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
LMT
Lockheed Martin Corp

Industrials
2.09K
+ 43.11%
$423.19 - $506.29 $883K - $1.06M
6.93K $3.09M
AMGN
Amgen Inc

Healthcare
528
+ 5.05%
$258.59 - $327.36 $137K - $173K
11K $3.42M
DFIV
Dimensional ETF Tr

ETFs
4.09K
+ 3.09%
$35.33 - $40.77 $144K - $167K
137K $5.38M
BDX
Becton Dickinson & CO

Healthcare
2.93K
+ 253.33%
$222.79 - $249.08 $652K - $729K
4.08K $934K
VONV
Vanguard Russell 1000 Value Et

ETFs
7.9K
+ 119.57%
$80.21 - $86.14 $633K - $680K
14.5K $1.19M
ZTS
Zoetis Inc.

Healthcare
3.89K
+ 132.3%
$156.48 - $175.67 $608K - $683K
6.83K $1.12M
CHD
Church & Dwight CO Inc

Consumer Defensive
5.16K
+ 42.89%
$101.42 - $113.2 $523K - $584K
17.2K $1.89M
HON
Honeywell International Inc

Industrials
4.14K
+ 23.62%
$202.75 - $226.52 $839K - $938K
21.7K $4.59M
KO
Coca Cola CO

Consumer Defensive
3.76K
+ 10.05%
$60.81 - $72.32 $228K - $272K
41.1K $2.95M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
14.8K
+ 8.57%
$120.24 - $134.3 $1.78M - $1.99M
187K $22.9M
XLK
Technology Sector Spdr

ETFs
4.77K
+ 30.89%
$206.38 - $242.18 $983K - $1.15M
20.2K $4.17M
MA
Mastercard Inc

Financial Services
472
+ 3.19%
$504.67 - $576.31 $238K - $272K
15.3K $8.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.17K
+ 0.58%
$42.5 - $46.71 $92.1K - $101K
378K $17.1M
CTVA
Corteva, Inc.

Basic Materials
8.08K
+ 149.23%
$55.94 - $66.15 $452K - $535K
13.5K $849K
UNH
Unitedhealth Group Inc

Healthcare
243
+ 1.14%
$461.52 - $548.18 $112K - $133K
21.6K $11.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
11K
+ 2.16%
$55.14 - $60.29 $604K - $660K
517K $29.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
914
+ 11.85%
$208.48 - $244.03 $191K - $223K
8.62K $2.1M
ALL
Allstate Corp

Financial Services
1.86K
+ 32.94%
$180.99 - $210.18 $336K - $390K
7.5K $1.55M
GILD
Gilead Sciences, Inc.

Healthcare
2.29K
+ 21.51%
$89.14 - $117.41 $204K - $268K
12.9K $1.45M
GOOG
Alphabet Inc.

Communication Services
39.8K
+ 23.61%
$156.06 - $207.71 $6.22M - $8.28M
209K $32.6M
PM
Philip Morris International Inc.

Consumer Defensive
452
+ 4.61%
$117.15 - $158.79 $53K - $71.8K
10.2K $1.63M
HD
Home Depot, Inc.

Consumer Cyclical
3.39K
+ 9.53%
$347.25 - $424.87 $1.18M - $1.44M
39K $14.3M
RTX
Raytheon Technologies Corp

Industrials
215
+ 0.9%
$114.1 - $135.66 $24.5K - $29.2K
24K $3.18M
MCD
Mcdonalds Corp

Consumer Cyclical
97
+ 0.58%
$279.74 - $321.29 $27.1K - $31.2K
16.8K $5.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.61K
+ 58.13%
$165.25 - $224.62 $597K - $811K
9.82K $1.63M
DE
Deere & CO

Industrials
373
+ 7.72%
$408.57 - $509.27 $152K - $190K
5.21K $2.44M
SBUX
Starbucks Corp

Consumer Cyclical
2.46K
+ 12.67%
$91.75 - $115.81 $226K - $285K
21.9K $2.15M
IAU
Ishares Gold Trust

ETFs
4.48K
+ 44.2%
$49.74 - $58.96 $223K - $264K
14.6K $860K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.14K
+ 101.69%
$53.6 - $58.97 $329K - $362K
12.2K $661K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
+ 68.13%
$30.73 - $32.26 $318K - $333K
25.5K $783K
TJX
Tjx Companies Inc

Consumer Cyclical
2.41K
+ 27.46%
$112.81 - $126.16 $272K - $304K
11.2K $1.36M
NOC
Northrop Grumman Corp

Industrials
60
+ 0.97%
$433.45 - $513.82 $26K - $30.8K
6.23K $3.19M
WM
Waste Management Inc

Industrials
97
+ 1.07%
$200.54 - $233.78 $19.5K - $22.7K
9.2K $2.13M
T
At&T Inc.

Communication Services
1.02K
+ 2.12%
$21.56 - $28.28 $21.9K - $28.7K
48.9K $1.38M
AMT
American Tower Corp

Real Estate
953
+ 45.49%
$173.46 - $217.6 $165K - $207K
3.05K $663K
AEP
American Electric Power CO Inc

Utilities
1.17K
+ 13.5%
$90.32 - $109.27 $105K - $127K
9.8K $1.07M
SHEL
Shell PLC

Energy
540
+ 2.6%
$62.84 - $73.29 $33.9K - $39.6K
21.3K $1.56M
VV
Vanguard Large Cap ETF

ETFs
1.16K
+ 32.08%
$253.32 - $282.66 $294K - $328K
4.78K $1.22M
SYY
Sysco Corp

Consumer Defensive
3.42K
+ 41.62%
$70.0 - $77.13 $240K - $264K
11.7K $874K
ELV
Elevance Health, Inc.

Healthcare
72
+ 2.29%
$365.9 - $436.25 $26.3K - $31.4K
3.21K $1.4M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
501
+ 55.67%
$522.96 - $601.18 $262K - $301K
1.4K $747K
VONG
Vanguard Russell 1000 Growth E

ETFs
3.01K
+ 68.28%
$92.71 - $107.38 $279K - $324K
7.43K $688K
TMO
Thermo Fisher Scientific Inc.

Healthcare
668
+ 15.24%
$497.6 - $606.74 $332K - $405K
5.05K $2.51M
BMY
Bristol Myers Squibb CO

Healthcare
1.47K
+ 4.55%
$53.9 - $63.11 $79.3K - $92.9K
33.8K $2.06M
XLF
Financial Sector Spdr

ETFs
3.71K
+ 7.5%
$47.32 - $52.19 $176K - $194K
53.2K $2.62M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.16K
+ 96.54%
$25.58 - $29.24 $234K - $268K
18.6K $487K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
13.9K
+ 15.09%
$37.84 - $44.02 $526K - $612K
106K $4.07M
XLV
Select Sector Spdr Fund Health

ETFs
1.14K
+ 26.08%
$137.61 - $149.68 $157K - $171K
5.53K $798K
VNQ
Vanguard Specialized Funds Van

ETFs
1.47K
+ 1.72%
$85.55 - $94.34 $126K - $139K
87.2K $7.82M
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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