Mission Wealth Management
Latest statistics and disclosures from Mission Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IEFA, VB, BND, and represent 36.30% of Mission Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$19M), IEFA (+$17M), BND (+$16M), VTV (+$15M), USFR (+$9.9M), VB (+$9.9M), MSFT (+$9.3M), AMZN (+$8.7M), SPY (+$7.7M), GOOGL (+$6.8M).
- Started 45 new stock positions in FRT, L, Te Connectivity, RCL, FNDE, NCA, JCI, CRVS, GDV, FERG.
- Reduced shares in these 10 stocks: SRLN (-$10M), APPF (-$9.3M), DFAE, AMAT, ORCL, BKLN, TTD, ADBE, VTI, TSLA.
- Sold out of its positions in AIG, ACLS, BSX, FANG, DG, SATS, FFIN, FIP, GCI, ZCAR.
- Mission Wealth Management was a net buyer of stock by $159M.
- Mission Wealth Management has $4.1B in assets under management (AUM), dropping by 9.42%.
- Central Index Key (CIK): 0001645382
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Portfolio Holdings for Mission Wealth Management
Mission Wealth Management holds 636 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Mission Wealth Management has 636 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mission Wealth Management Sept. 30, 2024 positions
- Download the Mission Wealth Management September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.4 | $388M | 1.0M | 383.93 |
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| Vanguard Index Fds Value Etf (VTV) | 9.3 | $384M | +3% | 2.2M | 174.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 6.8 | $282M | +6% | 3.6M | 78.05 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.8 | $240M | +4% | 1.0M | 237.21 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.0 | $206M | +8% | 2.7M | 75.11 |
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| Apple (AAPL) | 4.8 | $199M | 853k | 233.00 |
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| Microsoft Corporation (MSFT) | 4.5 | $185M | +5% | 430k | 430.30 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 2.5 | $105M | +6% | 3.1M | 33.71 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $95M | 336k | 283.16 |
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| NVIDIA Corporation (NVDA) | 2.3 | $94M | +4% | 774k | 121.44 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $68M | 1.3M | 52.81 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.4 | $57M | +21% | 1.1M | 50.22 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 1.3 | $56M | 461k | 120.37 |
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| The Trade Desk Com Cl A (TTD) | 1.3 | $55M | -3% | 498k | 109.65 |
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| Amazon (AMZN) | 1.2 | $52M | +20% | 277k | 186.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $50M | 423k | 116.96 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $46M | 367k | 125.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $40M | 107k | 375.38 |
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| Tesla Motors (TSLA) | 0.8 | $35M | -4% | 133k | 261.63 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.8 | $34M | 181k | 189.80 |
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| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.8 | $34M | +3% | 782k | 42.84 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.8 | $32M | -10% | 1.2M | 27.41 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $31M | +4% | 370k | 84.17 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $31M | 502k | 61.57 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $31M | 971k | 31.78 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $27M | +39% | 47k | 573.75 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $27M | +6% | 162k | 167.19 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $23M | +4% | 623k | 36.41 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $22M | +5% | 174k | 126.18 |
|
| Broadcom (AVGO) | 0.5 | $21M | +931% | 123k | 172.50 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $20M | +2% | 498k | 39.69 |
|
| Meta Platforms Cl A (META) | 0.5 | $20M | +25% | 34k | 572.44 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $19M | -3% | 397k | 47.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $18M | +60% | 108k | 165.85 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $17M | +40% | 80k | 210.86 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $16M | 34k | 491.27 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $16M | +46% | 32k | 488.07 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $15M | +47% | 237k | 64.60 |
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| Home Depot (HD) | 0.4 | $15M | -4% | 37k | 405.20 |
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| Appfolio Com Cl A (APPF) | 0.4 | $15M | -38% | 62k | 235.40 |
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| Applied Materials (AMAT) | 0.3 | $14M | -19% | 71k | 202.05 |
