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
CNHI
Cnh Industrial N.V.

Industrials
1.06K
+ 2.95%
N/A
36.8K $383K
CNC
Centene Corp

Healthcare
125
+ 1.48%
$55.93 - $65.89 $6.99K - $8.24K
8.55K $519K
IVE
Ishares S&P 500 Value ETF

ETFs
50
+ 0.48%
$185.78 - $198.58 $9.29K - $9.93K
10.4K $1.99M
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
126
+ 0.97%
$17.57 - $18.05 $2.21K - $2.27K
13.1K $236K
CNQ
Canadian Natural Resources LTD

Energy
177
+ 1.82%
$26.72 - $32.74 $4.73K - $5.79K
9.9K $304K
WDS
Woodside Energy Group LTD

Energy
1.04K
+ 8.94%
$14.15 - $16.33 $14.7K - $17K
12.7K $183K
PRF
Invesco Exchange Traded Fd Tr

ETFs
16
+ 0.23%
$39.4 - $42.61 $630 - $682
7.13K $288K
MIN
Mfs Intermediate Income Trust

Financial Services
477
+ 1.63%
$2.64 - $2.72 $1.26K - $1.3K
29.8K $80K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
16
+ 0.29%
$66.3 - $74.17 $1.06K - $1.19K
5.48K $376K
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.16%
N/A
2.55K $678K
Ishares Bitcoin Trust ETF
49.2K
+ 847.06%
N/A
55K $0
Arm Holdings PLC
19.7K
+ 1259.09%
N/A
21.3K $0
Ge Healthcare Technologies I
98
+ 3.19%
N/A
3.17K $0
Coherent Corp
1
+ 0.02%
N/A
4.5K $0
Te Connectivity PLC
49
+ 2.1%
N/A
2.38K $0
Fidelity Wise Origin Bitcoin
5.72K
+ 30.57%
N/A
24.4K $0
Ge Vernova Inc
210
+ 9.61%
N/A
2.4K $0
Linde PLC
222
+ 9.08%
N/A
2.67K $0
FDVV
Fidelity High Dividend ETF

ETFs
39
+ 0.6%
$48.86 - $52.28 $1.91K - $2.04K
6.54K $324K
Ferguson Enterprises Inc
67
+ 2.25%
N/A
3.05K $0
Lam Research Corp
796
+ 1.54%
N/A
52.5K $0
JPHY
Jp Morgan High Yield Research

ETFs
5.29K
+ 6.41%
N/A
87.8K $0
Veralto Corp
14
+ 0.41%
N/A
3.39K $0
Fidelity Covington Trust
463
+ 2.98%
N/A
16K $0
Pimco ETF Tr
119K
+ 125.21%
N/A
213K $0
VIS
Vanguard Industrial ETF

ETFs
57
+ 3.03%
$243.63 - $273.99 $13.9K - $15.6K
1.94K $477K
FDS
Factset Research Systems Inc

Financial Services
143
+ 5.49%
$427.5 - $476.51 $61.1K - $68.1K
2.75K $1.25M
NBIX
Neurocrine Biosciences Inc

Healthcare
400
+ 22.1%
$107.22 - $153.29 $42.9K - $61.3K
2.21K $244K
XLI
Industrial Sector Spdr

ETFs
8
+ 0.21%
$128.78 - $141.67 $1.03K - $1.13K
3.77K $490K
VT
Vanguard Total World Stk Index

ETFs
93
+ 1.02%
$115.08 - $123.97 $10.7K - $11.5K
9.24K $1.07M
STX
Seagate Technology Holdings PLC

Technology
2
+ 0.04%
$84.92 - $108.42 $170 - $217
5.25K $446K
PRU
Prudential Financial Inc

Financial Services
506
+ 5.27%
$105.04 - $122.33 $53.2K - $61.9K
10.1K $1.13M
VOX
Vanguard Communication Service

ETFs
4
+ 0.22%
$147.73 - $169.24 $591 - $677
1.83K $271K
DOW
Dow Inc.

Basic Materials
647
+ 9.67%
$34.36 - $41.92 $22.2K - $27.1K
7.34K $256K
VOT
Vanguard Mid Cap Growth Index

ETFs
1
+ 0.08%
$237.72 - $276.98 $238 - $277
1.29K $314K
TDOC
Teladoc Health, Inc.

Healthcare
400
+ 2.63%
$7.96 - $14.33 $3.18K - $5.73K
15.6K $124K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.29%
$108.81 - $123.4 $653 - $740
2.05K $231K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
202
+ 9.1%
$254.58 - $302.92 $51.4K - $61.2K
2.42K $618K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
2.22K
+ 6.56%
$48.33 - $54.35 $107K - $121K
36.1K $1.76M
GDDY
Go Daddy Inc.

Technology
9
+ 0.59%
$172.13 - $214.35 $1.55K - $1.93K
1.53K $275K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
600
+ 13.3%
$43.82 - $58.86 $26.3K - $35.3K
5.11K $233K
CARR
Carrier Global Corp

Industrials
186
+ 2.36%
$62.07 - $70.55 $11.5K - $13.1K
8.06K $511K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.04%
$67.03 - $74.61 $201 - $224
7.03K $475K
PEG
Public Service Enterprise Group Inc

Utilities
190
+ 0.9%
$78.2 - $90.39 $14.9K - $17.2K
21.3K $1.76M
ET
Energy Transfer LP

Energy
953
+ 1.83%
$17.26 - $21.08 $16.4K - $20.1K
53K $984K
GIS
General Mills Inc

Consumer Defensive
388
+ 2.65%
$57.56 - $65.3 $22.3K - $25.3K
15K $897K
GIB
Cgi Inc

Technology
3
+ 0.07%
$98.12 - $122.43 $294 - $367
4.19K $418K
POOL
Pool Corp

Industrials
12
+ 0.58%
$314.92 - $364.31 $3.78K - $4.37K
2.09K $664K
TRMB
Trimble Inc.

Technology
536
+ 3.36%
$65.52 - $77.49 $35.1K - $41.5K
16.5K $1.08M
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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