Mission Wealth Management

Latest statistics and disclosures from Mission Wealth Management's latest quarterly 13F-HR filing:

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 621 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Mission Wealth Management has 621 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 9.6 $411M 1.0M 410.44
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Vanguard Index Fds Value Etf (VTV) 8.8 $377M 2.2M 169.30
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Ishares Tr Core Msci Eafe (IEFA) 6.4 $274M +7% 3.9M 70.28
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Vanguard Index Fds Small Cp Etf (VB) 5.9 $252M +3% 1.0M 240.28
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.2 $222M +12% 3.1M 71.91
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Apple (AAPL) 5.1 $220M +2% 876k 250.42
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Microsoft Corporation (MSFT) 4.2 $179M 425k 421.50
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NVIDIA Corporation (NVDA) 2.6 $113M +9% 845k 134.29
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Spdr Ser Tr Portfolio Intrmd (SPIB) 2.6 $111M +8% 3.4M 32.76
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Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $96M 332k 289.81
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.6 $69M +21% 1.4M 50.32
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.5 $62M 1.3M 47.82
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Amazon (AMZN) 1.4 $58M -3% 266k 219.39
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The Trade Desk Com Cl A (TTD) 1.3 $57M -2% 487k 117.53
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Ishares Tr Msci Usa Esg Slc (SUSA) 1.3 $56M 461k 121.59
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Tesla Motors (TSLA) 1.2 $53M -2% 130k 403.84
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $48M 418k 115.22
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $46M 361k 128.62
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $42M -2% 104k 401.58
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $34M +2% 186k 185.13
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.8 $33M 781k 41.88
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Alphabet Cap Stk Cl C (GOOG) 0.8 $32M +5% 170k 190.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $31M +11% 53k 586.08
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Broadcom (AVGO) 0.7 $30M +4% 129k 231.84
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $29M +2% 382k 76.14
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Ishares Tr Cre U S Reit Etf (USRT) 0.7 $29M 506k 57.31
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.6 $27M -4% 930k 29.20
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.6 $27M -10% 1.1M 25.37
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.5 $23M +1033% 566k 40.92
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $22M 173k 128.82
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $22M +5% 113k 189.30
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $21M +329% 66k 322.16
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Meta Platforms Cl A (META) 0.5 $21M +4% 36k 585.52
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $20M 505k 40.49
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Ishares Esg Awr Msci Em (ESGE) 0.5 $20M -5% 589k 33.39
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JPMorgan Chase & Co. (JPM) 0.4 $19M 80k 239.71
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $18M +29% 307k 58.79
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $18M +8% 35k 511.23
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Intuitive Surgical Com New (ISRG) 0.4 $17M 33k 521.96
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $17M +356% 479k 34.59
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $17M -5% 376k 44.04
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $16M +20% 249k 65.08
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Visa Com Cl A (V) 0.4 $16M 51k 316.04
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Netflix (NFLX) 0.4 $15M 17k 891.30
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Appfolio Com Cl A (APPF) 0.3 $15M 61k 246.72
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Home Depot (HD) 0.3 $15M 37k 388.99
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $13M +33% 23k 588.69
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Costco Wholesale Corporation (COST) 0.3 $12M -5% 14k 916.26
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $12M 202k 60.75
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Johnson & Johnson (JNJ) 0.3 $12M +4% 83k 144.62
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Eli Lilly & Co. (LLY) 0.3 $12M +32% 16k 772.00
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Oracle Corporation (ORCL) 0.3 $12M +13% 70k 166.64
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $12M -2% 59k 195.83
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UnitedHealth (UNH) 0.3 $11M 21k 505.85
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Blackrock (BLK) 0.2 $10M NEW 10k 1025.13
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Servicenow (NOW) 0.2 $9.5M -5% 9.0k 1060.06
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salesforce (CRM) 0.2 $9.4M +43% 28k 334.32
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Exxon Mobil Corporation (XOM) 0.2 $9.3M 86k 107.57
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United Rentals (URI) 0.2 $9.2M -3% 13k 704.42
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Procter & Gamble Company (PG) 0.2 $9.0M 54k 167.65
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Applied Materials (AMAT) 0.2 $8.9M -22% 55k 162.63
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AFLAC Incorporated (AFL) 0.2 $8.8M +100% 85k 103.44
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $8.8M +3% 16k 538.82
