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 557 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Mission Wealth Management has 557 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) 9.8 $303M 975k 310.88
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Vanguard Index Fds Value Etf (VTV) 9.4 $288M +3% 1.9M 149.50
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Ishares Tr Core Msci Eafe (IEFA) 6.7 $205M +10% 2.9M 70.35
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Vanguard Index Fds Small Cp Etf (VB) 6.2 $190M +5% 888k 213.33
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.8 $148M +8% 2.0M 73.55
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Microsoft Corporation (MSFT) 4.3 $133M +5% 354k 376.04
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Apple (AAPL) 4.1 $125M +3% 649k 192.53
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Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $87M 368k 237.22
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Spdr Ser Tr Portfolio Intrmd (SPIB) 2.1 $64M +12% 2.0M 32.83
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $64M +7% 1.3M 47.90
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Wisdomtree Tr Floatng Rat Trea (USFR) 1.8 $55M +11% 1.1M 50.24
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Ishares Tr Core S&p Scp Etf (IJR) 1.5 $48M +9% 441k 108.25
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Ishares Tr Msci Usa Esg Slc (SUSA) 1.4 $44M -3% 436k 100.51
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The Trade Desk Com Cl A (TTD) 1.4 $44M +4% 606k 71.96
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $40M -3% 384k 105.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.1 $35M 114k 303.17
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.1 $33M +14% 1.4M 24.11
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Ishares Tr Rus 1000 Val Etf (IWD) 1.0 $32M +42% 195k 165.25
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.0 $31M -2% 800k 39.10
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Tesla Motors (TSLA) 0.9 $28M -7% 114k 248.48
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $27M -2% 927k 28.64
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Ishares Tr Cre U S Reit Etf (USRT) 0.8 $25M +15% 460k 54.29
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.8 $24M +8% 319k 75.54
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Amazon (AMZN) 0.7 $20M +3% 134k 151.94
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $20M -6% 486k 41.10
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Ishares Esg Awr Msci Em (ESGE) 0.6 $19M 601k 32.06
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NVIDIA Corporation (NVDA) 0.6 $19M -20% 38k 495.22
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $18M +22% 168k 104.92
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Alphabet Cap Stk Cl C (GOOG) 0.5 $16M -2% 112k 140.93
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Broadcom (AVGO) 0.5 $15M +44% 14k 1116.20
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $15M +2% 443k 33.25
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Johnson & Johnson (JNJ) 0.5 $14M 90k 156.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $13M -10% 27k 475.30
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Applied Materials (AMAT) 0.4 $13M +3% 79k 162.07
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Home Depot (HD) 0.4 $12M -6% 36k 346.55
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $12M -5% 194k 61.90
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $12M -12% 195k 59.62
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UnitedHealth (UNH) 0.4 $12M -6% 22k 526.46
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Ishares Tr Msci Gbl Sus Dev (SDG) 0.4 $11M 136k 81.05
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $11M +6% 261k 41.93
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Ishares Core Msci Emkt (IEMG) 0.4 $11M -24% 216k 50.58
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Intuitive Surgical Com New (ISRG) 0.4 $11M 32k 337.36
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Boeing Company (BA) 0.3 $9.9M +3% 38k 260.66
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $9.8M 58k 170.40
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Oracle Corporation (ORCL) 0.3 $9.4M +3% 89k 105.43
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J P Morgan Exchange Traded F Sustainable Muni (JMSI) 0.3 $9.2M -6% 183k 50.52
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $9.2M -5% 104k 88.36
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Intel Corporation (INTC) 0.3 $9.0M +28% 180k 50.25
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Sherwin-Williams Company (SHW) 0.3 $8.7M 28k 311.90
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Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $8.5M 68k 124.97
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Adobe Systems Incorporated (ADBE) 0.3 $8.4M -4% 14k 596.59
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Manager Directed Portfolios Vert Glb Sust Re 0.3 $8.3M NEW 830k 9.96
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Ishares Tr U.s. Real Es Etf (IYR) 0.3 $8.0M 88k 91.41
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $8.0M +4% 57k 139.69
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Exxon Mobil Corporation (XOM) 0.3 $7.9M +10% 79k 99.98
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $7.8M +2% 19k 409.51
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Ready Cap Corp Com reit (RC) 0.2 $7.7M -35% 749k 10.25
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $7.2M 196k 36.96
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $7.1M -4% 129k 55.28
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $7.0M -3% 101k 69.47
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Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $6.9M +6% 62k 111.63
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Procter & Gamble Company (PG) 0.2 $6.7M 46k 146.54
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $6.7M 186k 35.91
