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
CMI
Cummins Inc

Industrials
23
+ 0.53%
$267.12 - $336.65 $6.14K - $7.74K
4.32K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
385
+ 3.44%
$119.13 - $135.03 $45.9K - $52K
11.6K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
63
+ 0.6%
$168.34 - $195.42 $10.6K - $12.3K
10.5K $2.05M
KR
Kroger CO

Consumer Defensive
413
+ 5.13%
$64.62 - $74.0 $26.7K - $30.6K
8.47K $607K
AMKR
Amkor Technology, Inc.

Technology
24
+ 0.12%
$14.88 - $21.18 $357 - $508
20.1K $421K
IWR
Ishares Russell Mid Cap ETF

ETFs
24
+ 0.29%
$74.88 - $91.97 $1.8K - $2.21K
8.23K $756K
RY
Royal Bank Of Canada

Financial Services
152
+ 7.41%
$108.36 - $131.55 $16.5K - $20K
2.2K $289K
DOV
Dover Corp

Industrials
5
+ 0.07%
$151.14 - $186.7 $756 - $934
7.44K $1.36M
LLY
Eli Lilly & CO

Healthcare
935
+ 6.43%
$713.71 - $898.95 $667K - $841K
15.5K $12.1M
AMT
American Tower Corp

Real Estate
191
+ 6.27%
$203.96 - $228.19 $39K - $43.6K
3.24K $715K
TSCO
Tractor Supply CO

Consumer Cyclical
1.63K
+ 10.46%
$47.86 - $55.77 $78.1K - $91K
17.2K $908K
EFV
Msci Eafe Value ETF

ETFs
13
+ 0.13%
$52.4 - $64.65 $681 - $840
10.4K $658K
HSBC
Hsbc Holdings PLC

Financial Services
298
+ 3.36%
$46.68 - $61.09 $13.9K - $18.2K
9.16K $556K
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 0.28%
$335.24 - $380.78 $37.2K - $42.3K
39.1K $14.3M
ZBRA
Zebra Technologies Corp

Technology
48
+ 3.82%
$213.54 - $309.26 $10.2K - $14.8K
1.31K $402K
ARCC
Ares Capital Corp

Financial Services
2.16K
+ 23.87%
$18.91 - $22.43 $40.8K - $48.4K
11.2K $246K
FAST
Fastenal CO

Industrials
6.14K
+ 102.88%
$40.65 - $83.16 $250K - $511K
12.1K $508K
XLY
Select Sector Spdr Consumer Di

ETFs
83
+ 6.53%
$176.34 - $218.59 $14.6K - $18.1K
1.36K $294K
WDAY
Workday, Inc.

Technology
21
+ 0.36%
$210.47 - $274.71 $4.42K - $5.77K
5.9K $1.42M
UL
Unilever PLC

Consumer Defensive
378
+ 3.29%
$57.9 - $65.43 $21.9K - $24.7K
11.9K $726K
SCCO
Southern Copper Corp

Basic Materials
47
+ 1.02%
$75.63 - $104.64 $3.55K - $4.92K
4.67K $472K
CG
Carlyle Group Inc.

Financial Services
13
+ 0.25%
$34.78 - $51.4 $452 - $668
5.14K $263K
FNDE
Schwab Fundamental Emerging Mk

ETFs
704
+ 10.73%
$26.66 - $33.09 $18.8K - $23.3K
7.27K $239K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41
+ 0.22%
$22.92 - $28.05 $940 - $1.15K
18.7K $524K
GTLS
Chart Industries Inc

Industrials
1
+ 0.06%
$115.08 - $175.5 $115 - $176
1.81K $297K
CNI
Canadian National Railway CO

Industrials
9
+ 0.18%
$92.66 - $108.13 $834 - $973
4.9K $509K
AZO
Autozone Inc

Consumer Cyclical
11
+ 10.0%
$3478.38 - $3880.15 $38.3K - $42.7K
121 $449K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
15
+ 0.27%
$61.08 - $74.04 $916 - $1.11K
5.5K $406K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
26
+ 0.58%
$65.84 - $80.81 $1.71K - $2.1K
4.5K $360K
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 0.13%
$109.83 - $131.67 $1.21K - $1.45K
8.58K $1.09M
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.06%
$118.0 - $137.63 $118 - $138
1.8K $243K
BR
Broadridge Financial Solutions, Inc.

Technology
106
+ 2.92%
$217.22 - $246.25 $23K - $26.1K
3.74K $908K
VOE
Vanguard Mid Cap Value Index F

ETFs
63
+ 2.55%
$141.87 - $164.49 $8.94K - $10.4K
2.54K $417K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
390
+ 1.28%
$41.1 - $42.37 $16K - $16.5K
30.9K $1.31M
GIB
Cgi Inc

Technology
8
+ 0.19%
$96.47 - $109.59 $772 - $877
4.2K $440K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
24
+ 0.88%
$73.0 - $85.5 $1.75K - $2.05K
2.76K $231K
F
Ford Motor CO

Consumer Cyclical
124
+ 0.61%
$8.69 - $10.85 $1.08K - $1.35K
20.3K $220K
CNHI
Cnh Industrial N.V.

Industrials
1.6K
+ 4.34%
N/A
38.4K $400K
SYY
Sysco Corp

Consumer Defensive
103
+ 0.88%
$68.0 - $75.91 $7K - $7.82K
11.8K $890K
CVS
Cvs Health Corp

Healthcare
143
+ 3.74%
$60.04 - $70.18 $8.59K - $10K
3.97K $273K
GM
General Motors CO

Consumer Cyclical
22
+ 0.35%
$42.48 - $50.46 $935 - $1.11K
6.26K $308K
NOK
Nokia Corp

Technology
4.43K
+ 4.86%
$4.65 - $5.43 $20.6K - $24K
95.5K $494K
TDOC
Teladoc Health, Inc.

Healthcare
2
+ 0.01%
$6.51 - $8.71 $13 - $17.4
15.6K $136K
ADSK
Autodesk, Inc.

Technology
50
+ 0.77%
N/A
6.51K $1.6M
CI
Cigna Corp

Healthcare
23
+ 1.09%
$301.89 - $340.04 $6.94K - $7.82K
2.12K $702K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
1.05K
+ 7.76%
$26.94 - $34.72 $28.3K - $36.5K
14.6K $460K
KO
Coca Cola CO

Consumer Defensive
669
+ 1.63%
$68.37 - $73.9 $45.7K - $49.4K
41.8K $2.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
65
+ 2.21%
$105.23 - $109.61 $6.84K - $7.12K
3K $328K
RSG
Republic Services, Inc.

Industrials
12
+ 0.75%
$227.2 - $258.07 $2.73K - $3.1K
1.62K $399K
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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