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
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.94K
New
$105.1 - $109.61 $309K - $322K
2.94K $318K
MEAR
Blackrock Short Maturity Munic

ETFs
6.19K
New
$49.97 - $50.36 $309K - $312K
6.19K $310K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
+ 68.13%
$30.73 - $32.26 $318K - $333K
25.5K $783K
TJX
Tjx Companies Inc

Consumer Cyclical
2.41K
+ 27.46%
$112.81 - $126.16 $272K - $304K
11.2K $1.36M
NOC
Northrop Grumman Corp

Industrials
60
+ 0.97%
$433.45 - $513.82 $26K - $30.8K
6.23K $3.19M
WM
Waste Management Inc

Industrials
97
+ 1.07%
$200.54 - $233.78 $19.5K - $22.7K
9.2K $2.13M
T
At&T Inc.

Communication Services
1.02K
+ 2.12%
$21.56 - $28.28 $21.9K - $28.7K
48.9K $1.38M
HYMU
Blackrock ETF Tr Ii High Yield
12.4K
New
$22.43 - $23.19 $278K - $287K
12.4K $284K
AMT
American Tower Corp

Real Estate
953
+ 45.49%
$173.46 - $217.6 $165K - $207K
3.05K $663K
AEP
American Electric Power CO Inc

Utilities
1.17K
+ 13.5%
$90.32 - $109.27 $105K - $127K
9.8K $1.07M
SHEL
Shell PLC

Energy
540
+ 2.6%
$62.84 - $73.29 $33.9K - $39.6K
21.3K $1.56M
CVS
Cvs Health Corp

Healthcare
3.82K
New
$44.22 - $68.64 $169K - $262K
3.82K $258K
AOA
Ishares Tr Core Aggressive All

ETFs
3.27K
New
$75.7 - $80.01 $248K - $262K
3.27K $250K
YUM
Yum Brands Inc

Consumer Cyclical
1.59K
New
$123.25 - $162.53 $195K - $258K
1.59K $249K
SYY
Sysco Corp

Consumer Defensive
3.42K
+ 41.62%
$70.0 - $77.13 $240K - $264K
11.7K $874K
VV
Vanguard Large Cap ETF

ETFs
1.16K
+ 32.08%
$253.32 - $282.66 $294K - $328K
4.78K $1.22M
KMI
Kinder Morgan, Inc.

Energy
8.38K
New
$26.1 - $31.22 $219K - $261K
8.38K $238K
ELV
Elevance Health, Inc.

Healthcare
72
+ 2.29%
$365.9 - $436.25 $26.3K - $31.4K
3.21K $1.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
501
+ 55.67%
$522.96 - $601.18 $262K - $301K
1.4K $747K
NBR
Nabors Industries LTD

Energy
5.65K
New
$37.04 - $68.1 $209K - $385K
5.65K $235K
BMY
Bristol Myers Squibb CO

Healthcare
1.47K
+ 4.55%
$53.9 - $63.11 $79.3K - $92.9K
33.8K $2.06M
VONG
Vanguard Russell 1000 Growth E

ETFs
3.01K
+ 68.28%
$92.71 - $107.38 $279K - $324K
7.43K $688K
TMO
Thermo Fisher Scientific Inc.

Healthcare
668
+ 15.24%
$497.6 - $606.74 $332K - $405K
5.05K $2.51M
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.93K
New
$55.75 - $77.63 $163K - $227K
2.93K $227K
XLF
Financial Sector Spdr

ETFs
3.71K
+ 7.5%
$47.32 - $52.19 $176K - $194K
53.2K $2.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.16K
+ 96.54%
$25.58 - $29.24 $234K - $268K
18.6K $487K
VGSH
Vanguard

ETFs
3.85K
New
$58.07 - $58.69 $224K - $226K
3.85K $225K
AIG
American International Group, Inc.

Financial Services
2.54K
New
$70.5 - $86.94 $179K - $221K
2.54K $220K
COF
Capital One Financial Corp

Financial Services
1.22K
New
$163.87 - $209.82 $200K - $256K
1.22K $218K
BSX
Boston Scientific Corp

Healthcare
2.15K
New
$89.38 - $106.18 $193K - $229K
2.15K $217K
FCFS
First Cash Holdings, Inc.

Financial Services
1.8K
New
$102.59 - $120.32 $185K - $217K
1.8K $216K
MPLX
Mplx LP

Energy
4K
New
$47.88 - $54.65 $192K - $219K
4K $214K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.73K
New
$69.81 - $78.9 $191K - $215K
2.73K $212K
DASH
Door Dash, Inc.

Communication Services
1.16K
New
$168.37 - $213.38 $196K - $248K
1.16K $212K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.59K
New
$80.53 - $147.57 $128K - $234K
1.59K $209K
CW
Curtiss Wright Corp

Industrials
650
New
$304.82 - $384.07 $198K - $250K
650 $206K
GPC
Genuine Parts CO

Consumer Cyclical
1.73K
New
$115.91 - $129.02 $200K - $223K
1.73K $205K
ARCC
Ares Capital Corp

Financial Services
9.05K
New
$21.28 - $23.81 $193K - $215K
9.05K $200K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
13.9K
+ 15.09%
$37.84 - $44.02 $526K - $612K
106K $4.07M
XLV
Select Sector Spdr Fund Health

ETFs
1.14K
+ 26.08%
$137.61 - $149.68 $157K - $171K
5.53K $798K
VNQ
Vanguard Specialized Funds Van

ETFs
1.47K
+ 1.72%
$85.55 - $94.34 $126K - $139K
87.2K $7.82M
SO
Southern CO

Utilities
614
+ 4.63%
$80.96 - $92.96 $49.7K - $57.1K
13.9K $1.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5K
+ 17.11%
$36.63 - $37.45 $183K - $187K
34.3K $1.26M
WFC
Wells Fargo & Company

Financial Services
702
+ 0.82%
$66.78 - $81.42 $46.9K - $57.2K
86.4K $6.2M
HES
Hess Corp

Energy
70
+ 1.09%
$135.42 - $160.52 $9.48K - $11.2K
6.47K $1.03M
CMCSA
Comcast Corp

Communication Services
5.67K
+ 13.03%
$33.19 - $38.23 $188K - $217K
49.2K $1.81M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.94K
+ 40.48%
$90.0 - $96.32 $175K - $187K
6.75K $622K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 14.4%
$56.17 - $59.71 $196K - $208K
27.7K $1.57M
WMT
Walmart Inc.

Consumer Defensive
3.46K
+ 6.91%
$84.5 - $105.05 $292K - $363K
53.5K $4.7M
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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