Mission Wealth Management
Latest statistics and disclosures from Mission Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, IEFA, VB, AAPL, and represent 37.48% of Mission Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$43M), IEFA (+$23M), AMZN (+$21M), AAPL (+$20M), ARKK (+$15M), CGGR (+$14M), IJR (+$12M), IWF (+$11M), MSFT (+$9.3M), CGDV (+$7.4M).
- Started 49 new stock positions in WPM, FCFS, CGMS, EFAV, ARCC, SHY, MPLX, AIG, LQD, YUM.
- Reduced shares in these 10 stocks: BND (-$195M), SPIB (-$95M), SDG (-$6.8M), USFR, TTD, RKLB, DFAE, IONQ, ORCL, QUBT.
- Sold out of its positions in POWW, ALGN, ALNT, SAN, CHI, CP, CLS, LODE, STZ, DAL.
- Mission Wealth Management was a net seller of stock by $-23M.
- Mission Wealth Management has $4.1B in assets under management (AUM), dropping by -5.01%.
- Central Index Key (CIK): 0001645382
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Portfolio Holdings for Mission Wealth Management
Mission Wealth Management holds 628 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Mission Wealth Management has 628 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mission Wealth Management March 31, 2025 positions
- Download the Mission Wealth Management March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 9.6 | $391M | 2.3M | 172.74 |
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| Vanguard Index Fds Growth Etf (VUG) | 9.1 | $370M | 997k | 370.82 |
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| Ishares Tr Core Msci Eafe (IEFA) | 7.8 | $318M | +7% | 4.2M | 75.65 |
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| Vanguard Index Fds Small Cp Etf (VB) | 5.7 | $234M | 1.1M | 221.75 |
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| Apple (AAPL) | 5.3 | $214M | +10% | 965k | 222.13 |
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| Microsoft Corporation (MSFT) | 4.1 | $169M | +5% | 450k | 375.39 |
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| NVIDIA Corporation (NVDA) | 3.3 | $134M | +46% | 1.2M | 108.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.2 | $91M | 332k | 274.84 |
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| Amazon (AMZN) | 1.8 | $72M | +41% | 377k | 190.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.6 | $66M | 1.3M | 50.83 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.6 | $64M | -6% | 1.3M | 50.33 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $56M | +27% | 533k | 104.57 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 1.4 | $56M | +4% | 484k | 114.87 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $48M | +28% | 134k | 361.09 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $45M | 366k | 122.01 |
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| Tesla Motors (TSLA) | 1.0 | $40M | +19% | 156k | 259.16 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $39M | +11% | 207k | 188.16 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.9 | $35M | +11% | 427k | 81.69 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $33M | +23% | 210k | 156.23 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $31M | -86% | 427k | 73.45 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $31M | 794k | 38.34 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $30M | +2% | 517k | 57.60 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $29M | 52k | 559.39 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.7 | $28M | -3% | 900k | 31.23 |
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| Meta Platforms Cl A (META) | 0.6 | $26M | +25% | 45k | 576.35 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.6 | $25M | +33% | 411k | 60.17 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.6 | $24M | -11% | 938k | 25.89 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.6 | $24M | +3% | 588k | 41.21 |
|
| The Trade Desk Com Cl A (TTD) | 0.6 | $23M | -13% | 420k | 54.72 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.6 | $23M | +8% | 188k | 121.91 |
|
| Broadcom (AVGO) | 0.5 | $22M | +2% | 132k | 167.43 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $22M | +6% | 626k | 34.95 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $22M | +10% | 88k | 245.30 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $20M | 65k | 306.74 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.4 | $18M | -5% | 475k | 38.44 |
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| Visa Com Cl A (V) | 0.4 | $18M | 51k | 350.46 |
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| Netflix (NFLX) | 0.4 | $18M | +12% | 19k | 932.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $18M | 115k | 154.64 |
