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
KLAC
Kla Corp

Technology
2
+ 0.25%
$576.53 - $902.94 $1.15K - $1.81K
791 $708K
VIS
Vanguard Industrial ETF

ETFs
374
+ 19.3%
$220.04 - $280.07 $82.3K - $105K
2.31K $647K
CTVA
Corteva, Inc.

Basic Materials
125
+ 0.93%
$55.52 - $74.53 $6.94K - $9.32K
13.6K $1.02M
EA
Electronic Arts Inc.

Communication Services
606
+ 13.54%
$132.53 - $159.7 $80.3K - $96.8K
5.08K $811K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
11.7K
New
$10.8 - $16.92 $127K - $198K
11.7K $161K
IAU
Ishares Gold Trust

ETFs
1.72K
+ 11.74%
$56.1 - $64.74 $96.2K - $111K
16.3K $1.02M
VOX
Vanguard Communication Service

ETFs
672
+ 36.7%
$133.12 - $171.03 $89.5K - $115K
2.5K $428K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2.71K
+ 15.43%
$23.2 - $29.84 $62.9K - $81K
20.3K $605K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
132
+ 3.09%
$376.48 - $440.65 $49.7K - $58.2K
4.4K $1.94M
DVY
Ishares Tr

ETFs
1.01K
+ 4.4%
$118.37 - $134.86 $120K - $136K
24K $3.18M
DELL
Dell Technologies Inc.

Technology
285
+ 9.38%
$71.63 - $125.98 $20.4K - $35.9K
3.32K $407K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
199
+ 8.22%
$224.16 - $285.86 $44.6K - $56.9K
2.62K $748K
ADP
Automatic Data Processing Inc

Industrials
339
+ 4.49%
$276.76 - $326.81 $93.8K - $111K
7.89K $2.43M
AAL
American Airlines Group Inc.

Industrials
11.3K
New
N/A
11.3K $125K
GOGO
Gogo Inc.

Communication Services
12
+ 0.06%
$6.62 - $14.79 $79.4 - $177
20.6K $302K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1K
+ 34.28%
$70.56 - $92.75 $70.8K - $93K
3.93K $352K
BK
Bank Of New York Mellon Corp

Financial Services
93
+ 0.6%
$73.31 - $91.62 $6.82K - $8.52K
15.6K $1.42M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1K
+ 14.96%
$62.73 - $78.42 $63K - $78.7K
7.72K $597K
NVO
Novo Nordisk A S

Healthcare
1.9K
+ 7.55%
$58.08 - $81.05 $110K - $154K
27K $1.86M
VCR
Vanguard Consumer Discretionar

ETFs
161
+ 9.5%
$290.42 - $364.35 $46.8K - $58.7K
1.86K $672K
PODD
Insulet Corp

Healthcare
2
+ 0.09%
$238.57 - $327.47 $477 - $655
2.22K $698K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
14.9K
New
$6.47 - $8.05 $96.1K - $120K
14.9K $114K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
192
+ 0.43%
$19.1 - $23.83 $3.67K - $4.58K
44.9K $1.07M
AOA
Ishares Tr Core Aggressive All

ETFs
1.05K
+ 32.16%
$69.46 - $83.4 $73.1K - $87.8K
4.33K $360K
SONY
Sony Group Corp

Technology
3.29K
+ 9.48%
$21.24 - $26.88 $69.9K - $88.5K
38K $989K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.24K
+ 31.42%
$35.77 - $42.27 $80.1K - $94.6K
9.37K $395K
DISV
Dimensional ETF Tr Dimensional

ETFs
674
+ 3.15%
$25.93 - $32.91 $17.5K - $22.2K
22.1K $725K
SPGI
S&P Global Inc.

Financial Services
25
+ 0.55%
$438.31 - $527.29 $11K - $13.2K
4.57K $2.41M
GLW
Corning Inc

Technology
32
+ 0.22%
$39.07 - $52.59 $1.25K - $1.68K
14.4K $756K
XLI
Industrial Sector Spdr

ETFs
227
+ 6.02%
$116.42 - $147.52 $26.4K - $33.5K
4K $589K
CME
Cme Group Inc.

Financial Services
194
+ 4.64%
$252.37 - $290.71 $49K - $56.4K
4.37K $1.21M
ALLE
Allegion PLC

Industrials
85
+ 1.41%
$118.52 - $145.64 $10.1K - $12.4K
6.12K $882K
BX
Blackstone Inc.

Financial Services
88
+ 1.05%
$120.07 - $151.11 $10.6K - $13.3K
8.47K $1.27M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.51K
+ 18.86%
$10.79 - $14.14 $70.3K - $92.1K
41K $563K
WMB
Williams Companies, Inc.

Energy
1.04K
+ 14.25%
$54.33 - $62.87 $56.5K - $65.4K
8.34K $523K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.63K
+ 4.75%
$35.3 - $37.51 $57.4K - $61K
35.9K $1.35M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.03%
$113.67 - $150.4 $114 - $150
3.6K $541K
GWW
W.W. Grainger, Inc.

Industrials
21
+ 1.77%
$919.93 - $1101.66 $19.3K - $23.1K
1.21K $1.26M
RELX
Relx PLC

Communication Services
57
+ 0.28%
$45.31 - $55.66 $2.58K - $3.17K
20.7K $1.12M
NTAP
Net App, Inc.

Technology
3
+ 0.07%
$76.1 - $106.55 $228 - $320
4.36K $464K
NTES
Net Ease, Inc.

Communication Services
10
+ 0.4%
$91.37 - $134.58 $914 - $1.35K
2.51K $337K
DASH
Door Dash, Inc.

Communication Services
18
+ 1.55%
$163.16 - $246.51 $2.94K - $4.44K
1.18K $290K
CM
Canadian Imperial Bank Of Commerce

Financial Services
17
+ 0.33%
$54.6 - $70.83 $928 - $1.2K
5.12K $362K
BTI
British American Tobacco P.L.C.

Consumer Defensive
226
+ 2.13%
$39.43 - $49.34 $8.91K - $11.2K
10.8K $513K
VPU
Vanguard Utilities ETF

ETFs
307
+ 11.94%
$158.36 - $178.82 $48.6K - $54.9K
2.88K $507K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.17K
+ 3.19%
N/A
37.7K $2.35M
EMR
Emerson Electric CO

Industrials
176
+ 8.38%
$94.15 - $133.33 $16.6K - $23.5K
2.28K $303K
FNDF
Schwab Fundamental Intl Large

ETFs
630
+ 4.83%
$32.25 - $40.02 $20.3K - $25.2K
13.7K $546K
FDVV
Fidelity High Dividend ETF

ETFs
1.04K
+ 15.94%
$43.6 - $52.02 $45.4K - $54.2K
7.58K $394K
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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