Mission Creek Capital Partners as of June 30, 2024
Portfolio Holdings for Mission Creek Capital Partners
Mission Creek Capital Partners holds 204 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 4.7 | $19M | 88k | 210.62 | |
NVIDIA Corporation (NVDA) | 4.7 | $19M | 150k | 123.54 | |
Microsoft Corporation (MSFT) | 4.0 | $16M | 36k | 446.95 | |
Moderna (MRNA) | 2.8 | $11M | 92k | 118.75 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.5 | $9.8M | 18k | 544.22 | |
Amazon (AMZN) | 2.4 | $9.7M | 50k | 193.25 | |
Alphabet Cap Stk Cl C (GOOG) | 2.3 | $9.2M | 50k | 183.42 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $8.8M | 151k | 58.52 | |
Ishares Tr Msci Eafe Min Vl (EFAV) | 1.9 | $7.7M | 111k | 69.36 | |
JPMorgan Chase & Co. (JPM) | 1.8 | $7.0M | 35k | 202.26 | |
Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $6.5M | 12k | 547.21 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.6 | $6.3M | 34k | 182.52 | |
Meta Platforms Cl A (META) | 1.6 | $6.3M | 12k | 504.20 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $6.2M | 15k | 406.80 | |
Costco Wholesale Corporation (COST) | 1.5 | $6.1M | 7.2k | 850.01 | |
Visa Com Cl A (V) | 1.4 | $5.8M | 22k | 262.46 | |
Broadcom (AVGO) | 1.4 | $5.7M | 3.6k | 1605.43 | |
Coinbase Global Com Cl A (COIN) | 1.3 | $5.3M | 24k | 222.23 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $5.0M | 11k | 479.10 | |
Chevron Corporation (CVX) | 1.3 | $5.0M | 32k | 156.42 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.2 | $4.8M | 12k | 391.13 | |
Caterpillar (CAT) | 1.2 | $4.8M | 14k | 333.10 | |
Qualcomm (QCOM) | 1.2 | $4.6M | 23k | 199.18 | |
Waste Management (WM) | 1.1 | $4.4M | 21k | 213.34 | |
Home Depot (HD) | 1.1 | $4.4M | 13k | 344.25 | |
Intuit (INTU) | 1.1 | $4.2M | 6.4k | 657.22 | |
Johnson & Johnson (JNJ) | 1.1 | $4.2M | 29k | 146.16 | |
McDonald's Corporation (MCD) | 1.0 | $3.9M | 15k | 254.84 | |
Schlumberger Com Stk (SLB) | 0.9 | $3.6M | 76k | 47.18 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.6M | 20k | 182.15 | |
Genuine Parts Company (GPC) | 0.8 | $3.3M | 24k | 138.32 | |
Marriott Intl Cl A (MAR) | 0.8 | $3.2M | 13k | 241.77 | |
Goldman Sachs (GS) | 0.8 | $3.1M | 6.8k | 452.32 | |
Amgen (AMGN) | 0.7 | $3.0M | 9.5k | 312.46 | |
World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $2.8M | 61k | 46.09 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $2.8M | 5.1k | 555.54 | |
Abbvie (ABBV) | 0.7 | $2.8M | 16k | 171.52 | |
UnitedHealth (UNH) | 0.7 | $2.8M | 5.4k | 509.29 | |
salesforce (CRM) | 0.7 | $2.7M | 11k | 257.11 | |
Emerson Electric (EMR) | 0.7 | $2.7M | 24k | 110.16 | |
Ecolab (ECL) | 0.7 | $2.6M | 11k | 238.01 | |
Novo-nordisk A S Adr (NVO) | 0.6 | $2.6M | 18k | 142.74 | |
Eli Lilly & Co. (LLY) | 0.6 | $2.5M | 2.8k | 905.22 | |
Exxon Mobil Corporation (XOM) | 0.6 | $2.5M | 22k | 115.12 | |
Automatic Data Processing (ADP) | 0.6 | $2.5M | 10k | 238.68 | |
Netflix (NFLX) | 0.6 | $2.5M | 3.6k | 674.88 | |
Procter & Gamble Company (PG) | 0.6 | $2.4M | 15k | 164.92 | |
Palo Alto Networks (PANW) | 0.6 | $2.4M | 6.9k | 339.01 | |
Wal-Mart Stores (WMT) | 0.6 | $2.4M | 35k | 67.71 | |
Select Sector Spdr Tr Technology (XLK) | 0.6 | $2.3M | 10k | 226.23 | |
Prologis (PLD) | 0.6 | $2.2M | 20k | 112.31 | |
Essex Property Trust (ESS) | 0.5 | $2.2M | 7.9k | 272.22 | |
