Mission Wealth Management, LP New Holdings in Q3 2025

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
64.5K
New
$93.91 - $97.26 $6.06M - $6.27M
64.5K $6.22M
GLDM
World Gold Trust

ETFs
33.2K
New
$64.73 - $76.45 $2.15M - $2.54M
33.2K $2.54M
TACK
Capitol Ser Tr Fairlead Tactic

ETFs
84.6K
New
$28.17 - $30.01 $2.38M - $2.54M
84.6K $2.54M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
47.8K
New
$44.58 - $48.01 $2.13M - $2.3M
47.8K $2.29M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
20K
New
$43.07 - $91.37 $862K - $1.83M
20K $1.83M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
64K
New
$22.9 - $23.58 $1.47M - $1.51M
64K $1.5M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
30K
New
$46.86 - $48.27 $1.4M - $1.45M
30K $1.44M
NIO
Nio Inc.

Consumer Cyclical
132K
New
$3.41 - $7.62 $451K - $1.01M
132K $1.01M
IREN
Iris Energy LTD

Financial Services
21K
New
$15.1 - $47.14 $317K - $990K
21K $962K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
14.8K
New
$50.9 - $52.37 $754K - $776K
14.8K $774K
FNDX
Schwab Fundamental U S Large C

ETFs
24.4K
New
$24.38 - $26.34 $596K - $644K
24.4K $643K
KMB
Kimberly Clark Corp

Consumer Defensive
4.45K
New
$121.72 - $136.77 $541K - $608K
4.45K $553K
DSI
Ishares Msci Kld 400 Social Et

ETFs
3.53K
New
$115.96 - $125.95 $409K - $444K
3.53K $443K
ZI
Zoom Info Technologies Inc.

Technology
36.6K
New
N/A
36.6K $371K
TTWO
Take Two Interactive Software Inc

Communication Services
1.4K
New
$217.37 - $259.96 $305K - $365K
1.4K $362K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.02K
New
$39.8 - $42.86 $319K - $344K
8.02K $343K
NYT
New York Times CO

Communication Services
5.96K
New
$51.43 - $61.95 $306K - $369K
5.96K $341K
AOM
Ishares Tr Core Moderate Alloc

ETFs
7.17K
New
$45.4 - $47.61 $326K - $341K
7.17K $341K
CPRT
Copart Inc

Consumer Cyclical
7.01K
New
$44.6 - $49.97 $312K - $350K
7.01K $315K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.3K
New
$87.69 - $96.0 $289K - $317K
3.3K $311K
APLD
Applied Blockchain, Inc.

Financial Services
13.6K
New
$9.18 - $24.67 $125K - $335K
13.6K $311K
SCHP
Schwab Strategic Us Tips ETF

ETFs
11K
New
$26.44 - $27.1 $292K - $299K
11K $297K
DUHP
Dimensional ETF Tr Dimensional

ETFs
7.73K
New
$35.76 - $37.93 $276K - $293K
7.73K $291K
SATS
Echo Star Corp

Technology
3.72K
New
$26.33 - $83.57 $97.8K - $311K
3.72K $283K
TFLO
Ishares Treasury Floating Rate

ETFs
5.31K
New
$50.45 - $50.65 $268K - $269K
5.31K $268K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.13K
New
$205.52 - $234.96 $233K - $266K
1.13K $266K
SRE
Sempra Energy

Utilities
2.79K
New
$74.14 - $89.98 $207K - $251K
2.79K $250K
SUB
Ishares Short Term National Mu

ETFs
2.35K
New
$106.17 - $107.3 $249K - $252K
2.35K $250K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
16.2K
New
$13.75 - $14.59 $223K - $237K
16.2K $234K
NBR
Nabors Industries LTD

Energy
5.69K
New
$29.58 - $42.5 $168K - $242K
5.69K $232K
VHI
Valhi Inc

Basic Materials
14.4K
New
$15.28 - $19.03 $221K - $275K
14.4K $227K
ENS
Ener Sys

Industrials
2K
New
$86.09 - $112.96 $172K - $226K
2K $226K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.17K
New
$96.83 - $101.71 $211K - $221K
2.17K $220K
CPB
Campbell Soup CO

Consumer Defensive
6.92K
New
$30.41 - $34.03 $210K - $235K
6.92K $218K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
9.47K
New
$22.45 - $23.2 $212K - $220K
9.47K $218K
FCOM
Fidelity Covington Tr Msci Com

ETFs
3.01K
New
$63.98 - $72.59 $193K - $219K
3.01K $213K
PWR
Quanta Services, Inc.

Industrials
513
New
$372.29 - $421.68 $191K - $216K
513 $212K
BLCO
Bausch & Lomb Corp

Healthcare
13.9K
New
$13.45 - $15.52 $187K - $216K
13.9K $209K
SDG
Ishares Trust Ishares Msci Glo

ETFs
2.45K
New
$75.87 - $83.26 $186K - $204K
2.45K $204K
D
Dominion Energy, Inc

Utilities
3.34K
New
$56.32 - $62.1 $188K - $207K
3.34K $204K
KLIC
Kulicke & Soffa Industries Inc

Technology
5.04K
New
$32.11 - $43.03 $162K - $217K
5.04K $204K
L
Loews Corp

Financial Services
2.02K
New
$89.82 - $100.39 $181K - $202K
2.02K $202K
GRMN
Garmin LTD

Technology
816
New
$211.13 - $246.22 $172K - $201K
816 $200K
SAN
Banco Santander, S.A.

Financial Services
10.3K
New
$8.27 - $10.48 $84.9K - $108K
10.3K $107K
MRCC
Monroe Capital Corp

Financial Services
12.4K
New
$6.2 - $7.69 $76.9K - $95.4K
12.4K $86K
KRO
Kronos Worldwide Inc

Basic Materials
11.5K
New
$4.86 - $6.66 $55.9K - $76.6K
11.5K $66K
Zeo Energy Corp
24.2K
New
N/A
24.2K $0
Bitmine Immersion Tecnologie
16.5K
New
N/A
16.5K $0
Talen Energy Corp
2.13K
New
N/A
2.13K $0
Activity Summary
Buys All Purchases 268 New Holdings 54 Increased Positions 214 Sells All Sells 354 Reductions 354 Sold out 0 Options Calls 1 Puts 23
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