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
BCPC
Balchem Corp

Basic Materials
4
+ 0.27%
$150.5 - $170.45 $602 - $682
1.5K $238K
HDV
Ishares Core High Dividend ETF

ETFs
16
+ 0.47%
$108.41 - $120.51 $1.73K - $1.93K
3.4K $398K
CWT
California Water Service Group

Utilities
9
+ 0.18%
$44.67 - $51.36 $402 - $462
4.98K $226K
PKG
Packaging Corp Of America

Consumer Cyclical
12
+ 0.66%
$175.97 - $201.36 $2.11K - $2.42K
1.84K $347K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
510
+ 5.04%
$21.4 - $26.31 $10.9K - $13.4K
10.6K $230K
HSY
Hershey CO

Consumer Defensive
19
+ 0.47%
$151.29 - $173.13 $2.87K - $3.29K
4.02K $667K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
69
+ 0.93%
$110.23 - $131.5 $7.61K - $9.07K
7.46K $922K
FENY
Fidelity Covington Tr Msci Ene

ETFs
68
+ 0.71%
$20.83 - $25.75 $1.42K - $1.75K
9.7K $227K
XEL
Xcel Energy Inc

Utilities
249
+ 1.79%
$65.65 - $72.39 $16.3K - $18K
14.1K $963K
BIIB
Biogen Inc.

Healthcare
6
+ 0.32%
$113.38 - $135.49 $680 - $813
1.86K $233K
PAYX
Paychex Inc

Industrials
78
+ 1.87%
$137.01 - $159.78 $10.7K - $12.5K
4.24K $617K
PLD
Prologis, Inc.

Real Estate
6
+ 0.14%
$89.76 - $112.34 $539 - $674
4.22K $443K
RC
Ready Capital Corp

Real Estate
15
+ 0.04%
$4.13 - $5.15 $61.9 - $77.3
42.5K $185K
SNY
Sanofi

Healthcare
261
+ 3.45%
$47.62 - $55.44 $12.4K - $14.5K
7.83K $378K
ED
Consolidated Edison Inc

Utilities
5
+ 0.12%
$98.05 - $113.3 $490 - $567
4.33K $434K
BCC
Boise Cascade CO

Basic Materials
477
+ 6.17%
$83.96 - $102.07 $40K - $48.7K
8.21K $712K
WAT
Waters Corp

Healthcare
18
+ 0.59%
$307.71 - $366.67 $5.54K - $6.6K
3.06K $1.07M
MSI
Motorola Solutions, Inc.

Technology
20
+ 0.56%
$394.72 - $440.39 $7.89K - $8.81K
3.59K $1.51M
EXPD
Expeditors International Of Washington Inc

Industrials
122
+ 1.08%
$102.84 - $122.24 $12.5K - $14.9K
11.5K $1.31M
DUK
Duke Energy Corp

Utilities
56
+ 0.35%
$112.46 - $124.05 $6.3K - $6.95K
15.9K $1.88M
PFE
Pfizer Inc

Healthcare
31
+ 0.06%
$21.59 - $24.84 $669 - $770
53.8K $1.3M
UPS
United Parcel Service Inc

Industrials
425
+ 3.74%
$91.92 - $110.2 $39.1K - $46.8K
11.8K $1.19M
EPD
Enterprise Products Partners L.P.

Energy
399
+ 1.62%
$28.95 - $34.22 $11.6K - $13.7K
25K $774K
DVA
Davita Inc.

Healthcare
1
+ 0.02%
$133.5 - $155.51 $134 - $156
6.59K $938K
VZ
Verizon Communications Inc

Communication Services
684
+ 1.36%
$41.67 - $45.62 $28.5K - $31.2K
51K $2.21M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.55K
+ 7.96%
$4.32 - $5.95 $32.6K - $44.9K
102K $468K
DECK
Deckers Outdoor Corp

Consumer Cyclical
439
+ 2.83%
$100.44 - $129.37 $44.1K - $56.8K
15.9K $1.64M
PGR
Progressive Corp

Financial Services
1
+ 0.01%
$255.27 - $288.74 $255 - $289
6.91K $1.84M
ELV
Elevance Health, Inc.

Healthcare
71
+ 2.21%
$372.27 - $452.69 $26.4K - $32.1K
3.28K $1.28M
IP
International Paper CO

Consumer Cyclical
178
+ 0.87%
$43.89 - $54.46 $7.81K - $9.69K
20.6K $963K
AON
Aon PLC

Financial Services
1
+ 0.03%
$335.85 - $398.81 $336 - $399
3.99K $1.42M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
29
+ 0.34%
$212.1 - $244.27 $6.15K - $7.08K
8.65K $1.89M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
37.5K
+ 1399.33%
$87.84 - $1441.89 $3.3M - $54.1M
40.2K $3.62M
MCD
Mcdonalds Corp

Consumer Cyclical
359
+ 2.14%
$285.55 - $321.23 $103K - $115K
17.1K $5.01M
PG
Procter & Gamble CO

Consumer Defensive
1.94K
+ 3.86%
$157.66 - $172.39 $306K - $334K
52.2K $8.32M
AMGN
Amgen Inc

Healthcare
379
+ 3.45%
$262.28 - $309.85 $99.4K - $117K
11.4K $3.17M
XOM
Exxon Mobil Corp

Energy
650
+ 0.69%
$99.93 - $119.04 $65K - $77.4K
95.4K $10.3M
IBKR
Interactive Brokers Group, Inc.

Financial Services
92
+ 1.0%
$50.53 - $212.53 $4.65K - $19.6K
9.32K $516K
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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