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.4 | $18M | -84% | 533k | 33.24 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $17M | +10% | 529k | 32.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $17M | 378k | 45.26 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $17M | +31% | 30k | 561.90 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $16M | -4% | 32k | 495.27 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $16M | -5% | 33k | 468.92 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $15M | NEW | 317k | 47.58 |
|
| Home Depot (HD) | 0.4 | $15M | +9% | 41k | 366.49 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $14M | NEW | 413k | 34.25 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $14M | -6% | 234k | 59.75 |
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| Costco Wholesale Corporation (COST) | 0.3 | $13M | +4% | 14k | 945.79 |
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| Eli Lilly & Co. (LLY) | 0.3 | $13M | 16k | 825.89 |
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| Johnson & Johnson (JNJ) | 0.3 | $13M | -7% | 77k | 165.84 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $13M | 199k | 63.53 |
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| Appfolio Com Cl A (APPF) | 0.3 | $12M | -12% | 53k | 219.90 |
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| UnitedHealth (UNH) | 0.3 | $11M | +2% | 22k | 523.74 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $11M | +9% | 95k | 118.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $11M | -2% | 58k | 193.99 |
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| Abbvie (ABBV) | 0.2 | $10M | 48k | 209.52 |
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| Texas Pacific Land Corp (TPL) | 0.2 | $9.6M | 7.3k | 1325.02 |
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| Chevron Corporation (CVX) | 0.2 | $9.5M | +44% | 57k | 167.29 |
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| AFLAC Incorporated (AFL) | 0.2 | $9.4M | 84k | 111.19 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $9.4M | +9% | 17k | 548.11 |
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| Blackrock (BLK) | 0.2 | $9.3M | 9.8k | 946.46 |
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| Procter & Gamble Company (PG) | 0.2 | $8.9M | -2% | 52k | 170.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $8.6M | +2% | 17k | 513.91 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $8.4M | -2% | 62k | 135.68 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $8.3M | +9% | 206k | 40.49 |
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| Applied Materials (AMAT) | 0.2 | $8.1M | +3% | 56k | 145.12 |
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| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.2 | $8.1M | 162k | 49.80 |
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| Servicenow (NOW) | 0.2 | $8.0M | +11% | 10k | 796.10 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $7.9M | 87k | 90.54 |
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| salesforce (CRM) | 0.2 | $7.6M | 29k | 268.36 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $7.6M | +8% | 97k | 78.28 |
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| Oracle Corporation (ORCL) | 0.2 | $7.6M | -22% | 54k | 139.81 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $7.5M | 381k | 19.78 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $7.4M | NEW | 207k | 35.64 |
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| Sherwin-Williams Company (SHW) | 0.2 | $7.3M | -6% | 21k | 349.19 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $7.1M | 120k | 58.98 |
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| United Rentals (URI) | 0.2 | $7.0M | -14% | 11k | 626.68 |
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| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $6.8M | -7% | 676k | 10.14 |
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| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.2 | $6.7M | +19% | 210k | 31.85 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $6.6M | -6% | 69k | 95.75 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $6.5M | 120k | 53.97 |
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| Bank of America Corporation (BAC) | 0.2 | $6.5M | +32% | 156k | 41.73 |
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| Intuit (INTU) | 0.2 | $6.4M | -13% | 11k | 613.98 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $6.2M | -2% | 48k | 128.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $6.2M | 86k | 71.79 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $5.9M | 26k | 231.63 |
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| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.1 | $5.8M | -3% | 163k | 35.88 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $5.7M | NEW | 59k | 97.48 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.6M | +20% | 31k | 179.70 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $5.6M | +125% | 213k | 26.35 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $5.6M | 108k | 51.49 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $5.6M | -5% | 99k | 56.28 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $5.4M | +84% | 93k | 58.35 |