Mondelez Intl Cl A (MDLZ) | 0.5 | $2.1M | 33k | 65.44 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $2.1M | 6.9k | 303.41 | |
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.5 | $2.0M | 10k | 204.94 | |
Stryker Corporation (SYK) | 0.5 | $2.0M | 5.9k | 340.25 | |
Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.9M | 8.9k | 215.01 | |
Gitlab Class A Com (GTLB) | 0.5 | $1.9M | 37k | 49.72 | |
Thermo Fisher Scientific (TMO) | 0.5 | $1.9M | 3.4k | 553.00 | |
Servicenow (NOW) | 0.5 | $1.9M | 2.4k | 786.67 | |
Applied Materials (AMAT) | 0.5 | $1.8M | 7.7k | 235.99 | |
Eaton Corp SHS (ETN) | 0.4 | $1.8M | 5.6k | 313.55 | |
Ross Stores (ROST) | 0.4 | $1.8M | 12k | 145.33 | |
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.7M | 4.6k | 373.97 | |
Uber Technologies (UBER) | 0.4 | $1.7M | 24k | 72.68 | |
Abbott Laboratories (ABT) | 0.4 | $1.7M | 17k | 103.91 | |
MetLife (MET) | 0.4 | $1.7M | 24k | 70.19 | |
Ishares Msci Emerg Mrkt (EEMV) | 0.4 | $1.7M | 30k | 57.21 | |
Honeywell International (HON) | 0.4 | $1.6M | 7.6k | 213.55 | |
Workday Cl A (WDAY) | 0.4 | $1.6M | 7.1k | 223.56 | |
Oracle Corporation (ORCL) | 0.4 | $1.6M | 11k | 141.20 | |
Ishares Tr Intl Sel Div Etf (IDV) | 0.4 | $1.6M | 57k | 27.67 | |
Ishares Tr S&p 100 Etf (OEF) | 0.4 | $1.6M | 5.9k | 264.32 | |
AFLAC Incorporated (AFL) | 0.4 | $1.5M | 17k | 89.31 | |
First Tr Morningstar Divid L SHS (FDL) | 0.4 | $1.5M | 41k | 37.93 | |
Intercontinental Exchange (ICE) | 0.4 | $1.5M | 11k | 136.89 | |
Cadence Design Systems (CDNS) | 0.4 | $1.5M | 4.9k | 307.75 | |
Regeneron Pharmaceuticals (REGN) | 0.4 | $1.5M | 1.4k | 1051.03 | |
Anthem (ELV) | 0.4 | $1.5M | 2.7k | 541.93 | |
BlackRock (BLK) | 0.4 | $1.5M | 1.9k | 787.32 | |
Intuitive Surgical Com New (ISRG) | 0.4 | $1.4M | 3.2k | 444.85 | |
Caci Intl Cl A (CACI) | 0.4 | $1.4M | 3.3k | 430.13 | |
Airbnb Com Cl A (ABNB) | 0.4 | $1.4M | 9.3k | 151.62 | |
AmerisourceBergen (COR) | 0.4 | $1.4M | 6.2k | 225.30 | |
O'reilly Automotive (ORLY) | 0.4 | $1.4M | 1.3k | 1056.06 | |
MercadoLibre (MELI) | 0.3 | $1.4M | 830.00 | 1643.40 | |
Pepsi (PEP) | 0.3 | $1.4M | 8.3k | 164.93 | |
Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.4M | 11k | 120.98 | |
First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.3 | $1.3M | 60k | 22.33 | |
Walt Disney Company (DIS) | 0.3 | $1.3M | 13k | 99.29 | |
TJX Companies (TJX) | 0.3 | $1.3M | 12k | 110.10 | |
United Rentals (URI) | 0.3 | $1.3M | 2.0k | 646.73 | |
Nordson Corporation (NDSN) | 0.3 | $1.2M | 5.4k | 231.92 | |
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.3 | $1.2M | 42k | 27.84 | |
Docusign (DOCU) | 0.3 | $1.1M | 21k | 53.50 | |
Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.1M | 6.9k | 160.40 | |
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $1.0M | 6.9k | 152.56 | |
Ishares Tr Us Home Cons Etf (ITB) | 0.3 | $1.0M | 10k | 101.06 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.0M | 23k | 45.58 | |
Charles Schwab Corporation (SCHW) | 0.3 | $1.0M | 14k | 73.69 | |
Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.0M | 4.2k | 242.10 | |
Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.0M | 3.9k | 259.31 | |
Coca-Cola Company (KO) | 0.2 | $978k | 15k | 63.65 | |
Steris Shs Usd (STE) | 0.2 | $961k | 4.4k | 219.52 | |
Paychex (PAYX) | 0.2 | $950k | 8.0k | 118.56 | |
