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
KMI
Kinder Morgan, Inc.

Energy
58
+ 0.69%
$25.21 - $29.4 $1.46K - $1.71K
8.43K $247K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.83K
+ 3.26%
$12.23 - $15.46 $22.4K - $28.4K
58.1K $878K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
27
+ 0.11%
$38.18 - $45.52 $1.03K - $1.23K
25.4K $1.11M
CMA
Comerica Inc

Financial Services
4
+ 0.07%
$50.42 - $59.65 $202 - $239
6.13K $365K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19
+ 0.24%
$85.42 - $94.39 $1.62K - $1.79K
7.87K $739K
MASI
Masimo Corp

Healthcare
1
+ 0.06%
$144.4 - $171.97 $144 - $172
1.61K $270K
XLP
Consumer Staples Sector Spdr

ETFs
32
+ 0.35%
N/A
9.07K $689K
MIN
Mfs Intermediate Income Trust

Financial Services
488
+ 1.64%
$2.63 - $2.72 $1.28K - $1.33K
30.3K $82K
AKAM
Akamai Technologies Inc

Technology
7
+ 0.02%
N/A
44.6K $4.05M
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.16%
N/A
2.55K $679K
Dimensional ETF Trust
13
+ 0.07%
N/A
19.5K $0
Dimensional ETF Trust
4K
New
N/A
4K $0
Vanguard Malvern Fds
9.44K
+ 23.37%
N/A
49.8K $0
Circle Internet Group Inc
33
New
N/A
33 $0
Celestica Inc
6.06K
New
N/A
6.06K $0
WST
West Pharmaceutical Services Inc

Healthcare
95
+ 2.35%
$190.39 - $227.7 $18.1K - $21.6K
4.14K $905K
Canadian Pacific Kansas City
2.84K
New
N/A
2.84K $0
Bunge Global Sa
2.52K
New
N/A
2.52K $0
Veralto Corp
2
+ 0.06%
N/A
3.4K $0
CRH.L
Crh PLC

Basic Materials
107
+ 1.13%
N/A
9.55K $0
Blackrock Inc
19
+ 0.19%
N/A
9.86K $0
Blackrock ETF Trust Ii
9.97K
+ 121.3%
N/A
18.2K $0
MO
Altria Group, Inc.

Consumer Defensive
412
+ 2.29%
$55.56 - $60.91 $22.9K - $25.1K
18.4K $1.08M
Coherent Corp
3
+ 0.07%
N/A
4.5K $0
Te Connectivity PLC
311
+ 13.08%
N/A
2.69K $0
Ge Vernova Inc
88
+ 3.67%
N/A
2.48K $0
Servicetitan Inc
2.14K
New
N/A
2.14K $0
GDDY
Go Daddy Inc.

Technology
1
+ 0.07%
$162.11 - $192.36 $162 - $192
1.53K $275K
Goldman Sachs ETF Tr
129K
New
N/A
129K $0
PKI
Perkinelmer Inc

Healthcare
2
+ 0.04%
N/A
4.57K $552K
Qiagen Nv
4
+ 0.08%
N/A
5.08K $0
Pimco ETF Tr
27.1K
+ 12.68%
N/A
241K $0
Ferguson Enterprises Inc
6
+ 0.2%
N/A
3.06K $0
ALCC
Alt C Acquisition Corp.

Financial Services
27.5K
New
N/A
27.5K $0
JPHY
Jp Morgan High Yield Research

ETFs
6.38K
+ 7.27%
N/A
94.2K $0
Capital Grp Fixed Incm ETF T
1.35K
+ 2.15%
N/A
64.2K $0
Linde PLC
98
+ 3.68%
N/A
2.76K $0
Ishares Bitcoin Trust ETF
8.72K
+ 15.85%
N/A
63.7K $0
Fidelity Wise Origin Bitcoin
345
+ 1.41%
N/A
24.8K $0
AIG
American International Group, Inc.

Financial Services
14
+ 0.55%
$77.56 - $87.72 $1.09K - $1.23K
2.56K $218K
BRKL
Brookline Bancorp Inc

Financial Services
15
+ 0.15%
$9.53 - $11.11 $143 - $167
10.1K $106K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
8
+ 0.16%
$34.1 - $47.63 $273 - $381
5.12K $229K
TGT
Target Corp

Consumer Defensive
342
+ 5.13%
$88.76 - $105.77 $30.4K - $36.2K
7.01K $691K
FICO
Fair Isaac Corp

Technology
3
+ 0.49%
$1503.62 - $2206.01 $4.51K - $6.62K
620 $1.13M
AGNC
Agnc Investment Corp.

Real Estate
34
+ 0.21%
$8.12 - $9.49 $276 - $323
16.1K $148K
DPZ
Dominos Pizza Inc

Consumer Cyclical
2
+ 0.24%
$430.72 - $497.52 $861 - $995
831 $374K
CHKP
Check Point Software Technologies LTD

Technology
5
+ 0.44%
$204.26 - $233.47 $1.02K - $1.17K
1.15K $253K
RIO
Rio Tinto PLC

Basic Materials
161
+ 1.73%
$52.32 - $62.75 $8.42K - $10.1K
9.47K $552K
OTIS
Otis Worldwide Corp

Industrials
22
+ 0.85%
$90.88 - $104.3 $2K - $2.29K
2.61K $258K
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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