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Ishares Tr Calif Mun Bd Etf (CMF) 0.2 $6.6M -17% 114k 57.94
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Appfolio Com Cl A (APPF) 0.2 $6.5M -19% 38k 173.24
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.2 $6.5M -5% 186k 34.89
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $6.2M +13% 13k 477.62
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $6.1M +21% 117k 51.83
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Netflix (NFLX) 0.2 $6.1M +4% 13k 486.88
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JPMorgan Chase & Co. (JPM) 0.2 $6.0M +11% 36k 170.10
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Visa Com Cl A (V) 0.2 $6.0M +5% 23k 260.35
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Abbvie (ABBV) 0.2 $5.8M +6% 38k 154.97
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Costco Wholesale Corporation (COST) 0.2 $5.8M +7% 8.8k 660.04
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Akamai Technologies (AKAM) 0.2 $5.5M NEW 47k 118.35
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McDonald's Corporation (MCD) 0.2 $5.3M +4% 18k 296.51
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AFLAC Incorporated (AFL) 0.2 $5.3M +21% 64k 82.50
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $5.1M -16% 12k 436.79
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Veeva Sys Cl A Com (VEEV) 0.2 $5.1M -9% 26k 192.52
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Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.2 $5.1M +3% 172k 29.42
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Wisdomtree Tr Intl Equity Fd (DWM) 0.2 $4.8M -4% 92k 52.51
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Texas Instruments Incorporated (TXN) 0.2 $4.8M +14% 28k 170.46
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $4.6M +5% 62k 75.35
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Ishares Tr Esg Aware Msci (ESML) 0.2 $4.6M 122k 38.01
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Ishares Tr Russell 3000 Etf (IWV) 0.2 $4.6M 17k 273.75
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Chevron Corporation (CVX) 0.1 $4.5M +4% 30k 149.16
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Edwards Lifesciences (EW) 0.1 $4.4M 57k 76.25
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Eli Lilly & Co. (LLY) 0.1 $4.2M 7.2k 582.89
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Meta Platforms Cl A (META) 0.1 $4.1M +4% 12k 353.96
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Pepsi (PEP) 0.1 $4.0M 24k 169.84
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Fifth Third Ban (FITB) 0.1 $3.9M 114k 34.49
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Texas Pacific Land Corp (TPL) 0.1 $3.9M 2.5k 1572.27
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.7M +7% 66k 56.40
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Keysight Technologies (KEYS) 0.1 $3.7M +69% 23k 159.09
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Amgen (AMGN) 0.1 $3.6M +8% 13k 288.02
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.6M 76k 47.24
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Lowe's Companies (LOW) 0.1 $3.6M 16k 222.55
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Agilent Technologies Inc C ommon (A) 0.1 $3.5M +52% 25k 139.03
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Ishares Tr National Mun Etf (MUB) 0.1 $3.5M +11% 32k 108.41
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $3.4M +6% 13k 262.27
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $3.2M -10% 110k 29.23
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International Business Machines (IBM) 0.1 $3.2M +5% 20k 163.55
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $3.2M +16% 75k 42.59
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J P Morgan Exchange Traded F Betabuilders Usd (BBHY) 0.1 $3.2M +7% 69k 45.92
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.1 $3.2M +7% 118k 26.95
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Servicenow (NOW) 0.1 $3.1M +3% 4.4k 706.49
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salesforce (CRM) 0.1 $3.0M +3% 11k 263.13
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $2.9M -2% 39k 75.10
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Merck & Co (MRK) 0.1 $2.9M 27k 109.02
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.9M -2% 137k 21.18
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Honeywell International (HON) 0.1 $2.9M +7% 14k 209.71
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Starbucks Corporation (SBUX) 0.1 $2.9M +7% 30k 96.01
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Deckers Outdoor Corporation (DECK) 0.1 $2.8M 4.2k 668.43
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Northrop Grumman Corporation (NOC) 0.1 $2.8M -3% 6.0k 468.13
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General Dynamics Corporation (GD) 0.1 $2.8M +495% 11k 259.67
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.7M +69% 28k 99.25
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Advanced Micro Devices (AMD) 0.1 $2.7M +65% 19k 147.41
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Fiserv (FI) 0.1 $2.7M +11% 20k 132.84
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $2.7M 40k 66.38
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.7M +5% 3.5k 756.82
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Danaher Corporation (DHR) 0.1 $2.5M 11k 231.35
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $2.5M -3% 22k 115.03
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Cisco Systems (CSCO) 0.1 $2.5M -18% 49k 50.52
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Ishares Tr Select Divid Etf (DVY) 0.1 $2.4M +3% 21k 117.22
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Progressive Corporation (PGR) 0.1 $2.4M +47% 15k 159.27
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Xcel Energy (XEL) 0.1 $2.4M -14% 39k 61.91
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Qualcomm (QCOM) 0.1 $2.4M +28% 17k 144.63
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $2.4M +7% 43k 56.14
