Mission Wealth Management, LP Purchases in Q1 2025

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CB
Chubb LTD

Financial Services
1.94K
+ 20.82%
$257.71 - $301.99 $500K - $586K
11.3K $3.4M
LLY
Eli Lilly & CO

Healthcare
52
+ 0.36%
$725.72 - $929.72 $37.7K - $48.3K
14.5K $12M
GD
General Dynamics Corp

Industrials
2.57K
+ 18.92%
$241.94 - $272.58 $621K - $700K
16.1K $4.4M
XYL
Xylem Inc.

Industrials
6.71K
+ 119.0%
$114.02 - $132.04 $765K - $886K
12.3K $1.47M
GS
Goldman Sachs Group Inc

Financial Services
1.67K
+ 48.08%
$524.81 - $672.19 $874K - $1.12M
5.13K $2.8M
TMUS
T Mobile Us, Inc.

Communication Services
1.56K
+ 18.0%
$211.3 - $272.83 $330K - $426K
10.2K $2.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
17.1K
+ 9.06%
$38.89 - $41.6 $665K - $711K
206K $8.23M
CSCO
Cisco Systems, Inc.

Technology
10.2K
+ 19.08%
$58.74 - $64.87 $598K - $661K
63.6K $3.92M
GE
General Electric CO

Industrials
1.54K
+ 11.38%
$168.59 - $212.13 $259K - $326K
15K $3.01M
LMT
Lockheed Martin Corp

Industrials
2.09K
+ 43.11%
$423.19 - $506.29 $883K - $1.06M
6.93K $3.09M
AMGN
Amgen Inc

Healthcare
528
+ 5.05%
$258.59 - $327.36 $137K - $173K
11K $3.42M
DFIV
Dimensional ETF Tr

ETFs
4.09K
+ 3.09%
$35.33 - $40.77 $144K - $167K
137K $5.38M
BDX
Becton Dickinson & CO

Healthcare
2.93K
+ 253.33%
$222.79 - $249.08 $652K - $729K
4.08K $934K
VONV
Vanguard Russell 1000 Value Et

ETFs
7.9K
+ 119.57%
$80.21 - $86.14 $633K - $680K
14.5K $1.19M
ZTS
Zoetis Inc.

Healthcare
3.89K
+ 132.3%
$156.48 - $175.67 $608K - $683K
6.83K $1.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
5.16K
+ 42.89%
$101.42 - $113.2 $523K - $584K
17.2K $1.89M
HON
Honeywell International Inc

Industrials
4.14K
+ 23.62%
$202.75 - $226.52 $839K - $938K
21.7K $4.59M
KO
Coca Cola CO

Consumer Defensive
3.76K
+ 10.05%
$60.81 - $72.32 $228K - $272K
41.1K $2.95M
WWD
Woodward, Inc.

Industrials
3.34K
New
$171.38 - $195.22 $573K - $653K
3.34K $610K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14.8K
+ 8.57%
$120.24 - $134.3 $1.78M - $1.99M
187K $22.9M
CAT
Caterpillar Inc

Industrials
2.59K
+ 32.34%
$326.75 - $407.63 $847K - $1.06M
10.6K $3.5M
XLK
Technology Sector Spdr

ETFs
4.77K
+ 30.89%
$206.38 - $242.18 $983K - $1.15M
20.2K $4.17M
MA
Mastercard Inc

Financial Services
472
+ 3.19%
$504.67 - $576.31 $238K - $272K
15.3K $8.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.17K
+ 0.58%
$42.5 - $46.71 $92.1K - $101K
378K $17.1M
CTVA
Corteva, Inc.

Basic Materials
8.08K
+ 149.23%
$55.94 - $66.15 $452K - $535K
13.5K $849K
VRNA
Verona Pharma PLC

Healthcare
8.5K
New
$44.81 - $69.63 $381K - $592K
8.5K $539K
UNH
Unitedhealth Group Inc

Healthcare
243
+ 1.14%
$461.52 - $548.18 $112K - $133K
21.6K $11.3M
MLM
Martin Marietta Materials Inc

Basic Materials
1.06K
New
$460.39 - $552.64 $487K - $585K
1.06K $505K
USRT
Ishares Core U.S. Reit ETF

ETFs
11K
+ 2.16%
$55.14 - $60.29 $604K - $660K
517K $29.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
20.5K
New
$22.25 - $23.0 $455K - $470K
20.5K $469K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
914
+ 11.85%
$208.48 - $244.03 $191K - $223K
8.62K $2.1M
GILD
Gilead Sciences, Inc.

Healthcare
2.29K
+ 21.51%
$89.14 - $117.41 $204K - $268K
12.9K $1.45M
ALL
Allstate Corp

Financial Services
1.86K
+ 32.94%
$180.99 - $210.18 $336K - $390K
7.5K $1.55M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.6K
New
$126.86 - $146.45 $456K - $527K
3.6K $457K
GOOG
Alphabet Inc.

Communication Services
39.8K
+ 23.61%
$156.06 - $207.71 $6.22M - $8.28M
209K $32.6M
PM
Philip Morris International Inc.

Consumer Defensive
452
+ 4.61%
$117.15 - $158.79 $53K - $71.8K
10.2K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
3.39K
+ 9.53%
$347.25 - $424.87 $1.18M - $1.44M
39K $14.3M
RTX
Raytheon Technologies Corp

Industrials
215
+ 0.9%
$114.1 - $135.66 $24.5K - $29.2K
24K $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
97
+ 0.58%
$279.74 - $321.29 $27.1K - $31.2K
16.8K $5.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.61K
+ 58.13%
$165.25 - $224.62 $597K - $811K
9.82K $1.63M
DE
Deere & CO

Industrials
373
+ 7.72%
$408.57 - $509.27 $152K - $190K
5.21K $2.44M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.75K
New
$49.67 - $51.43 $385K - $398K
7.75K $395K
WRB
Berkley W R Corp

Financial Services
5.38K
New
$56.7 - $71.27 $305K - $383K
5.38K $382K
SBUX
Starbucks Corp

Consumer Cyclical
2.46K
+ 12.67%
$91.75 - $115.81 $226K - $285K
21.9K $2.15M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14.1K
New
$26.64 - $27.14 $376K - $383K
14.1K $377K
AMKR
Amkor Technology, Inc.

Technology
20.1K
New
$18.06 - $26.73 $362K - $536K
20.1K $362K
IAU
Ishares Gold Trust

ETFs
4.48K
+ 44.2%
$49.74 - $58.96 $223K - $264K
14.6K $860K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
11.5K
New
$24.11 - $28.41 $276K - $325K
11.5K $325K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.14K
+ 101.69%
$53.6 - $58.97 $329K - $362K
12.2K $661K
Activity Summary
Buys All Purchases 364 New Holdings 49 Increased Positions 315 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 2 Puts 26
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