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $941k | 6.5k | 145.75 | |
Lamar Advertising Cl A (LAMR) | 0.2 | $917k | 7.7k | 119.53 | |
Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $903k | 12k | 78.78 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.2 | $888k | 4.9k | 182.41 | |
FedEx Corporation (FDX) | 0.2 | $880k | 2.9k | 299.84 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $868k | 18k | 49.42 | |
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $851k | 11k | 76.58 | |
Mastercard Incorporated Cl A (MA) | 0.2 | $845k | 1.9k | 441.16 | |
Select Sector Spdr Tr Energy (XLE) | 0.2 | $831k | 9.1k | 91.15 | |
Nike CL B (NKE) | 0.2 | $792k | 11k | 75.37 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $776k | 12k | 62.87 | |
Illinois Tool Works (ITW) | 0.2 | $740k | 3.1k | 236.92 | |
Ge Aerospace Com New (GE) | 0.2 | $735k | 4.6k | 158.97 | |
Ishares Tr Core Msci Euro (IEUR) | 0.2 | $731k | 13k | 56.95 | |
Digital Realty Trust (DLR) | 0.2 | $721k | 4.7k | 152.05 | |
Select Sector Spdr Tr Financial (XLF) | 0.2 | $716k | 17k | 41.11 | |
Vanguard World Inf Tech Etf (VGT) | 0.2 | $715k | 1.2k | 576.59 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $676k | 9.3k | 72.64 | |
Raytheon Technologies Corp (RTX) | 0.2 | $657k | 6.5k | 100.39 | |
Dupont De Nemours (DD) | 0.2 | $647k | 8.0k | 80.49 | |
Rbc Cad (RY) | 0.2 | $646k | 6.1k | 106.38 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $644k | 1.3k | 500.13 | |
Ishares Tr Msci Kld400 Soc (DSI) | 0.2 | $619k | 6.0k | 103.85 | |
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $577k | 9.0k | 64.00 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $573k | 7.4k | 77.76 | |
Ishares Gold Tr Ishares New (IAU) | 0.1 | $568k | 13k | 43.93 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $562k | 4.4k | 127.18 | |
IDEX Corporation (IEX) | 0.1 | $554k | 2.8k | 201.22 | |
Verizon Communications (VZ) | 0.1 | $547k | 13k | 41.24 | |
CVS Caremark Corporation (CVS) | 0.1 | $540k | 9.1k | 59.06 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $524k | 2.4k | 218.04 | |
Wp Carey (WPC) | 0.1 | $519k | 9.4k | 55.05 | |
Starbucks Corporation (SBUX) | 0.1 | $508k | 6.5k | 77.86 | |
Parker-Hannifin Corporation (PH) | 0.1 | $506k | 1.0k | 505.81 | |
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $496k | 12k | 40.23 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $473k | 7.4k | 64.25 | |
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $471k | 5.9k | 79.94 | |
Ishares Tr Core High Dv Etf (HDV) | 0.1 | $463k | 4.3k | 108.70 | |
Linde SHS (LIN) | 0.1 | $460k | 1.0k | 438.63 | |
Union Pacific Corporation (UNP) | 0.1 | $447k | 2.0k | 226.20 | |
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $443k | 12k | 38.42 | |
Us Bancorp Del Com New (USB) | 0.1 | $442k | 11k | 39.70 | |
Realty Income (O) | 0.1 | $438k | 8.3k | 52.82 | |
National Grid Sponsored Adr Ne (NGG) | 0.1 | $423k | 7.4k | 56.80 | |
Texas Instruments Incorporated (TXN) | 0.1 | $415k | 2.1k | 194.53 | |
Cisco Systems (CSCO) | 0.1 | $409k | 8.6k | 47.51 | |
General Mills (GIS) | 0.1 | $398k | 6.3k | 63.26 | |
Bright Horizons Fam Sol In D (BFAM) | 0.1 | $383k | 3.5k | 110.08 | |
First Tr Value Line Divid In SHS (FVD) | 0.1 | $380k | 9.3k | 40.75 | |
International Business Machines (IBM) | 0.1 | $376k | 2.2k | 172.96 | |
