Portfolio (Quarterly)
Guide ↗
MINDSET WEALTH MANAGEMENT, LLC
· CIK 0002044232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ANGLOGOLD ASHANTI PLC | — | 4,337 | $422K | 0.11% | SOLD |
| 2 | HON | HONEYWELL INTL INC | Industrials | 1,714 | $387K | 0.10% | SOLD |
| 3 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 6,300 | $387K | 0.10% | SOLD |
| 4 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 5,800 | $263K | 0.07% | SOLD |
| 5 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,641 | $262K | 0.07% | SOLD |
| 6 | PSIX | POWER SOLUTIONS INTL INC | Industrials | 4,281 | $261K | 0.07% | SOLD |
| 7 | TWLO | TWILIO INC | Communication Services | 2,045 | $257K | 0.07% | SOLD |
| 8 | O | REALTY INCOME CORP | Real Estate | 3,620 | $221K | 0.06% | SOLD |
| 9 | GDX | VANECK ETF TRUST | — | 2,275 | $209K | 0.06% | SOLD |
Sector Allocation
Technology
73.5%
Financial Services
6.1%
Energy
4.7%
Industrials
3.6%
Consumer Cyclical
3.6%
Communication Services
3.2%
Healthcare
2.5%
Consumer Defensive
1.6%
Utilities
0.7%
Basic Materials
0.6%