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
GS
Goldman Sachs Group Inc

Financial Services
353
+ 11.34%
$486.1 - $608.57 $172K - $215K
3.47K $1.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
484
+ 3.06%
$521.84 - $558.82 $253K - $270K
16.3K $8.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.82K
+ 15.64%
$61.68 - $67.87 $420K - $463K
50.4K $3.14M
AFRM
Affirm Holdings, Inc.

Technology
1
+ 0.01%
$38.48 - $72.86 $38.5 - $72.9
19.5K $1.19M
IYW
Ishares Dj Us Tech ETF

ETFs
2.32K
+ 107.01%
$148.14 - $166.23 $344K - $386K
4.49K $715K
EPD
Enterprise Products Partners L.P.

Energy
8.05K
+ 32.99%
$28.66 - $34.43 $231K - $277K
32.5K $1.02M
TSCO
Tractor Supply CO

Consumer Cyclical
11.6K
+ 885.73%
$52.59 - $303.74 $610K - $3.52M
12.9K $685K
ADI
Analog Devices Inc

Technology
1.64K
+ 48.12%
$206.35 - $236.48 $339K - $388K
5.05K $1.07M
COP
Conocophillips

Energy
3.6K
+ 25.91%
$95.12 - $114.72 $342K - $413K
17.5K $1.73M
VBK
Vanguard Small Cap Growth ETF

ETFs
711
+ 20.8%
$264.18 - $304.19 $188K - $216K
4.13K $1.16M
ET
Energy Transfer LP

Energy
2.61K
+ 5.29%
$16.05 - $19.86 $41.9K - $51.9K
52K $1.02M
STX
Seagate Technology Holdings PLC

Technology
3.13K
+ 147.57%
$86.31 - $112.64 $270K - $353K
5.25K $453K
VZ
Verizon Communications Inc

Communication Services
11K
+ 24.04%
$39.6 - $45.21 $434K - $495K
56.5K $2.26M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.44K
+ 6.22%
$70.54 - $79.61 $101K - $114K
24.6K $1.87M
SYK
Stryker Corp

Healthcare
601
+ 7.6%
$345.14 - $392.15 $207K - $236K
8.5K $3.06M
SPGI
S&P Global Inc.

Financial Services
549
+ 14.41%
$480.36 - $529.17 $264K - $291K
4.36K $2.17M
SOUN
Soundhound Ai, Inc.

Technology
6.65K
+ 155.55%
$4.51 - $24.23 $30K - $161K
10.9K $216K
UBER
Uber Technologies, Inc

Technology
4.15K
+ 109.01%
$59.93 - $86.34 $249K - $358K
7.96K $479K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.42K
+ 45.8%
$55.45 - $61.08 $245K - $270K
14.1K $780K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 2.34%
$4100.99 - $5300.34 $20.5K - $26.5K
219 $1.09M
BX
Blackstone Inc.

Financial Services
160
+ 2.2%
$148.45 - $199.05 $23.8K - $31.8K
7.44K $1.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
62
+ 0.29%
$77.25 - $91.3 $4.79K - $5.66K
21.6K $1.85M
T
At&T Inc.

Communication Services
5.42K
+ 12.78%
$21.22 - $23.88 $115K - $130K
47.9K $1.09M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
8.08K
+ 29.29%
$11.18 - $13.68 $90.4K - $111K
35.7K $453K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
262
+ 41.07%
$563.99 - $620.12 $148K - $162K
900 $512K
CMI
Cummins Inc

Industrials
86
+ 2.01%
$324.93 - $383.42 $27.9K - $33K
4.36K $1.52M
XLK
Technology Sector Spdr

ETFs
128
+ 0.84%
$220.26 - $241.44 $28.2K - $30.9K
15.4K $3.59M
QUAL
Ishares Msci Usa Quality Facto

ETFs
838
+ 6.43%
$176.42 - $186.91 $148K - $157K
13.9K $2.47M
VRT
Vertiv Holdings CO

Industrials
1.54K
+ 42.45%
N/A
5.18K $448K
WMB
Williams Companies, Inc.

Energy
1.6K
+ 33.92%
$46.37 - $59.74 $74.1K - $95.5K
6.31K $341K
GLD
Spdr Gold Trust

ETFs
538
+ 10.35%
$236.59 - $257.5 $127K - $139K
5.74K $1.39M
SCHX
Schwab Strategic Tr Us Large C

ETFs
137K
+ 200.48%
$22.4 - $68.28 $3.07M - $9.35M
205K $4.76M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.97K
+ 19.57%
$80.13 - $83.77 $158K - $165K
12K $964K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.55K
+ 18.31%
$9.95 - $12.23 $55.2K - $67.8K
35.8K $420K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.33K
+ 32.16%
$63.19 - $73.31 $84K - $97.5K
5.47K $375K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
180
+ 14.83%
$173.13 - $258.09 $31.2K - $46.5K
1.39K $321K
IP
International Paper CO

Consumer Cyclical
66
+ 0.32%
$46.64 - $59.57 $3.08K - $3.93K
20.6K $1.11M
IWD
Ishares Russell 1000 Val ETF

ETFs
5.08K
+ 2.81%
$183.23 - $199.79 $931K - $1.02M
186K $34.4M
XEL
Xcel Energy Inc

Utilities
917
+ 6.74%
$62.16 - $72.92 $57K - $66.9K
14.5K $980K
HPE
Hewlett Packard Enterprise CO

Technology
1.62K
+ 2.53%
$19.31 - $23.95 $31.2K - $38.7K
65.4K $1.4M
HSBC
Hsbc Holdings PLC

Financial Services
1.07K
+ 13.18%
$43.83 - $49.51 $46.8K - $52.8K
9.16K $453K
WDAY
Workday, Inc.

Technology
34
+ 0.6%
$233.85 - $279.91 $7.95K - $9.52K
5.71K $1.47M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
928
+ 8.69%
$55.73 - $66.16 $51.7K - $61.4K
11.6K $699K
VFH
Vanguard Financial ETF

ETFs
22
+ 0.22%
$108.87 - $126.2 $2.4K - $2.78K
9.87K $1.17M
CAH
Cardinal Health Inc

Healthcare
416
+ 9.8%
$107.89 - $125.33 $44.9K - $52.1K
4.66K $551K
TM
Toyota Motor Corp

Consumer Cyclical
201
+ 8.25%
$169.2 - $199.52 $34K - $40.1K
2.64K $513K
MKL
Markel Corp

Financial Services
1
+ 0.22%
$1542.01 - $1785.11 $1.54K - $1.79K
462 $797K
ETN
Eaton Corp PLC

Industrials
218
+ 4.54%
$326.96 - $377.52 $71.3K - $82.3K
5.02K $1.66M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.34K
+ 33.24%
$35.21 - $44.8 $82.5K - $105K
9.4K $361K
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email