Danaher Corporation (DHR) | 0.1 | $368k | 1.5k | 249.85 | |
Tesla Motors (TSLA) | 0.1 | $367k | 1.9k | 197.88 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $364k | 4.3k | 83.76 | |
ConocoPhillips (COP) | 0.1 | $349k | 3.1k | 114.37 | |
First Tr Exchange-traded No Amer Energy (EMLP) | 0.1 | $349k | 11k | 30.46 | |
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $348k | 4.5k | 77.28 | |
Smucker J M Com New (SJM) | 0.1 | $341k | 3.1k | 109.03 | |
Analog Devices (ADI) | 0.1 | $341k | 1.5k | 228.26 | |
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $337k | 3.2k | 106.78 | |
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $335k | 1.5k | 229.61 | |
Yum! Brands (YUM) | 0.1 | $331k | 2.5k | 132.46 | |
Becton, Dickinson and (BDX) | 0.1 | $322k | 1.4k | 233.73 | |
Ishares Em Mkts Div Etf (DVYE) | 0.1 | $320k | 12k | 27.18 | |
Boeing Company (BA) | 0.1 | $314k | 1.7k | 182.01 | |
Vanguard World Health Car Etf (VHT) | 0.1 | $308k | 1.2k | 266.00 | |
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $305k | 4.7k | 64.95 | |
Managed Portfolio Series Ecofin Gbl Water (TBLU) | 0.1 | $305k | 6.7k | 45.29 | |
Ishares Msci Jpn Etf New (EWJ) | 0.1 | $304k | 4.5k | 68.24 | |
Ishares Tr Expanded Tech (IGV) | 0.1 | $300k | 3.5k | 86.89 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $299k | 6.1k | 48.74 | |
Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $298k | 3.7k | 81.08 | |
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $295k | 1.2k | 250.06 | |
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $286k | 2.8k | 100.84 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $285k | 1.9k | 150.46 | |
Equinix (EQIX) | 0.1 | $283k | 374.00 | 756.60 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $280k | 3.4k | 81.65 | |
Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $279k | 4.0k | 70.10 | |
Bofi Holding (AX) | 0.1 | $265k | 4.6k | 57.15 | |
American Tower Reit (AMT) | 0.1 | $260k | 1.3k | 194.40 | |
Domino's Pizza (DPZ) | 0.1 | $258k | 500.00 | 516.33 | |
Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $257k | 3.3k | 77.15 | |
Intel Corporation (INTC) | 0.1 | $256k | 8.3k | 30.97 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $252k | 3.4k | 74.90 | |
Johnson Ctls Intl SHS (JCI) | 0.1 | $250k | 3.8k | 66.47 | |
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $239k | 5.3k | 44.80 | |
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $239k | 9.0k | 26.56 | |
Republic Services (RSG) | 0.1 | $236k | 1.2k | 194.34 | |
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $234k | 3.0k | 77.83 | |
Gilead Sciences (GILD) | 0.1 | $227k | 3.3k | 68.61 | |
Select Sector Spdr Tr Indl (XLI) | 0.1 | $225k | 1.8k | 121.84 | |
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $224k | 3.0k | 75.86 | |
Vanguard World Industrial Etf (VIS) | 0.1 | $222k | 943.00 | 235.22 | |
American States Water Company (AWR) | 0.1 | $222k | 3.1k | 72.57 | |
Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $213k | 2.4k | 88.47 | |
Bristol Myers Squibb (BMY) | 0.1 | $212k | 5.1k | 41.53 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $208k | 1.1k | 182.08 | |
Vanguard World Comm Srvc Etf (VOX) | 0.1 | $207k | 1.5k | 138.20 | |
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.1 | $206k | 2.6k | 78.30 | |
AvalonBay Communities (AVB) | 0.1 | $202k | 975.00 | 206.89 |