDGS INC(YUMC)018,900+18,90009020.24%+902
SOLARIS ENERGY INFRAS INC(SEI)7,0418,068+1,0272813710.10%+89
CME GROUP INC(CME)031,000+31,00008,4652.22%+8,465
HASBRO INC(HAS)13,10413,189+859941,0810.28%+88
FIRST SOLAR INC(FSLR)2,1002,10004635490.14%+85
VERTIV HOLDINGS CO(VRT)3,7053,925+2205596360.17%+77
UPWORK INC(UPWK)10,81613,908+3,0922012760.07%+75
BOEING CO(BA)1,0231,360+3372212950.08%+74
SPX TECHNOLOGIES INC1,2631,530+2672363060.08%+70
CATERPILLAR INC(CAT)1,3141,214-1006276950.18%+68
PRUDENTIAL FINL INC(PFH)04,981+4,98105620.15%+562
JOHNSON & JOHNSON(JNJ)3,0253,02505616260.16%+65
MASTEC INC(MTZ)1,2901,544+2542753360.09%+61
INVESCO QQQ TR4,0414,044+32,4262,4850.65%+59
SALESFORCE INC(CRM)01,150+1,15003050.08%+305
NORTHRIM BANCORP INC011,252+11,25202990.08%+299
WALMART INC(WMT)03,370+3,37003750.10%+375
COMFORT SYS USA INC(FIX)50050004134670.12%+54
SENSUS HEALTHCARE INC052,100+52,10002070.05%+207
SPDR S&P 500 ETF TR(SPY)01,109+1,10904270.11%+427
SEZZLE INC(SEZL)04,192+4,19202660.07%+266
INTEGRA RES CORP012,340+12,3400490.01%+49
HUBBELL INC(HUBB)1,7721,825+537638110.21%+48
CORNING INC(GLW)23,45322,518-9351,9241,9720.52%+48
QUALCOMM INC(QCOM)03,918+3,91806700.18%+670
F N B CORP(FNB)83,33381,089-2,2441,3421,3870.36%+44
INTEL CORP(INTC)12,17012,17004084490.12%+41
APPLIED MATLS INC01,225+1,22503150.08%+315
BANK AMERICA CORP10,63510,682+475495880.15%+39
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
02,479+2,47903570.09%+357
ASML HOLDING N V
N Y REGISTRY SHS
37737703654030.11%+38
AVINO SILVER & GOLD MINES LT12,35416,354+4,000651020.03%+37
MARVELL TECHNOLOGY INC(MRVL)2,5282,928+4002132490.07%+36
TESLA INC(TSLA)4,4854,515+301,9952,0300.53%+36
SHOPIFY INC(SHOP)3,0963,077-194604950.13%+35
VISA INC(V)06,479+6,47902,2720.60%+2,272
ENERGY TRANSFER L P(ET)14,34016,540+2,2002462730.07%+27
PROSHARES TR
PSHS ULTRA QQQ
7,01414,028+7,0149629880.26%+25
OKTA INC(OKTA)2,4042,818+4142202440.06%+23
ABBVIE INC(ABBV)7,1667,360+1941,6591,6820.44%+22
WORKDAY INC(WDAY)01,329+1,32902850.07%+285
SCHWAB STRATEGIC TR13,43913,962+5233543760.10%+22
TEEKAY TANKERS LTD(TNK)11,19210,992-2005665870.15%+21
SPORTRADAR GROUP AG(SRAD)010,971+10,97102610.07%+261
ARGAN INC1,6011,438-1634324510.12%+18
PROSHARES TR
PSHS ULT S&P 500
4,8379,674+4,8375425600.15%+18
THE CIGNA GROUP(CI)01,893+1,89305210.14%+521
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