Stock Taper 
MINDSET WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 4.48K | $5.17M |
 Texas Instruments Incorporated | TXN | 4.11K | $1.23M |
 The Coca-Cola Company | KO | 3.96K | $321.83K |
 Sezzle Inc. | SEZL | 3.87K | $664.21K |
 Eversource Energy | ES | 3.84K | $277.2K |
 Duke Energy Corporation | DUK | 3.81K | $481.68K |
 Rockwell Automation, Inc. | ROK | 3.71K | $1.84M |
 Uber Technologies, Inc. | UBER | 3.7K | $267.21K |
 Chevron Corporation | CVX | 3.64K | $604.03K |
 Berkshire Hathaway Inc. | BRK-B | 3.52K | $1.76M |
 Intercontinental Exchange, Inc. | ICE | 3.4K | $419.19K |
 Coherent, Inc. | COHR | 3.14K | $1.24M |
 The Walt Disney Company | DIS | 3.13K | $301.36K |
 Ameren Corporation | AEE | 3.09K | $348.95K |
 Vertiv Holdings Co | VRT | 3.06K | $1.03M |
 Robinhood Markets, Inc. | HOOD | 3.05K | $305.85K |
 JPMorgan Chase & Co. | JPM | 3K | $982.34K |
 Blackstone Inc. | BX | 3K | $353.01K |
 International Business Machines Corporation | IBM | 2.91K | $818.32K |
 Xcel Energy Inc. | XEL | 2.81K | $225.35K |