Mission Wealth Management, LP Incresed Positions in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVS
Novartis Ag

Healthcare
215
+ 1.89%
$96.78 - $117.18 $20.8K - $25.2K
11.6K $1.13M
LMT
Lockheed Martin Corp

Industrials
419
+ 9.48%
$479.66 - $614.62 $201K - $258K
4.84K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
745
+ 2.14%
$385.02 - $431.37 $287K - $321K
35.6K $13.8M
KO
Coca Cola CO

Consumer Defensive
241
+ 0.65%
$61.74 - $71.71 $14.9K - $17.3K
37.4K $2.33M
LOW
Lowes Companies Inc

Consumer Cyclical
259
+ 1.37%
$244.52 - $284.07 $63.3K - $73.6K
19.2K $4.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.26K
+ 0.67%
$38.96 - $43.28 $49.2K - $54.7K
189K $7.43M
SONY
Sony Group Corp

Technology
24.5K
+ 195.11%
$17.53 - $96.8 $430K - $2.37M
37.1K $784K
GD
General Dynamics Corp

Industrials
282
+ 2.12%
$260.28 - $314.03 $73.4K - $88.6K
13.6K $3.58M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.4K
+ 3.06%
$39.22 - $47.52 $94.1K - $114K
80.8K $3.19M
INTC
Intel Corp

Technology
2.15K
+ 1.25%
$19.07 - $26.23 $41K - $56.4K
175K $3.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
56.8K
+ 68.61%
$25.33 - $51.16 $1.44M - $2.91M
140K $3.61M
ABBV
Abb Vie Inc.

Healthcare
1.02K
+ 2.18%
$164.99 - $203.87 $168K - $208K
47.8K $8.49M
SHW
Sherwin Williams CO

Basic Materials
128
+ 0.58%
$338.75 - $399.71 $43.4K - $51.2K
22.4K $7.6M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
189K
+ 96.4%
$18.41 - $40.87 $3.48M - $7.72M
385K $7.12M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.26K
+ 1.13%
$60.13 - $67.31 $136K - $152K
202K $12.2M
UNH
Unitedhealth Group Inc

Healthcare
235
+ 1.11%
$485.52 - $625.25 $114K - $147K
21.4K $10.8M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.58K
+ 0.71%
$55.97 - $62.75 $200K - $225K
506K $29M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
11.1K
+ 3.0%
$75.65 - $83.47 $840K - $927K
381K $29M
VEA
Vanguard Ftse Developed Market

ETFs
22.8K
+ 1.78%
$47.57 - $52.44 $1.09M - $1.2M
1.3M $62.3M
VTV
Vanguard Value ETF

ETFs
27.2K
+ 1.24%
$168.32 - $181.87 $4.58M - $4.95M
2.23M $377M
IEFA
Ishares Tr

ETFs
282K
+ 7.81%
$70.06 - $77.43 $19.8M - $21.9M
3.89M $274M
Activity Summary
Buys All Purchases 265 New Holdings 43 Increased Positions 222 Sells All Sells 307 Reductions 307 Sold out 0 Options Calls 3 Puts 20
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