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| Visa Com Cl A (V) | 0.3 | $14M | 51k | 274.95 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $14M | -3% | 199k | 67.70 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $13M | 207k | 64.86 |
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| Johnson & Johnson (JNJ) | 0.3 | $13M | -6% | 80k | 162.06 |
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| UnitedHealth (UNH) | 0.3 | $13M | -2% | 22k | 584.69 |
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| Costco Wholesale Corporation (COST) | 0.3 | $13M | +3% | 14k | 886.53 |
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| Lam Research Corporation (LRCX) | 0.3 | $13M | 15k | 816.10 |
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| Netflix (NFLX) | 0.3 | $12M | 17k | 709.28 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $12M | 61k | 198.06 |
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| United Rentals (URI) | 0.3 | $11M | +36% | 14k | 809.76 |
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| Oracle Corporation (ORCL) | 0.3 | $11M | -24% | 62k | 170.40 |
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| Eli Lilly & Co. (LLY) | 0.3 | $10M | 12k | 885.93 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $10M | +7% | 87k | 117.22 |
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| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.2 | $10M | -3% | 118k | 84.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $9.9M | +32% | 17k | 576.81 |
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| BlackRock (BLK) | 0.2 | $9.6M | +29% | 10k | 949.55 |
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| Procter & Gamble Company (PG) | 0.2 | $9.5M | 55k | 173.20 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $9.3M | 66k | 142.04 |
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| Abbvie (ABBV) | 0.2 | $9.2M | +16% | 47k | 197.48 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.7M | -6% | 89k | 97.42 |
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| Servicenow (NOW) | 0.2 | $8.5M | +4% | 9.5k | 894.39 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $8.5M | -2% | 764k | 11.11 |
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| Sherwin-Williams Company (SHW) | 0.2 | $8.5M | -13% | 22k | 381.67 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.2 | $8.4M | 164k | 51.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.3M | -12% | 16k | 527.68 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $8.1M | -3% | 80k | 101.87 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $8.1M | 196k | 41.12 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $7.8M | +4% | 188k | 41.72 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $7.7M | 125k | 61.51 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $7.6M | +4% | 92k | 82.63 |
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| Intuit (INTU) | 0.2 | $7.6M | +13% | 12k | 620.98 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.9M | -2% | 121k | 57.41 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $6.9M | -4% | 54k | 128.20 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $6.8M | -2% | 177k | 38.53 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $6.5M | 7.4k | 884.76 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $6.4M | 110k | 58.11 |
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| Advanced Micro Devices (AMD) | 0.2 | $6.4M | +24% | 39k | 164.08 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $6.3M | 101k | 62.20 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $5.9M | +7% | 175k | 33.65 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.5M | 17k | 326.74 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | +4% | 11k | 493.80 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $5.4M | +7% | 26k | 209.87 |
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| salesforce (CRM) | 0.1 | $5.4M | +7% | 20k | 273.71 |
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| McDonald's Corporation (MCD) | 0.1 | $5.2M | -3% | 17k | 304.52 |
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| Lowe's Companies (LOW) | 0.1 | $5.1M | +5% | 19k | 270.86 |
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| Chevron Corporation (CVX) | 0.1 | $5.1M | +8% | 35k | 147.27 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $5.0M | 59k | 83.63 |
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| International Business Machines (IBM) | 0.1 | $4.9M | 22k | 221.08 |
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| Ready Cap Corp Com reit (RC) | 0.1 | $4.9M | -8% | 636k | 7.63 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $4.8M | +7% | 15k | 314.38 |
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| Fifth Third Ban (FITB) | 0.1 | $4.8M | 112k | 42.84 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $4.8M | 23k | 206.57 |
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| AFLAC Incorporated (AFL) | 0.1 | $4.8M | 43k | 111.80 |
