Mission Hills Financial Advisory
Latest statistics and disclosures from Mission Hills Financial Advisory's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIZD, PCN, MINT, QQQ, VEA, and represent 41.63% of Mission Hills Financial Advisory's stock portfolio.
- Added to shares of these 10 stocks: BIZD, MINT, VEA, PCN, FTSL, PDI, QQQ, QYLD, RWL, XLY.
- Started 3 new stock positions in TSLA, AMZN, EMD.
- Reduced shares in these 2 stocks: RDIV, PSI.
- Sold out of its position in RDIV.
- Mission Hills Financial Advisory was a net buyer of stock by $15M.
- Mission Hills Financial Advisory has $129M in assets under management (AUM), dropping by 9.65%.
- Central Index Key (CIK): 0002043220
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Portfolio Holdings for Mission Hills Financial Advisory
Mission Hills Financial Advisory holds 34 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Mission Hills Financial Advisory
SEC 13F filings are viewable for Mission Hills Financial Advisory going back to 2024
- Mission Hills Financial Advisory 2024 Q4 filed Jan. 16, 2025
- Mission Hills Financial Advisory 2024 Q3 filed Nov. 12, 2024