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| Palo Alto Networks (PANW) | 0.1 | $5.4M | +5% | 32k | 170.64 |
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| Dimensional Etf Trust Internatnal Val (DFIV) | 0.1 | $5.4M | +3% | 137k | 39.36 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.4M | 17k | 317.64 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $5.3M | +29% | 74k | 72.70 |
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| McDonald's Corporation (MCD) | 0.1 | $5.2M | 17k | 312.36 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $4.9M | 81k | 60.48 |
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| Lowe's Companies (LOW) | 0.1 | $4.8M | +6% | 20k | 233.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $4.7M | -3% | 58k | 81.73 |
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| Wal-Mart Stores (WMT) | 0.1 | $4.7M | +6% | 54k | 87.79 |
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| Fiserv (FI) | 0.1 | $4.7M | +2% | 21k | 220.83 |
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| Abbott Laboratories (ABT) | 0.1 | $4.6M | +38% | 35k | 132.65 |
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| Honeywell International (HON) | 0.1 | $4.6M | +23% | 22k | 211.75 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.5M | 203k | 22.08 |
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| General Dynamics Corporation (GD) | 0.1 | $4.4M | +18% | 16k | 272.58 |
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| International Business Machines (IBM) | 0.1 | $4.4M | +11% | 18k | 248.66 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $4.3M | 12k | 352.58 |
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| Stryker Corporation (SYK) | 0.1 | $4.2M | +33% | 11k | 372.26 |
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| Fifth Third Ban (FITB) | 0.1 | $4.2M | -2% | 108k | 39.20 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.2M | +30% | 20k | 206.48 |
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| Eaton Corp SHS (ETN) | 0.1 | $4.2M | +205% | 15k | 271.83 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.1M | +3% | 39k | 105.44 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.1M | +88% | 9.1k | 446.73 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.1M | +15% | 106k | 38.41 |
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| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $4.0M | +6% | 88k | 46.05 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.0M | -13% | 13k | 312.05 |
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| Cisco Systems (CSCO) | 0.1 | $3.9M | +19% | 64k | 61.71 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.8M | -22% | 2.7k | 1432.62 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.8M | +28% | 16k | 236.24 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $3.8M | 41k | 92.83 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $3.8M | +26% | 54k | 69.81 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $3.8M | 68k | 55.45 |
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| Intel Corporation (INTC) | 0.1 | $3.7M | -5% | 165k | 22.71 |
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| Akamai Technologies (AKAM) | 0.1 | $3.6M | 45k | 80.50 |
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| Qualcomm (QCOM) | 0.1 | $3.6M | -7% | 23k | 153.61 |
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| Pure Storage Cl A (PSTG) | 0.1 | $3.6M | NEW | 80k | 44.27 |
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| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $3.6M | -5% | 61k | 58.15 |
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| Caterpillar (CAT) | 0.1 | $3.5M | +32% | 11k | 329.81 |
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| Amgen (AMGN) | 0.1 | $3.4M | +5% | 11k | 311.54 |
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| Advanced Micro Devices (AMD) | 0.1 | $3.4M | -2% | 33k | 102.74 |
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| Chubb (CB) | 0.1 | $3.4M | +20% | 11k | 302.00 |
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| Marriott Intl Cl A (MAR) | 0.1 | $3.4M | 14k | 238.20 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.4M | +14% | 6.9k | 484.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.3M | +12% | 6.1k | 542.36 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $3.3M | +93% | 33k | 98.92 |
