Mission Wealth Management, LP Reduced Holdings in Q2 2025

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-179K
- 41.86%
$72.02 - $73.82 $12.9M - $13.2M
248K $18.3M
UNH
Unitedhealth Group Inc

Healthcare
-4.28K
- 19.77%
$274.35 - $599.47 $1.17M - $2.56M
17.4K $5.41M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-178K
- 33.33%
$32.62 - $33.58 $5.79M - $5.96M
355K $11.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
-96.7K
- 7.57%
$50.28 - $50.47 $4.86M - $4.88M
1.18M $59.4M
APPF
Appfolio Inc

Technology
-11.3K
- 21.11%
$192.02 - $234.65 $2.17M - $2.65M
42.2K $9.71M
TPL
Texas Pacific Land Corp

Energy
-2
- 0.03%
$1036.28 - $1430.55 $2.07K - $2.86K
7.26K $7.67M
CVX
Chevron Corp

Energy
-1.2K
- 2.11%
$133.73 - $168.51 $160K - $202K
55.7K $7.98M
ABBV
Abb Vie Inc.

Healthcare
-212
- 0.44%
$170.16 - $206.27 $36.1K - $43.7K
47.8K $8.87M
CMF
Ishares California Muni Bond E

ETFs
-18.7K
- 18.88%
$54.52 - $56.7 $1.02M - $1.06M
80.4K $4.48M
IHDG
Wisdomtree Tr

ETFs
-24.3K
- 77.84%
$38.54 - $46.0 $937K - $1.12M
6.93K $312K
MA
Mastercard Inc

Financial Services
-2.11K
- 13.81%
$479.92 - $590.74 $1.01M - $1.25M
13.2K $7.4M
JNJ
Johnson & Johnson

Healthcare
-316
- 0.46%
$146.36 - $159.82 $46.2K - $50.5K
68.1K $10.4M
AFL
Aflac Inc

Financial Services
-3.63K
- 4.3%
$99.77 - $112.45 $362K - $408K
80.8K $8.52M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-9.77K
- 16.64%
$83.54 - $100.04 $817K - $978K
49K $4.87M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.2K
- 17.39%
$421.16 - $509.5 $506K - $612K
5.71K $2.54M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-232
- 4.59%
$390.26 - $489.06 $90.5K - $113K
4.82K $1.95M
BMY
Bristol Myers Squibb CO

Healthcare
-1.13K
- 3.33%
$44.12 - $59.6 $49.7K - $67.2K
32.7K $1.51M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-4.63K
- 7.5%
$121.58 - $136.74 $563K - $633K
57K $7.74M
SHW
Sherwin Williams CO

Basic Materials
-1.17K
- 5.6%
$313.51 - $363.51 $368K - $426K
19.8K $6.78M
MRK
Merck & Co., Inc.

Healthcare
-2.21K
- 6.79%
$73.47 - $87.12 $162K - $192K
30.3K $2.4M
IYR
Ishares Tr

ETFs
-5.43K
- 7.9%
$84.48 - $96.25 $459K - $523K
63.4K $6M
XLE
Energy Sector Spdr

ETFs
-4.44K
- 25.19%
$76.44 - $94.13 $339K - $418K
13.2K $1.12M
USRT
Ishares Core U.S. Reit ETF

ETFs
-4.47K
- 0.86%
$50.37 - $57.97 $225K - $259K
512K $29M
TER
Teradyne, Inc

Technology
-6.03K
- 46.26%
$67.96 - $91.05 $410K - $549K
7K $629K
NOW
Service Now, Inc.

Technology
-2.09K
- 27.39%
$721.65 - $1040.18 $1.51M - $2.17M
5.53K $5.69M
OKE
Oneok Inc

Energy
-420
- 2.23%
$78.71 - $100.37 $33.1K - $42.2K
18.4K $1.51M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-50.8K
- 10.51%
$101.97 - $126.75 $5.18M - $6.44M
433K $54.9M
PEP
Pepsico Inc

Consumer Defensive
-103
- 0.58%
$128.02 - $151.37 $13.2K - $15.6K
17.7K $2.33M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-3.68K
- 38.54%
N/A
5.87K $503K
COP
Conocophillips

Energy
-596
- 3.5%
$82.66 - $106.1 $49.3K - $63.2K
16.4K $1.48M
CLX
Clorox CO

Consumer Defensive
-842
- 11.0%
$118.01 - $148.69 $99.4K - $125K
6.81K $817K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.97K
- 17.93%
$51.14 - $57.0 $254K - $283K
22.7K $1.29M
INTC
Intel Corp

Technology
-10K
- 6.09%
$18.13 - $22.69 $182K - $228K
155K $3.47M
BDX
Becton Dickinson & CO

Healthcare
-190
- 4.66%
$165.15 - $226.42 $31.4K - $43K
3.89K $670K
CHD
Church & Dwight CO Inc

Consumer Defensive
-17
- 0.1%
$91.57 - $110.76 $1.56K - $1.88K
17.2K $1.65M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-10.8K
- 33.11%
$21.71 - $22.3 $235K - $241K
21.9K $486K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 0.06%
$210.83 - $235.28 $2.53K - $2.82K
20.4K $4.52M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-5.68K
- 23.91%
$40.82 - $43.14 $232K - $245K
18.1K $780K
TAP
Molson Coors Beverage CO

Consumer Defensive
-1.04K
- 8.2%
$47.24 - $62.46 $49.3K - $65.2K
11.7K $562K
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.81K
- 26.7%
$29.0 - $30.68 $198K - $209K
18.7K $573K
SHV
Ishares Tr

ETFs
-1.82K
- 45.36%
$110.06 - $110.46 $200K - $201K
2.19K $241K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.42K
- 23.91%
$82.21 - $83.12 $199K - $201K
7.71K $638K
IEMG
Ishares Inc

ETFs
-3.59K
- 2.98%
N/A
117K $6.27M
TROW
Price T Rowe Group Inc

Financial Services
-2.34K
- 33.01%
$80.27 - $98.06 $188K - $229K
4.74K $457K
SBUX
Starbucks Corp

Consumer Cyclical
-527
- 2.41%
$79.69 - $99.41 $42K - $52.4K
21.4K $1.96M
MUB
Ishares National Muni Bond ETF

ETFs
-1.46K
- 3.71%
$102.31 - $105.8 $149K - $154K
37.8K $3.95M
CB
Chubb LTD

Financial Services
-177
- 1.57%
$274.32 - $302.46 $48.6K - $53.5K
11.1K $3.21M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.32K
- 3.39%
$38.81 - $44.28 $89.8K - $103K
66K $2.8M
NOC
Northrop Grumman Corp

Industrials
-199
- 3.19%
$456.3 - $540.39 $90.8K - $108K
6.03K $3.02M
Activity Summary
Buys All Purchases 339 New Holdings 46 Increased Positions 293 Sells All Sells 266 Reductions 266 Sold out 0 Options Calls 1 Puts 19
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