Mission Wealth Management

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

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Positions held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Mission Wealth Management

Mission Wealth Management holds 523 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Mission Wealth Management has 523 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) 10.2 $270M +4% 953k 282.96
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Vanguard Index Fds Value Etf (VTV) 9.5 $251M +8% 1.8M 142.10
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Vanguard Index Fds Small Cp Etf (VB) 6.0 $158M +7% 796k 198.89
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Ishares Tr Core Msci Eafe (IEFA) 5.8 $155M +17% 2.3M 67.50
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.5 $120M +89% 1.6M 72.69
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Apple (AAPL) 4.5 $119M +8% 613k 193.97
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Microsoft Corporation (MSFT) 3.6 $95M +9% 278k 340.54
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Vanguard Index Fds Total Stk Mkt (VTI) 3.2 $86M 389k 220.28
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $56M -2% 1.2M 46.18
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Spdr Ser Tr Portfolio Intrmd (SPIB) 1.9 $49M +11% 1.5M 32.11
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.7 $46M -49% 910k 50.32
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.5 $40M 412k 97.84
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Ishares Tr Msci Usa Esg Slc (SUSA) 1.5 $40M +4% 428k 93.64
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $40M 403k 99.65
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The Trade Desk Com Cl A (TTD) 1.4 $38M +53% 497k 77.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $32M -5% 115k 275.18
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Tesla Motors (TSLA) 1.1 $30M +6% 116k 261.77
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.1 $29M +6% 782k 36.99
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.0 $26M 940k 27.32
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.9 $23M +24% 986k 23.46
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Ishares Tr Rus 1000 Val Etf (IWD) 0.8 $23M -5% 142k 157.83
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $22M -3% 552k 40.68
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.7 $19M +10% 264k 72.93
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Ishares Tr Cre U S Reit Etf (USRT) 0.7 $19M +7% 368k 51.41
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Ishares Core Msci Emkt (IEMG) 0.7 $19M -16% 378k 49.29
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Ishares Esg Awr Msci Em (ESGE) 0.7 $18M +7% 579k 31.63
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Amazon (AMZN) 0.7 $18M -19% 139k 130.36
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Johnson & Johnson (JNJ) 0.6 $15M +2% 91k 165.52
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Ready Cap Corp Com reit (RC) 0.5 $15M -12% 1.3M 11.28
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $14M -3% 142k 97.46
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $13M -16% 30k 443.28
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NVIDIA Corporation (NVDA) 0.5 $13M +2% 31k 423.02
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Alphabet Cap Stk Cl C (GOOG) 0.5 $13M -3% 105k 120.97
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $12M +8% 225k 54.80
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $12M +16% 380k 30.99
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Home Depot (HD) 0.4 $12M +21% 38k 310.64
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $12M +2% 194k 58.98
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UnitedHealth (UNH) 0.4 $11M -8% 24k 480.63
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.4 $11M 136k 79.05
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Intuitive Surgical Com New (ISRG) 0.4 $10M 31k 341.94
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Applied Materials (AMAT) 0.4 $10M -2% 72k 144.54
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Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $9.9M -6% 119k 83.56
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Vanguard Specialized Funds Div App Etf (VIG) 0.4 $9.7M +7% 60k 162.43
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $9.4M 224k 41.87
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Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $8.4M 68k 122.58
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Sherwin-Williams Company (SHW) 0.3 $8.2M 31k 265.52
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Boeing Company (BA) 0.3 $8.1M 39k 211.16
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Appfolio Com Cl A (APPF) 0.3 $8.1M +104% 47k 172.14
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $7.8M 90k 86.54
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Exxon Mobil Corporation (XOM) 0.3 $7.8M +19% 73k 107.25
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Ishares Tr Calif Mun Bd Etf (CMF) 0.3 $7.6M 133k 56.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $7.2M +5% 20k 369.41
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Procter & Gamble Company (PG) 0.3 $7.1M +4% 47k 151.74
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $7.1M 198k 35.65
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.3 $6.8M -5% 203k 33.77
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Vanguard World Esg Intl Stk Etf (VSGX) 0.3 $6.7M 126k 53.11
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $6.7M 63k 106.07
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $6.5M +3% 104k 62.21
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $6.4M +6% 186k 34.65
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $6.2M +15% 52k 119.70
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Veeva Sys Cl A Com (VEEV) 0.2 $6.0M -23% 31k 197.73
