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 35.77% of Mission Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$24M), DFUV (+$21M), IEFA (+$20M), IWB (+$16M), DFAC (+$13M), USFR (+$12M), BLK (+$10M), NVDA (+$9.5M), SPIB (+$8.2M), VB (+$8.1M).
- Started 43 new stock positions in STZ, RGTI, CALF, KMB, DFCF, DFGR, COWZ, NTRA, QUBT, LRCX.
- Reduced shares in these 10 stocks: Lam Research Corporation (-$13M), , RC, VUG, DFAE, AMAT, AMZN, TMUS, MSFT, ASML.
- Sold out of its positions in ASTS, Akoustis Technologies, ANSS, ARCC, ANET, BALL, BBDC, BlackRock, CDW, CVS.
- Mission Wealth Management was a net buyer of stock by $161M.
- Mission Wealth Management has $4.3B in assets under management (AUM), dropping by 3.82%.
- Central Index Key (CIK): 0001645382
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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.
- Sign up to view all of the Mission Wealth Management Dec. 31, 2024 positions
- Download the Mission Wealth Management December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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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 |
|
Comcast Corp Cl A (CMCSA) | 0.0 | $1.6M | +8% | 44k | 37.53 |
|
Spotify Technology S A SHS (SPOT) | 0.0 | $1.6M | -18% | 3.6k | 447.35 |
|
Aon Shs Cl A (AON) | 0.0 | $1.5M | -6% | 4.3k | 359.15 |
|
Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $1.5M | +120% | 19k | 81.58 |
|
Cummins (CMI) | 0.0 | $1.5M | +2% | 4.4k | 348.64 |
|
Nike CL B (NKE) | 0.0 | $1.5M | 20k | 75.67 |
|
|
Celestica (CLS) | 0.0 | $1.5M | NEW | 16k | 92.30 |
|
Workday Cl A (WDAY) | 0.0 | $1.5M | 5.7k | 258.02 |
|
|
Amphenol Corp Cl A (APH) | 0.0 | $1.4M | 21k | 69.45 |
|
|
McKesson Corporation (MCK) | 0.0 | $1.4M | +49% | 2.5k | 569.94 |
|
United Parcel Service CL B (UPS) | 0.0 | $1.4M | -9% | 11k | 126.10 |
|
Hewlett Packard Enterprise (HPE) | 0.0 | $1.4M | +2% | 65k | 21.35 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.4M | +4% | 24k | 57.53 |
|
Dover Corporation (DOV) | 0.0 | $1.4M | -4% | 7.4k | 187.61 |
|
Us Bancorp Del Com New (USB) | 0.0 | $1.4M | +50% | 29k | 47.83 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.4M | +10% | 5.7k | 242.14 |
|
Marathon Petroleum Corp (MPC) | 0.0 | $1.4M | 9.9k | 139.50 |
|
|
West Pharmaceutical Services (WST) | 0.0 | $1.4M | 4.2k | 327.59 |
|
|
Mondelez Intl Cl A (MDLZ) | 0.0 | $1.3M | 22k | 59.73 |
|
|
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $1.3M | 31k | 43.47 |
|
|
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $1.3M | NEW | 32k | 41.27 |
|
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $1.3M | -17% | 26k | 50.37 |
|
Shell Spon Ads (SHEL) | 0.0 | $1.3M | 21k | 62.65 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.3M | +2% | 7.4k | 172.42 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.3M | -12% | 6.4k | 197.50 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.3M | 9.9k | 126.75 |
|
|
Church & Dwight (CHD) | 0.0 | $1.3M | -14% | 12k | 104.71 |
|
FactSet Research Systems (FDS) | 0.0 | $1.3M | -16% | 2.6k | 480.36 |
|
W.W. Grainger (GWW) | 0.0 | $1.2M | -15% | 1.2k | 1054.09 |
|
Fair Isaac Corporation (FICO) | 0.0 | $1.2M | 619.00 | 1990.16 |
|
|
Expeditors International of Washington (EXPD) | 0.0 | $1.2M | -10% | 11k | 110.77 |
|
Clorox Company (CLX) | 0.0 | $1.2M | -8% | 7.4k | 162.41 |
|
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $1.2M | 20k | 60.90 |
|
|
Philip Morris International (PM) | 0.0 | $1.2M | 9.8k | 120.34 |
|
|
Nasdaq Omx (NDAQ) | 0.0 | $1.2M | -21% | 15k | 77.31 |
|
Vanguard World Financials Etf (VFH) | 0.0 | $1.2M | 9.9k | 118.07 |
|
|
Hp (HPQ) | 0.0 | $1.2M | 36k | 32.63 |
|
|
FedEx Corporation (FDX) | 0.0 | $1.2M | -6% | 4.1k | 281.35 |
|
Anthem (ELV) | 0.0 | $1.2M | +47% | 3.1k | 368.90 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.2M | +20% | 4.1k | 280.07 |
|
Vanguard World Health Car Etf (VHT) | 0.0 | $1.2M | -7% | 4.5k | 253.68 |
|
Waters Corporation (WAT) | 0.0 | $1.1M | -2% | 3.1k | 371.01 |
|
Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $1.1M | 17k | 68.79 |
|
|
Target Corporation (TGT) | 0.0 | $1.1M | +108% | 8.5k | 135.18 |
|
Prudential Financial (PRU) | 0.0 | $1.1M | -12% | 9.6k | 118.53 |
|
Mettler-Toledo International (MTD) | 0.0 | $1.1M | -2% | 927.00 | 1223.68 |
|
Past Filings by Mission Wealth Management
SEC 13F filings are viewable for Mission Wealth Management going back to 2015
- 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
- Mission Wealth Management 2021 Q1 filed May 10, 2021