Mission Wealth Management, LP Incresed Positions in Q1 2025

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
302K
+ 7.76%
$69.57 - $78.65 $21M - $23.8M
4.2M $317M
NVDA
Nvidia Corp

Technology
410K
+ 59.14%
$106.98 - $149.43 $43.9M - $61.3M
1.1M $120M
AMZN
Amazon Com Inc

Consumer Cyclical
107K
+ 41.41%
$190.26 - $242.06 $20.4M - $26M
366K $69.7M
VTV
Vanguard Value ETF

ETFs
38.7K
+ 1.74%
$167.73 - $179.21 $6.5M - $6.94M
2.26M $387M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
116K
+ 27.7%
$102.49 - $119.96 $11.9M - $13.9M
533K $55.8M
AVEM
American Centy ETF Tr Avantis

ETFs
104K
+ 33.78%
$57.11 - $62.4 $5.92M - $6.47M
411K $24.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
29.4K
+ 28.22%
$360.07 - $417.26 $10.6M - $12.3M
134K $48.1M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
45.5K
+ 11.92%
$75.32 - $84.77 $3.43M - $3.85M
427K $34.9M
META
Meta Platforms, Inc.

Communication Services
9.03K
+ 26.45%
$576.36 - $736.67 $5.21M - $6.65M
43.2K $24.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
21.4K
+ 11.5%
$182.82 - $196.21 $3.91M - $4.19M
207K $38.6M
IVV
Ishares Core S&P 500 ETF

ETFs
7.12K
+ 31.2%
$554.06 - $615.85 $3.94M - $4.38M
29.9K $16.8M
JPM
Jpmorgan Chase & CO

Financial Services
8.06K
+ 10.04%
$225.19 - $279.95 $1.81M - $2.26M
88.3K $21.7M
NFLX
Netflix Inc

Communication Services
1.78K
+ 10.51%
$828.4 - $1058.6 $1.48M - $1.89M
18.7K $17.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
42.5K
+ 84.41%
$57.21 - $65.8 $2.43M - $2.8M
92.9K $5.42M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
37.6K
+ 6.4%
$32.74 - $36.2 $1.23M - $1.36M
626K $21.9M
ETN
Eaton Corp PLC

Industrials
8.5K
+ 169.42%
$271.83 - $371.23 $2.31M - $3.16M
13.5K $3.67M
XOM
Exxon Mobil Corp

Energy
8.47K
+ 9.82%
$105.44 - $118.93 $893K - $1.01M
94.7K $11.3M
V
Visa Inc.

Financial Services
682
+ 1.35%
$306.92 - $362.71 $209K - $247K
51.2K $17.9M
ABT
Abbott Laboratories

Healthcare
9.67K
+ 38.26%
$111.1 - $140.22 $1.07M - $1.36M
34.9K $4.64M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 200.0%
$663000.0 - $801950.0 $1.33M - $1.6M
3 $2.4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.1K
+ 93.15%
$95.85 - $99.25 $1.54M - $1.6M
33.3K $3.29M
ABBV
Abb Vie Inc.

Healthcare
266
+ 0.56%
$169.2 - $216.66 $45K - $57.6K
48K $10.1M
NUDM
Nuveen Esg International Devel

ETFs
33.8K
+ 19.15%
$29.75 - $33.12 $1.01M - $1.12M
210K $6.77M
UBER
Uber Technologies, Inc

Technology
17.8K
+ 224.09%
$63.17 - $81.49 $1.13M - $1.45M
25.8K $1.88M
BAC
Bank Of America Corp

Financial Services
38.2K
+ 32.57%
$39.61 - $47.74 $1.51M - $1.82M
156K $6.49M
SYK
Stryker Corp

Healthcare
2.87K
+ 33.78%
$355.18 - $399.9 $1.02M - $1.15M
11.4K $4.24M
MSI
Motorola Solutions, Inc.

Technology
2.71K
+ 317.06%
$411.73 - $482.1 $1.12M - $1.31M
3.57K $1.56M
BKNG
Booking Holdings Inc.

Consumer Cyclical
258
+ 117.81%
$4295.4 - $5141.88 $1.11M - $1.33M
477 $2.2M
TXN
Texas Instruments Inc

Technology
5.65K
+ 22.18%
N/A
31.1K $6.06M
GLD
Spdr Gold Trust

ETFs
2.79K
+ 48.63%
$243.19 - $288.14 $678K - $804K
8.52K $2.46M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
8.72K
+ 321.59%
$121.0 - $142.28 $1.05M - $1.24M
11.4K $1.42M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
21.4K
+ 3.77%
$39.96 - $43.3 $854K - $925K
587K $24.2M
IXUS
Ishares Tr

ETFs
11.4K
+ 26.63%
$65.06 - $72.31 $739K - $822K
54K $3.77M
COST
Costco Wholesale Corp

Consumer Defensive
576
+ 4.27%
$890.62 - $1076.86 $513K - $620K
14.1K $13.3M
UNP
Union Pacific Corp

Industrials
3.55K
+ 28.12%
$225.21 - $254.42 $800K - $903K
16.2K $3.82M
MU
Micron Technology Inc

Technology
10.3K
+ 195.17%
$86.89 - $109.38 $899K - $1.13M
15.7K $1.36M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
859
+ 14.19%
$402.49 - $513.76 $346K - $441K
6.91K $3.35M
IBM
International Business Machines Corp

Technology
1.75K
+ 11.02%
$217.4 - $264.74 $380K - $463K
17.6K $4.38M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
49.6K
+ 10.36%
$32.42 - $36.13 $1.61M - $1.79M
529K $17.4M
NET
Cloudflare, Inc.

Technology
7.44K
+ 159.62%
$110.71 - $176.5 $823K - $1.31M
12.1K $1.36M
CB
Chubb LTD

Financial Services
1.94K
+ 20.82%
$257.71 - $301.99 $500K - $586K
11.3K $3.4M
LLY
Eli Lilly & CO

Healthcare
52
+ 0.36%
$725.72 - $929.72 $37.7K - $48.3K
14.5K $12M
GD
General Dynamics Corp

Industrials
2.57K
+ 18.92%
$241.94 - $272.58 $621K - $700K
16.1K $4.4M
XYL
Xylem Inc.

Industrials
6.71K
+ 119.0%
$114.02 - $132.04 $765K - $886K
12.3K $1.47M
GS
Goldman Sachs Group Inc

Financial Services
1.67K
+ 48.08%
$524.81 - $672.19 $874K - $1.12M
5.13K $2.8M
TMUS
T Mobile Us, Inc.

Communication Services
1.56K
+ 18.0%
$211.3 - $272.83 $330K - $426K
10.2K $2.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
17.1K
+ 9.06%
$38.89 - $41.6 $665K - $711K
206K $8.23M
CSCO
Cisco Systems, Inc.

Technology
10.2K
+ 19.08%
$58.74 - $64.87 $598K - $661K
63.6K $3.92M
GE
General Electric CO

Industrials
1.54K
+ 11.38%
$168.59 - $212.13 $259K - $326K
15K $3.01M
Activity Summary
Buys All Purchases 364 New Holdings 49 Increased Positions 315 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 2 Puts 26
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