Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $4.1 Billion
- Q3 2024
Mission Wealth Management, LP has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.1 Billion distributed in 683 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $388M, Vanguard Value ETF with a value of $384M, Ishares Tr with a value of $282M, Vanguard Small Cap ETF with a value of $240M, and Vanguard Bd Index Fd Inc Total with a value of $206M.
Examining the 13F form we can see an increase of $348M in the current position value, from $3.75B to 4.1B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.1 Billion
ETFs: $2.69 Billion
Technology: $721 Million
Consumer Cyclical: $142 Million
Healthcare: $131 Million
Financial Services: $120 Million
Communication Services: $95.7 Million
Industrials: $71.5 Million
Consumer Defensive: $47 Million
Other: $79.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 683
- Current Value $4.1 Billion
- Prior Value $3.75 Billion
- Filing
- Period Q3 2024
- Filing Date October 31, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 45 stocks
- Additional Purchases 287 stocks
- Sold out of 0 stocks
- Reduced holdings in 251 stocks