Mission Wealth Management, LP Purchases in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
83.8K
+ 3.96%
$159.75 - $174.57 $13.4M - $14.6M
2.2M $384M
IEFA
Ishares Tr

ETFs
221K
+ 6.52%
$70.09 - $78.74 $15.5M - $17.4M
3.61M $282M
VB
Vanguard Small Cap ETF

ETFs
41.6K
+ 4.28%
$214.77 - $237.72 $8.93M - $9.89M
1.01M $240M
AAPL
Apple Inc.

Technology
32.4K
+ 4.18%
$207.23 - $234.82 $6.71M - $7.6M
806K $188M
BND
Vanguard Bd Index Fd Inc Total

ETFs
208K
+ 8.21%
$71.45 - $75.64 $14.9M - $15.7M
2.74M $206M
VUG
Vanguard Growth ETF

ETFs
16.4K
+ 1.65%
$341.08 - $391.94 $5.59M - $6.43M
1.01M $388M
AMZN
Amazon Com Inc

Consumer Cyclical
67.4K
+ 33.06%
$161.02 - $200.0 $10.8M - $13.5M
271K $50.5M
SPIB
Spdr Portfolio Intermediate Te

ETFs
191K
+ 6.51%
$32.36 - $33.78 $6.18M - $6.45M
3.13M $105M
USFR
Wisdomtree Floating Rate Treas

ETFs
197K
+ 21.19%
$50.2 - $50.48 $9.88M - $9.93M
1.13M $56.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.9K
+ 38.37%
$517.38 - $573.86 $6.69M - $7.42M
46.6K $26.7M
META
Meta Platforms, Inc.

Communication Services
6.97K
+ 27.64%
$453.41 - $572.44 $3.16M - $3.99M
32.2K $18.4M
AVEM
American Centy ETF Tr Avantis

ETFs
75.7K
+ 47.04%
$57.2 - $65.59 $4.33M - $4.97M
237K $15.3M
JPM
Jpmorgan Chase & CO

Financial Services
23.2K
+ 40.88%
$194.9 - $224.8 $4.53M - $5.22M
80.1K $16.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
10.2K
+ 46.71%
$434.77 - $502.96 $4.43M - $5.13M
32K $15.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.5K
+ 1.32%
$105.53 - $118.34 $580K - $651K
423K $49.5M
VEA
Vanguard Ftse Developed Market

ETFs
10.8K
+ 0.85%
$47.6 - $53.31 $515K - $576K
1.28M $67.6M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
8.94K
+ 1.98%
$108.44 - $120.37 $969K - $1.08M
461K $55.5M
URI
United Rentals, Inc.

Industrials
3.61K
+ 36.38%
$627.41 - $814.1 $2.27M - $2.94M
13.5K $11M
MSFT
Microsoft Corp

Technology
23.4K
+ 6.61%
$395.15 - $467.56 $9.25M - $10.9M
377K $162M
NUSC
Nuveen Esg Small Cap ETF

ETFs
24K
+ 3.17%
$38.89 - $42.97 $934K - $1.03M
781K $33.5M
BLK
Black Rock Inc.

Financial Services
2.3K
+ 29.63%
$782.27 - $949.51 $1.8M - $2.19M
10.1K $9.56M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
16.1K
+ 4.55%
$75.63 - $84.89 $1.22M - $1.37M
370K $31.2M
TMUS
T Mobile Us, Inc.

Communication Services
14.1K
+ 379.45%
$175.14 - $206.36 $2.47M - $2.91M
17.8K $3.68M
IVV
Ishares Core S&P 500 ETF

ETFs
4.19K
+ 32.43%
$520.18 - $576.82 $2.18M - $2.42M
17.1K $9.87M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
27.2K
+ 4.57%
$32.04 - $37.11 $872K - $1.01M
622K $22.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
51.8K
+ 333.25%
$39.95 - $45.86 $2.07M - $2.38M
67.4K $3.08M
DFAI
Dimensional ETF Tr

ETFs
11.7K
+ 1.22%
$28.69 - $32.06 $337K - $376K
971K $30.8M
ABBV
Abb Vie Inc.

Healthcare
6.7K
+ 16.75%
$163.84 - $199.33 $1.1M - $1.34M
46.7K $9.23M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
9.56K
+ 5.83%
$113.45 - $126.18 $1.08M - $1.21M
174K $21.9M
V
Visa Inc.

Financial Services
5.66K
+ 12.52%
$253.74 - $291.56 $1.44M - $1.65M
50.9K $14M
INTU
Intuit Inc

Technology
3.24K
+ 35.8%
$602.97 - $670.49 $1.95M - $2.17M
12.3K $7.63M
ISRG
Intuitive Surgical Inc

Healthcare
24
+ 0.07%
$416.14 - $494.01 $9.99K - $11.9K
33.5K $16.4M
DFAU
Dimensional ETF Tr

ETFs
11.5K
+ 2.36%
$35.8 - $39.69 $411K - $455K
498K $19.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
8.45K
+ 284.26%
$136.93 - $162.81 $1.16M - $1.38M
11.4K $1.84M
AMD
Advanced Micro Devices Inc

Technology
7.53K
+ 24.93%
$128.67 - $183.96 $969K - $1.39M
37.7K $6.19M
COST
Costco Wholesale Corp

Consumer Defensive
815
+ 6.08%
$801.83 - $917.05 $653K - $747K
14.2K $12.6M
LOW
Lowes Companies Inc

Consumer Cyclical
1.02K
+ 5.68%
$213.3 - $270.78 $217K - $275K
18.9K $5.12M
IBM
International Business Machines Corp

Technology
262
+ 1.2%
$175.1 - $223.38 $45.9K - $58.5K
22.1K $4.9M
NOW
Service Now, Inc.

Technology
432
+ 6.45%
$730.87 - $937.36 $316K - $405K
7.13K $6.37M
GD
General Dynamics Corp

Industrials
3.18K
+ 31.4%
$279.51 - $308.09 $888K - $979K
13.3K $4.02M
PANW
Palo Alto Networks Inc

Technology
3.03K
+ 31.98%
$294.18 - $368.01 $892K - $1.12M
12.5K $4.28M
PHM
Pultegroup Inc

Consumer Cyclical
7.31K
New
$103.95 - $144.98 $760K - $1.06M
7.31K $1.05M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
7.72K
+ 4.3%
$37.61 - $41.72 $290K - $322K
187K $7.82M
AFL
Aflac Inc

Financial Services
594
+ 1.42%
$88.52 - $111.8 $52.6K - $66.4K
42.5K $4.75M
VEEV
Veeva Systems Inc

Healthcare
1.7K
+ 7.12%
$180.43 - $223.9 $307K - $381K
25.6K $5.37M
CAT
Caterpillar Inc

Industrials
1.43K
+ 21.46%
$316.8 - $391.12 $454K - $560K
8.11K $3.17M
ABT
Abbott Laboratories

Healthcare
6.51K
+ 35.26%
$100.07 - $118.13 $652K - $769K
25K $2.85M
XOM
Exxon Mobil Corp

Energy
6.41K
+ 7.92%
$109.72 - $119.0 $703K - $763K
87.3K $10.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.3K
+ 39.27%
$57.32 - $62.65 $704K - $770K
43.6K $2.72M
Activity Summary
Buys All Purchases 332 New Holdings 45 Increased Positions 287 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 11 Puts 18
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