Mission Wealth Management, LP Purchases in Q2 2025

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFSV
Dimensional ETF Tr Dimensional

ETFs
56.4K
+ 583.33%
$24.21 - $29.47 $1.36M - $1.66M
66K $1.94M
DFAT
Dimensional ETF Tr U S Target

ETFs
24.5K
+ 22.56%
$44.8 - $53.97 $1.1M - $1.32M
133K $7.17M
URI
United Rentals, Inc.

Industrials
200
+ 1.78%
$551.94 - $753.4 $110K - $151K
11.4K $8.62M
IONQ
Ion Q, Inc.

Technology
32.2K
New
$20.68 - $48.04 $666K - $1.55M
32.2K $1.38M
SCHC
Schwab Strategic Tr Intl Small

ETFs
6.35K
+ 3.9%
$32.41 - $42.59 $206K - $271K
169K $7.21M
VTWG
Vanguard Russell 2000 Growth E

ETFs
6.18K
New
$163.6 - $208.47 $1.01M - $1.29M
6.18K $1.29M
VST
Vistra Corp.

Utilities
6.63K
New
$98.07 - $195.04 $651K - $1.29M
6.63K $1.29M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
20.3K
+ 241.6%
$61.03 - $67.59 $1.24M - $1.37M
28.7K $1.84M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
9.41K
+ 55.05%
$86.93 - $109.64 $818K - $1.03M
26.5K $2.9M
SPOT
Spotify Technology S.A.

Communication Services
1.55K
New
$503.3 - $775.9 $782K - $1.2M
1.55K $1.19M
XLK
Technology Sector Spdr

ETFs
794
+ 3.93%
$179.73 - $253.23 $143K - $201K
21K $5.31M
UBER
Uber Technologies, Inc

Technology
6.19K
+ 24.03%
$64.62 - $93.3 $400K - $578K
32K $2.98M
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.64K
+ 204.89%
$273.67 - $366.17 $723K - $967K
3.93K $1.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
3.39K
+ 80.13%
$219.76 - $276.94 $744K - $938K
7.61K $2.11M
GS
Goldman Sachs Group Inc

Financial Services
155
+ 3.02%
$462.22 - $707.75 $71.6K - $110K
5.29K $3.74M
IBM
International Business Machines Corp

Technology
370
+ 2.1%
$221.03 - $294.78 $81.8K - $109K
18K $5.3M
CEG
Constellation Energy Corp

Utilities
2.01K
+ 117.68%
$170.96 - $322.76 $344K - $649K
3.72K $1.2M
SYK
Stryker Corp

Healthcare
1.46K
+ 12.82%
$337.37 - $395.63 $492K - $577K
12.8K $5.08M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5K
+ 0.85%
$36.25 - $42.28 $181K - $211K
592K $25M
AVLV
American Centy ETF Tr Avantis
11.9K
New
$56.85 - $68.21 $679K - $815K
11.9K $814K
MGC
Vanguard Mega Cap ETF

ETFs
3.47K
New
$179.23 - $224.92 $622K - $781K
3.47K $780K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
12.5K
+ 14.02%
$25.97 - $33.21 $325K - $416K
102K $3.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
675
+ 6.87%
$141.37 - $228.57 $95.4K - $154K
10.5K $2.38M
IOT
Samsara Inc.

Technology
17.8K
+ 74.38%
$33.46 - $47.74 $595K - $849K
41.7K $1.66M
ECL
Ecolab Inc.

Basic Materials
2.43K
+ 58.17%
$225.65 - $270.95 $548K - $658K
6.6K $1.78M
ZS
Zscaler, Inc.

Technology
3
+ 0.05%
$174.67 - $315.32 $524 - $946
6.19K $1.94M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.0%
$82.96 - $110.1 $83 - $110
40.9K $4.5M
APH
Amphenol Corp

Technology
203
+ 0.99%
$59.09 - $98.75 $12K - $20K
20.6K $2.04M
DFIV
Dimensional ETF Tr

ETFs
4.85K
+ 3.55%
$34.67 - $43.21 $168K - $209K
141K $6.06M
IWM
Ishares Russell 2000 ETF

ETFs
2.16K
+ 17.35%
$174.82 - $215.79 $377K - $466K
14.6K $3.15M
IXUS
Ishares Tr

ETFs
2.89K
+ 5.35%
$62.37 - $77.63 $180K - $225K
56.9K $4.4M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.89K
+ 2.37%
$36.02 - $41.92 $176K - $205K
211K $8.83M
COF
Capital One Financial Corp

Financial Services
2.58K
+ 211.3%
$150.57 - $212.76 $388K - $549K
3.8K $808K
WMT
Walmart Inc.

Consumer Defensive
211
+ 0.39%
$81.79 - $99.98 $17.3K - $21.1K
53.7K $5.25M
AXP
American Express CO

Financial Services
139
+ 1.37%
$231.39 - $318.98 $32.2K - $44.3K
10.3K $3.29M
PSTG
Pure Storage, Inc.

Technology
7
+ 0.02%
$37.18 - $57.58 $260 - $403
40.4K $2.33M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.97K
New
$152.93 - $181.74 $453K - $539K
2.97K $538K
ADBE
Adobe Inc.

Technology
1.31K
+ 16.25%
$340.0 - $420.68 $445K - $551K
9.36K $3.62M
WRB
Berkley W R Corp

Financial Services
7.04K
+ 130.92%
$64.28 - $75.17 $452K - $529K
12.4K $911K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.3K
New
$25.35 - $64.65 $261K - $666K
10.3K $513K
V
Visa Inc.

Financial Services
737
+ 1.44%
$308.27 - $373.31 $227K - $275K
51.9K $18.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
128
+ 0.22%
$72.96 - $90.39 $9.34K - $11.6K
57.6K $5.15M
CDNS
Cadence Design Systems Inc

Technology
456
+ 7.99%
$231.64 - $323.08 $106K - $147K
6.16K $1.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.24K
+ 2.57%
$114.78 - $133.31 $143K - $166K
49.6K $6.61M
GUT
Gabelli Utility Trust

Financial Services
74.8K
New
$4.95 - $5.81 $370K - $435K
74.8K $433K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
766
+ 4.15%
$104.23 - $134.39 $79.8K - $103K
19.2K $2.58M
HCA
Hca Healthcare, Inc.

Healthcare
909
+ 48.43%
$317.61 - $387.52 $289K - $352K
2.79K $1.07M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.22K
+ 42.64%
$50.36 - $50.68 $414K - $417K
27.5K $1.39M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.07K
+ 198.25%
$100.04 - $100.54 $407K - $409K
6.12K $615K
Activity Summary
Buys All Purchases 339 New Holdings 46 Increased Positions 293 Sells All Sells 266 Reductions 266 Sold out 0 Options Calls 1 Puts 19
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