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| Akamai Technologies (AKAM) | 0.1 | $4.7M | 47k | 100.95 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.6M | -2% | 68k | 67.85 |
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| Wells Fargo & Company (WFC) | 0.1 | $4.6M | -7% | 82k | 56.49 |
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| Qualcomm (QCOM) | 0.1 | $4.6M | +32% | 27k | 170.05 |
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| Bank of America Corporation (BAC) | 0.1 | $4.5M | +20% | 114k | 39.68 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $4.5M | -6% | 78k | 57.56 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.3M | +76% | 5.2k | 833.28 |
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| Palo Alto Networks (PANW) | 0.1 | $4.3M | +31% | 13k | 341.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.3M | +7% | 83k | 51.50 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $4.2M | -31% | 8.1k | 517.79 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.1M | +5% | 38k | 108.63 |
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| Intel Corporation (INTC) | 0.1 | $4.1M | -11% | 174k | 23.46 |
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| General Dynamics Corporation (GD) | 0.1 | $4.0M | +31% | 13k | 302.20 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.0M | -15% | 96k | 41.82 |
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| O'reilly Automotive (ORLY) | 0.1 | $4.0M | 3.5k | 1151.77 |
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| Amgen (AMGN) | 0.1 | $4.0M | +4% | 12k | 322.20 |
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| Pepsi (PEP) | 0.1 | $3.9M | -6% | 23k | 170.05 |
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| Wal-Mart Stores (WMT) | 0.1 | $3.9M | 49k | 80.75 |
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| Danaher Corporation (DHR) | 0.1 | $3.9M | 14k | 278.03 |
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| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $3.8M | +16% | 81k | 47.36 |
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| Merck & Co (MRK) | 0.1 | $3.8M | 33k | 113.56 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.8M | 39k | 95.75 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $3.7M | 25k | 148.48 |
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| Progressive Corporation (PGR) | 0.1 | $3.7M | -26% | 15k | 253.77 |
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| Metropcs Communications (TMUS) | 0.1 | $3.7M | +379% | 18k | 206.35 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $3.7M | -3% | 78k | 46.91 |
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| Teradyne (TER) | 0.1 | $3.7M | +89% | 27k | 133.93 |
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| Fiserv (FI) | 0.1 | $3.7M | 20k | 179.65 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $3.6M | -2% | 105k | 34.29 |
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| Edwards Lifesciences (EW) | 0.1 | $3.5M | -6% | 54k | 65.99 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.5M | +16% | 15k | 225.76 |
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| Honeywell International (HON) | 0.1 | $3.3M | +10% | 16k | 206.71 |
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| Keysight Technologies (KEYS) | 0.1 | $3.3M | -2% | 21k | 158.93 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $3.3M | 6.2k | 528.03 |
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| Nextera Energy (NEE) | 0.1 | $3.2M | +13% | 38k | 84.53 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.2M | 11k | 280.46 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $3.2M | +12% | 27k | 119.07 |
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| Caterpillar (CAT) | 0.1 | $3.2M | +21% | 8.1k | 391.11 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.1M | -3% | 23k | 135.07 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.1M | +14% | 6.6k | 465.06 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $3.1M | +333% | 67k | 45.65 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $3.0M | +442% | 19k | 159.45 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $3.0M | -25% | 96k | 31.02 |
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| Walt Disney Company (DIS) | 0.1 | $2.9M | -11% | 30k | 96.19 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.9M | +4% | 4.7k | 618.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.9M | 12k | 246.48 |
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| Stryker Corporation (SYK) | 0.1 | $2.9M | +10% | 7.9k | 361.26 |
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| Abbott Laboratories (ABT) | 0.1 | $2.8M | +35% | 25k | 114.01 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $2.8M | -6% | 36k | 78.56 |
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| American Express Company (AXP) | 0.1 | $2.8M | 10k | 271.21 |
