Mission Wealth Management, LP Incresed Positions in Q2 2025

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
21
+ 1.77%
$919.93 - $1101.66 $19.3K - $23.1K
1.21K $1.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1
+ 0.03%
$113.67 - $150.4 $114 - $150
3.6K $541K
NTAP
Net App, Inc.

Technology
3
+ 0.07%
$76.1 - $106.55 $228 - $320
4.36K $464K
NTES
Net Ease, Inc.

Communication Services
10
+ 0.4%
$91.37 - $134.58 $914 - $1.35K
2.51K $337K
DASH
Door Dash, Inc.

Communication Services
18
+ 1.55%
$163.16 - $246.51 $2.94K - $4.44K
1.18K $290K
CM
Canadian Imperial Bank Of Commerce

Financial Services
17
+ 0.33%
$54.6 - $70.83 $928 - $1.2K
5.12K $362K
BTI
British American Tobacco P.L.C.

Consumer Defensive
226
+ 2.13%
$39.43 - $49.34 $8.91K - $11.2K
10.8K $513K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.17K
+ 3.19%
N/A
37.7K $2.35M
EMR
Emerson Electric CO

Industrials
176
+ 8.38%
$94.15 - $133.33 $16.6K - $23.5K
2.28K $303K
VPU
Vanguard Utilities ETF

ETFs
307
+ 11.94%
$158.36 - $178.82 $48.6K - $54.9K
2.88K $507K
FDVV
Fidelity High Dividend ETF

ETFs
1.04K
+ 15.94%
$43.6 - $52.02 $45.4K - $54.2K
7.58K $394K
CMI
Cummins Inc

Industrials
23
+ 0.53%
$267.12 - $336.65 $6.14K - $7.74K
4.32K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
385
+ 3.44%
$119.13 - $135.03 $45.9K - $52K
11.6K $1.43M
IVE
Ishares S&P 500 Value ETF

ETFs
63
+ 0.6%
$168.34 - $195.42 $10.6K - $12.3K
10.5K $2.05M
KR
Kroger CO

Consumer Defensive
413
+ 5.13%
$64.62 - $74.0 $26.7K - $30.6K
8.47K $607K
IWR
Ishares Russell Mid Cap ETF

ETFs
24
+ 0.29%
$74.88 - $91.97 $1.8K - $2.21K
8.23K $756K
AMKR
Amkor Technology, Inc.

Technology
24
+ 0.12%
$14.88 - $21.18 $357 - $508
20.1K $421K
RY
Royal Bank Of Canada

Financial Services
152
+ 7.41%
$108.36 - $131.55 $16.5K - $20K
2.2K $289K
DOV
Dover Corp

Industrials
5
+ 0.07%
$151.14 - $186.7 $756 - $934
7.44K $1.36M
LLY
Eli Lilly & CO

Healthcare
935
+ 6.43%
$713.71 - $898.95 $667K - $841K
15.5K $12.1M
AMT
American Tower Corp

Real Estate
191
+ 6.27%
$203.96 - $228.19 $39K - $43.6K
3.24K $715K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
4
+ 0.06%
$60.34 - $74.89 $241 - $300
7.04K $526K
TSCO
Tractor Supply CO

Consumer Cyclical
1.63K
+ 10.46%
$47.86 - $55.77 $78.1K - $91K
17.2K $908K
EFV
Msci Eafe Value ETF

ETFs
13
+ 0.13%
$52.4 - $64.65 $681 - $840
10.4K $658K
HD
Home Depot, Inc.

Consumer Cyclical
111
+ 0.28%
$335.24 - $380.78 $37.2K - $42.3K
39.1K $14.3M
HSBC
Hsbc Holdings PLC

Financial Services
298
+ 3.36%
$46.68 - $61.09 $13.9K - $18.2K
9.16K $556K
ZBRA
Zebra Technologies Corp

Technology
48
+ 3.82%
$213.54 - $309.26 $10.2K - $14.8K
1.31K $402K
ARCC
Ares Capital Corp

Financial Services
2.16K
+ 23.87%
$18.91 - $22.43 $40.8K - $48.4K
11.2K $246K
FAST
Fastenal CO

Industrials
6.14K
+ 102.88%
$40.65 - $83.16 $250K - $511K
12.1K $508K
XLY
Select Sector Spdr Consumer Di

ETFs
83
+ 6.53%
$176.34 - $218.59 $14.6K - $18.1K
1.36K $294K
WDAY
Workday, Inc.

Technology
21
+ 0.36%
$210.47 - $274.71 $4.42K - $5.77K
5.9K $1.42M
UL
Unilever PLC

Consumer Defensive
378
+ 3.29%
$57.9 - $65.43 $21.9K - $24.7K
11.9K $726K
SCCO
Southern Copper Corp

Basic Materials
47
+ 1.02%
$75.63 - $104.64 $3.55K - $4.92K
4.67K $472K
CG
Carlyle Group Inc.

Financial Services
13
+ 0.25%
$34.78 - $51.4 $452 - $668
5.14K $263K
FNDE
Schwab Fundamental Emerging Mk

ETFs
704
+ 10.73%
$26.66 - $33.09 $18.8K - $23.3K
7.27K $239K
GTLS
Chart Industries Inc

Industrials
1
+ 0.06%
$115.08 - $175.5 $115 - $176
1.81K $297K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41
+ 0.22%
$22.92 - $28.05 $940 - $1.15K
18.7K $524K
CNI
Canadian National Railway CO

Industrials
9
+ 0.18%
$92.66 - $108.13 $834 - $973
4.9K $509K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
15
+ 0.27%
$61.08 - $74.04 $916 - $1.11K
5.5K $406K
AZO
Autozone Inc

Consumer Cyclical
11
+ 10.0%
$3478.38 - $3880.15 $38.3K - $42.7K
121 $449K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
26
+ 0.58%
$65.84 - $80.81 $1.71K - $2.1K
4.5K $360K
HIG
Hartford Financial Services Group, Inc.

Financial Services
11
+ 0.13%
$109.83 - $131.67 $1.21K - $1.45K
8.58K $1.09M
FCFS
First Cash Holdings, Inc.

Financial Services
1
+ 0.06%
$118.0 - $137.63 $118 - $138
1.8K $243K
BR
Broadridge Financial Solutions, Inc.

Technology
106
+ 2.92%
$217.22 - $246.25 $23K - $26.1K
3.74K $908K
VOE
Vanguard Mid Cap Value Index F

ETFs
63
+ 2.55%
$141.87 - $164.49 $8.94K - $10.4K
2.54K $417K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
390
+ 1.28%
$41.1 - $42.37 $16K - $16.5K
30.9K $1.31M
GIB
Cgi Inc

Technology
8
+ 0.19%
$96.47 - $109.59 $772 - $877
4.2K $440K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
24
+ 0.88%
$73.0 - $85.5 $1.75K - $2.05K
2.76K $231K
F
Ford Motor CO

Consumer Cyclical
124
+ 0.61%
$8.69 - $10.85 $1.08K - $1.35K
20.3K $220K
Activity Summary
Buys All Purchases 339 New Holdings 46 Increased Positions 293 Sells All Sells 266 Reductions 266 Sold out 0 Options Calls 1 Puts 19
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