Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $3.78 Billion
- Q1 2024
Mission Wealth Management, LP has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.78 Billion distributed in 1063 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $354M, Vanguard Value ETF with a value of $343M, Ishares Tr with a value of $248M, Vanguard Small Cap ETF with a value of $223M, and Vanguard Bd Index Fd Inc Total with a value of $174M.
Examining the 13F form we can see an increase of $716M in the current position value, from $3.06B to 3.78B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$3.78 Billion
ETFs: $2.57 Billion
Technology: $607 Million
Healthcare: $120 Million
Consumer Cyclical: $119 Million
Financial Services: $103 Million
Communication Services: $71.7 Million
Industrials: $68.5 Million
Consumer Defensive: $41 Million
Other: $72.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 1,063
- Current Value $3.78 Billion
- Prior Value $3.06 Billion
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 93 stocks
- Additional Purchases 317 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks