Mission Wealth Management, LP Reduced Holdings in Q1 2025

Mission Wealth Management, LP

  • $4.01 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MCO
Moodys Corp

Financial Services
-106
- 9.01%
$437.8 - $527.48 $46.4K - $55.9K
1.07K $498K
FEX
First Tr Large Cap Core Alphde

ETFs
-490
- 12.83%
$99.27 - $109.89 $48.6K - $53.8K
3.33K $341K
EFG
Msci Eafe Growth ETF

ETFs
-690
- 16.74%
$96.1 - $106.37 $66.3K - $73.4K
3.43K $343K
CMA
Comerica Inc

Financial Services
-607
- 9.01%
$56.11 - $68.38 $34.1K - $41.5K
6.13K $361K
HSY
Hershey CO

Consumer Defensive
-357
- 8.19%
$144.74 - $186.36 $51.7K - $66.5K
4K $684K
MSCI
Msci Inc.

Financial Services
-4
- 0.29%
$541.46 - $628.34 $2.17K - $2.51K
1.37K $776K
ENB
Enbridge Inc

Energy
-1.58K
- 13.99%
$41.54 - $45.45 $65.6K - $71.8K
9.71K $430K
PODD
Insulet Corp

Healthcare
-188
- 7.81%
$237.06 - $288.29 $44.6K - $54.2K
2.22K $582K
SPG
Simon Property Group Inc

Real Estate
-198
- 10.03%
$159.48 - $187.78 $31.6K - $37.2K
1.78K $294K
CEG
Constellation Energy Corp

Utilities
-16
- 0.93%
$201.63 - $347.44 $3.23K - $5.56K
1.71K $344K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-420
- 16.99%
$100.32 - $100.76 $42.1K - $42.3K
2.05K $206K
MTD
Mettler Toledo International Inc

Healthcare
-1
- 0.11%
$1177.09 - $1390.0 $1.18K - $1.39K
926 $1.09M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-69
- 1.25%
$117.4 - $131.02 $8.1K - $9.04K
5.43K $647K
KR
Kroger CO

Consumer Defensive
-1.51K
- 15.76%
$58.36 - $67.72 $87.9K - $102K
8.06K $545K
SKYY
First Trust Cloud Computing Et

ETFs
-40
- 1.84%
$103.47 - $131.18 $4.14K - $5.25K
2.13K $220K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.4K
- 4.39%
$40.79 - $42.32 $57.2K - $59.3K
30.5K $1.28M
C
Citigroup Inc

Financial Services
-556
- 10.3%
$67.23 - $84.63 $37.4K - $47.1K
4.84K $343K
CG
Carlyle Group Inc.

Financial Services
-1
- 0.02%
$40.03 - $56.96 $40 - $57
5.12K $223K
KOS
Kosmos Energy Ltd.

Energy
-185
- 0.6%
$2.12 - $3.9 $392 - $722
30.8K $70K
VO
Vanguard Mid Cap ETF

ETFs
-34
- 0.92%
$251.87 - $277.95 $8.56K - $9.45K
3.65K $939K
IWR
Ishares Russell Mid Cap ETF

ETFs
-57
- 0.69%
$82.81 - $92.93 $4.72K - $5.3K
8.2K $697K
FTNT
Fortinet, Inc.

Technology
-399
- 9.41%
$92.49 - $114.57 $36.9K - $45.7K
3.84K $369K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-146
- 1.49%
$27.56 - $32.1 $4.02K - $4.69K
9.66K $271K
MCK
Mckesson Corp

Healthcare
-420
- 16.89%
$566.21 - $672.99 $238K - $283K
2.07K $1.39M
WAT
Waters Corp

Healthcare
-52
- 1.68%
$362.16 - $417.28 $18.8K - $21.7K
3.04K $1.12M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.11K
- 14.51%
$28.11 - $32.0 $31.3K - $35.6K
6.56K $201K
PH
Parker Hannifin Corp

Industrials
-7
- 1.18%
$591.65 - $707.05 $4.14K - $4.95K
587 $356K
NSC
Norfolk Southern Corp

Industrials
-113
- 2.86%
$227.69 - $259.76 $25.7K - $29.4K
3.84K $909K
BHP
Bhp Group LTD

Basic Materials
-314
- 2.95%
$48.18 - $52.11 $15.1K - $16.4K
10.3K $500K
IP
International Paper CO

Consumer Cyclical
-149
- 0.72%
$49.38 - $60.09 $7.36K - $8.95K
20.4K $1.09M
AKAM
Akamai Technologies Inc

Technology
-172
- 0.38%
N/A
44.6K $4.05M
F
Ford Motor CO

Consumer Cyclical
-1.68K
- 7.67%
$9.12 - $10.43 $15.3K - $17.5K
20.2K $202K
ITW
Illinois Tool Works Inc

Industrials
-2
- 0.09%
$244.9 - $274.48 $490 - $549
2.29K $568K
AME
Ametek Inc

Industrials
-3
- 0.23%
$170.39 - $190.43 $511 - $571
1.29K $221K
XLC
Select Sector Spdr Tr Communic

ETFs
-62
- 1.45%
$94.84 - $105.31 $5.88K - $6.53K
4.21K $402K
DFS
Discover Financial Services

Financial Services
-26
- 1.01%
$152.99 - $203.25 $3.98K - $5.28K
2.56K $436K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-659
- 4.17%
$25.98 - $28.59 $17.1K - $18.8K
15.1K $416K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-1.33K
- 2.79%
$19.7 - $20.61 $26.2K - $27.5K
46.5K $937K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-69
- 0.49%
$54.25 - $57.64 $3.74K - $3.98K
14K $772K
RIO
Rio Tinto PLC

Basic Materials
-353
- 3.66%
$58.19 - $64.29 $20.5K - $22.7K
9.31K $559K
OTIS
Otis Worldwide Corp

Industrials
-370
- 12.52%
$90.77 - $104.01 $33.6K - $38.5K
2.59K $266K
OXY
Occidental Petroleum Corp

Energy
-132
- 2.27%
$45.45 - $52.7 $6K - $6.96K
5.69K $281K
UBS
Ubs Group Ag

Financial Services
-290
- 2.25%
$30.28 - $35.78 $8.78K - $10.4K
12.6K $385K
HUM
Humana Inc

Healthcare
-57
- 5.52%
$249.11 - $303.11 $14.2K - $17.3K
975 $257K
CBRE
Cbre Group, Inc.

Real Estate
-12
- 0.54%
$121.79 - $147.13 $1.46K - $1.77K
2.2K $287K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.35K
- 9.39%
$32.9 - $37.45 $44.4K - $50.6K
13K $475K
Dimensional ETF Trust
-1.67K
- 7.87%
N/A
19.5K $0
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-330
- 1.76%
$110.75 - $119.78 $36.5K - $39.5K
18.4K $2.15M
Manager Directed Portfolios
-52.2K
- 7.17%
N/A
675K $0
Activity Summary
Buys All Purchases 364 New Holdings 49 Increased Positions 315 Sells All Sells 212 Reductions 212 Sold out 0 Options Calls 2 Puts 26
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