MINDSET WEALTH MANAGEMENT, LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$366.9B

Holdings

177

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
941,944$175.7B47.90%
2
AAPLAPPLE INC
219,767$56.0B15.25%
3
CMECME GROUP INC
31,004$8.4B2.28%
4
AMZNAMAZON COM INC
31,145$6.8B1.86%
5
GOOGLALPHABET INC
17,210$4.2B1.14%
6
AVGOBROADCOM INC
11,299$3.7B1.02%
7
METAMETA PLATFORMS INC
5,030$3.7B1.01%
8
YUMYUM BRANDS INC
20,460$3.1B0.85%
9
AXPAMERICAN EXPRESS CO
8,885$3.0B0.80%
10
MSFTMICROSOFT CORP
4,971$2.6B0.70%
11
NDQINVESCO QQQ TR
4,041$2.4B0.66%
12
VVISA INC
6,569$2.2B0.61%
13
PLTRPALANTIR TECHNOLOGIES INC
11,671$2.1B0.58%
14
BRK/BBERKSHIRE HATHAWAY INC DEL
3,976$2.0B0.54%
15
TSLATESLA INC
4,485$2.0B0.54%
16
GLWCORNING INC
23,453$1.9B0.52%
17
ORCLORACLE CORP
6,400$1.8B0.49%
18
GOOGALPHABET INC
7,049$1.7B0.47%
19
AMDADVANCED MICRO DEVICES INC
10,362$1.7B0.46%
20
ABBVABBVIE INC
7,166$1.7B0.45%
21
XOMEXXON MOBIL CORP
14,617$1.6B0.45%
22
MRKMERCK & CO INC
19,386$1.6B0.44%
23
RTXRTX CORPORATION
9,498$1.6B0.43%
24
TFCTRUIST FINL CORP
34,466$1.6B0.43%
25
USALIBERTY ALL STAR EQUITY FD
237,458$1.5B0.41%
26
TMUST-MOBILE US INC
6,140$1.5B0.40%
27
STXSEAGATE TECHNOLOGY HLDNGS PL
5,766$1.4B0.37%
28
4I1PHILIP MORRIS INTL INC
8,373$1.4B0.37%
29
FNBF N B CORP
83,333$1.3B0.37%
30
NFLXNETFLIX INC
1,077$1.3B0.35%
31
OKEONEOK INC NEW
15,909$1.2B0.32%
32
CRWDCROWDSTRIKE HLDGS INC
2,203$1.1B0.29%
33
KLACKLA CORP
991$1.1B0.29%
34
DWDMORGAN STANLEY
6,582$1.0B0.29%
35
ANETARISTA NETWORKS INC
6,840$996.7M0.27%
36
HASHASBRO INC
13,104$993.9M0.27%
37
QLDPROSHARES TR
7,014$962.3M0.26%
38
LLYELI LILLY & CO
1,245$950.1M0.26%
39
JPMJPMORGAN CHASE & CO.
2,990$943.1M0.26%
40
CMICUMMINS INC
2,173$917.8M0.25%
41
BKRBAKER HUGHES COMPANY
18,743$913.2M0.25%
42
NOWSERVICENOW INC
982$904.1M0.25%
43
LMTLOCKHEED MARTIN CORP
1,746$871.8M0.24%
44
PHPARKER-HANNIFIN CORP
1,132$858.2M0.23%
45
YUMCYUM CHINA HLDGS INC
18,900$811.2M0.22%
46
MUMICRON TECHNOLOGY INC
4,823$807.0M0.22%
47
HDHOME DEPOT INC
1,982$802.9M0.22%
48
MAINMAIN STR CAP CORP
12,520$796.2M0.22%
49
IBMINTERNATIONAL BUSINESS MACHS
2,716$766.3M0.21%
50
HUBBHUBBELL INC
1,772$762.5M0.21%
51
CSCOCISCO SYS INC
11,099$759.4M0.21%
52
COSTCOSTCO WHSL CORP NEW
820$759.0M0.21%
53
IRMIRON MTN INC DEL
7,364$750.7M0.20%
54
PTYPIMCO CORPORATE & INCOME OPP
51,785$747.8M0.20%
55
XLKSELECT SECTOR SPDR TR
2,629$740.9M0.20%
56
CVXCHEVRON CORP NEW
4,326$671.8M0.18%
57
KRKROGER CO
9,654$650.8M0.18%
58
TXNTEXAS INSTRS INC
3,541$650.6M0.18%
59
CATCATERPILLAR INC
1,314$626.9M0.17%
60
QCOMQUALCOMM INC
3,752$624.2M0.17%
61
KDPKEURIG DR PEPPER INC
24,376$621.8M0.17%
62
MAMASTERCARD INCORPORATED
1,093$621.7M0.17%
63
MOALTRIA GROUP INC
9,324$615.9M0.17%
64
ISRGINTUITIVE SURGICAL INC
1,370$612.7M0.17%
65
GMEDGLOBUS MED INC
10,515$602.2M0.16%
66
SOSOUTHERN CO
6,327$599.6M0.16%
67
SMCISUPER MICRO COMPUTER INC
12,315$590.4M0.16%
68
CLSCELESTICA INC
2,341$576.8M0.16%
69
ICEINTERCONTINENTAL EXCHANGE IN
3,405$573.7M0.16%
70
TNKTEEKAY TANKERS LTD
11,192$565.8M0.15%
71
JNJJOHNSON & JOHNSON
3,025$560.9M0.15%
72
BXBLACKSTONE INC
3,278$560.0M0.15%
73
VRTVERTIV HOLDINGS CO
3,705$559.0M0.15%
74
BACBANK AMERICA CORP
10,635$548.6M0.15%
75
SSOPROSHARES TR
4,837$542.4M0.15%
76
MGKVANGUARD WORLD FD
1,330$535.2M0.15%
77
RDDTREDDIT INC
2,312$531.7M0.14%
78
UNHUNITEDHEALTH GROUP INC
1,539$531.3M0.14%
79
ETNEATON CORP PLC
1,400$524.0M0.14%
80
GEVGE VERNOVA INC
849$522.0M0.14%
81
METMETLIFE INC
6,300$518.9M0.14%
82
CITHE CIGNA GROUP
1,746$503.3M0.14%
83
INGRINGREDION INC
4,096$500.2M0.14%
84
CSXCSX CORP
14,012$497.6M0.14%
85
PRUPRUDENTIAL FINL INC
4,781$496.0M0.14%
86
HONHONEYWELL INTL INC
2,278$479.6M0.13%
87
HOODROBINHOOD MKTS INC
3,245$464.6M0.13%
88
FSLRFIRST SOLAR INC
2,100$463.1M0.13%
89
SHOPSHOPIFY INC
3,096$460.1M0.13%
90
COHRCOHERENT CORP
4,231$455.8M0.12%
91
ALSALLSTATE CORP
2,100$450.8M0.12%
92
SSRMSSR MINING IN
18,275$446.1M0.12%
93
PANWPALO ALTO NETWORKS INC
2,133$434.3M0.12%
94
AGXARGAN INC
1,601$432.4M0.12%
95
PYPLPAYPAL HLDGS INC
6,200$415.8M0.11%
96
DUKDUKE ENERGY CORP NEW
3,350$414.6M0.11%
97
FIXCOMFORT SYS USA INC
500$412.6M0.11%
98
INTCINTEL CORP
12,170$408.3M0.11%
99
APPAPPLOVIN CORP
562$403.8M0.11%
100
ALABASTERA LABS INC
2,054$402.2M0.11%
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