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Mastercard Incorporated Cl A (MA) 0.1 $2.4M +4% 5.6k 426.51
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Wal-Mart Stores (WMT) 0.1 $2.3M +14% 15k 157.66
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Intuit (INTU) 0.1 $2.3M 3.7k 625.03
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Novo-nordisk A S Adr (NVO) 0.1 $2.3M +7% 22k 103.45
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Chubb (CB) 0.1 $2.3M 10k 226.01
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $2.3M -12% 35k 63.75
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.2M -10% 4.6k 483.97
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Wells Fargo & Company (WFC) 0.1 $2.2M +4% 46k 49.22
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Nextera Energy (NEE) 0.1 $2.2M 36k 60.74
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Cme (CME) 0.1 $2.2M -2% 11k 210.61
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United Parcel Service CL B (UPS) 0.1 $2.1M -7% 14k 157.23
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Nike CL B (NKE) 0.1 $2.1M -2% 20k 108.57
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Thermo Fisher Scientific (TMO) 0.1 $2.1M -4% 4.0k 530.73
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Coca-Cola Company (KO) 0.1 $2.1M +10% 36k 58.93
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Pfizer (PFE) 0.1 $2.1M -14% 72k 28.79
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $2.1M +10% 10k 200.70
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Automatic Data Processing (ADP) 0.1 $2.0M +2% 8.8k 232.98
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Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $2.0M +4% 4.9k 406.85
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $2.0M +98% 53k 37.22
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Anixa Biosciences (ANIX) 0.1 $1.9M 501k 3.88
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Union Pacific Corporation (UNP) 0.1 $1.9M 7.8k 245.62
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Workday Cl A (WDAY) 0.1 $1.9M +3% 6.8k 276.05
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American Express Company (AXP) 0.1 $1.9M 10k 187.35
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Marsh & McLennan Companies (MMC) 0.1 $1.8M +3% 9.7k 189.47
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $1.8M +7% 6.6k 277.16
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Select Sector Spdr Tr Technology (XLK) 0.1 $1.8M +4% 9.5k 192.48
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Cadence Design Systems (CDNS) 0.1 $1.8M 6.6k 272.38
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.8M -2% 47k 37.60
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Walt Disney Company (DIS) 0.1 $1.7M -8% 19k 90.29
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Bank of America Corporation (BAC) 0.1 $1.7M -2% 52k 33.67
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Select Sector Spdr Tr Energy (XLE) 0.1 $1.7M -3% 21k 83.84
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.7M 9.9k 173.88
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $1.7M +2% 4.9k 350.90
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Aon Shs Cl A (AON) 0.1 $1.7M 5.8k 291.03
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $1.7M +9% 4.5k 376.85
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Autodesk (ADSK) 0.1 $1.7M +4% 6.9k 243.47
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Kkr & Co (KKR) 0.1 $1.7M 20k 82.85
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $1.7M -5% 107k 15.57
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Lam Research Corporation (LRCX) 0.1 $1.6M -10% 2.1k 783.30
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Lockheed Martin Corporation (LMT) 0.1 $1.6M +3% 3.6k 453.26
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $1.6M -21% 29k 54.98
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FactSet Research Systems (FDS) 0.1 $1.6M +5% 3.4k 477.00
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West Pharmaceutical Services (WST) 0.1 $1.6M +2% 4.5k 352.11
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Expeditors International of Washington (EXPD) 0.1 $1.6M +3% 12k 127.20
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Altria (MO) 0.1 $1.6M -10% 39k 40.34
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Raytheon Technologies Corp (RTX) 0.1 $1.6M -7% 19k 84.14
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.6M +161% 11k 147.14
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Listed Fd Tr Wahed Ftse Etf (HLAL) 0.0 $1.5M 34k 45.46
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Abbott Laboratories (ABT) 0.0 $1.5M 14k 110.07
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $1.5M -10% 30k 50.23
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Boise Cascade (BCC) 0.0 $1.5M -3% 12k 129.36
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $1.5M 23k 65.06
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.0 $1.4M -4% 31k 47.24
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Duke Energy Corp Com New (DUK) 0.0 $1.4M +30% 15k 97.04
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Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.4M -7% 17k 85.06
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Shell Spon Ads (SHEL) 0.0 $1.4M +17% 22k 65.80
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W.W. Grainger (GWW) 0.0 $1.4M +2% 1.7k 828.91
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.4M -5% 56k 24.79
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Ishares Tr Broad Usd High (USHY) 0.0 $1.4M -13% 38k 36.35
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Tidal Etf Tr SP FDS S&P 500 (SPUS) 0.0 $1.4M -14% 40k 34.20
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Cathay General Ban (CATY) 0.0 $1.4M 31k 44.57
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Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $1.3M -7% 65k 20.62
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $1.3M +39% 42k 31.76
