Mission Wealth Management, LP Sells in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
APPF
Appfolio Inc

Technology
-39.3K
- 38.93%
$204.33 - $270.02 $8.04M - $10.6M
61.7K $14.5M
AMAT
Applied Materials Inc

Technology
-16.8K
- 19.23%
$174.88 - $254.97 $2.94M - $4.29M
70.7K $14.3M
ADBE
Adobe Inc.

Technology
-3.71K
- 31.47%
$508.13 - $586.55 $1.88M - $2.17M
8.07K $4.18M
INTC
Intel Corp

Technology
-24.2K
- 12.33%
$18.9 - $34.87 $458K - $846K
172K $4.05M
EW
Edwards Lifesciences Corp

Healthcare
-3.7K
- 6.47%
$59.7 - $93.78 $221K - $347K
53.6K $3.53M
DFAE
Dimensional ETF Tr

ETFs
-134K
- 10.21%
$24.46 - $27.82 $3.29M - $3.74M
1.18M $32.4M
BA
Boeing CO

Industrials
-4.54K
- 21.55%
$152.04 - $190.6 $690K - $865K
16.5K $2.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
-37
- 0.32%
$217.89 - $392.15 $8.06K - $14.5K
11.4K $3.2M
TTD
Trade Desk, Inc.

Technology
-60.7K
- 12.56%
$83.08 - $110.79 $5.04M - $6.72M
422K $46.3M
RC
Ready Capital Corp

Real Estate
-61.5K
- 8.81%
$7.63 - $9.43 $469K - $580K
636K $4.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.22K
- 12.28%
$475.2 - $527.7 $1.05M - $1.17M
15.8K $8.35M
WFC
Wells Fargo & Company

Financial Services
-6.6K
- 7.46%
$51.58 - $60.97 $341K - $403K
81.9K $4.62M
SPOT
Spotify Technology S.A.

Communication Services
-2.76K
- 38.22%
$290.16 - $384.01 $799K - $1.06M
4.45K $1.64M
DIS
Walt Disney CO

Communication Services
-4.25K
- 12.5%
$85.6 - $98.61 $364K - $419K
29.7K $2.86M
DVA
Davita Inc.

Healthcare
-4.65K
- 41.37%
$133.98 - $165.19 $622K - $767K
6.58K $1.08M
ORCL
Oracle Corp

Technology
-15.2K
- 20.15%
$125.9 - $170.35 $1.91M - $2.58M
60.1K $10.2M
MU
Micron Technology Inc

Technology
-1.45K
- 19.52%
$86.27 - $136.82 $125K - $199K
5.99K $621K
LLY
Eli Lilly & CO

Healthcare
-143
- 1.21%
$772.14 - $960.02 $110K - $137K
11.7K $10.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-17.4K
- 15.43%
$38.03 - $42.06 $663K - $734K
95.6K $4M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.26K
- 20.01%
$96.25 - $101.98 $410K - $434K
17K $1.72M
WST
West Pharmaceutical Services Inc

Healthcare
-587
- 12.14%
$277.16 - $333.3 $163K - $196K
4.25K $1.28M
VGT
Vanguard Information Technolog

ETFs
-615
- 11.68%
$514.43 - $606.85 $316K - $373K
4.65K $2.73M
CDNS
Cadence Design Systems Inc

Technology
-29
- 0.45%
$246.84 - $321.11 $7.16K - $9.31K
6.45K $1.75M
ABNB
Airbnb, Inc.

Consumer Cyclical
-35
- 0.37%
$113.01 - $154.34 $3.96K - $5.4K
9.49K $1.2M
IXN
Ishares Global Information Tec

ETFs
-2.64K
- 34.78%
$73.0 - $87.81 $192K - $231K
4.94K $407K
AMN
Amn Healthcare Services Inc

Healthcare
-2.34K
- 17.33%
$41.07 - $68.05 $96K - $159K
11.2K $472K
HES
Hess Corp

Energy
-543
- 6.15%
$126.3 - $155.44 $68.6K - $84.4K
8.29K $1.13M
TDC
Teradata Corp

Technology
-2.33K
- 9.33%
$24.51 - $34.97 $57.1K - $81.5K
22.6K $686K
TDG
Trans Digm Group Inc

Industrials
-269
- 18.82%
$1202.03 - $1427.41 $323K - $384K
1.16K $1.66M
IEMG
Ishares Inc

ETFs
-3.4K
- 2.75%
$53.64 - $53.64 $183K - $183K
120K $6.46M
VOX
Vanguard Communication Service

ETFs
-1.28K
- 37.8%
$129.82 - $145.39 $166K - $186K
2.1K $305K
AME
Ametek Inc

Industrials
-983
- 43.67%
$152.74 - $176.01 $150K - $173K
1.27K $217K
CVS
Cvs Health Corp

Healthcare
-2.98K
- 35.16%
$55.81 - $63.18 $166K - $188K
5.49K $345K
BP
Bp PLC

Energy
-770
- 2.78%
$30.78 - $37.05 $23.7K - $28.5K
27K $846K
XLE
Energy Sector Spdr

ETFs
-771
- 3.49%
$84.35 - $93.39 $65K - $72K
21.3K $1.87M
PEP
Pepsico Inc

Consumer Defensive
-1.57K
- 6.36%
$161.9 - $179.3 $255K - $282K
23.2K $3.94M
GOGO
Gogo Inc.

Communication Services
-9K
- 30.4%
$6.62 - $9.84 $59.6K - $88.6K
20.6K $147K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-10.3K
- 17.52%
$19.88 - $21.63 $205K - $223K
48.5K $1.04M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.78K
- 23.71%
$31.18 - $33.5 $149K - $160K
15.4K $511K
TM
Toyota Motor Corp

Consumer Cyclical
-280
- 10.31%
$167.18 - $207.59 $46.8K - $58.1K
2.44K $435K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.52K
- 7.48%
$50.25 - $50.74 $127K - $128K
31.2K $1.58M
VDE
Vanguard Energy ETF

ETFs
-587
- 7.22%
$117.44 - $131.06 $68.9K - $76.9K
7.55K $924K
ZTS
Zoetis Inc.

Healthcare
-1.01K
- 25.93%
$172.58 - $196.48 $174K - $198K
2.88K $562K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.28K
- 17.83%
$49.93 - $51.15 $114K - $117K
10.5K $537K
PDCO
Patterson Companies, Inc.

Healthcare
-787
- 2.18%
$20.48 - $26.59 $16.1K - $20.9K
35.3K $770K
XEL
Xcel Energy Inc

Utilities
-4.87K
- 26.36%
$52.11 - $65.3 $254K - $318K
13.6K $888K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.79K
- 11.1%
$36.06 - $37.66 $137K - $143K
30.4K $1.14M
VIS
Vanguard Industrial ETF

ETFs
-581
- 23.56%
$232.12 - $260.07 $135K - $151K
1.89K $490K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.09K
- 19.73%
$85.48 - $98.39 $92.7K - $107K
4.41K $425K
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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