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Abbvie (ABBV) 0.2 $8.5M +2% 48k 177.70
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Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $8.4M -3% 63k 132.10
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.2 $8.2M 165k 50.07
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Mastercard Incorporated Cl A (MA) 0.2 $8.2M +39% 16k 526.57
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Texas Pacific Land Corp (TPL) 0.2 $8.0M 7.3k 1105.98
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.2 $7.7M -8% 108k 71.56
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $7.7M -3% 89k 85.84
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $7.6M -4% 86k 89.08
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Intuit (INTU) 0.2 $7.6M 12k 628.49
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Sherwin-Williams Company (SHW) 0.2 $7.6M 22k 339.94
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $7.4M 189k 39.37
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.2 $7.4M -4% 728k 10.12
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $7.1M +96% 385k 18.50
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $7.0M 123k 56.70
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Ishares Tr U.s. Real Es Etf (IYR) 0.2 $6.8M -7% 74k 93.06
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $6.4M -7% 50k 127.59
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Ishares Core Msci Emkt (IEMG) 0.1 $6.2M 120k 52.22
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $6.1M +382% 110k 55.66
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Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $6.0M -4% 105k 57.28
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Wells Fargo & Company (WFC) 0.1 $6.0M +4% 86k 70.24
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $5.8M -5% 168k 34.33
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Chevron Corporation (CVX) 0.1 $5.7M +14% 40k 144.84
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $5.6M 17k 334.25
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Palo Alto Networks (PANW) 0.1 $5.5M +139% 30k 181.96
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Veeva Sys Cl A Com (VEEV) 0.1 $5.4M 26k 210.25
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $5.3M 177k 30.06
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $5.2M +112% 15k 351.78
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Bank of America Corporation (BAC) 0.1 $5.2M +2% 117k 43.95
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Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $5.1M -19% 81k 63.75
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Texas Instruments Incorporated (TXN) 0.1 $4.9M +13% 26k 187.51
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McDonald's Corporation (MCD) 0.1 $4.8M 17k 289.88
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $4.8M +200% 205k 23.18
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Lowe's Companies (LOW) 0.1 $4.7M 19k 246.81
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $4.7M +2175% 133k 35.48
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Fifth Third Ban (FITB) 0.1 $4.6M 110k 42.28
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Wal-Mart Stores (WMT) 0.1 $4.5M +2% 50k 90.35
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.5M 59k 75.61
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Akamai Technologies (AKAM) 0.1 $4.3M -4% 45k 95.65
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Fiserv (FI) 0.1 $4.2M 21k 205.42
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $4.2M +5% 41k 101.53
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $4.2M +7% 12k 342.17
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O'reilly Automotive (ORLY) 0.1 $4.1M 3.5k 1185.98
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Advanced Micro Devices (AMD) 0.1 $4.1M -12% 34k 120.79
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Lam Research Corp Com New (LRCX) 0.1 $4.1M NEW 57k 72.23
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Ishares Tr National Mun Etf (MUB) 0.1 $4.0M 38k 106.55
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Honeywell International (HON) 0.1 $4.0M +8% 18k 225.89
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Marriott Intl Cl A (MAR) 0.1 $4.0M +37% 14k 278.95
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Ishares Tr Esg Aware Msci (ESML) 0.1 $3.9M -3% 92k 42.05
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Qualcomm (QCOM) 0.1 $3.9M -6% 25k 153.62
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.1 $3.8M 83k 46.08
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.6M +68% 140k 25.86
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Rocket Lab Usa (RKLB) 0.1 $3.6M NEW 142k 25.47
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Agilent Technologies Inc C ommon (A) 0.1 $3.6M +6% 27k 134.34
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Select Sector Spdr Tr Technology (XLK) 0.1 $3.6M 15k 232.53
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General Dynamics Corporation (GD) 0.1 $3.6M +2% 14k 263.48
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $3.5M NEW 68k 52.16
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Intel Corporation (INTC) 0.1 $3.5M 175k 20.05
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International Business Machines (IBM) 0.1 $3.5M -28% 16k 219.82
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Edwards Lifesciences (EW) 0.1 $3.5M -12% 47k 74.03
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Adobe Systems Incorporated (ADBE) 0.1 $3.5M -3% 7.8k 444.71
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Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $3.4M -16% 65k 52.70
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Vanguard World Inf Tech Etf (VGT) 0.1 $3.4M +16% 5.4k 621.77
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Teradyne (TER) 0.1 $3.3M -3% 26k 125.92
