MINDSET WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$242M
Signature - Title
Michelle Eldridge - SR. COMPLIANCE OFFICER
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by MINDSET WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MINDSET WEALTH MANAGEMENT, LLC reported 128 stock holdings with total value $242M as of Q3 2024. Top holdings included NVDA, AAPL, CME, AMZN, and AXP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 128 $242M $0 $0 NVDA, AAPL, CME, AMZN, AXP 13F-HR 11/13/2024, 05:30 PM