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| Chubb (CB) | 0.1 | $2.7M | +2% | 9.5k | 288.38 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.7M | -11% | 4.7k | 586.57 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $2.7M | 22k | 121.16 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.7M | +39% | 44k | 62.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.7M | +20% | 12k | 220.89 |
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| Kkr & Co (KKR) | 0.1 | $2.7M | 21k | 130.58 |
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| Coca-Cola Company (KO) | 0.1 | $2.7M | 37k | 71.86 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $2.6M | +2% | 4.4k | 584.51 |
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| Cisco Systems (CSCO) | 0.1 | $2.6M | 48k | 53.22 |
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| Marriott Intl Cl A (MAR) | 0.1 | $2.6M | -27% | 10k | 248.59 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.5M | +3% | 38k | 66.37 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.5M | -2% | 20k | 125.96 |
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| Boeing Company (BA) | 0.1 | $2.5M | -21% | 17k | 152.04 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.5M | +21% | 2.3k | 1051.35 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.4M | -2% | 6.9k | 353.47 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.4M | -9% | 38k | 63.00 |
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| Ge Aerospace Com New (GE) | 0.1 | $2.4M | -2% | 13k | 188.57 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.3M | +5% | 13k | 179.30 |
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| Cme (CME) | 0.1 | $2.3M | 11k | 220.66 |
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| Automatic Data Processing (ADP) | 0.1 | $2.3M | -4% | 8.3k | 276.74 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.3M | +2% | 50k | 45.32 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $2.2M | -5% | 18k | 126.80 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.1M | +7% | 22k | 97.49 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.1M | 50k | 41.69 |
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| Pfizer (PFE) | 0.1 | $2.1M | +6% | 72k | 28.94 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $2.1M | +6% | 10k | 197.17 |
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| Verizon Communications (VZ) | 0.0 | $2.0M | +3% | 46k | 44.91 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $2.0M | +6% | 4.8k | 423.16 |
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| Deere & Company (DE) | 0.0 | $2.0M | +14% | 4.8k | 417.30 |
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| Public Service Enterprise (PEG) | 0.0 | $2.0M | +10% | 23k | 89.21 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $2.0M | +15% | 17k | 115.30 |
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| S&p Global (SPGI) | 0.0 | $2.0M | +2% | 3.8k | 516.62 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.9M | 23k | 82.94 |
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| Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.0 | $1.9M | 36k | 52.32 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.9M | -3% | 21k | 87.80 |
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| Marsh & McLennan Companies (MMC) | 0.0 | $1.9M | 8.3k | 223.10 |
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| Cadence Design Systems (CDNS) | 0.0 | $1.9M | 6.8k | 271.04 |
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| Intercontinental Exchange (ICE) | 0.0 | $1.8M | +284% | 11k | 160.64 |
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| Autodesk (ADSK) | 0.0 | $1.8M | 6.6k | 275.49 |
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| Samsara Com Cl A (IOT) | 0.0 | $1.8M | -29% | 37k | 48.12 |
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| Nike CL B (NKE) | 0.0 | $1.8M | -2% | 20k | 88.40 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7M | +2% | 17k | 101.65 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $1.7M | -20% | 17k | 101.27 |
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| Bristol Myers Squibb (BMY) | 0.0 | $1.7M | +48% | 33k | 51.74 |
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| Tidal Etf Tr SP FDS S&P 500 (SPUS) | 0.0 | $1.7M | 41k | 41.73 |
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| Oneok (OKE) | 0.0 | $1.7M | +67% | 19k | 91.13 |
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| Paypal Holdings (PYPL) | 0.0 | $1.7M | 22k | 78.03 |
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| United Parcel Service CL B (UPS) | 0.0 | $1.7M | -3% | 12k | 136.34 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.7M | +21% | 40k | 41.77 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.7M | +69% | 23k | 73.67 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $1.7M | +4% | 23k | 71.60 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $1.7M | -18% | 1.2k | 1427.43 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $1.6M | -38% | 4.5k | 368.51 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.6M | 9.9k | 162.91 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $1.6M | 12k | 139.36 |
