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
TMUS
T Mobile Us, Inc.

Communication Services
2.87K
+ 28.03%
$220.99 - $268.54 $634K - $770K
13.1K $3.12M
DFIC
Dimensional ETF Tr Dimensional

ETFs
12.3K
New
$24.94 - $31.15 $308K - $384K
12.3K $383K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
49
+ 0.07%
$49.48 - $61.22 $2.42K - $3K
67.7K $4.13M
VO
Vanguard Mid Cap ETF

ETFs
1.03K
+ 28.25%
$228.54 - $279.83 $236K - $289K
4.69K $1.31M
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.02%
$92.79 - $134.29 $371 - $537
20.5K $2.73M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.21K
New
$71.28 - $83.74 $300K - $353K
4.21K $352K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.4K
New
$77.94 - $79.5 $343K - $350K
4.4K $349K
VDE
Vanguard Energy ETF

ETFs
3.46K
+ 46.48%
$105.87 - $130.56 $367K - $452K
10.9K $1.3M
LEN
Lennar Corp

Consumer Cyclical
3.07K
New
$102.76 - $115.66 $316K - $355K
3.07K $339K
EW
Edwards Lifesciences Corp

Healthcare
1.07K
+ 2.41%
$67.07 - $78.22 $72K - $83.9K
45.5K $3.56M
NSC
Norfolk Southern Corp

Industrials
1.01K
+ 26.24%
$206.34 - $257.46 $208K - $260K
4.85K $1.24M
FSEC
Fidel Merrimack Str Tr

ETFs
7.36K
New
$42.41 - $44.36 $312K - $327K
7.36K $320K
XJR
Ishares Tresg Screened S&P Sma

ETFs
8.03K
New
$32.75 - $39.55 $263K - $318K
8.03K $317K
STX
Seagate Technology Holdings PLC

Technology
36
+ 0.69%
$66.54 - $144.33 $2.4K - $5.2K
5.29K $763K
GLD
Spdr Gold Trust

ETFs
513
+ 6.02%
$273.71 - $316.29 $140K - $162K
9.04K $2.75M
CATY
Cathay General Bancorp

Financial Services
6.29K
New
$37.32 - $45.67 $235K - $287K
6.29K $286K
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.1K
New
$20.99 - $23.93 $254K - $290K
12.1K $283K
KEYS
Keysight Technologies, Inc.

Technology
17
+ 0.09%
$127.02 - $165.4 $2.16K - $2.81K
19.9K $3.26M
MCHP
Microchip Technology Inc

Technology
3.96K
New
$35.34 - $71.6 $140K - $283K
3.96K $278K
VAW
Vanguard Materials ETF

ETFs
1.39K
New
$163.82 - $196.64 $228K - $274K
1.39K $271K
PM
Philip Morris International Inc.

Consumer Defensive
129
+ 1.26%
$149.23 - $184.95 $19.3K - $23.9K
10.4K $1.89M
PYPL
Pay Pal Holdings, Inc.

Financial Services
893
+ 4.16%
$57.41 - $74.81 $51.3K - $66.8K
22.4K $1.66M
NEE
Nextera Energy Inc

Utilities
4.47K
+ 12.48%
$64.11 - $75.0 $287K - $335K
40.3K $2.8M
USB
Us Bancorp \De\

Financial Services
4.39K
+ 23.69%
$36.4 - $45.76 $160K - $201K
22.9K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
1.1K
+ 31.37%
$204.89 - $224.73 $225K - $247K
4.6K $1.01M
MS
Morgan Stanley

Financial Services
364
+ 4.5%
$99.83 - $140.86 $36.3K - $51.3K
8.46K $1.19M
VFH
Vanguard Financial ETF

ETFs
1.18K
+ 11.52%
$104.87 - $127.3 $124K - $151K
11.5K $1.46M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10K
+ 51.59%
$24.32 - $27.87 $244K - $280K
29.5K $782K
CSL
Carlisle Companies Inc

Industrials
656
New
$317.1 - $408.5 $208K - $268K
656 $244K
IT
Gartner Inc

Technology
579
New
$377.5 - $449.52 $219K - $260K
579 $234K
XLF
Financial Sector Spdr

ETFs
1.26K
+ 2.36%
$43.92 - $52.37 $55.2K - $65.8K
54.5K $2.85M
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.78K
+ 13.1%
$22.27 - $29.21 $84.2K - $110K
32.6K $953K
PAC
Pacific Airport Group

Industrials
1K
New
$175.11 - $238.95 $175K - $239K
1K $229K
NTRA
Natera, Inc.

Healthcare
1.35K
New
$132.23 - $171.87 $178K - $232K
1.35K $227K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
479
New
$328.01 - $475.68 $157K - $228K
479 $224K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4.91K
New
$33.86 - $45.77 $166K - $225K
4.91K $224K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
803
New
$179.95 - $278.88 $144K - $224K
803 $223K
MMM
3 M CO

Industrials
1.34K
+ 44.23%
$126.09 - $154.15 $169K - $206K
4.36K $664K
ALL
Allstate Corp

Financial Services
1.29K
+ 17.24%
$180.53 - $212.64 $233K - $275K
8.79K $1.77M
DG
Dollar General Corp

Consumer Defensive
1.85K
New
$86.02 - $114.95 $159K - $212K
1.85K $211K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.06K
New
$41.45 - $54.46 $168K - $221K
4.06K $211K
FNDA
Schwab Fundamental U S Small C

ETFs
7.35K
New
$23.85 - $28.69 $175K - $211K
7.35K $210K
CW
Curtiss Wright Corp

Industrials
201
+ 30.92%
$283.18 - $488.55 $56.9K - $98.2K
851 $415K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
708
+ 1.96%
$42.93 - $53.52 $30.4K - $37.9K
36.8K $1.97M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
906
New
$171.4 - $227.1 $155K - $206K
906 $205K
DFAX
Dimensional ETF Tr
5.07K
+ 30.0%
$23.37 - $29.39 $118K - $149K
21.9K $644K
XLU
Utilities Sector Spdr

ETFs
2.47K
New
$73.09 - $82.77 $181K - $205K
2.47K $201K
EQIX
Equinix Inc

Real Estate
252
New
$740.07 - $914.43 $186K - $230K
252 $200K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
171
+ 15.0%
$177.93 - $313.14 $30.4K - $53.5K
1.31K $410K
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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