Mission Wealth Management, LP Incresed Positions in Q2 2025

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
36.6K
+ 3.67%
$329.49 - $438.4 $12.1M - $16M
1.03M $453M
MSFT
Microsoft Corp

Technology
31.8K
+ 8.25%
$354.56 - $497.45 $11.3M - $15.8M
418K $208M
IEFA
Ishares Tr

ETFs
247K
+ 5.89%
$67.83 - $84.09 $16.8M - $20.8M
4.44M $371M
VTV
Vanguard Value ETF

ETFs
60.4K
+ 2.67%
$153.67 - $176.74 $9.28M - $10.7M
2.33M $411M
VB
Vanguard Small Cap ETF

ETFs
24.8K
+ 2.35%
$193.73 - $237.37 $4.8M - $5.88M
1.08M $256M
AVGO
Broadcom Inc.

Technology
2.07K
+ 1.76%
$146.29 - $275.65 $303K - $570K
119K $32.9M
AVEM
American Centy ETF Tr Avantis

ETFs
122K
+ 29.59%
$53.08 - $68.54 $6.45M - $8.33M
532K $36.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
106K
+ 1428.96%
$82.51 - $109.2 $8.76M - $11.6M
114K $12.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
471K
+ 123.64%
$17.76 - $22.1 $8.37M - $10.4M
852K $18.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
71.4K
+ 13.39%
$90.56 - $109.49 $6.46M - $7.82M
605K $66.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
341K
+ 167.9%
$19.6 - $24.44 $6.69M - $8.34M
544K $13.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
42.3K
+ 22.55%
$108.06 - $135.3 $4.57M - $5.72M
230K $31.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
9.83K
+ 3.1%
$40.51 - $71.03 $398K - $698K
326K $22.9M
NFLX
Netflix Inc

Communication Services
90
+ 0.48%
$855.86 - $1339.13 $77K - $121K
18.8K $25.2M
IVV
Ishares Core S&P 500 ETF

ETFs
9.3K
+ 31.08%
$498.8 - $620.9 $4.64M - $5.78M
39.2K $24.4M
AAPL
Apple Inc.

Technology
110K
+ 12.23%
$172.42 - $223.89 $18.9M - $24.5M
1.01M $206M
IWD
Ishares Russell 1000 Val ETF

ETFs
27.9K
+ 13.47%
$166.82 - $194.23 $4.66M - $5.42M
235K $45.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
65.8K
+ 453.63%
$73.19 - $85.21 $4.81M - $5.6M
80.3K $6.84M
GOOG
Alphabet Inc.

Communication Services
4.38K
+ 2.1%
$146.58 - $180.01 $642K - $788K
213K $37.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.47K
+ 4.79%
$496.48 - $617.85 $1.23M - $1.53M
54K $33.4M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
146K
+ 420.77%
$24.38 - $30.18 $3.55M - $4.39M
180K $5.43M
JPM
Jpmorgan Chase & CO

Financial Services
1.18K
+ 1.34%
$210.28 - $289.91 $248K - $342K
89.5K $25.9M
VV
Vanguard Large Cap ETF

ETFs
14.2K
+ 296.78%
$228.25 - $285.3 $3.24M - $4.05M
19K $5.42M
DFAI
Dimensional ETF Tr

ETFs
30.7K
+ 3.4%
$28.02 - $34.71 $859K - $1.06M
931K $32.2M
VIG
Vanguard Dividend Appreciation

ETFs
21.5K
+ 36.99%
N/A
79.5K $14.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 3.41%
$416.06 - $551.64 $466K - $617K
34K $18.7M
SPYG
Spdr Portfolio

ETFs
32.9K
+ 295.47%
$71.83 - $95.32 $2.36M - $3.14M
44K $4.2M
DFAS
Dimensional ETF Tr U S Small C

ETFs
31.9K
+ 13.64%
$52.31 - $63.72 $1.67M - $2.03M
266K $16.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
99.1K
+ 1045.93%
$23.55 - $27.67 $2.33M - $2.74M
109K $3M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
30.6K
+ 25.38%
$52.84 - $65.52 $1.61M - $2M
151K $9.89M
GOOGL
Alphabet Inc.

Communication Services
1.12K
+ 0.99%
$144.7 - $178.6 $161K - $199K
114K $20.1M
DFAU
Dimensional ETF Tr

ETFs
13.4K
+ 2.82%
$34.04 - $42.36 $456K - $568K
488K $20.7M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
50.8K
+ 47.89%
$33.46 - $41.33 $1.7M - $2.1M
157K $6.48M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
6.69K
+ 3.36%
$57.14 - $72.68 $382K - $486K
205K $14.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29.4K
+ 31.68%
$51.16 - $62.02 $1.51M - $1.83M
122K $7.59M
AMAT
Applied Materials Inc

Technology
295
+ 0.55%
$126.95 - $183.52 $37.5K - $54.1K
54.4K $9.96M
NUSC
Nuveen Esg Small Cap ETF

ETFs
7.12K
+ 0.9%
$33.38 - $40.81 $238K - $290K
801K $32.6M
PLTR
Palantir Technologies Inc.

Technology
10.3K
+ 90.52%
$74.01 - $144.25 $760K - $1.48M
21.6K $2.95M
VBR
Vanguard Small Cap Value ETF

ETFs
9.86K
+ 215.14%
$162.76 - $195.77 $1.61M - $1.93M
14.4K $2.82M
VGT
Vanguard Information Technolog

ETFs
1.84K
+ 30.03%
$470.37 - $663.28 $865K - $1.22M
7.96K $5.28M
DGRO
Ishares Core Dividend Growth E

ETFs
29.4K
+ 274.94%
$55.22 - $63.94 $1.62M - $1.88M
40.1K $2.57M
VNQ
Vanguard Specialized Funds Van

ETFs
20.9K
+ 23.99%
$79.79 - $91.42 $1.67M - $1.91M
108K $9.63M
SCHA
Schwab Strategic Tr Us Small C

ETFs
61.2K
+ 46.75%
$20.42 - $25.3 $1.25M - $1.55M
192K $4.86M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
2.68K
+ 2.76%
$70.54 - $93.95 $189K - $252K
99.8K $9.38M
COST
Costco Wholesale Corp

Consumer Defensive
1.15K
+ 8.16%
$908.13 - $1056.85 $1.04M - $1.21M
15.2K $15.1M
CGDV
Capital Group Divid Value ETF

ETFs
22.4K
+ 10.81%
$31.93 - $39.49 $716K - $886K
230K $9.08M
DFSV
Dimensional ETF Tr Dimensional

ETFs
56.4K
+ 583.33%
$24.21 - $29.47 $1.36M - $1.66M
66K $1.94M
DFAT
Dimensional ETF Tr U S Target

ETFs
24.5K
+ 22.56%
$44.8 - $53.97 $1.1M - $1.32M
133K $7.17M
URI
United Rentals, Inc.

Industrials
200
+ 1.78%
$551.94 - $753.4 $110K - $151K
11.4K $8.62M
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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