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
SO
Southern CO

Utilities
614
+ 4.63%
$80.96 - $92.96 $49.7K - $57.1K
13.9K $1.28M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5K
+ 17.11%
$36.63 - $37.45 $183K - $187K
34.3K $1.26M
WFC
Wells Fargo & Company

Financial Services
702
+ 0.82%
$66.78 - $81.42 $46.9K - $57.2K
86.4K $6.2M
CMCSA
Comcast Corp

Communication Services
5.67K
+ 13.03%
$33.19 - $38.23 $188K - $217K
49.2K $1.81M
HES
Hess Corp

Energy
70
+ 1.09%
$135.42 - $160.52 $9.48K - $11.2K
6.47K $1.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.94K
+ 40.48%
$90.0 - $96.32 $175K - $187K
6.75K $622K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 14.4%
$56.17 - $59.71 $196K - $208K
27.7K $1.57M
WMT
Walmart Inc.

Consumer Defensive
3.46K
+ 6.91%
$84.5 - $105.05 $292K - $363K
53.5K $4.7M
TSCO
Tractor Supply CO

Consumer Cyclical
2.68K
+ 20.76%
$51.66 - $57.94 $139K - $155K
15.6K $859K
APD
Air Products & Chemicals, Inc.

Basic Materials
554
+ 30.64%
$283.24 - $338.07 $157K - $187K
2.36K $696K
BK
Bank Of New York Mellon Corp

Financial Services
756
+ 5.13%
$75.42 - $88.95 $57K - $67.2K
15.5K $1.3M
HIG
Hartford Financial Services Group, Inc.

Financial Services
368
+ 4.49%
$106.31 - $123.73 $39.1K - $45.5K
8.57K $1.06M
MO
Altria Group, Inc.

Consumer Defensive
442
+ 2.52%
$50.81 - $60.02 $22.5K - $26.5K
18K $1.08M
PLTR
Palantir Technologies Inc.

Technology
817
+ 7.76%
$64.98 - $124.62 $53.1K - $102K
11.3K $957K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.45K
+ 21.04%
$38.78 - $44.63 $328K - $377K
48.6K $1.88M
EXPD
Expeditors International Of Washington Inc

Industrials
405
+ 3.71%
$109.09 - $126.48 $44.2K - $51.2K
11.3K $1.36M
PSX
Phillips 66

Energy
743
+ 13.24%
$113.93 - $131.55 $84.6K - $97.7K
6.36K $784K
SPGI
S&P Global Inc.

Financial Services
191
+ 4.38%
$478.26 - $543.77 $91.3K - $104K
4.55K $2.31M
CME
Cme Group Inc.

Financial Services
10
+ 0.24%
$225.82 - $266.54 $2.26K - $2.67K
4.18K $1.11M
CRWD
Crowd Strike Holdings, Inc.

Technology
35
+ 0.29%
$308.86 - $455.36 $10.8K - $15.9K
12.3K $4.33M
VHT
Vanguard Health Care ETF

ETFs
307
+ 6.75%
$254.06 - $273.83 $78K - $84.1K
4.86K $1.28M
CI
Cigna Corp

Healthcare
32
+ 1.55%
$274.49 - $329.0 $8.78K - $10.5K
2.1K $691K
MKC
Mccormick & CO Inc

Consumer Defensive
502
+ 3.87%
$71.24 - $84.73 $35.8K - $42.5K
13.5K $1.11M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
254
+ 47.74%
$634.14 - $744.83 $161K - $189K
786 $498K
AJG
Arthur J. Gallagher & Co.

Financial Services
46
+ 2.85%
$275.89 - $345.24 $12.7K - $15.9K
1.66K $572K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.32K
+ 22.89%
$49.25 - $50.66 $114K - $117K
12.4K $615K
AZO
Autozone Inc

Consumer Cyclical
12
+ 12.24%
$3193.96 - $3828.11 $38.3K - $45.9K
110 $419K
MELI
Mercadolibre Inc

Consumer Cyclical
23
+ 9.75%
$1739.0 - $2260.0 $40K - $52K
259 $505K
WEC
Wec Energy Group, Inc.

Utilities
357
+ 8.93%
$92.12 - $108.98 $32.9K - $38.9K
4.35K $474K
SLV
I Shares Silver Trust

ETFs
1K
+ 7.18%
$26.93 - $31.32 $27K - $31.4K
15K $464K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.76K
+ 5.15%
$14.13 - $16.72 $39K - $46.1K
56.3K $870K
WMB
Williams Companies, Inc.

Energy
987
+ 15.63%
$54.02 - $61.09 $53.3K - $60.3K
7.3K $436K
PLD
Prologis, Inc.

Real Estate
620
+ 17.28%
$103.59 - $124.04 $64.2K - $76.9K
4.21K $470K
MUB
Ishares National Muni Bond ETF

ETFs
1.26K
+ 3.3%
$104.71 - $107.69 $131K - $135K
39.2K $4.14M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.17K
+ 44.39%
$31.92 - $38.83 $133K - $162K
13.6K $449K
NOK
Nokia Corp

Technology
2.59K
+ 2.93%
$4.43 - $5.42 $11.5K - $14.1K
91.1K $479K
EFV
Msci Eafe Value ETF

ETFs
293
+ 2.91%
$51.88 - $60.73 $15.2K - $17.8K
10.4K $610K
SAP
Sap Se

Technology
1
+ 0.03%
$241.4 - $293.69 $241 - $294
3.64K $976K
PAYX
Paychex Inc

Industrials
163
+ 4.07%
$136.06 - $154.52 $22.2K - $25.2K
4.17K $642K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 21.43%
$65.27 - $71.18 $77.9K - $84.9K
6.76K $448K
TAP
Molson Coors Beverage CO

Consumer Defensive
521
+ 4.27%
$52.44 - $62.91 $27.3K - $32.8K
12.7K $774K
SCHW
Schwab Charles Corp

Financial Services
615
+ 9.84%
$71.24 - $83.64 $43.8K - $51.4K
6.86K $537K
VOE
Vanguard Mid Cap Value Index F

ETFs
496
+ 25.09%
$156.61 - $168.02 $77.7K - $83.3K
2.47K $393K
RWX
Spdr Dow Jones International R

ETFs
1.78K
+ 9.73%
$22.39 - $24.7 $39.9K - $44K
20.1K $493K
OKE
Oneok Inc

Energy
906
+ 5.05%
$89.57 - $109.85 $81.2K - $99.5K
18.9K $1.87M
EQAL
Invesco ETF

ETFs
1.64K
+ 20.65%
$46.28 - $50.51 $75.9K - $82.8K
9.58K $452K
XLP
Consumer Staples Sector Spdr

ETFs
904
+ 11.12%
N/A
9.04K $687K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
331
+ 4.4%
$87.68 - $94.52 $29K - $31.3K
7.86K $735K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
1.51K
+ 1.72%
$28.11 - $30.42 $42.5K - $46K
89.3K $2.61M
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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