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Home > Institutional Investor > Mindset Wealth Management, Llc > Profile

Instuitional Investor - Mindset Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mindset Wealth Management, Llc
Portfolio Value $256,922,336
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 998,920 $108,262,897 42.14%
2.
Apple Inc.
 AAPL 220,927 $49,074,606 19.1%
3.
Cme Group Inc.
 CME 31,000 $8,223,990 3.2%
4.
Amazon Com Inc
 AMZN 29,883 $5,685,456 2.21%
5.
Yum Brands Inc
 YUM 20,460 $3,219,586 1.25%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)