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
CNHI
Cnh Industrial N.V.

Industrials
1.6K
+ 4.34%
N/A
38.4K $400K
SYY
Sysco Corp

Consumer Defensive
103
+ 0.88%
$68.0 - $75.91 $7K - $7.82K
11.8K $890K
CVS
Cvs Health Corp

Healthcare
143
+ 3.74%
$60.04 - $70.18 $8.59K - $10K
3.97K $273K
NOK
Nokia Corp

Technology
4.43K
+ 4.86%
$4.65 - $5.43 $20.6K - $24K
95.5K $494K
GM
General Motors CO

Consumer Cyclical
22
+ 0.35%
$42.48 - $50.46 $935 - $1.11K
6.26K $308K
ADSK
Autodesk, Inc.

Technology
50
+ 0.77%
N/A
6.51K $1.6M
TDOC
Teladoc Health, Inc.

Healthcare
2
+ 0.01%
$6.51 - $8.71 $13 - $17.4
15.6K $136K
KO
Coca Cola CO

Consumer Defensive
669
+ 1.63%
$68.37 - $73.9 $45.7K - $49.4K
41.8K $2.96M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
1.05K
+ 7.76%
$26.94 - $34.72 $28.3K - $36.5K
14.6K $460K
CI
Cigna Corp

Healthcare
23
+ 1.09%
$301.89 - $340.04 $6.94K - $7.82K
2.12K $702K
RSG
Republic Services, Inc.

Industrials
12
+ 0.75%
$227.2 - $258.07 $2.73K - $3.1K
1.62K $399K
KMI
Kinder Morgan, Inc.

Energy
58
+ 0.69%
$25.21 - $29.4 $1.46K - $1.71K
8.43K $247K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1.83K
+ 3.26%
$12.23 - $15.46 $22.4K - $28.4K
58.1K $878K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
27
+ 0.11%
$38.18 - $45.52 $1.03K - $1.23K
25.4K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
19
+ 0.24%
$85.42 - $94.39 $1.62K - $1.79K
7.87K $739K
CMA
Comerica Inc

Financial Services
4
+ 0.07%
$50.42 - $59.65 $202 - $239
6.13K $365K
MASI
Masimo Corp

Healthcare
1
+ 0.06%
$144.4 - $171.97 $144 - $172
1.61K $270K
MIN
Mfs Intermediate Income Trust

Financial Services
488
+ 1.64%
$2.63 - $2.72 $1.28K - $1.33K
30.3K $82K
XLP
Consumer Staples Sector Spdr

ETFs
32
+ 0.35%
N/A
9.07K $689K
AKAM
Akamai Technologies Inc

Technology
7
+ 0.02%
N/A
44.6K $4.05M
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.16%
N/A
2.55K $679K
Vanguard Malvern Fds
9.44K
+ 23.37%
N/A
49.8K $0
Veralto Corp
2
+ 0.06%
N/A
3.4K $0
Te Connectivity PLC
311
+ 13.08%
N/A
2.69K $0
MO
Altria Group, Inc.

Consumer Defensive
412
+ 2.29%
$55.56 - $60.91 $22.9K - $25.1K
18.4K $1.08M
WST
West Pharmaceutical Services Inc

Healthcare
95
+ 2.35%
$190.39 - $227.7 $18.1K - $21.6K
4.14K $905K
Capital Grp Fixed Incm ETF T
1.35K
+ 2.15%
N/A
64.2K $0
Pimco ETF Tr
27.1K
+ 12.68%
N/A
241K $0
Coherent Corp
3
+ 0.07%
N/A
4.5K $0
Ishares Bitcoin Trust ETF
8.72K
+ 15.85%
N/A
63.7K $0
CRH.L
Crh PLC

Basic Materials
107
+ 1.13%
N/A
9.55K $0
Qiagen Nv
4
+ 0.08%
N/A
5.08K $0
CGMS
Capital Grp Core Plus Income E
15.7K
+ 28.9%
N/A
70.2K $0
PKI
Perkinelmer Inc

Healthcare
2
+ 0.04%
N/A
4.57K $552K
GDDY
Go Daddy Inc.

Technology
1
+ 0.07%
$162.11 - $192.36 $162 - $192
1.53K $275K
Linde PLC
98
+ 3.68%
N/A
2.76K $0
Blackrock ETF Trust Ii
9.97K
+ 121.3%
N/A
18.2K $0
Blackrock Inc
19
+ 0.19%
N/A
9.86K $0
Ferguson Enterprises Inc
6
+ 0.2%
N/A
3.06K $0
Dimensional ETF Trust
13
+ 0.07%
N/A
19.5K $0
Fidelity Wise Origin Bitcoin
345
+ 1.41%
N/A
24.8K $0
Ge Vernova Inc
88
+ 3.67%
N/A
2.48K $0
JPHY
Jp Morgan High Yield Research

ETFs
6.38K
+ 7.27%
N/A
94.2K $0
AIG
American International Group, Inc.

Financial Services
14
+ 0.55%
$77.56 - $87.72 $1.09K - $1.23K
2.56K $218K
BRKL
Brookline Bancorp Inc

Financial Services
15
+ 0.15%
$9.53 - $11.11 $143 - $167
10.1K $106K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
8
+ 0.16%
$34.1 - $47.63 $273 - $381
5.12K $229K
TGT
Target Corp

Consumer Defensive
342
+ 5.13%
$88.76 - $105.77 $30.4K - $36.2K
7.01K $691K
FICO
Fair Isaac Corp

Technology
3
+ 0.49%
$1503.62 - $2206.01 $4.51K - $6.62K
620 $1.13M
AGNC
Agnc Investment Corp.

Real Estate
34
+ 0.21%
$8.12 - $9.49 $276 - $323
16.1K $148K
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