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
IRM
Iron Mountain Inc

Real Estate
1.11K
+ 46.82%
$89.69 - $119.32 $99.6K - $132K
3.48K $413K
LDOS
Leidos Holdings, Inc.

Technology
1.23K
New
$142.66 - $163.02 $175K - $200K
1.23K $200K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.86K
New
$95.81 - $109.03 $178K - $203K
1.86K $200K
L
Loews Corp

Financial Services
2.53K
New
$73.76 - $81.96 $187K - $208K
2.53K $200K
IBKR
Interactive Brokers Group, Inc.

Financial Services
18
+ 0.16%
$108.65 - $139.41 $1.96K - $2.51K
11.5K $1.61M
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
+ 20.22%
$3305.62 - $4268.05 $119K - $154K
214 $901K
MMM
3 M CO

Industrials
543
+ 15.5%
$99.69 - $139.42 $54.1K - $75.7K
4.05K $553K
T
At&T Inc.

Communication Services
3.73K
+ 9.63%
$18.21 - $22.28 $67.9K - $83K
42.4K $933K
UL
Unilever PLC

Consumer Defensive
1.53K
+ 16.98%
$54.7 - $65.59 $83.7K - $100K
10.5K $684K
ITW
Illinois Tool Works Inc

Industrials
234
+ 4.64%
$233.14 - $263.97 $54.6K - $61.8K
5.28K $1.38M
GIS
General Mills Inc

Consumer Defensive
411
+ 2.91%
$62.5 - $75.15 $25.7K - $30.9K
14.5K $1.07M
VBR
Vanguard Small Cap Value ETF

ETFs
501
+ 11.95%
$179.99 - $201.6 $90.2K - $101K
4.69K $942K
VO
Vanguard Mid Cap ETF

ETFs
393
+ 11.79%
$237.84 - $263.83 $93.5K - $104K
3.73K $983K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
3.8K
+ 14.86%
$38.33 - $42.48 $145K - $161K
29.3K $1.23M
ALL
Allstate Corp

Financial Services
20
+ 0.36%
$158.43 - $192.86 $3.17K - $3.86K
5.64K $1.07M
ETN
Eaton Corp PLC

Industrials
269
+ 5.94%
$272.52 - $333.02 $73.3K - $89.6K
4.8K $1.59M
DEO
Diageo PLC

Consumer Defensive
873
+ 27.32%
$120.02 - $140.77 $105K - $123K
4.07K $571K
EEM
Ishares Msci Emerging Markets

ETFs
2.1K
+ 9.83%
$40.42 - $46.7 $84.8K - $98K
23.4K $1.08M
SYY
Sysco Corp

Consumer Defensive
1.51K
+ 21.16%
$69.16 - $78.98 $104K - $119K
8.65K $674K
XLC
Select Sector Spdr Tr Communic

ETFs
1.6K
+ 59.99%
$82.16 - $90.4 $132K - $145K
4.27K $386K
MSCI
Msci Inc.

Financial Services
19
+ 1.3%
$479.31 - $584.91 $9.11K - $11.1K
1.48K $859K
BR
Broadridge Financial Solutions, Inc.

Technology
455
+ 14.22%
$196.56 - $218.55 $89.4K - $99.4K
3.66K $785K
CARR
Carrier Global Corp

Industrials
60
+ 0.71%
$61.9 - $80.88 $3.71K - $4.85K
8.54K $687K
TRV
Travelers Companies, Inc.

Financial Services
52
+ 1.17%
$201.87 - $242.35 $10.5K - $12.6K
4.48K $1.05M
GS
Goldman Sachs Group Inc

Financial Services
33
+ 1.07%
$459.02 - $510.25 $15.1K - $16.8K
3.11K $1.54M
SCCO
Southern Copper Corp

Basic Materials
1.06K
+ 36.67%
$94.1 - $120.43 $99.3K - $127K
3.93K $454K
VT
Vanguard Total World Stk Index

ETFs
665
+ 7.34%
$107.72 - $119.96 $71.6K - $79.8K
9.72K $1.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.26K
+ 5.75%
$54.98 - $59.51 $69.4K - $75.1K
23.2K $1.38M
XLV
Select Sector Spdr Fund Health

ETFs
658
+ 15.79%
$143.3 - $157.24 $94.3K - $103K
4.83K $743K
IVW
Ishares S&P 500 Growth ETF

ETFs
110
+ 0.28%
$84.77 - $97.13 $9.32K - $10.7K
39.2K $3.75M
HPQ
Hp Inc

Technology
2.86K
+ 8.58%
$32.02 - $38.11 $91.5K - $109K
36.2K $1.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
397
+ 2.37%
$91.37 - $101.65 $36.3K - $40.4K
17.2K $1.75M
USB
Us Bancorp \De\

Financial Services
91
+ 0.47%
$39.04 - $47.23 $3.55K - $4.3K
19.4K $885K
FNDF
Schwab Fundamental Intl Large

ETFs
2.36K
+ 19.45%
$33.67 - $37.71 $79.5K - $89K
14.5K $541K
MRVL
Marvell Technology, Inc.

Technology
1.13K
+ 7.6%
$56.15 - $76.24 $63.2K - $85.8K
15.9K $1.15M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.6K
+ 19.93%
$56.04 - $62.99 $89.9K - $101K
9.65K $589K
PLTR
Palantir Technologies Inc.

Technology
65
+ 0.71%
$24.09 - $37.95 $1.57K - $2.47K
9.26K $344K
NVS
Novartis Ag

Healthcare
105
+ 0.93%
$106.13 - $120.89 $11.1K - $12.7K
11.4K $1.31M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1K
+ 4.54%
$63.74 - $73.47 $64K - $73.8K
23.1K $1.66M
TGNA
Tegna Inc

Communication Services
1.72K
+ 3.94%
$13.39 - $16.27 $23K - $28K
45.3K $715K
ENB
Enbridge Inc

Energy
1.15K
+ 9.61%
$35.27 - $41.18 $40.6K - $47.4K
13.1K $532K
VLO
Valero Energy Corp

Energy
1.33K
+ 40.38%
$132.81 - $163.48 $176K - $217K
4.61K $622K
NWL
Newell Brands Inc.

Consumer Defensive
13.7K
New
$5.73 - $8.91 $78.3K - $122K
13.7K $105K
CABO
Cable One, Inc.

Communication Services
316
+ 23.56%
$314.59 - $418.85 $99.4K - $132K
1.66K $579K
XLI
Industrial Sector Spdr

ETFs
413
+ 12.38%
$120.56 - $135.44 $49.8K - $55.9K
3.75K $507K
BRKL
Brookline Bancorp Inc

Financial Services
10K
New
$8.43 - $10.54 $84.6K - $106K
10K $101K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 1.29%
$1591.44 - $2140.1 $4.77K - $6.42K
235 $481K
SPYG
Spdr Portfolio

ETFs
413
+ 1.8%
$73.38 - $84.1 $30.3K - $34.7K
23.4K $1.94M
CVX
Chevron Corp

Energy
2.65K
+ 8.3%
$137.88 - $161.97 $365K - $429K
34.6K $5.09M
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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