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Merck & Co (MRK) 0.1 $3.3M 33k 99.48
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Keysight Technologies (KEYS) 0.1 $3.2M -5% 20k 160.63
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $3.2M +3% 81k 39.56
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Deckers Outdoor Corporation (DECK) 0.1 $3.2M -17% 16k 203.10
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Cisco Systems (CSCO) 0.1 $3.2M +10% 53k 59.20
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.1M +15% 50k 62.31
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Ishares Tr Select Divid Etf (DVY) 0.1 $3.1M +4% 24k 131.29
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Pepsi (PEP) 0.1 $3.1M -11% 20k 152.06
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Stryker Corporation (SYK) 0.1 $3.1M +7% 8.5k 360.07
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Boeing Company (BA) 0.1 $3.0M +4% 17k 177.00
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Kkr & Co (KKR) 0.1 $3.0M 21k 147.91
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Danaher Corporation (DHR) 0.1 $3.0M -7% 13k 229.55
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $2.9M 68k 43.24
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Walt Disney Company (DIS) 0.1 $2.9M -13% 26k 111.35
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Caterpillar (CAT) 0.1 $2.9M 8.0k 362.75
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Northrop Grumman Corporation (NOC) 0.1 $2.9M 6.2k 469.29
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Union Pacific Corporation (UNP) 0.1 $2.9M +8% 13k 228.04
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American Express Company (AXP) 0.1 $2.9M -6% 9.7k 296.79
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Abbott Laboratories (ABT) 0.1 $2.9M 25k 113.11
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.8M NEW 43k 66.14
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $2.8M 36k 77.79
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Raytheon Technologies Corp (RTX) 0.1 $2.8M +6% 24k 115.72
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Amgen (AMGN) 0.1 $2.7M -15% 11k 260.64
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.7M 12k 220.96
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Nextera Energy (NEE) 0.1 $2.6M -3% 37k 71.69
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Chubb (CB) 0.1 $2.6M 9.3k 276.29
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $2.5M -8% 88k 29.02
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $2.5M +78% 43k 58.93
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.5M +6% 14k 178.08
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $2.5M +79% 95k 25.92
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.4M -8% 6.1k 402.69
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Airbnb Com Cl A (ABNB) 0.1 $2.4M +5% 19k 131.41
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $2.4M +76% 78k 30.98
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Select Sector Spdr Tr Financial (XLF) 0.1 $2.4M 50k 48.33
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Ionq Inc Pipe (IONQ) 0.1 $2.4M NEW 57k 41.77
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Automatic Data Processing (ADP) 0.1 $2.4M 8.1k 292.75
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Lockheed Martin Corporation (LMT) 0.1 $2.4M +9% 4.8k 485.97
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Coca-Cola Company (KO) 0.1 $2.3M 37k 62.26
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Thermo Fisher Scientific (TMO) 0.1 $2.3M -6% 4.4k 520.26
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.3M -6% 36k 63.15
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Verizon Communications (VZ) 0.1 $2.3M +24% 57k 39.99
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Ge Aerospace Com New (GE) 0.1 $2.3M +6% 14k 166.79
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Novo-nordisk A S Adr (NVO) 0.1 $2.2M -4% 26k 86.02
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S&p Global (SPGI) 0.1 $2.2M +14% 4.4k 498.06
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.1M -6% 19k 114.48
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $2.1M -3% 37k 57.41
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Samsara Com Cl A (IOT) 0.0 $2.1M +29% 48k 43.69
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Progressive Corporation (PGR) 0.0 $2.1M -40% 8.6k 239.61
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Deere & Company (DE) 0.0 $2.0M 4.8k 423.70
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $2.0M 23k 87.90
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $2.0M 11k 176.67
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $2.0M -2% 4.7k 425.53
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Quantum Computing (QUBT) 0.0 $2.0M NEW 120k 16.55
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Goldman Sachs (GS) 0.0 $2.0M +11% 3.5k 572.57
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $2.0M 10k 190.87
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Metropcs Communications (TMUS) 0.0 $1.9M -51% 8.7k 220.74
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $1.9M +6% 25k 76.06
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $1.9M -48% 2.7k 693.03
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Autodesk (ADSK) 0.0 $1.9M -4% 6.3k 295.57
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Paypal Holdings (PYPL) 0.0 $1.8M 22k 85.35
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Waste Management (WM) 0.0 $1.8M +811% 9.1k 201.80
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Duke Energy Corp Com New (DUK) 0.0 $1.8M -2% 17k 107.74
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Cadence Design Systems (CDNS) 0.0 $1.8M -11% 6.1k 300.48
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Bristol Myers Squibb (BMY) 0.0 $1.8M -2% 32k 56.56
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Pfizer (PFE) 0.0 $1.8M -4% 68k 26.53
