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
TSCO
Tractor Supply CO

Consumer Cyclical
2.68K
+ 20.76%
$51.66 - $57.94 $139K - $155K
15.6K $859K
APD
Air Products & Chemicals, Inc.

Basic Materials
554
+ 30.64%
$283.24 - $338.07 $157K - $187K
2.36K $696K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
430
+ 6.17%
$110.55 - $130.35 $47.5K - $56.1K
7.39K $939K
BK
Bank Of New York Mellon Corp

Financial Services
756
+ 5.13%
$75.42 - $88.95 $57K - $67.2K
15.5K $1.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
368
+ 4.49%
$106.31 - $123.73 $39.1K - $45.5K
8.57K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
442
+ 2.52%
$50.81 - $60.02 $22.5K - $26.5K
18K $1.08M
PLTR
Palantir Technologies Inc.

Technology
817
+ 7.76%
$64.98 - $124.62 $53.1K - $102K
11.3K $957K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.45K
+ 21.04%
$38.78 - $44.63 $328K - $377K
48.6K $1.88M
AGNC
Agnc Investment Corp.

Real Estate
16.1K
New
$9.12 - $10.54 $147K - $170K
16.1K $154K
EXPD
Expeditors International Of Washington Inc

Industrials
405
+ 3.71%
$109.09 - $126.48 $44.2K - $51.2K
11.3K $1.36M
SPGI
S&P Global Inc.

Financial Services
191
+ 4.38%
$478.26 - $543.77 $91.3K - $104K
4.55K $2.31M
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 0.29%
$308.86 - $455.36 $10.8K - $15.9K
12.3K $4.33M
CME
Cme Group Inc.

Financial Services
10
+ 0.24%
$225.82 - $266.54 $2.26K - $2.67K
4.18K $1.11M
VHT
Vanguard Health Care ETF

ETFs
307
+ 6.75%
$254.06 - $273.83 $78K - $84.1K
4.86K $1.28M
MKC
Mccormick & CO Inc

Consumer Defensive
502
+ 3.87%
$71.24 - $84.73 $35.8K - $42.5K
13.5K $1.11M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
254
+ 47.74%
$634.14 - $744.83 $161K - $189K
786 $498K
CI
Cigna Corp

Healthcare
32
+ 1.55%
$274.49 - $329.0 $8.78K - $10.5K
2.1K $691K
AJG
Arthur J. Gallagher & Co.

Financial Services
46
+ 2.85%
$275.89 - $345.24 $12.7K - $15.9K
1.66K $572K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.32K
+ 22.89%
$49.25 - $50.66 $114K - $117K
12.4K $615K
AZO
Autozone Inc

Consumer Cyclical
12
+ 12.24%
$3193.96 - $3828.11 $38.3K - $45.9K
110 $419K
MELI
Mercadolibre Inc

Consumer Cyclical
23
+ 9.75%
$1739.0 - $2260.0 $40K - $52K
259 $505K
WEC
Wec Energy Group, Inc.

Utilities
357
+ 8.93%
$92.12 - $108.98 $32.9K - $38.9K
4.35K $474K
SLV
I Shares Silver Trust

ETFs
1K
+ 7.18%
$26.93 - $31.32 $27K - $31.4K
15K $464K
WMB
Williams Companies, Inc.

Energy
987
+ 15.63%
$54.02 - $61.09 $53.3K - $60.3K
7.3K $436K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.76K
+ 5.15%
$14.13 - $16.72 $39K - $46.1K
56.3K $870K
PLD
Prologis, Inc.

Real Estate
620
+ 17.28%
$103.59 - $124.04 $64.2K - $76.9K
4.21K $470K
MUB
Ishares National Muni Bond ETF

ETFs
1.26K
+ 3.3%
$104.71 - $107.69 $131K - $135K
39.2K $4.14M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.17K
+ 44.39%
$31.92 - $38.83 $133K - $162K
13.6K $449K
NOK
Nokia Corp

Technology
2.59K
+ 2.93%
$4.43 - $5.42 $11.5K - $14.1K
91.1K $479K
EFV
Msci Eafe Value ETF

ETFs
293
+ 2.91%
$51.88 - $60.73 $15.2K - $17.8K
10.4K $610K
SAP
Sap Se

Technology
1
+ 0.03%
$241.4 - $293.69 $241 - $294
3.64K $976K
PAYX
Paychex Inc

Industrials
163
+ 4.07%
$136.06 - $154.52 $22.2K - $25.2K
4.17K $642K
TAP
Molson Coors Beverage CO

Consumer Defensive
521
+ 4.27%
$52.44 - $62.91 $27.3K - $32.8K
12.7K $774K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 21.43%
$65.27 - $71.18 $77.9K - $84.9K
6.76K $448K
SCHW
Schwab Charles Corp

Financial Services
615
+ 9.84%
$71.24 - $83.64 $43.8K - $51.4K
6.86K $537K
VOE
Vanguard Mid Cap Value Index F

ETFs
496
+ 25.09%
$156.61 - $168.02 $77.7K - $83.3K
2.47K $393K
RWX
Spdr Dow Jones International R

ETFs
1.78K
+ 9.73%
$22.39 - $24.7 $39.9K - $44K
20.1K $493K
OKE
Oneok Inc

Energy
906
+ 5.05%
$89.57 - $109.85 $81.2K - $99.5K
18.9K $1.87M
XLP
Consumer Staples Sector Spdr

ETFs
904
+ 11.12%
N/A
9.04K $687K
EQAL
Invesco ETF

ETFs
1.64K
+ 20.65%
$46.28 - $50.51 $75.9K - $82.8K
9.58K $452K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
331
+ 4.4%
$87.68 - $94.52 $29K - $31.3K
7.86K $735K
HDV
Ishares Core High Dividend ETF

ETFs
312
+ 10.16%
$110.86 - $121.12 $34.6K - $37.8K
3.38K $409K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.51K
+ 1.72%
$28.11 - $30.42 $42.5K - $46K
89.3K $2.61M
MS
Morgan Stanley

Financial Services
1.09K
+ 15.5%
$111.68 - $141.08 $121K - $153K
8.09K $944K
DELL
Dell Technologies Inc.

Technology
1.17K
+ 62.41%
$90.34 - $124.66 $105K - $145K
3.04K $276K
FISV
Fiserv Inc

Technology
474
+ 2.3%
N/A
21.1K $2.64M
ORA
Ormat Technologies, Inc.

Utilities
439
+ 4.9%
$62.47 - $72.93 $27.4K - $32K
9.4K $665K
EA
Electronic Arts Inc.

Communication Services
461
+ 11.49%
$116.53 - $146.29 $53.7K - $67.4K
4.47K $646K
FSLR
First Solar, Inc.

Technology
949
+ 76.22%
$126.34 - $197.73 $120K - $188K
2.19K $277K
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email