Mission Wealth Management, LP New Holdings in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RKLB
Rocket Lab Usa, Inc.

Industrials
142K
New
$9.23 - $28.44 $1.31M - $4.03M
142K $3.61M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
67.7K
New
$52.1 - $57.26 $3.53M - $3.88M
67.7K $3.53M
IXUS
Ishares Tr

ETFs
42.7K
New
$65.95 - $72.56 $2.81M - $3.1M
42.7K $2.82M
IONQ
Ion Q, Inc.

Technology
57.2K
New
$8.17 - $48.24 $468K - $2.76M
57.2K $2.39M
QUBT
Quantum Computing Inc.

Technology
120K
New
$0.64 - $21.61 $76.8K - $2.59M
120K $2.09M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
31.9K
New
$41.17 - $43.34 $1.32M - $1.38M
31.9K $1.32M
RGTI
Rigetti Computing, Inc.

Technology
68K
New
$0.74 - $17.08 $50.3K - $1.16M
68K $1.05M
TROW
Price T Rowe Group Inc

Financial Services
7.26K
New
$106.48 - $124.69 $773K - $905K
7.26K $820K
HSY
Hershey CO

Consumer Defensive
4.36K
New
$168.67 - $193.65 $735K - $844K
4.36K $738K
KR
Kroger CO

Consumer Defensive
9.56K
New
$55.21 - $63.3 $528K - $605K
9.56K $584K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.6K
New
$80.87 - $87.69 $534K - $579K
6.6K $536K
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.6K
New
$24.25 - $26.7 $426K - $469K
17.6K $431K
AMOT
Allied Motion Technologies Inc

Technology
14.4K
New
N/A
14.4K $401K
EQAL
Invesco ETF

ETFs
7.94K
New
$48.01 - $51.95 $381K - $412K
7.94K $383K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.04K
New
$56.06 - $61.35 $338K - $370K
6.04K $340K
CM
Canadian Imperial Bank Of Commerce

Financial Services
5.1K
New
$59.58 - $67.31 $304K - $343K
5.1K $322K
EQR
Equity Residential

Real Estate
4.48K
New
$69.12 - $77.48 $309K - $347K
4.48K $321K
XLU
Utilities Sector Spdr

ETFs
3.87K
New
$74.89 - $82.93 $290K - $321K
3.87K $292K
WK
Workiva Inc

Technology
2.55K
New
$76.11 - $114.78 $194K - $292K
2.55K $278K
BDX
Becton Dickinson & CO

Healthcare
1.16K
New
$220.02 - $243.75 $254K - $282K
1.16K $262K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.81K
New
$111.62 - $139.44 $202K - $252K
1.81K $247K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.62K
New
$43.84 - $48.76 $246K - $274K
5.62K $247K
TXT
Textron Inc

Industrials
3.13K
New
$75.82 - $90.32 $238K - $283K
3.13K $239K
OMAB
Central North Airport Group

Industrials
3.37K
New
$62.93 - $74.04 $212K - $249K
3.37K $231K
NTRA
Natera, Inc.

Healthcare
1.35K
New
$117.67 - $174.0 $159K - $235K
1.35K $214K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
10.1K
New
$19.73 - $23.93 $199K - $242K
10.1K $210K
KMB
Kimberly Clark Corp

Consumer Defensive
1.6K
New
$130.37 - $146.09 $209K - $234K
1.6K $209K
STZ
Constellation Brands, Inc.

Consumer Defensive
924
New
$219.66 - $257.62 $203K - $238K
924 $204K
NN
Nextnav Inc.

Communication Services
10K
New
$7.49 - $18.0 $74.9K - $180K
10K $155K
TZA
Direxion Shs ETF Tr Direxion D

ETFs
10K
New
$9.99 - $14.42 $100K - $144K
10K $129K
MICS
Singing Machine CO Inc

Technology
10K
New
$0.47 - $0.47 $4.7K - $4.7K
10K $4K
Arista Networks Inc
5.58K
New
N/A
5.58K $0
Celestica Inc
16K
New
N/A
16K $0
Sable Offshore Corp
8.79K
New
N/A
8.79K $0
Blackrock Inc
9.97K
New
N/A
9.97K $0
Grayscale Ethereum Trust ETF
9.77K
New
N/A
9.77K $0
Dimensional ETF Trust
21.2K
New
N/A
21.2K $0
Genedx Holdings Corp
5K
New
N/A
5K $0
Ishares Bitcoin Trust ETF
5.81K
New
N/A
5.81K $0
Ishares Ethereum Tr
10.2K
New
N/A
10.2K $0
Lam Research Corp
51.7K
New
N/A
51.7K $0
Fidelity Covington Trust
7.22K
New
N/A
7.22K $0
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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