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| Anixa Biosciences (ANIX) | 0.0 | $1.6M | 510k | 3.15 |
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| Expeditors International of Washington (EXPD) | 0.0 | $1.6M | 12k | 131.40 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $1.6M | 4.6k | 345.95 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $1.6M | +5% | 4.8k | 331.44 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $1.6M | -7% | 31k | 50.74 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $1.6M | +8% | 24k | 64.74 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $1.5M | 24k | 63.43 |
|
|
| Goldman Sachs (GS) | 0.0 | $1.5M | 3.1k | 495.17 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $1.5M | 44k | 34.13 |
|
|
| Dover Corporation (DOV) | 0.0 | $1.5M | -6% | 7.8k | 191.74 |
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.5M | -2% | 21k | 71.86 |
|
| Church & Dwight (CHD) | 0.0 | $1.5M | 14k | 104.72 |
|
|
| ConocoPhillips (COP) | 0.0 | $1.5M | +4% | 14k | 105.28 |
|
| W.W. Grainger (GWW) | 0.0 | $1.5M | -7% | 1.4k | 1038.46 |
|
| FactSet Research Systems (FDS) | 0.0 | $1.4M | 3.1k | 459.85 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $1.4M | 951.00 | 1499.77 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $1.4M | 20k | 73.01 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $1.4M | +51% | 31k | 45.70 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $1.4M | +223% | 53k | 26.65 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.4M | +9% | 21k | 65.95 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.4M | -5% | 4.9k | 282.19 |
|
| Workday Cl A (WDAY) | 0.0 | $1.4M | 5.7k | 244.40 |
|
|
| Cummins (CMI) | 0.0 | $1.4M | +4% | 4.3k | 323.80 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.4M | +4% | 5.3k | 262.08 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.4M | +5% | 23k | 59.51 |
|
| Best Buy (BBY) | 0.0 | $1.4M | -3% | 13k | 103.30 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.4M | 21k | 65.16 |
|
|
| Prudential Financial (PRU) | 0.0 | $1.3M | 11k | 121.11 |
|
|
| Cathay General Ban (CATY) | 0.0 | $1.3M | 31k | 42.95 |
|
|
| Clorox Company (CLX) | 0.0 | $1.3M | +12% | 8.1k | 162.91 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.3M | 11k | 115.02 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $1.3M | +10% | 64k | 20.46 |
|
| Hp (HPQ) | 0.0 | $1.3M | +8% | 36k | 35.87 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.3M | +8% | 7.4k | 173.67 |
|
| West Pharmaceutical Services (WST) | 0.0 | $1.3M | -12% | 4.2k | 300.14 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.3M | 23k | 55.63 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.3M | +11% | 5.2k | 243.07 |
|
| Boise Cascade (BCC) | 0.0 | $1.3M | -2% | 8.9k | 140.99 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $1.2M | -5% | 8.9k | 140.13 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.2M | -2% | 15k | 82.30 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $1.2M | +14% | 29k | 42.02 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.2M | +112% | 13k | 91.31 |
|
| Fair Isaac Corporation (FICO) | 0.0 | $1.2M | 628.00 | 1943.21 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $1.2M | +147% | 13k | 96.57 |
|
| FedEx Corporation (FDX) | 0.0 | $1.2M | 4.4k | 273.71 |
|
|
| Philip Morris International (PM) | 0.0 | $1.2M | +16% | 9.9k | 121.41 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.2M | 9.9k | 117.29 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.2M | +7% | 9.7k | 119.70 |
|
| Marvell Technology (MRVL) | 0.0 | $1.1M | +7% | 16k | 72.12 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.1M | -11% | 30k | 37.65 |
|
| Waters Corporation (WAT) | 0.0 | $1.1M | -3% | 3.2k | 359.88 |
|
Past Filings by Mission Wealth Management
SEC 13F filings are viewable for Mission Wealth Management going back to 2015
- Mission Wealth Management 2024 Q3 filed Oct. 31, 2024
- Mission Wealth Management 2024 Q2 filed Aug. 5, 2024
- Mission Wealth Management 2024 Q1 filed April 30, 2024
- Mission Wealth Management 2023 Q4 filed Feb. 5, 2024
- Mission Wealth Management 2023 Q3 filed Oct. 24, 2023
- Mission Wealth Management 2023 Q2 filed Aug. 4, 2023
- Mission Wealth Management 2023 Q1 filed April 7, 2023
- Mission Wealth Management 2022 Q4 filed Feb. 2, 2023
- Mission Wealth Management 2022 Q3 filed Oct. 12, 2022
- Mission Wealth Management 2022 Q2 filed July 27, 2022
- Mission Wealth Management 2022 Q1 filed April 25, 2022
- Mission Wealth Management 2021 Q4 filed Feb. 11, 2022
- Mission Wealth Management 2021 Q3 filed Nov. 5, 2021
- Mission Wealth Management 2021 Q2 filed Aug. 10, 2021
- Mission Wealth Management 2021 Q1 filed May 10, 2021
- Mission Wealth Management 2020 Q4 filed Jan. 19, 2021