Mission Wealth Management, LP Incresed Positions in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1K
+ 4.54%
$63.74 - $73.47 $64K - $73.8K
23.1K $1.66M
NVS
Novartis Ag

Healthcare
105
+ 0.93%
$106.13 - $120.89 $11.1K - $12.7K
11.4K $1.31M
TGNA
Tegna Inc

Communication Services
1.72K
+ 3.94%
$13.39 - $16.27 $23K - $28K
45.3K $715K
ENB
Enbridge Inc

Energy
1.15K
+ 9.61%
$35.27 - $41.18 $40.6K - $47.4K
13.1K $532K
VLO
Valero Energy Corp

Energy
1.33K
+ 40.38%
$132.81 - $163.48 $176K - $217K
4.61K $622K
CABO
Cable One, Inc.

Communication Services
316
+ 23.56%
$314.59 - $418.85 $99.4K - $132K
1.66K $579K
XLI
Industrial Sector Spdr

ETFs
413
+ 12.38%
$120.56 - $135.44 $49.8K - $55.9K
3.75K $507K
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 1.29%
$1591.44 - $2140.1 $4.77K - $6.42K
235 $481K
SPYG
Spdr Portfolio

ETFs
413
+ 1.8%
$73.38 - $84.1 $30.3K - $34.7K
23.4K $1.94M
CVX
Chevron Corp

Energy
2.65K
+ 8.3%
$137.88 - $161.97 $365K - $429K
34.6K $5.09M
MSI
Motorola Solutions, Inc.

Technology
87
+ 11.2%
$385.65 - $450.49 $33.6K - $39.2K
864 $388K
PAYX
Paychex Inc

Industrials
211
+ 5.46%
$116.17 - $135.19 $24.5K - $28.5K
4.07K $546K
HPE
Hewlett Packard Enterprise CO

Technology
6.29K
+ 10.95%
$16.1 - $21.44 $101K - $135K
63.8K $1.31M
SPG
Simon Property Group Inc

Real Estate
366
+ 25.22%
$146.09 - $170.11 $53.5K - $62.3K
1.82K $307K
BHP
Bhp Group LTD

Basic Materials
587
+ 5.92%
$51.32 - $62.11 $30.1K - $36.5K
10.5K $652K
AMT
American Tower Corp

Real Estate
27
+ 1.29%
$192.27 - $242.73 $5.19K - $6.55K
2.12K $493K
MAR
Marriott International Inc

Consumer Cyclical
51
+ 0.5%
$211.35 - $255.11 $10.8K - $13K
10.3K $2.55M
AVGO
Broadcom Inc.

Technology
80.4K
+ 835.58%
$136.27 - $1745.86 $11M - $140M
90K $15.5M
SNY
Sanofi

Healthcare
318
+ 4.67%
$48.54 - $58.53 $15.4K - $18.6K
7.13K $410K
CBRE
Cbre Group, Inc.

Real Estate
3
+ 0.13%
$85.97 - $124.48 $258 - $373
2.25K $279K
ADI
Analog Devices Inc

Technology
314
+ 10.14%
$200.56 - $243.33 $63K - $76.4K
3.41K $784K
HDV
Ishares Core High Dividend ETF

ETFs
462
+ 17.23%
$107.62 - $118.76 $49.7K - $54.9K
3.14K $369K
IWP
Ishares Russell Mid Cap Growth

ETFs
76
+ 0.77%
$103.87 - $117.59 $7.89K - $8.94K
9.94K $1.17M
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 0.79%
$107.93 - $120.23 $7.88K - $8.78K
9.3K $1.09M
DGRO
Ishares Core Dividend Growth E

ETFs
538
+ 6.43%
$57.47 - $62.76 $30.9K - $33.8K
8.9K $558K
PLD
Prologis, Inc.

Real Estate
67
+ 1.39%
$111.95 - $132.43 $7.5K - $8.87K
4.89K $617K
AMCR
Amcor PLC

Consumer Cyclical
281
+ 0.6%
$9.5 - $11.44 $2.67K - $3.21K
46.9K $531K
FTNT
Fortinet, Inc.

Technology
12
+ 0.28%
$55.39 - $77.55 $665 - $931
4.27K $330K
CI
Cigna Corp

Healthcare
117
+ 5.47%
$319.12 - $367.1 $37.3K - $43K
2.25K $780K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
294
+ 1.24%
$28.08 - $32.61 $8.26K - $9.59K
24K $758K
FAST
Fastenal CO

Industrials
275
+ 4.82%
$62.09 - $71.83 $17.1K - $19.8K
5.98K $427K
CAH
Cardinal Health Inc

Healthcare
174
+ 4.27%
$93.74 - $114.66 $16.3K - $20K
4.25K $469K
BTI
British American Tobacco P.L.C.

Consumer Defensive
484
+ 5.48%
$31.07 - $39.36 $15K - $19.1K
9.31K $340K
IWR
Ishares Russell Mid Cap ETF

ETFs
62
+ 0.71%
$79.92 - $88.19 $4.96K - $5.47K
8.8K $775K
WPP
Wpp PLC

Communication Services
387
+ 4.54%
$43.23 - $52.12 $16.7K - $20.2K
8.92K $456K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
629
+ 22.62%
$72.22 - $81.88 $45.4K - $51.5K
3.41K $268K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
2.96K
+ 29.43%
$17.71 - $18.5 $52.4K - $54.7K
13K $239K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
379
+ 4.74%
$67.43 - $74.23 $25.6K - $28.1K
8.38K $610K
UBER
Uber Technologies, Inc

Technology
706
+ 22.77%
$58.48 - $77.47 $41.3K - $54.7K
3.81K $286K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
203
+ 0.5%
$37.32 - $42.18 $7.58K - $8.56K
40.5K $1.69M
XLY
Select Sector Spdr Consumer Di

ETFs
59
+ 2.21%
$170.05 - $200.86 $10K - $11.9K
2.73K $546K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.26K
+ 3.4%
$62.4 - $62.4 $78.8K - $78.8K
38.4K $2.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
88
+ 5.84%
$259.22 - $299.75 $22.8K - $26.4K
1.6K $449K
EFV
Msci Eafe Value ETF

ETFs
236
+ 2.43%
$51.72 - $57.96 $12.2K - $13.7K
9.93K $571K
VOE
Vanguard Mid Cap Value Index F

ETFs
81
+ 3.25%
$149.02 - $167.67 $12.1K - $13.6K
2.57K $431K
VV
Vanguard Large Cap ETF

ETFs
27
+ 0.77%
$236.92 - $263.4 $6.4K - $7.11K
3.53K $929K
ET
Energy Transfer LP

Energy
3.84K
+ 8.43%
$15.43 - $16.44 $59.3K - $63.2K
49.4K $793K
NOK
Nokia Corp

Technology
1.25K
+ 1.61%
$3.62 - $4.48 $4.52K - $5.6K
78.7K $344K
PSX
Phillips 66

Energy
773
+ 15.19%
$125.0 - $147.17 $96.6K - $114K
5.86K $770K
Activity Summary
Buys All Purchases 332 New Holdings 45 Increased Positions 287 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 11 Puts 18
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