Mission Hills Financial Advisory, LLC Portfolio Holdings

Mission Hills Financial Advisory, LLC

  • $118 Billion
  • Q3 2024

Mission Hills Financial Advisory, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Vectors ETF Tr Bdc Inco with a value of $12B, Pimco Corporate & Income Strategy Fund with a value of $11B, Pimco ETF Tr Enhanced Sht Matu with a value of $10.3B, Vanguard Ftse Developed Market with a value of $7.9B, and Invesco Qqq Trust, Series 1 with a value of $7.71B.

Examining the 13F form we can see an increase of $118B in the current position value.

Mission Hills Financial Advisory, LLC is based out at San Diego, CA

Below you can find more details about Mission Hills Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Billion
ETFs: $92.7 Billion
Financial Services: $23.3 Billion
Technology: $731 Million
Consumer Cyclical: $476 Million
Healthcare: $249 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$64.3B
$249 Million 0.21% of portfolio
1,095
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $118 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 32 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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