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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
179
+ 4.94%
$170.03 - $192.78 $30.4K - $34.5K
3.8K $702K
PODD
Insulet Corp

Healthcare
5
+ 0.21%
$227.79 - $275.7 $1.14K - $1.38K
2.41K $628K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.3K
+ 247.38%
$26.93 - $84.95 $440K - $1.39M
22.9K $626K
GDDY
Go Daddy Inc.

Technology
7
+ 0.46%
$153.16 - $209.03 $1.07K - $1.46K
1.52K $300K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
786
+ 19.57%
$91.94 - $100.02 $72.3K - $78.6K
4.8K $444K
APD
Air Products & Chemicals, Inc.

Basic Materials
249
+ 15.97%
$285.5 - $335.62 $71.1K - $83.6K
1.81K $524K
DGRO
Ishares Core Dividend Growth E

ETFs
1.16K
+ 13.06%
$60.73 - $64.94 $70.6K - $75.5K
10.1K $617K
ELV
Elevance Health, Inc.

Healthcare
1.02K
+ 47.95%
$365.96 - $514.62 $372K - $523K
3.14K $1.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 300.07%
$25.93 - $105.3 $567K - $2.3M
29.1K $811K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
144
+ 6.94%
$278.19 - $315.36 $40.1K - $45.4K
2.22K $638K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.38K
+ 14.77%
$34.25 - $37.94 $47.1K - $52.2K
10.7K $388K
NOK
Nokia Corp

Technology
9.8K
+ 12.46%
$4.13 - $4.95 $40.5K - $48.5K
88.5K $391K
VV
Vanguard Large Cap ETF

ETFs
93
+ 2.64%
$260.27 - $280.65 $24.2K - $26.1K
3.62K $976K
ABNB
Airbnb, Inc.

Consumer Cyclical
23
+ 0.24%
$125.36 - $147.37 $2.88K - $3.39K
9.51K $1.25M
UBS
Ubs Group Ag

Financial Services
1.62K
+ 14.42%
$29.78 - $33.08 $48.3K - $53.7K
12.9K $390K
CG
Carlyle Group Inc.

Financial Services
110
+ 2.19%
$43.2 - $54.81 $4.75K - $6.03K
5.12K $258K
IAU
Ishares Gold Trust

ETFs
798
+ 8.55%
$48.37 - $52.65 $38.6K - $42K
10.1K $501K
FISV
Fiserv Inc

Technology
298
+ 1.47%
N/A
20.6K $2.58M
DVY
Ishares Tr

ETFs
931
+ 4.05%
$129.55 - $143.41 $121K - $134K
23.9K $3.14M
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 6.03%
$114.45 - $127.21 $155K - $172K
23.8K $2.75M
SPG
Simon Property Group Inc

Real Estate
157
+ 8.64%
$167.23 - $183.84 $26.3K - $28.9K
1.97K $339K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.02%
$95.27 - $107.82 $95.3 - $108
4.41K $455K
MO
Altria Group, Inc.

Consumer Defensive
167
+ 0.96%
$49.06 - $57.74 $8.19K - $9.64K
17.6K $918K
BP
Bp PLC

Energy
2.65K
+ 9.81%
$28.16 - $33.14 $74.5K - $87.7K
29.6K $875K
SLV
I Shares Silver Trust

ETFs
1.89K
+ 15.61%
$26.33 - $31.74 $49.7K - $59.9K
14K $368K
UNP
Union Pacific Corp

Industrials
1.02K
+ 8.77%
$223.15 - $249.32 $227K - $254K
12.6K $2.88M
OEF
Ishares S&P 100 ETF

ETFs
78
+ 3.16%
N/A
2.55K $677K
PKG
Packaging Corp Of America

Consumer Cyclical
17
+ 1.13%
$211.98 - $248.85 $3.6K - $4.23K
1.52K $341K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.25K
+ 19.52%
$28.89 - $33.95 $36.2K - $42.6K
7.68K $223K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
200
+ 7.97%
$134.53 - $150.65 $26.9K - $30.1K
2.71K $366K
AME
Ametek Inc

Industrials
22
+ 1.74%
$165.89 - $197.38 $3.65K - $4.34K
1.29K $232K
L
Loews Corp

Financial Services
8
+ 0.32%
$76.49 - $87.05 $612 - $696
2.54K $215K
CEG
Constellation Energy Corp

Utilities
290
+ 20.22%
$224.28 - $285.52 $65K - $82.8K
1.72K $387K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 4.33%
$57.53 - $60.83 $57.9K - $61.2K
24.2K $1.39M
ABT
Abbott Laboratories

Healthcare
289
+ 1.16%
$111.93 - $119.39 $32.3K - $34.5K
25.3K $2.86M
VEEV
Veeva Systems Inc

Healthcare
4
+ 0.02%
$201.81 - $250.45 $807 - $1K
25.6K $5.38M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.04%
$69.3 - $74.3 $208 - $223
7.03K $502K
CNHI
Cnh Industrial N.V.

Industrials
1.01K
+ 2.91%
N/A
35.8K $372K
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 0.3%
$216.13 - $242.4 $7.78K - $8.73K
12.2K $2.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
17
+ 1.07%
$278.49 - $315.16 $4.73K - $5.36K
1.61K $457K
FSLR
First Solar, Inc.

Technology
390
+ 45.61%
$175.88 - $240.66 $68.6K - $93.9K
1.25K $219K
MNKD
Mannkind Corp

Healthcare
300
+ 1.13%
$5.93 - $7.44 $1.78K - $2.23K
27K $173K
IWN
Ishares Russell2000 Val ETF

ETFs
53
+ 3.87%
$162.69 - $181.35 $8.62K - $9.61K
1.42K $233K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
52
+ 0.49%
N/A
10.6K $906K
FENY
Fidelity Covington Tr Msci Ene

ETFs
256
+ 2.69%
$23.14 - $26.91 $5.92K - $6.89K
9.79K $233K
FAST
Fastenal CO

Industrials
11
+ 0.18%
$69.99 - $84.35 $770 - $928
5.99K $430K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
363
+ 4.62%
$45.17 - $47.23 $16.4K - $17.1K
8.22K $372K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.34K
+ 201.37%
$27.54 - $83.04 $175K - $526K
9.49K $262K
MIN
Mfs Intermediate Income Trust

Financial Services
480
+ 1.66%
$2.62 - $2.77 $1.26K - $1.33K
29.4K $78K
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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