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Oneok (OKE) 0.0 $1.8M -3% 18k 100.40
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.8M 17k 104.89
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Listed Fd Tr Wahed Ftse Etf (HLAL) 0.0 $1.8M -6% 34k 52.74
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Public Service Enterprise (PEG) 0.0 $1.8M -5% 21k 84.49
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Starbucks Corporation (SBUX) 0.0 $1.8M -9% 19k 91.25
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Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.0 $1.8M 24k 72.56
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ConocoPhillips (COP) 0.0 $1.7M +25% 18k 99.17
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Intercontinental Exchange (ICE) 0.0 $1.7M 12k 149.01
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Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.0 $1.7M 40k 42.93
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Select Sector Spdr Tr Energy (XLE) 0.0 $1.7M -7% 20k 85.66
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $1.7M 17k 96.90
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Eaton Corp SHS (ETN) 0.0 $1.7M +4% 5.0k 331.88
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Marsh & McLennan Companies (MMC) 0.0 $1.6M -7% 7.7k 212.42
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Comcast Corp Cl A (CMCSA) 0.0 $1.6M +8% 44k 37.53
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Spotify Technology S A SHS (SPOT) 0.0 $1.6M -18% 3.6k 447.35
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Aon Shs Cl A (AON) 0.0 $1.5M -6% 4.3k 359.15
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $1.5M +120% 19k 81.58
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Cummins (CMI) 0.0 $1.5M +2% 4.4k 348.64
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Nike CL B (NKE) 0.0 $1.5M 20k 75.67
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Celestica (CLS) 0.0 $1.5M NEW 16k 92.30
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Workday Cl A (WDAY) 0.0 $1.5M 5.7k 258.02
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Amphenol Corp Cl A (APH) 0.0 $1.4M 21k 69.45
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McKesson Corporation (MCK) 0.0 $1.4M +49% 2.5k 569.94
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United Parcel Service CL B (UPS) 0.0 $1.4M -9% 11k 126.10
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Hewlett Packard Enterprise (HPE) 0.0 $1.4M +2% 65k 21.35
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $1.4M +4% 24k 57.53
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Dover Corporation (DOV) 0.0 $1.4M -4% 7.4k 187.61
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Us Bancorp Del Com New (USB) 0.0 $1.4M +50% 29k 47.83
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.4M +10% 5.7k 242.14
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Marathon Petroleum Corp (MPC) 0.0 $1.4M 9.9k 139.50
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West Pharmaceutical Services (WST) 0.0 $1.4M 4.2k 327.59
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Mondelez Intl Cl A (MDLZ) 0.0 $1.3M 22k 59.73
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.0 $1.3M 31k 43.47
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $1.3M NEW 32k 41.27
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $1.3M -17% 26k 50.37
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Shell Spon Ads (SHEL) 0.0 $1.3M 21k 62.65
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.3M +2% 7.4k 172.42
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $1.3M -12% 6.4k 197.50
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.3M 9.9k 126.75
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Church & Dwight (CHD) 0.0 $1.3M -14% 12k 104.71
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FactSet Research Systems (FDS) 0.0 $1.3M -16% 2.6k 480.36
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W.W. Grainger (GWW) 0.0 $1.2M -15% 1.2k 1054.09
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Fair Isaac Corporation (FICO) 0.0 $1.2M 619.00 1990.16
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Expeditors International of Washington (EXPD) 0.0 $1.2M -10% 11k 110.77
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Clorox Company (CLX) 0.0 $1.2M -8% 7.4k 162.41
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Affirm Hldgs Com Cl A (AFRM) 0.0 $1.2M 20k 60.90
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Philip Morris International (PM) 0.0 $1.2M 9.8k 120.34
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Nasdaq Omx (NDAQ) 0.0 $1.2M -21% 15k 77.31
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Vanguard World Financials Etf (VFH) 0.0 $1.2M 9.9k 118.07
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Hp (HPQ) 0.0 $1.2M 36k 32.63
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FedEx Corporation (FDX) 0.0 $1.2M -6% 4.1k 281.35
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Anthem (ELV) 0.0 $1.2M +47% 3.1k 368.90
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.2M +20% 4.1k 280.07
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Vanguard World Health Car Etf (VHT) 0.0 $1.2M -7% 4.5k 253.68
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Waters Corporation (WAT) 0.0 $1.1M -2% 3.1k 371.01
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Tcw Etf Trust Transfrm 500 Etf (VOTE) 0.0 $1.1M 17k 68.79
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Target Corporation (TGT) 0.0 $1.1M +108% 8.5k 135.18
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Prudential Financial (PRU) 0.0 $1.1M -12% 9.6k 118.53
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Mettler-Toledo International (MTD) 0.0 $1.1M -2% 927.00 1223.68
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Past Filings by Mission Wealth Management

SEC 13F filings are viewable for Mission Wealth Management going back to 2015

View all past filings