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| Edwards Lifesciences (EW) | 0.1 | $3.2M | -5% | 45k | 72.48 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $3.2M | 6.2k | 512.05 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.2M | 24k | 132.46 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $3.1M | NEW | 40k | 77.43 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $3.1M | 27k | 116.98 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $3.1M | +3% | 8.1k | 383.54 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $3.1M | -3% | 23k | 134.29 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $3.1M | -6% | 131k | 23.43 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $3.0M | 68k | 44.26 |
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| Ge Aerospace Com New (GE) | 0.1 | $3.0M | +11% | 15k | 200.16 |
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| Keysight Technologies (KEYS) | 0.1 | $3.0M | 20k | 149.77 |
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| Coca-Cola Company (KO) | 0.1 | $2.9M | +10% | 41k | 71.62 |
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| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $2.9M | -9% | 73k | 40.46 |
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| Merck & Co (MRK) | 0.1 | $2.9M | 33k | 89.76 |
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| Walt Disney Company (DIS) | 0.1 | $2.8M | +9% | 29k | 98.70 |
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| Goldman Sachs (GS) | 0.1 | $2.8M | +48% | 5.1k | 546.25 |
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| Boeing Company (BA) | 0.1 | $2.8M | -5% | 16k | 170.55 |
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| American Express Company (AXP) | 0.1 | $2.7M | +5% | 10k | 269.05 |
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| Metropcs Communications (TMUS) | 0.1 | $2.7M | +17% | 10k | 266.72 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $2.7M | -5% | 34k | 79.37 |
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| Danaher Corporation (DHR) | 0.1 | $2.7M | 13k | 205.00 |
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| Pepsi (PEP) | 0.1 | $2.7M | -13% | 18k | 149.94 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.7M | +7% | 53k | 49.81 |
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| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $2.6M | 89k | 29.25 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $2.6M | +847% | 55k | 46.81 |
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| Nextera Energy (NEE) | 0.1 | $2.5M | -2% | 36k | 70.89 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.5M | +6% | 15k | 170.89 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | +15% | 5.1k | 497.64 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | 12k | 199.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.5M | +48% | 8.5k | 288.12 |
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| Deere & Company (DE) | 0.1 | $2.4M | +7% | 5.2k | 469.35 |
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| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $2.4M | 76k | 31.96 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.4M | +200% | 3.00 | 798441.67 |
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| Kkr & Co (KKR) | 0.1 | $2.4M | 21k | 115.61 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.3M | 37k | 64.20 |
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| Arm Holdings Sponsored Ads (ARM) | 0.1 | $2.3M | +954% | 22k | 106.79 |
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| S&p Global (SPGI) | 0.1 | $2.3M | +4% | 4.5k | 508.06 |
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| Automatic Data Processing (ADP) | 0.1 | $2.3M | -6% | 7.5k | 305.53 |
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| Verizon Communications (VZ) | 0.1 | $2.3M | -10% | 50k | 45.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.3M | +26% | 3.4k | 662.53 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.2M | 36k | 60.66 |
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| Cloudflare Cl A Com (NET) | 0.1 | $2.2M | +318% | 20k | 112.69 |
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| Booking Holdings (BKNG) | 0.1 | $2.2M | +117% | 477.00 | 4602.40 |
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| Starbucks Corporation (SBUX) | 0.1 | $2.1M | +12% | 22k | 98.09 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.1M | 18k | 115.60 |
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| Waste Management (WM) | 0.1 | $2.1M | 9.2k | 231.51 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $2.1M | +11% | 8.6k | 244.02 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.1M | -21% | 34k | 62.10 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.1M | +4% | 34k | 60.99 |
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| Teradyne (TER) | 0.0 | $2.0M | -7% | 24k | 82.60 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.0M | 12k | 172.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $2.0M | 10k | 190.59 |
