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 36.82% of Mission Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$19M), BND (+$12M), IWD (+$9.6M), VTV (+$9.5M), VB (+$9.4M), Manager Directed Portfolios (+$8.3M), SPIB (+$7.1M), MSFT (+$6.6M), AKAM (+$5.5M), USFR (+$5.5M).
- Started 52 new stock positions in MASI, MOAT, BTCS, MGK, RPG, IJS, BG, IYW, USB, LODE.
- Reduced shares in these 10 stocks: NVDA, RC, IEMG, TSLA, DFAS, APPF, SUSA, ITOT, VTI, SPY.
- Sold out of its positions in Activision Blizzard, NLY, BNS, BTI, EQIX, FSCO, SKYY, GPK, HLGN, PWZ. BSCO, National Instruments, O, KRMD, SEDG, TD, Bunge.
- Mission Wealth Management was a net buyer of stock by $128M.
- Mission Wealth Management has $3.1B in assets under management (AUM), dropping by 14.74%.
- Central Index Key (CIK): 0001645382
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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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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.
- Sign up to view all of the Mission Wealth Management Dec. 31, 2023 positions
- Download the Mission Wealth Management December 2023 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) | 9.8 | $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 |
|
Dover Corporation (DOV) | 0.0 | $1.2M | 8.0k | 153.81 |
|
|
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $1.2M | 24k | 50.51 |
|
|
Bank of New York Mellon Corporation (BK) | 0.0 | $1.2M | +6% | 24k | 52.05 |
|
Prudential Financial (PRU) | 0.0 | $1.2M | +2% | 12k | 103.71 |
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.2M | 23k | 52.33 |
|
|
Canadian Natl Ry (CNI) | 0.0 | $1.2M | NEW | 9.5k | 125.63 |
|
Waters Corporation (WAT) | 0.0 | $1.2M | +5% | 3.6k | 329.26 |
|
Nasdaq Omx (NDAQ) | 0.0 | $1.2M | +11% | 20k | 58.14 |
|
Teradata Corporation (TDC) | 0.0 | $1.2M | +4% | 27k | 43.51 |
|
Best Buy (BBY) | 0.0 | $1.1M | 15k | 78.28 |
|
|
Verizon Communications (VZ) | 0.0 | $1.1M | 30k | 37.70 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.1M | +108% | 20k | 55.67 |
|
Patterson Companies (PDCO) | 0.0 | $1.1M | +5% | 39k | 28.45 |
|
Trimble Navigation (TRMB) | 0.0 | $1.1M | +5% | 20k | 53.20 |
|
Pool Corporation (POOL) | 0.0 | $1.1M | +10% | 2.7k | 398.78 |
|
Northern Trust Corporation (NTRS) | 0.0 | $1.1M | +5% | 13k | 84.38 |
|
Allegion Ord Shs (ALLE) | 0.0 | $1.1M | +5% | 8.4k | 126.70 |
|
General Electric Com New (GE) | 0.0 | $1.1M | +5% | 8.3k | 127.62 |
|
Hp (HPQ) | 0.0 | $1.1M | -15% | 35k | 30.09 |
|
Ecolab (ECL) | 0.0 | $1.1M | +3% | 5.3k | 198.35 |
|
Bristol Myers Squibb (BMY) | 0.0 | $1.0M | -2% | 21k | 51.31 |
|
Nuveen Floating Rate Income Fund (JFR) | 0.0 | $1.0M | -3% | 128k | 8.22 |
|
Clorox Company (CLX) | 0.0 | $1.0M | +6% | 7.3k | 142.59 |
|
Eaton Corp SHS (ETN) | 0.0 | $1.0M | +9% | 4.3k | 240.82 |
|
IDEXX Laboratories (IDXX) | 0.0 | $1.0M | 1.9k | 554.95 |
|
|
Molson Coors Beverage CL B (TAP) | 0.0 | $1.0M | +5% | 17k | 61.21 |
|
Relx Sponsored Adr (RELX) | 0.0 | $1.0M | +11% | 26k | 39.66 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.0M | 9.7k | 104.46 |
|
|
Bright Horizons Fam Sol In D (BFAM) | 0.0 | $998k | +4% | 11k | 94.24 |
|
Mccormick & Co Com Non Vtg (MKC) | 0.0 | $997k | +3% | 15k | 68.42 |
|
Vanguard World Fds Financials Etf (VFH) | 0.0 | $989k | +2% | 11k | 92.26 |
|
Gilead Sciences (GILD) | 0.0 | $979k | +12% | 12k | 81.01 |
|
Cummins (CMI) | 0.0 | $968k | 4.0k | 239.59 |
|
|
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $959k | NEW | 20k | 49.14 |
|
Xylem (XYL) | 0.0 | $957k | +3% | 8.4k | 114.36 |
|
FedEx Corporation (FDX) | 0.0 | $956k | +3% | 3.8k | 252.98 |
|
CSX Corporation (CSX) | 0.0 | $951k | +102% | 27k | 34.67 |
|
Anthem (ELV) | 0.0 | $944k | 2.0k | 471.48 |
|
|
Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $944k | 26k | 36.98 |
|
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $943k | +61% | 7.2k | 130.91 |
|
Novartis Sponsored Adr (NVS) | 0.0 | $943k | +3% | 9.3k | 100.97 |
|
Marvell Technology (MRVL) | 0.0 | $939k | +3% | 16k | 60.31 |
|
Baker Hughes Company Cl A (BKR) | 0.0 | $938k | 27k | 34.18 |
|
|
AMN Healthcare Services (AMN) | 0.0 | $930k | +12% | 12k | 74.88 |
|
Tcw Transform Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $928k | 17k | 55.62 |
|
|
CRH Ord (CRH) | 0.0 | $928k | +3% | 13k | 69.16 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $919k | +88% | 16k | 57.96 |
|
Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.0 | $907k | -2% | 29k | 31.03 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $907k | -3% | 44k | 20.71 |
|
Past Filings by Mission Wealth Management
SEC 13F filings are viewable for Mission Wealth Management going back to 2015
- 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
- Mission Wealth Management 2020 Q4 filed Jan. 19, 2021
- Mission Wealth Management 2020 Q3 filed Oct. 16, 2020
- Mission Wealth Management 2020 Q2 filed Aug. 3, 2020
- Mission Wealth Management 2020 Q1 restated filed April 27, 2020