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
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.08%
$307.43 - $357.48 $307 - $357
1.29K $397K
NTAP
Net App, Inc.

Technology
658
+ 17.81%
$87.84 - $126.3 $57.8K - $83.1K
4.35K $382K
TM
Toyota Motor Corp

Consumer Cyclical
6
+ 0.23%
$176.53 - $195.35 $1.06K - $1.17K
2.64K $466K
VBR
Vanguard Small Cap Value ETF

ETFs
58
+ 1.28%
$183.02 - $207.75 $10.6K - $12K
4.59K $850K
PANW
Palo Alto Networks Inc

Technology
1.7K
+ 5.68%
$167.82 - $208.28 $286K - $355K
31.7K $5.41M
VGT
Vanguard Information Technolog

ETFs
696
+ 12.83%
$542.38 - $646.34 $377K - $450K
6.12K $3.33M
IR
Ingersoll Rand Inc.

Industrials
123
+ 2.18%
$79.44 - $94.23 $9.77K - $11.6K
5.77K $461K
PPG
Ppg Industries Inc

Basic Materials
39
+ 0.7%
$107.44 - $124.29 $4.19K - $4.85K
5.6K $612K
ADI
Analog Devices Inc

Technology
3
+ 0.06%
$201.56 - $243.82 $605 - $731
5.05K $1.02M
CABO
Cable One, Inc.

Communication Services
235
+ 19.42%
$226.48 - $373.32 $53.2K - $87.7K
1.45K $384K
PNC
Pnc Financial Services Group, Inc.

Financial Services
46
+ 1.1%
$168.84 - $202.89 $7.77K - $9.33K
4.24K $744K
VCR
Vanguard Consumer Discretionar

ETFs
53
+ 3.23%
$318.51 - $391.75 $16.9K - $20.8K
1.7K $552K
BMI
Badger Meter Inc

Technology
219
+ 4.51%
$189.49 - $221.51 $41.5K - $48.5K
5.08K $965K
SNPS
Synopsys Inc

Technology
23
+ 1.66%
$428.58 - $551.54 $9.86K - $12.7K
1.41K $604K
GWW
W.W. Grainger, Inc.

Industrials
8
+ 0.68%
$953.54 - $1132.42 $7.63K - $9.06K
1.19K $1.17M
IWP
Ishares Russell Mid Cap Growth

ETFs
153
+ 1.54%
$114.9 - $139.6 $17.6K - $21.4K
10.1K $1.19M
IYW
Ishares Dj Us Tech ETF

ETFs
93
+ 2.07%
$140.44 - $166.79 $13.1K - $15.5K
4.58K $643K
CLX
Clorox CO

Consumer Defensive
268
+ 3.63%
$141.76 - $162.89 $38K - $43.7K
7.65K $1.13M
ASML
Asml Holding Nv

Technology
14
+ 0.52%
$662.63 - $776.99 $9.28K - $10.9K
2.71K $1.79M
BBY
Best Buy CO Inc

Consumer Cyclical
767
+ 7.22%
$70.3 - $91.1 $53.9K - $69.9K
11.4K $838K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.72K
+ 8.64%
$77.67 - $90.15 $600K - $696K
97.1K $7.6M
DIS
Walt Disney CO

Communication Services
2.53K
+ 9.62%
$96.87 - $114.0 $245K - $288K
28.8K $2.84M
DEO
Diageo PLC

Consumer Defensive
66
+ 1.61%
$104.79 - $126.12 $6.92K - $8.32K
4.16K $436K
GTLS
Chart Industries Inc

Industrials
2
+ 0.11%
$141.99 - $218.35 $284 - $437
1.81K $260K
CSX
Csx Corp

Industrials
166
+ 0.52%
$29.11 - $33.67 $4.83K - $5.59K
32.1K $943K
DOV
Dover Corp

Industrials
13
+ 0.18%
$174.65 - $206.43 $2.27K - $2.68K
7.43K $1.31M
VBK
Vanguard Small Cap Growth ETF

ETFs
97
+ 2.35%
$247.97 - $296.33 $24.1K - $28.7K
4.23K $1.07M
ROST
Ross Stores, Inc.

Consumer Cyclical
38
+ 0.93%
$123.3 - $154.95 $4.69K - $5.89K
4.14K $529K
WDC
Western Digital Corp

Technology
19
+ 0.37%
$40.43 - $72.03 $768 - $1.37K
5.17K $209K
WDAY
Workday, Inc.

Technology
177
+ 3.1%
$233.53 - $277.82 $41.3K - $49.2K
5.88K $1.37M
WPP
Wpp PLC

Communication Services
194
+ 2.46%
$37.96 - $51.07 $7.36K - $9.91K
8.08K $306K
BX
Blackstone Inc.

Financial Services
942
+ 12.66%
$136.53 - $186.74 $129K - $176K
8.38K $1.17M
BCC
Boise Cascade CO

Basic Materials
327
+ 4.42%
$96.38 - $129.12 $31.5K - $42.2K
7.73K $758K
TDC
Teradata Corp

Technology
3.09K
+ 13.98%
$21.95 - $32.78 $67.9K - $101K
25.2K $566K
SOUN
Soundhound Ai, Inc.

Technology
175
+ 1.6%
$8.12 - $20.62 $1.42K - $3.61K
11.1K $90K
AXP
American Express CO

Financial Services
520
+ 5.39%
$255.39 - $325.87 $133K - $169K
10.2K $2.74M
HPQ
Hp Inc

Technology
1.6K
+ 4.51%
$27.69 - $34.72 $44.4K - $55.7K
37.1K $1.03M
FDX
Fedex Corp

Industrials
83
+ 2.02%
$230.33 - $281.53 $19.1K - $23.4K
4.2K $1.02M
UPS
United Parcel Service Inc

Industrials
266
+ 2.39%
$109.66 - $136.26 $29.2K - $36.2K
11.4K $1.25M
HBI
Hanesbrands Inc.

Consumer Cyclical
7.04K
+ 8.02%
$5.76 - $8.6 $40.6K - $60.6K
94.8K $546K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 2.64%
$507.05 - $563.67 $219K - $243K
16.7K $8.6M
IWM
Ishares Russell 2000 ETF

ETFs
211
+ 1.72%
$198.1 - $229.79 $41.8K - $48.5K
12.4K $2.48M
NKE
Nike, Inc.

Consumer Cyclical
100
+ 0.51%
$63.29 - $81.72 $6.33K - $8.17K
19.8K $1.26M
CDNS
Cadence Design Systems Inc

Technology
21
+ 0.37%
$233.96 - $324.52 $4.91K - $6.81K
5.71K $1.45M
AFRM
Affirm Holdings, Inc.

Technology
803
+ 4.12%
$43.7 - $80.98 $35.1K - $65K
20.3K $917K
HPE
Hewlett Packard Enterprise CO

Technology
7.31K
+ 11.17%
$14.77 - $24.42 $108K - $178K
72.7K $1.12M
DHR
Danaher Corp

Healthcare
96
+ 0.74%
$201.62 - $250.59 $19.4K - $24.1K
13.1K $2.68M
IWV
Ishares Russell 3000 ETF

ETFs
10
+ 0.06%
$313.1 - $349.83 $3.13K - $3.5K
16.9K $5.33M
ADBE
Adobe Inc.

Technology
362
+ 4.71%
$377.84 - $464.11 $137K - $168K
8.05K $3.09M
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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