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Edwards Lifesciences (EW) 0.2 $5.5M -7% 58k 94.33
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $5.2M 12k 445.72
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McDonald's Corporation (MCD) 0.2 $5.2M +2% 17k 298.41
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Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $5.1M -12% 102k 50.03
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Netflix (NFLX) 0.2 $5.1M 12k 440.49
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Visa Com Cl A (V) 0.2 $5.0M +4% 21k 237.48
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $4.9M +12% 12k 407.29
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Abbvie (ABBV) 0.2 $4.8M +5% 35k 134.73
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $4.6M -4% 160k 28.96
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $4.5M +3% 94k 48.16
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Intel Corporation (INTC) 0.2 $4.5M 136k 33.44
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Chevron Corporation (CVX) 0.2 $4.4M -4% 28k 157.35
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Ishares Tr Esg Aware Msci (ESML) 0.2 $4.4M 124k 35.52
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Pepsi (PEP) 0.2 $4.4M +2% 24k 185.22
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JPMorgan Chase & Co. (JPM) 0.2 $4.4M +15% 30k 145.44
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $4.3M 17k 254.48
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.3M 60k 72.50
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Costco Wholesale Corporation (COST) 0.1 $3.9M -4% 7.2k 538.40
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Oracle Corporation (ORCL) 0.1 $3.8M -5% 32k 119.09
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Texas Instruments Incorporated (TXN) 0.1 $3.7M +35% 21k 180.02
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Lowe's Companies (LOW) 0.1 $3.7M +2% 16k 225.69
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Eli Lilly & Co. (LLY) 0.1 $3.5M +4% 7.4k 468.95
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Pfizer (PFE) 0.1 $3.5M 94k 36.68
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.4M 77k 43.80
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $3.3M -3% 123k 27.15
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.3M -4% 63k 52.37
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Texas Pacific Land Corp (TPL) 0.1 $3.3M -27% 2.5k 1316.35
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Wells Fargo & Company (WFC) 0.1 $3.3M 77k 42.68
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Xcel Energy (XEL) 0.1 $3.2M -13% 51k 62.17
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Merck & Co (MRK) 0.1 $3.1M +2% 27k 115.39
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Meta Platforms Cl A (META) 0.1 $3.0M +9% 11k 286.97
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $3.0M 142k 21.04
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Fifth Third Ban (FITB) 0.1 $3.0M 114k 26.21
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Ishares Tr National Mun Etf (MUB) 0.1 $2.9M +3% 28k 106.73
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $2.9M -5% 107k 27.31
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Broadcom (AVGO) 0.1 $2.9M -19% 3.3k 867.52
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Northrop Grumman Corporation (NOC) 0.1 $2.8M 6.3k 455.78
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.1 $2.8M -14% 63k 44.61
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Cisco Systems (CSCO) 0.1 $2.8M +25% 54k 51.74
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Starbucks Corporation (SBUX) 0.1 $2.8M 28k 99.06
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Nextera Energy (NEE) 0.1 $2.7M 37k 74.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.7M -12% 38k 70.48
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Amgen (AMGN) 0.1 $2.6M 12k 222.01
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.6M -2% 24k 110.48
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Honeywell International (HON) 0.1 $2.6M +9% 13k 207.50
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Danaher Corporation (DHR) 0.1 $2.6M 11k 240.01
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $2.6M 41k 63.60
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.6M +3% 41k 62.27
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Nike CL B (NKE) 0.1 $2.5M -11% 22k 110.37
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $2.5M 61k 40.19
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.4M +6% 3.4k 724.75
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Servicenow (NOW) 0.1 $2.4M -53% 4.3k 561.96
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Adobe Systems Incorporated (ADBE) 0.1 $2.4M 4.9k 488.98
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.4M -7% 24k 97.95
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.3M 21k 113.30
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.3M -11% 5.2k 442.14
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Deckers Outdoor Corporation (DECK) 0.1 $2.3M -2% 4.4k 527.66
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Keysight Technologies (KEYS) 0.1 $2.3M -4% 14k 167.45
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salesforce (CRM) 0.1 $2.3M 11k 211.26
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Intuit (INTU) 0.1 $2.3M -6% 5.0k 458.15
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $2.2M +6% 9.2k 243.74
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $2.2M 119k 18.40
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Mastercard Incorporated Cl A (MA) 0.1 $2.1M -9% 5.4k 393.33
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Wal-Mart Stores (WMT) 0.1 $2.1M -2% 13k 157.18
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Walt Disney Company (DIS) 0.1 $2.1M -45% 24k 89.28
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Fiserv (FI) 0.1 $2.1M 17k 126.15
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $2.0M -9% 37k 55.33
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Agilent Technologies Inc C ommon (A) 0.1 $2.0M +2% 17k 120.25
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Cme (CME) 0.1 $2.0M -11% 11k 185.30
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Automatic Data Processing (ADP) 0.1 $2.0M -3% 9.1k 219.80
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Aon Shs Cl A (AON) 0.1 $2.0M 5.8k 345.20
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.0M +2% 36k 54.41
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Chubb (CB) 0.1 $2.0M -3% 10k 192.56
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Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.1 $2.0M 61k 32.23
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Coca-Cola Company (KO) 0.1 $1.9M 32k 60.22
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Listed Fd Tr Wahed Ftse Etf (HLAL) 0.1 $1.9M 44k 42.78
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Vanguard World Fds Health Car Etf (VHT) 0.1 $1.9M +2% 7.7k 244.83
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American Express Company (AXP) 0.1 $1.8M +5% 10k 174.20
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Marsh & McLennan Companies (MMC) 0.1 $1.7M 9.2k 188.08
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.7M -12% 9.9k 173.85
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $1.7M -3% 34k 50.14
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.7M +10% 21k 81.17
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Novo-nordisk A S Adr (NVO) 0.1 $1.7M -3% 10k 161.83
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West Pharmaceutical Services (WST) 0.1 $1.7M 4.4k 382.46
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.7M 6.4k 261.49
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Thermo Fisher Scientific (TMO) 0.1 $1.6M +8% 3.1k 521.77
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $1.6M 4.6k 351.94
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Ishares Tr Broad Usd High (USHY) 0.1 $1.6M -5% 46k 35.30
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Bank of America Corporation (BAC) 0.1 $1.6M +25% 57k 28.69
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.6M +8% 9.9k 161.20
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.6M -2% 47k 33.71
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Union Pacific Corporation (UNP) 0.1 $1.6M +3% 7.8k 204.62
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.6M -3% 64k 24.63
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.1 $1.6M +10% 32k 49.01
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Abbott Laboratories (ABT) 0.1 $1.5M -5% 14k 109.02
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Qualcomm (QCOM) 0.1 $1.5M 13k 119.04
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Cadence Design Systems (CDNS) 0.1 $1.5M -10% 6.5k 234.54
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M +3% 8.2k 187.27
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Lam Research Corporation (LRCX) 0.1 $1.5M -20% 2.4k 642.93
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.5M 4.4k 343.86
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Dover Corporation (DOV) 0.1 $1.5M 10k 147.65
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $1.5M -23% 26k 57.73
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Expeditors International of Washington (EXPD) 0.1 $1.5M -3% 12k 121.13
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Workday Cl A (WDAY) 0.1 $1.5M +36% 6.4k 225.88
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Bristol Myers Squibb (BMY) 0.1 $1.4M -2% 23k 63.95
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Vanguard World Esg Us Stk Etf (ESGV) 0.1 $1.4M 18k 78.35
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International Business Machines (IBM) 0.1 $1.4M 11k 133.82
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Teradata Corporation (TDC) 0.1 $1.4M 26k 53.41
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Church & Dwight (CHD) 0.1 $1.4M 14k 100.23
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $1.4M 23k 61.01
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.4M 4.5k 308.55
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United Parcel Service CL B (UPS) 0.1 $1.4M +6% 7.7k 179.25
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Altria (MO) 0.1 $1.4M +66% 30k 45.30
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $1.4M 70k 19.49
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Autodesk (ADSK) 0.1 $1.3M 6.6k 204.62
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Raytheon Technologies Corp (RTX) 0.1 $1.3M +8% 14k 97.96
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Philip Morris International (PM) 0.1 $1.3M +63% 14k 97.62
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W.W. Grainger (GWW) 0.1 $1.3M -11% 1.7k 788.50
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Hess (HES) 0.0 $1.3M 9.6k 135.95
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Comcast Corp Cl A (CMCSA) 0.0 $1.3M 31k 41.55
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Advanced Micro Devices (AMD) 0.0 $1.3M -17% 11k 113.91
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Lockheed Martin Corporation (LMT) 0.0 $1.3M +7% 2.8k 460.37
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Mettler-Toledo International (MTD) 0.0 $1.3M +2% 963.00 1312.12
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FactSet Research Systems (FDS) 0.0 $1.3M 3.1k 400.62
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Mccormick & Co Com Non Vtg (MKC) 0.0 $1.2M -2% 14k 87.23
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Best Buy (BBY) 0.0 $1.2M -2% 15k 81.95
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Invesco Exchange Traded Fd T Dwa Technology (PTF) 0.0 $1.2M 8.1k 147.23
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Patterson Companies (PDCO) 0.0 $1.2M +3% 36k 33.26
