Mission Wealth Management, LP Reduced Holdings in Q3 2025

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TTD
Trade Desk, Inc.

Technology
-13.3K
- 3.61%
$43.93 - $89.76 $584K - $1.19M
355K $17.4M
USFR
Wisdomtree Floating Rate Treas

ETFs
-161K
- 13.6%
$50.23 - $50.48 $8.06M - $8.1M
1.02M $51.3M
JPM
Jpmorgan Chase & CO

Financial Services
-19.2K
- 21.5%
$282.78 - $316.06 $5.44M - $6.08M
70.2K $22.1M
INTU
Intuit Inc

Technology
-4.14K
- 48.29%
$646.03 - $807.39 $2.67M - $3.34M
4.43K $3.03M
ISRG
Intuitive Surgical Inc

Healthcare
-49
- 0.15%
$433.66 - $544.47 $21.2K - $26.7K
31.7K $14.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-42.7K
- 17.21%
$72.57 - $74.72 $3.1M - $3.19M
205K $15.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-115K
- 54.14%
$24.23 - $24.42 $2.78M - $2.8M
97.1K $2.37M
CRM
Salesforce, Inc.

Technology
-6.92K
- 28.41%
$231.66 - $273.65 $1.6M - $1.89M
17.4K $4.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.7K
- 2.93%
$211.65 - $238.24 $2.26M - $2.54M
354K $77.7M
VIG
Vanguard Dividend Appreciation

ETFs
-11.5K
- 14.48%
N/A
68K $12.4M
MA
Mastercard Inc

Financial Services
-3.38K
- 25.69%
$550.18 - $598.96 $1.86M - $2.03M
9.78K $5.56M
PANW
Palo Alto Networks Inc

Technology
-7.98K
- 25.5%
$167.06 - $208.19 $1.33M - $1.66M
23.3K $4.75M
V
Visa Inc.

Financial Services
-2.76K
- 5.31%
$332.09 - $358.86 $916K - $990K
49.2K $16.8M
ICE
Intercontinental Exchange, Inc.

Financial Services
-8.58K
- 77.1%
$167.28 - $188.45 $1.44M - $1.62M
2.55K $429K
FISV
Fiserv Inc

Technology
-10.7K
- 52.69%
N/A
9.62K $1.2M
LLY
Eli Lilly & CO

Healthcare
-1.42K
- 9.19%
$625.65 - $812.69 $890K - $1.16M
14.1K $10.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-16.3K
- 72.77%
$65.64 - $78.22 $1.07M - $1.27M
6.09K $408K
URI
United Rentals, Inc.

Industrials
-3.7K
- 32.33%
$774.14 - $975.23 $2.86M - $3.61M
7.74K $7.39M
ADBE
Adobe Inc.

Technology
-2.3K
- 24.58%
$333.65 - $392.1 $768K - $902K
7.06K $2.49M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-17.3K
- 60.1%
$61.56 - $66.95 $1.06M - $1.16M
11.5K $765K
LMT
Lockheed Martin Corp

Industrials
-2.52K
- 37.38%
$410.74 - $499.21 $1.04M - $1.26M
4.22K $2.11M
DGRO
Ishares Core Dividend Growth E

ETFs
-17.1K
- 42.64%
$64.12 - $68.08 $1.1M - $1.16M
23K $1.57M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-1.74K
- 30.51%
$366.54 - $479.53 $639K - $835K
3.97K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
-4.07K
- 7.78%
$150.47 - $161.22 $612K - $655K
48.2K $7.4M
TPL
Texas Pacific Land Corp

Energy
-28
- 0.39%
$854.83 - $1075.97 $23.9K - $30.1K
7.23K $6.75M
NOW
Service Now, Inc.

Technology
-330
- 5.97%
$850.86 - $1044.69 $281K - $345K
5.2K $4.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-15.2K
- 66.71%
$55.61 - $57.37 $844K - $870K
7.57K $432K
META
Meta Platforms, Inc.

Communication Services
-945
- 2.26%
$695.21 - $791.73 $657K - $748K
40.9K $30M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-4.21K
- 68.04%
$208.02 - $237.84 $875K - $1M
1.98K $461K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-15.9K
- 57.9%
$50.47 - $50.74 $803K - $808K
11.6K $587K
PLTR
Palantir Technologies Inc.

Technology
-9.86K
- 45.62%
$130.68 - $186.97 $1.29M - $1.84M
11.8K $2.14M
HON
Honeywell International Inc

Industrials
-1.46K
- 7.02%
$207.7 - $240.4 $303K - $350K
19.3K $4.06M
ACN
Accenture PLC

Technology
-805
- 8.41%
$232.56 - $304.78 $187K - $245K
8.77K $2.16M
MKC
Mccormick & CO Inc

Consumer Defensive
-8.18K
- 63.62%
$64.3 - $77.17 $526K - $631K
4.68K $313K
NVO
Novo Nordisk A S

Healthcare
-5.17K
- 19.16%
$45.38 - $71.7 $235K - $371K
21.8K $1.21M
PSTG
Pure Storage, Inc.

Technology
-19.9K
- 49.31%
$54.47 - $88.29 $1.09M - $1.76M
20.5K $1.72M
CEG
Constellation Energy Corp

Utilities
-1.87K
- 50.38%
$298.82 - $354.89 $560K - $665K
1.85K $607K
SYK
Stryker Corp

Healthcare
-644
- 5.02%
$368.57 - $403.53 $237K - $260K
12.2K $4.51M
WRB
Berkley W R Corp

Financial Services
-7.68K
- 61.87%
$67.78 - $76.62 $520K - $588K
4.73K $362K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-5.56K
- 9.74%
$136.48 - $142.97 $758K - $794K
51.5K $7.21M
TXN
Texas Instruments Inc

Technology
-2.72K
- 8.88%
N/A
27.9K $5.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-6.29K
- 29.02%
$60.9 - $70.75 $383K - $445K
15.4K $961K
BAC
Bank Of America Corp

Financial Services
-22.4K
- 14.59%
$44.92 - $52.42 $1.01M - $1.17M
131K $6.76M
SHW
Sherwin Williams CO

Basic Materials
-1.54K
- 7.8%
$330.88 - $375.23 $510K - $578K
18.2K $6.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.94K
- 21.7%
$97.75 - $100.75 $483K - $498K
17.8K $1.79M
CRWD
Crowd Strike Holdings, Inc.

Technology
-479
- 3.96%
$412.46 - $514.1 $198K - $246K
11.6K $5.7M
UPS
United Parcel Service Inc

Industrials
-3.01K
- 25.51%
$82.58 - $105.54 $249K - $318K
8.79K $734K
IMAX
Imax Corp

Communication Services
-17.7K
- 62.9%
$24.51 - $32.75 $435K - $581K
10.5K $342K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.52K
- 60.27%
$185.88 - $207.44 $469K - $523K
1.66K $334K
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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