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Hess (HES) 0.0 $1.3M 9.2k 144.16
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Vanguard World Fds Health Car Etf (VHT) 0.0 $1.3M -24% 5.3k 250.68
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Church & Dwight (CHD) 0.0 $1.3M 14k 94.56
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BlackRock (BLK) 0.0 $1.3M +2% 1.6k 811.76
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Caterpillar (CAT) 0.0 $1.3M 4.4k 295.64
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Marathon Petroleum Corp (MPC) 0.0 $1.3M 8.8k 148.36
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Deere & Company (DE) 0.0 $1.3M +63% 3.2k 399.85
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Comcast Corp Cl A (CMCSA) 0.0 $1.3M 29k 43.85
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ConocoPhillips (COP) 0.0 $1.2M 11k 116.08
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Mettler-Toledo International (MTD) 0.0 $1.2M +4% 1.0k 1213.42
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Philip Morris International (PM) 0.0 $1.2M -3% 13k 94.08
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Dover Corporation (DOV) 0.0 $1.2M 8.0k 153.81
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Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) 0.0 $1.2M 24k 50.51
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Bank of New York Mellon Corporation (BK) 0.0 $1.2M +6% 24k 52.05
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Prudential Financial (PRU) 0.0 $1.2M +2% 12k 103.71
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $1.2M 23k 52.33
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Canadian Natl Ry (CNI) 0.0 $1.2M NEW 9.5k 125.63
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Waters Corporation (WAT) 0.0 $1.2M +5% 3.6k 329.26
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Nasdaq Omx (NDAQ) 0.0 $1.2M +11% 20k 58.14
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Teradata Corporation (TDC) 0.0 $1.2M +4% 27k 43.51
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Best Buy (BBY) 0.0 $1.1M 15k 78.28
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Verizon Communications (VZ) 0.0 $1.1M 30k 37.70
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $1.1M +108% 20k 55.67
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Patterson Companies (PDCO) 0.0 $1.1M +5% 39k 28.45
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Trimble Navigation (TRMB) 0.0 $1.1M +5% 20k 53.20
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Pool Corporation (POOL) 0.0 $1.1M +10% 2.7k 398.78
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Northern Trust Corporation (NTRS) 0.0 $1.1M +5% 13k 84.38
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Allegion Ord Shs (ALLE) 0.0 $1.1M +5% 8.4k 126.70
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General Electric Com New (GE) 0.0 $1.1M +5% 8.3k 127.62
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Hp (HPQ) 0.0 $1.1M -15% 35k 30.09
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Ecolab (ECL) 0.0 $1.1M +3% 5.3k 198.35
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Bristol Myers Squibb (BMY) 0.0 $1.0M -2% 21k 51.31
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Nuveen Floating Rate Income Fund (JFR) 0.0 $1.0M -3% 128k 8.22
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Clorox Company (CLX) 0.0 $1.0M +6% 7.3k 142.59
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Eaton Corp SHS (ETN) 0.0 $1.0M +9% 4.3k 240.82
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IDEXX Laboratories (IDXX) 0.0 $1.0M 1.9k 554.95
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Molson Coors Beverage CL B (TAP) 0.0 $1.0M +5% 17k 61.21
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Relx Sponsored Adr (RELX) 0.0 $1.0M +11% 26k 39.66
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $1.0M 9.7k 104.46
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Bright Horizons Fam Sol In D (BFAM) 0.0 $998k +4% 11k 94.24
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Mccormick & Co Com Non Vtg (MKC) 0.0 $997k +3% 15k 68.42
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Vanguard World Fds Financials Etf (VFH) 0.0 $989k +2% 11k 92.26
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Gilead Sciences (GILD) 0.0 $979k +12% 12k 81.01
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Cummins (CMI) 0.0 $968k 4.0k 239.59
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Affirm Hldgs Com Cl A (AFRM) 0.0 $959k NEW 20k 49.14
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Xylem (XYL) 0.0 $957k +3% 8.4k 114.36
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FedEx Corporation (FDX) 0.0 $956k +3% 3.8k 252.98
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CSX Corporation (CSX) 0.0 $951k +102% 27k 34.67
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Anthem (ELV) 0.0 $944k 2.0k 471.48
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.0 $944k 26k 36.98
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Blackstone Group Inc Com Cl A (BX) 0.0 $943k +61% 7.2k 130.91
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Novartis Sponsored Adr (NVS) 0.0 $943k +3% 9.3k 100.97
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Marvell Technology (MRVL) 0.0 $939k +3% 16k 60.31
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Baker Hughes Company Cl A (BKR) 0.0 $938k 27k 34.18
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AMN Healthcare Services (AMN) 0.0 $930k +12% 12k 74.88
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Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) 0.0 $928k 17k 55.62
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CRH Ord (CRH) 0.0 $928k +3% 13k 69.16
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $919k +88% 16k 57.96
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Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $907k -2% 29k 31.03
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $907k -3% 44k 20.71
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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