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $1.2M -8% 47k 25.09
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Verizon Communications (VZ) 0.0 $1.2M +9% 32k 37.19
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AMN Healthcare Services (AMN) 0.0 $1.2M 11k 109.12
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National Instruments (NATI) 0.0 $1.1M -20% 20k 57.40
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Boise Cascade (BCC) 0.0 $1.1M -2% 13k 90.35
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $1.1M +23% 24k 45.99
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $1.1M +2% 11k 99.76
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Clorox Company (CLX) 0.0 $1.1M 6.9k 159.05
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Nuveen Floating Rate Income Com Shs (JRO) 0.0 $1.0M 134k 7.80
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Spdr Gold Tr Gold Shs (GLD) 0.0 $1.0M +21% 5.9k 178.28
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Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.0 $1.0M 42k 24.77
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Molson Coors Beverage CL B (TAP) 0.0 $1.0M -4% 16k 65.84
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.0 $1.0M 50k 20.57
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Duke Energy Corp Com New (DUK) 0.0 $1.0M +25% 12k 89.74
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ConocoPhillips (COP) 0.0 $1.0M +12% 9.9k 103.61
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Marathon Petroleum Corp (MPC) 0.0 $1.0M +3% 8.7k 116.59
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Trimble Navigation (TRMB) 0.0 $1.0M 19k 52.94
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Caterpillar (CAT) 0.0 $1.0M +8% 4.1k 246.04
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Cummins (CMI) 0.0 $1.0M 4.1k 245.16
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $995k 21k 46.39
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $994k 10k 96.63
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Cathay General Ban (CATY) 0.0 $990k 31k 32.19
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Hp (HPQ) 0.0 $990k 32k 30.71
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $977k -7% 32k 30.51
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Prudential Financial (PRU) 0.0 $971k NEW 11k 88.22
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Allegion Ord Shs (ALLE) 0.0 $951k -4% 7.9k 120.03
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Bank of New York Mellon Corporation (BK) 0.0 $951k +6% 21k 44.52
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Bright Horizons Fam Sol In D (BFAM) 0.0 $947k -2% 10k 92.45
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Ecolab (ECL) 0.0 $945k -3% 5.1k 186.70
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $942k +21% 4.1k 229.76
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Pool Corporation (POOL) 0.0 $936k -2% 2.5k 374.69
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Shell Spon Ads (SHEL) 0.0 $930k +17% 15k 60.38
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $929k -3% 27k 34.50
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Ishares Tr Short Treas Bd (SHV) 0.0 $929k -35% 8.4k 110.45
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BlackRock (BLK) 0.0 $928k -8% 1.3k 691.36
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $921k -4% 47k 19.53
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Marvell Technology (MRVL) 0.0 $916k -47% 15k 59.78
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FedEx Corporation (FDX) 0.0 $911k +6% 3.7k 247.87
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Equinix (EQIX) 0.0 $911k 1.2k 783.60
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $910k +81% 12k 74.95
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $909k 26k 35.37
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General Electric Com New (GE) 0.0 $903k +15% 8.2k 109.85
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Interpublic Group of Companies (IPG) 0.0 $900k 23k 38.58
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Vanguard World Fds Energy Etf (VDE) 0.0 $895k 7.9k 112.88
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Anthem (ELV) 0.0 $894k 2.0k 444.30
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Ormat Technologies (ORA) 0.0 $893k 11k 80.46
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Inogen (INGN) 0.0 $885k 77k 11.55
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T. Rowe Price (TROW) 0.0 $882k +13% 7.9k 112.01
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Xylem (XYL) 0.0 $881k -14% 7.8k 112.62
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IDEXX Laboratories (IDXX) 0.0 $880k 1.8k 502.13
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Baker Hughes Company Cl A (BKR) 0.0 $880k -3% 28k 31.61
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Vanguard World Fds Financials Etf (VFH) 0.0 $877k -22% 11k 81.24
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Waters Corporation (WAT) 0.0 $875k +12% 3.3k 266.52
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Northern Trust Corporation (NTRS) 0.0 $860k +16% 12k 74.14
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $854k 22k 39.56
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $845k -14% 8.9k 95.41
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General Mills (GIS) 0.0 $845k +10% 11k 76.70
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Eaton Corp SHS (ETN) 0.0 $836k +4% 4.2k 201.08
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PPG Industries (PPG) 0.0 $833k 5.6k 148.31
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Nasdaq Omx (NDAQ) 0.0 $830k NEW 17k 49.85
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iRobot Corporation (IRBT) 0.0 $822k 18k 45.25
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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