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
HDV
Ishares Core High Dividend ETF

ETFs
312
+ 10.16%
$110.86 - $121.12 $34.6K - $37.8K
3.38K $409K
MS
Morgan Stanley

Financial Services
1.09K
+ 15.5%
$111.68 - $141.08 $121K - $153K
8.09K $944K
DELL
Dell Technologies Inc.

Technology
1.17K
+ 62.41%
$90.34 - $124.66 $105K - $145K
3.04K $276K
FISV
Fiserv Inc

Technology
474
+ 2.3%
N/A
21.1K $2.64M
ORA
Ormat Technologies, Inc.

Utilities
439
+ 4.9%
$62.47 - $72.93 $27.4K - $32K
9.4K $665K
EA
Electronic Arts Inc.

Communication Services
461
+ 11.49%
$116.53 - $146.29 $53.7K - $67.4K
4.47K $646K
FSLR
First Solar, Inc.

Technology
949
+ 76.22%
$126.34 - $197.73 $120K - $188K
2.19K $277K
VDE
Vanguard Energy ETF

ETFs
24
+ 0.32%
$119.14 - $132.76 $2.86K - $3.19K
7.45K $956K
JCI
Johnson Controls International PLC

Industrials
587
+ 17.87%
$76.12 - $90.6 $44.7K - $53.2K
3.87K $310K
VRT
Vertiv Holdings CO

Industrials
556
+ 10.74%
N/A
5.73K $496K
EQNR
Equinor Asa

Energy
522
+ 4.46%
$22.37 - $26.45 $11.7K - $13.8K
12.2K $323K
QUAL
Ishares Msci Usa Quality Facto

ETFs
850
+ 6.13%
$168.16 - $186.21 $143K - $158K
14.7K $2.52M
IEMG
Ishares Inc

ETFs
826
+ 0.69%
N/A
120K $6.46M
IMAX
Imax Corp

Communication Services
845
+ 2.86%
$22.39 - $27.37 $18.9K - $23.1K
30.4K $801K
ZI
Zoom Info Technologies Inc.

Technology
6.22K
+ 17.37%
$9.43 - $12.01 $58.6K - $74.6K
42K $419K
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 0.04%
$40.81 - $45.34 $326 - $363
22.3K $973K
UL
Unilever PLC

Consumer Defensive
159
+ 1.4%
$54.72 - $60.29 $8.7K - $9.59K
11.5K $684K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
653
+ 1.82%
N/A
36.6K $2.28M
AMN
Amn Healthcare Services Inc

Healthcare
1.23K
+ 6.95%
$23.07 - $28.1 $28.4K - $34.6K
18.9K $463K
TTE
Total Energies Se

Energy
582
+ 6.19%
N/A
9.99K $685K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
150
+ 0.22%
$42.18 - $45.16 $6.33K - $6.77K
68.3K $2.98M
IHDG
Wisdomtree Tr

ETFs
642
+ 2.1%
$43.4 - $47.51 $27.9K - $30.5K
31.3K $1.37M
DGRO
Ishares Core Dividend Growth E

ETFs
635
+ 6.31%
$60.46 - $64.42 $38.4K - $40.9K
10.7K $654K
ADSK
Autodesk, Inc.

Technology
152
+ 2.41%
N/A
6.46K $1.59M
CRS
Carpenter Technology Corp

Industrials
78
+ 4.04%
$172.39 - $212.53 $13.4K - $16.6K
2.01K $363K
DD
Du Pont De Nemours, Inc.

Basic Materials
581
+ 10.29%
$72.7 - $84.32 $42.2K - $49K
6.23K $465K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
10
+ 0.1%
$19.53 - $25.74 $195 - $257
10.1K $245K
TGNA
Tegna Inc

Communication Services
1.94K
+ 6.23%
$16.63 - $18.95 $32.2K - $36.7K
33.1K $602K
AMCR
Amcor PLC

Consumer Cyclical
1.93K
+ 4.33%
$9.33 - $10.39 $18K - $20K
46.5K $451K
ALLE
Allegion PLC

Industrials
259
+ 4.48%
$123.79 - $135.5 $32.1K - $35.1K
6.04K $787K
EMR
Emerson Electric CO

Industrials
473
+ 29.05%
$108.64 - $131.17 $51.4K - $62K
2.1K $230K
SHV
Ishares Tr

ETFs
243
+ 6.45%
$110.11 - $110.51 $26.8K - $26.9K
4.01K $442K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.56K
+ 8.72%
$25.93 - $29.28 $40.6K - $45.8K
19.5K $529K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
18
+ 0.21%
$65.44 - $70.64 $1.18K - $1.27K
8.4K $574K
LOW
Lowes Companies Inc

Consumer Cyclical
1.22K
+ 6.36%
$222.66 - $268.42 $271K - $327K
20.4K $4.76M
IWS
Ishares Russell Midcap Value E

ETFs
235
+ 11.24%
$122.59 - $135.24 $28.8K - $31.8K
2.33K $293K
DFIS
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$23.92 - $26.89 $47.8 - $53.8
17.6K $454K
GM
General Motors CO

Consumer Cyclical
1.15K
+ 22.59%
$45.22 - $54.92 $52K - $63.2K
6.24K $293K
NTRS
Northern Trust Corp

Financial Services
527
+ 6.65%
$96.09 - $113.81 $50.6K - $60K
8.46K $834K
PKG
Packaging Corp Of America

Consumer Cyclical
316
+ 20.86%
$192.03 - $242.13 $60.7K - $76.5K
1.83K $362K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 0.05%
$39.65 - $43.35 $238 - $260
13.3K $560K
NDAQ
Nasdaq, Inc.

Financial Services
550
+ 3.61%
$72.17 - $83.76 $39.7K - $46.1K
15.8K $1.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
24
+ 0.2%
$79.17 - $82.04 $1.9K - $1.97K
12K $983K
VPU
Vanguard Utilities ETF

ETFs
16
+ 0.63%
$161.24 - $173.33 $2.58K - $2.77K
2.57K $434K
BKH
Black Hills Corp

Utilities
59
+ 1.02%
$55.74 - $61.86 $3.29K - $3.65K
5.86K $355K
XCEM
Columbia ETF Tr Ii

ETFs
553
+ 7.69%
$29.18 - $30.72 $16.1K - $17K
7.75K $228K
SCCO
Southern Copper Corp

Basic Materials
23
+ 0.5%
$85.92 - $101.48 $1.98K - $2.33K
4.62K $431K
IWN
Ishares Russell2000 Val ETF

ETFs
201
+ 14.12%
$149.27 - $169.4 $30K - $34K
1.63K $245K
IJK
Ishares S&P Midcap 400 Growth

ETFs
649
+ 12.02%
$81.62 - $96.63 $53K - $62.7K
6.05K $503K
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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