Mission Wealth Management, LP Incresed Positions in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
28.5K
+ 3.53%
$221.69 - $259.02 $6.31M - $7.37M
835K $209M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
516K
+ 1033.96%
$40.38 - $44.35 $20.8M - $22.9M
566K $23.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
50.6K
+ 329.51%
$311.11 - $335.64 $15.7M - $17M
66K $21.3M
NVDA
Nvidia Corp

Technology
54.7K
+ 8.57%
$117.0 - $148.88 $6.4M - $8.14M
693K $93.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
338K
+ 12.33%
$71.75 - $75.11 $24.3M - $25.4M
3.08M $221M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
374K
+ 356.46%
$33.92 - $36.6 $12.7M - $13.7M
479K $16.6M
USFR
Wisdomtree Floating Rate Treas

ETFs
241K
+ 21.43%
$50.23 - $50.46 $12.1M - $12.2M
1.37M $68.8M
VB
Vanguard Small Cap ETF

ETFs
33.6K
+ 3.32%
$233.76 - $261.58 $7.86M - $8.8M
1.05M $252M
AVGO
Broadcom Inc.

Technology
17.7K
+ 19.62%
$159.67 - $250.0 $2.82M - $4.41M
108K $25M
GOOG
Alphabet Inc.

Communication Services
13.2K
+ 8.45%
$163.08 - $198.16 $2.14M - $2.61M
169K $32.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
87.6K
+ 382.72%
$54.54 - $61.04 $4.78M - $5.34M
110K $6.15M
DFIV
Dimensional ETF Tr

ETFs
127K
+ 2175.1%
$34.86 - $37.97 $4.42M - $4.81M
133K $4.7M
AFL
Aflac Inc

Financial Services
42.6K
+ 100.21%
$100.37 - $115.27 $4.27M - $4.91M
85.1K $8.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.44K
+ 11.66%
$567.81 - $607.81 $3.09M - $3.3M
52K $30.5M
GOOGL
Alphabet Inc.

Communication Services
6.15K
+ 5.82%
$161.86 - $196.66 $995K - $1.21M
112K $21.2M
IVV
Ishares Core S&P 500 ETF

ETFs
5.71K
+ 33.36%
$570.51 - $610.59 $3.26M - $3.49M
22.8K $13.4M
NFLX
Netflix Inc

Communication Services
208
+ 1.24%
$687.65 - $936.56 $143K - $195K
17K $15.1M
AVEM
American Centy ETF Tr Avantis

ETFs
70.3K
+ 29.69%
$58.59 - $66.14 $4.12M - $4.65M
307K $18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
41.5K
+ 20.01%
$63.58 - $71.15 $2.64M - $2.95M
249K $16.2M
MA
Mastercard Inc

Financial Services
4.46K
+ 43.08%
$491.3 - $536.15 $2.19M - $2.39M
14.8K $7.79M
CRM
Salesforce, Inc.

Technology
4.46K
+ 22.77%
$270.87 - $367.87 $1.21M - $1.64M
24K $8.03M
JPM
Jpmorgan Chase & CO

Financial Services
154
+ 0.19%
$205.18 - $250.29 $31.6K - $38.5K
80.2K $19.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.64K
+ 8.23%
$481.22 - $538.17 $1.27M - $1.42M
34.6K $17.7M
META
Meta Platforms, Inc.

Communication Services
1.99K
+ 6.19%
$554.08 - $632.68 $1.1M - $1.26M
34.2K $20.1M
WM
Waste Management Inc

Industrials
8.1K
+ 811.11%
$201.79 - $228.46 $1.64M - $1.85M
9.1K $1.84M
ACN
Accenture PLC

Technology
4.18K
+ 60.41%
$343.9 - $376.86 $1.44M - $1.57M
11.1K $3.9M
WFC
Wells Fargo & Company

Financial Services
3.81K
+ 4.66%
$54.98 - $77.35 $210K - $295K
85.7K $6.02M
PANW
Palo Alto Networks Inc

Technology
17.5K
+ 139.79%
$181.96 - $405.9 $3.18M - $7.1M
30K $5.46M
ORCL
Oracle Corp

Technology
8.12K
+ 13.51%
$165.41 - $192.43 $1.34M - $1.56M
68.2K $11.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
837
+ 7.34%
$275.15 - $388.2 $230K - $325K
12.2K $4.19M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
18.9K
+ 78.29%
$58.88 - $64.8 $1.12M - $1.23M
43.1K $2.54M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
33.6K
+ 76.37%
$30.93 - $33.94 $1.04M - $1.14M
77.5K $2.4M
LLY
Eli Lilly & CO

Healthcare
2.83K
+ 24.23%
$727.2 - $932.06 $2.06M - $2.63M
14.5K $11.2M
TXN
Texas Instruments Inc

Technology
3.45K
+ 15.64%
N/A
25.5K $4.96M
DFAU
Dimensional ETF Tr

ETFs
6.34K
+ 1.27%
$39.27 - $42.38 $249K - $269K
505K $20.4M
VGT
Vanguard Information Technolog

ETFs
773
+ 16.62%
$571.78 - $647.97 $442K - $501K
5.43K $3.37M
BAC
Bank Of America Corp

Financial Services
3.33K
+ 2.92%
$39.22 - $47.77 $131K - $159K
117K $5.16M
CVX
Chevron Corp

Energy
4.89K
+ 14.15%
$141.15 - $162.53 $691K - $795K
39.5K $5.72M
HON
Honeywell International Inc

Industrials
1.32K
+ 8.11%
$202.84 - $236.0 $267K - $310K
17.5K $3.96M
MCK
Mckesson Corp

Healthcare
823
+ 49.49%
$482.27 - $628.5 $397K - $517K
2.49K $1.42M
CSCO
Cisco Systems, Inc.

Technology
5K
+ 10.33%
$52.45 - $60.02 $262K - $300K
53.4K $3.16M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
168
+ 0.04%
$118.0 - $127.04 $19.8K - $21.3K
461K $56.1M
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 2.52%
$79.1 - $95.7 $97.1K - $118K
50K $4.52M
BA
Boeing CO

Industrials
677
+ 4.1%
$138.14 - $180.72 $93.5K - $122K
17.2K $3.04M
TGT
Target Corp

Consumer Defensive
4.41K
+ 108.97%
$121.59 - $160.69 $536K - $708K
8.45K $1.14M
USB
Us Bancorp \De\

Financial Services
9.72K
+ 50.19%
$43.98 - $53.66 $427K - $522K
29.1K $1.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.31K
+ 260.01%
$80.93 - $85.66 $511K - $541K
8.74K $707K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.25K
+ 5.73%
$94.43 - $105.47 $212K - $237K
41.4K $4.21M
PLTR
Palantir Technologies Inc.

Technology
1.27K
+ 13.72%
$36.46 - $82.38 $46.3K - $105K
10.5K $796K
Activity Summary
Buys All Purchases 265 New Holdings 43 Increased Positions 222 Sells All Sells 307 Reductions 307 Sold out 0 Options Calls 3 Puts 20
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