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
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.32K
+ 67.53%
$111.9 - $124.28 $259K - $288K
5.75K $710K
KLAC
Kla Corp

Technology
452
+ 59.08%
$696.17 - $892.35 $315K - $403K
1.22K $941K
CSCO
Cisco Systems, Inc.

Technology
646
+ 1.35%
$44.74 - $53.22 $28.9K - $34.4K
48.4K $2.57M
SPGI
S&P Global Inc.

Financial Services
79
+ 2.12%
$446.32 - $527.38 $35.3K - $41.7K
3.81K $1.97M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
27.6K
New
$9.89 - $11.43 $273K - $315K
27.6K $303K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.15K
+ 71.96%
$218.05 - $243.47 $250K - $279K
2.74K $667K
MUB
Ishares National Muni Bond ETF

ETFs
1.99K
+ 5.51%
$106.13 - $108.7 $211K - $216K
38.1K $4.13M
FICO
Fair Isaac Corp

Technology
1
+ 0.16%
$1496.51 - $1947.38 $1.5K - $1.95K
628 $1.22M
ALGN
Align Technology Inc

Healthcare
1.12K
New
$204.03 - $257.2 $229K - $288K
1.12K $285K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.3K
New
$21.05 - $21.17 $280K - $282K
13.3K $281K
IVE
Ishares S&P 500 Value ETF

ETFs
660
+ 6.75%
$181.06 - $197.17 $119K - $130K
10.4K $2.06M
ASTS
Ast Space Mobile, Inc.

Communication Services
10.6K
New
$10.72 - $38.6 $114K - $410K
10.6K $277K
AMGN
Amgen Inc

Healthcare
493
+ 4.15%
$309.38 - $337.38 $153K - $166K
12.4K $3.98M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
299
+ 6.65%
$386.81 - $423.12 $116K - $127K
4.8K $2.03M
GLD
Spdr Gold Trust

ETFs
550
+ 11.84%
$215.56 - $246.98 $119K - $136K
5.2K $1.26M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.37K
New
$57.8 - $60.8 $252K - $265K
4.37K $263K
CL
Colgate Palmolive CO

Consumer Defensive
2.23K
+ 52.06%
$95.54 - $108.77 $213K - $242K
6.51K $675K
JCI
Johnson Controls International PLC

Industrials
3.34K
New
$65.52 - $77.61 $219K - $259K
3.34K $258K
NDAQ
Nasdaq, Inc.

Financial Services
127
+ 0.66%
$59.48 - $74.31 $7.55K - $9.44K
19.5K $1.42M
AON
Aon PLC

Financial Services
40
+ 0.88%
$293.16 - $351.06 $11.7K - $14K
4.6K $1.59M
SO
Southern CO

Utilities
1.21K
+ 10.59%
$77.0 - $90.52 $92.9K - $109K
12.6K $1.14M
XLF
Financial Sector Spdr

ETFs
1.03K
+ 2.11%
$40.84 - $45.74 $42K - $47K
49.9K $2.26M
CMI
Cummins Inc

Industrials
172
+ 4.19%
$266.63 - $326.4 $45.9K - $56.1K
4.28K $1.38M
MO
Altria Group, Inc.

Consumer Defensive
3.18K
+ 22.35%
$45.95 - $54.71 $146K - $174K
17.4K $888K
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$19.72 - $22.22 $212K - $238K
10.7K $237K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.89K
New
$45.71 - $48.29 $223K - $236K
4.89K $234K
TGTX
Tg Therapeutics, Inc.

Healthcare
10K
New
$17.21 - $25.28 $172K - $253K
10K $233K
FRT
Federal Realty Investment Trust

Real Estate
2.01K
New
$100.42 - $117.38 $202K - $236K
2.01K $231K
TGT
Target Corp

Consumer Defensive
1.34K
+ 49.54%
$133.47 - $159.25 $179K - $213K
4.05K $630K
QUAL
Ishares Msci Usa Quality Facto

ETFs
682
+ 5.52%
$162.64 - $179.3 $111K - $122K
13K $2.34M
CHKP
Check Point Software Technologies LTD

Technology
1.19K
New
$165.0 - $195.47 $196K - $232K
1.19K $228K
VZ
Verizon Communications Inc

Communication Services
1.44K
+ 3.25%
$38.89 - $45.0 $55.8K - $64.6K
45.6K $2.05M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
New
$162.83 - $179.16 $204K - $224K
1.25K $224K
SKYY
First Trust Cloud Computing Et

ETFs
2.17K
New
$86.45 - $102.48 $188K - $222K
2.17K $221K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.77K
New
$97.96 - $124.99 $173K - $221K
1.77K $220K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.85K
+ 8.26%
$58.03 - $65.37 $107K - $121K
24.2K $1.57M
NCA
Nuveen California Municipal Value Fund

Financial Services
24K
New
$8.64 - $9.19 $207K - $221K
24K $218K
OMC
Omnicom Group Inc.

Communication Services
2.1K
New
$87.69 - $103.9 $184K - $218K
2.1K $217K
WMB
Williams Companies, Inc.

Energy
4.71K
New
$41.24 - $46.22 $194K - $218K
4.71K $215K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.21K
New
$138.85 - $182.81 $169K - $222K
1.21K $215K
SJM
J M Smucker CO

Consumer Defensive
1.76K
New
$109.12 - $122.4 $192K - $216K
1.76K $213K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
40K
New
$1.78 - $5.92 $71.2K - $237K
40K $211K
HON
Honeywell International Inc

Industrials
1.51K
+ 10.27%
$196.73 - $220.21 $297K - $333K
16.2K $3.35M
TECK
Teck Resources LTD

Basic Materials
4K
New
$43.48 - $53.4 $174K - $214K
4K $209K
ANET
Arista Networks, Inc.

Technology
469
+ 55.5%
$311.42 - $388.21 $146K - $182K
1.31K $504K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.42K
New
$28.02 - $32.68 $180K - $210K
6.42K $207K
FCFS
First Cash Holdings, Inc.

Financial Services
1.8K
New
$102.0 - $120.09 $184K - $216K
1.8K $206K
DAL
Delta Air Lines, Inc.

Industrials
4.04K
New
$37.32 - $51.8 $151K - $209K
4.04K $204K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.43K
New
$75.88 - $83.21 $184K - $202K
2.43K $202K
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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