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| Progressive Corporation (PGR) | 0.0 | $2.0M | -20% | 6.9k | 282.99 |
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| Allstate Corporation (ALL) | 0.0 | $1.9M | +66% | 9.4k | 207.07 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $1.9M | -6% | 16k | 121.97 |
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| Tidal Etf Tr SP FDS S&P 500 (SPUS) | 0.0 | $1.9M | +21% | 49k | 38.94 |
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| Church & Dwight (CHD) | 0.0 | $1.9M | +42% | 17k | 110.09 |
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| Uber Technologies (UBER) | 0.0 | $1.9M | +224% | 26k | 72.86 |
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| Oneok (OKE) | 0.0 | $1.9M | +5% | 19k | 99.22 |
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| Samsara Com Cl A (IOT) | 0.0 | $1.8M | 48k | 38.33 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $1.8M | +13% | 49k | 36.90 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $1.8M | -8% | 4.3k | 419.84 |
|
| ConocoPhillips (COP) | 0.0 | $1.8M | -2% | 17k | 105.02 |
|
| Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.0 | $1.8M | +6% | 36k | 48.84 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.8M | +30% | 24k | 71.97 |
|
| Public Service Enterprise (PEG) | 0.0 | $1.8M | 21k | 82.30 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.7M | 25k | 69.44 |
|
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $1.7M | 16k | 111.81 |
|
|
| Autodesk (ADSK) | 0.0 | $1.7M | +2% | 6.5k | 261.80 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7M | 17k | 97.95 |
|
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.0 | $1.7M | NEW | 63k | 26.28 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $1.6M | -10% | 18k | 93.45 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | +53% | 9.8k | 166.00 |
|
| Philip Morris International (PM) | 0.0 | $1.6M | +4% | 10k | 158.73 |
|
| Aon Shs Cl A (AON) | 0.0 | $1.6M | -6% | 4.0k | 399.05 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.6M | +14% | 28k | 57.14 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $1.6M | +317% | 3.6k | 437.80 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.6M | +2% | 21k | 73.28 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $1.5M | -8% | 23k | 68.07 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $1.5M | -18% | 9.2k | 165.59 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | 22k | 67.85 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.5M | -32% | 13k | 119.47 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.0 | $1.5M | NEW | 55k | 27.30 |
|
| Xylem (XYL) | 0.0 | $1.5M | +118% | 12k | 119.46 |
|
| Cadence Design Systems (CDNS) | 0.0 | $1.5M | -6% | 5.7k | 254.31 |
|
| Gilead Sciences (GILD) | 0.0 | $1.4M | +21% | 13k | 112.05 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.4M | 9.9k | 145.69 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $1.4M | 24k | 58.96 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $1.4M | +321% | 11k | 124.50 |
|
| Paypal Holdings (PYPL) | 0.0 | $1.4M | 22k | 65.25 |
|
|
| Anthem (ELV) | 0.0 | $1.4M | +2% | 3.2k | 435.03 |
|
| McKesson Corporation (MCK) | 0.0 | $1.4M | -16% | 2.1k | 673.13 |
|
| At&t (T) | 0.0 | $1.4M | +2% | 49k | 28.28 |
|
| Workday Cl A (WDAY) | 0.0 | $1.4M | +3% | 5.9k | 233.52 |
|
| TJX Companies (TJX) | 0.0 | $1.4M | +27% | 11k | 121.80 |
|
| Pfizer (PFE) | 0.0 | $1.4M | -21% | 54k | 25.34 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $1.4M | +3% | 11k | 120.25 |
|
| Micron Technology (MU) | 0.0 | $1.4M | +195% | 16k | 86.89 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $1.4M | +2% | 31k | 43.40 |
|
| Cummins (CMI) | 0.0 | $1.3M | 4.3k | 313.43 |
|
|
| Anixa Biosciences (ANIX) | 0.0 | $1.3M | 470k | 2.86 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.3M | 20k | 65.59 |
|
|
| Dover Corporation (DOV) | 0.0 | $1.3M | 7.4k | 175.67 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.3M | +5% | 16k | 83.87 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.3M | +6% | 4.9k | 264.74 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $1.3M | -4% | 31k | 42.06 |
|
| Southern Company (SO) | 0.0 | $1.3M | +4% | 14k | 91.95 |
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.3M | +17% | 34k | 36.81 |
|
| Nike CL B (NKE) | 0.0 | $1.3M | 20k | 63.48 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $1.3M | -2% | 11k | 111.48 |
|
| United Parcel Service CL B (UPS) | 0.0 | $1.3M | +2% | 11k | 109.99 |
|
| FactSet Research Systems (FDS) | 0.0 | $1.2M | +5% | 2.7k | 454.65 |
|
Past Filings by Mission Wealth Management
SEC 13F filings are viewable for Mission Wealth Management going back to 2015
- Mission Wealth Management 2025 Q1 filed April 17, 2025
- Mission Wealth Management 2024 Q4 filed Feb. 6, 2025
- 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