MINDSET WEALTH MANAGEMENT, LLC
Top Portfolio Positions
162 positions ·
$365,036,190 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
945,983 | $164,979,435 | 45.20% | |
| AAPL |
Apple Inc.
Technology
|
220,358 | $55,924,656 | 15.32% | |
| CME |
Cme Group Inc.
Financial Services
|
31,000 | $9,155,850 | 2.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,005 | $7,290,491 | 2.00% | |
| UUUU |
Energy Fuels Inc
Energy
|
300,200 | $5,478,650 | 1.50% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,342 | $4,124,185 | 1.13% | |
| AVGO |
Broadcom Inc.
Technology
|
11,423 | $3,535,532 | 0.97% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
20,060 | $3,118,928 | 0.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
5,403 | $3,091,218 | 0.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,981 | $3,050,656 | 0.84% |
Portfolio Trend
7 quarters · across all stocks
Holdings in SRTS
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,358 | 52,100 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $207,358 | 52,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $157,314 | 50,100 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $185,334 | 39,100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $182,578 | 38,600 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $242,892 | 35,100 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $220,980 | 38,100 | Shares | Sole | 2024-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||