Mission Wealth Management, LP New Holdings in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PHM
Pultegroup Inc

Consumer Cyclical
7.31K
New
$103.95 - $144.98 $760K - $1.06M
7.31K $1.05M
PRM
Perimeter Solutions, Sa

Basic Materials
54.5K
New
$7.55 - $13.42 $411K - $731K
54.5K $731K
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$610460.0 - $715910.0 $610K - $716K
1 $690K
AMG
Affiliated Managers Group, Inc.

Financial Services
3.81K
New
$154.72 - $185.62 $589K - $707K
3.81K $676K
IEF
Ishares Barclays

ETFs
6.85K
New
$92.67 - $99.14 $635K - $679K
6.85K $672K
ZBRA
Zebra Technologies Corp

Technology
1.76K
New
$306.21 - $371.02 $539K - $653K
1.76K $652K
GLP
Global Partners LP

Energy
13.5K
New
$37.3 - $46.56 $504K - $629K
13.5K $628K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.17K
New
$64.57 - $71.76 $334K - $371K
5.17K $370K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
7.74K
New
$37.45 - $44.25 $290K - $343K
7.74K $331K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
27.6K
New
$9.89 - $11.43 $273K - $315K
27.6K $303K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
13.3K
New
$21.05 - $21.17 $280K - $282K
13.3K $281K
GDV
Gabelli Dividend & Income Trust

Financial Services
11.5K
New
$22.05 - $24.45 $254K - $281K
11.5K $281K
ASTS
Ast Space Mobile, Inc.

Communication Services
10.6K
New
$10.72 - $38.6 $114K - $410K
10.6K $277K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.37K
New
$57.8 - $60.8 $252K - $265K
4.37K $263K
JCI
Johnson Controls International PLC

Industrials
3.34K
New
$65.52 - $77.61 $219K - $259K
3.34K $258K
KMI
Kinder Morgan, Inc.

Energy
10.7K
New
$19.72 - $22.22 $212K - $238K
10.7K $237K
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.89K
New
$45.71 - $48.29 $223K - $236K
4.89K $234K
TGTX
Tg Therapeutics, Inc.

Healthcare
10K
New
$17.21 - $25.28 $172K - $253K
10K $233K
FRT
Federal Realty Investment Trust

Real Estate
2.01K
New
$100.42 - $117.38 $202K - $236K
2.01K $231K
CHKP
Check Point Software Technologies LTD

Technology
1.19K
New
$165.0 - $195.47 $196K - $232K
1.19K $228K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.25K
New
$162.83 - $179.16 $204K - $224K
1.25K $224K
SKYY
First Trust Cloud Computing Et

ETFs
2.17K
New
$86.45 - $102.48 $188K - $222K
2.17K $221K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.77K
New
$97.96 - $124.99 $173K - $221K
1.77K $220K
NCA
Nuveen California Municipal Value Fund

Financial Services
24K
New
$8.64 - $9.19 $207K - $221K
24K $218K
OMC
Omnicom Group Inc.

Communication Services
2.1K
New
$87.69 - $103.9 $184K - $218K
2.1K $217K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.21K
New
$138.85 - $182.81 $169K - $222K
1.21K $215K
WMB
Williams Companies, Inc.

Energy
4.71K
New
$41.24 - $46.22 $194K - $218K
4.71K $215K
SJM
J M Smucker CO

Consumer Defensive
1.76K
New
$109.12 - $122.4 $192K - $216K
1.76K $213K
CRVS
Corvus Pharmaceuticals, Inc.

Healthcare
40K
New
$1.78 - $5.92 $71.2K - $237K
40K $211K
TECK
Teck Resources LTD

Basic Materials
4K
New
$43.48 - $53.4 $174K - $214K
4K $209K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.42K
New
$28.02 - $32.68 $180K - $210K
6.42K $207K
FCFS
First Cash Holdings, Inc.

Financial Services
1.8K
New
$102.0 - $120.09 $184K - $216K
1.8K $206K
DAL
Delta Air Lines, Inc.

Industrials
4.04K
New
$37.32 - $51.8 $151K - $209K
4.04K $204K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.43K
New
$75.88 - $83.21 $184K - $202K
2.43K $202K
L
Loews Corp

Financial Services
2.53K
New
$73.76 - $81.96 $187K - $208K
2.53K $200K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.86K
New
$95.81 - $109.03 $178K - $203K
1.86K $200K
LDOS
Leidos Holdings, Inc.

Technology
1.23K
New
$142.66 - $163.02 $175K - $200K
1.23K $200K
NWL
Newell Brands Inc.

Consumer Defensive
13.7K
New
$5.73 - $8.91 $78.3K - $122K
13.7K $105K
BRKL
Brookline Bancorp Inc

Financial Services
10K
New
$8.43 - $10.54 $84.6K - $106K
10K $101K
MIN
Mfs Intermediate Income Trust

Financial Services
28.9K
New
$2.65 - $2.79 $76.5K - $80.6K
28.9K $78K
Ge Healthcare Technologies I
2.42K
New
N/A
2.42K $0
Ferguson Enterprises Inc
3.01K
New
N/A
3.01K $0
Te Connectivity PLC
2.38K
New
N/A
2.38K $0
Grayscale Bitcoin Mini Tr Bt
16K
New
N/A
16K $0
Activity Summary
Buys All Purchases 332 New Holdings 45 Increased Positions 287 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 11 Puts 18
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