Top 50 Mindset Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 44.29% | 946.0K | $165.0M | +0.06%(+558) | $123.93(+82.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 15.01% | 220.4K | $55.9M | +0.54%(+1.18K) | $215.92(+38.42%) | 2026-03-31 | |
| CME | CME GROUP INC | 2.46% | 31.0K | $9.2M | +0.00%(+0) | $208.71(+42.37%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.96% | 35.0K | $7.3M | +3.90%(+1.31K) | $195.84(+37.93%) | 2026-03-31 | |
| UUUU | ENERGY FUELS INC | 1.47% | 300.2K | $5.5M | +2872.28%(+290.10K) | $16.35(+23.45%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.11% | 14.3K | $4.1M | -2.39%(-351) | $174.66(+130.51%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 0.95% | 11.4K | $3.5M | -0.04%(-4) | $170.93(+143.83%) | 2026-03-31 | |
| YUM | YUM BRANDS INC | 0.84% | 20.1K | $3.1M | +0.00%(+0) | $137.18(+9.18%) | 2026-03-31 | |
| META | META PLATFORMS INC | 0.83% | 5.4K | $3.1M | +1.90%(+101) | $574.27(+7.38%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 0.82% | 18.0K | $3.1M | +19.83%(+2.98K) | $118.77(+27.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.70% | +71.53% |
| Top 20 Holdings Unweighted | +11.93% | +40.21% |
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