Mission Wealth Management, LP Sells in Q2 2025

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-356
- 7.33%
$236.71 - $261.92 $84.3K - $93.2K
4.5K $1.12M
BP
Bp PLC

Energy
-1.64K
- 5.99%
$26.11 - $33.81 $42.8K - $55.4K
25.7K $770K
DHR
Danaher Corp

Healthcare
-266
- 2.03%
$174.64 - $205.16 $46.5K - $54.6K
12.8K $2.53M
HES
Hess Corp

Energy
-63
- 0.97%
$126.32 - $161.29 $7.96K - $10.2K
6.41K $887K
CMCSA
Comcast Corp

Communication Services
-2.33K
- 4.73%
$32.84 - $36.72 $76.4K - $85.4K
46.9K $1.67M
GIS
General Mills Inc

Consumer Defensive
-441
- 2.94%
$50.37 - $60.97 $22.2K - $26.9K
14.6K $755K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-6.03K
- 29.49%
$22.54 - $23.17 $136K - $140K
14.4K $331K
MKC
Mccormick & CO Inc

Consumer Defensive
-597
- 4.44%
$71.11 - $82.25 $42.5K - $49.1K
12.9K $975K
ACN
Accenture PLC

Technology
-14
- 0.15%
$279.23 - $323.21 $3.91K - $4.52K
9.57K $2.86M
ZTS
Zoetis Inc.

Healthcare
-448
- 6.56%
$144.41 - $170.3 $64.7K - $76.3K
6.38K $994K
ANIX
Anixa Biosciences Inc

Healthcare
-100K
- 21.3%
$2.38 - $3.75 $238K - $375K
370K $1.22M
AEP
American Electric Power CO Inc

Utilities
-627
- 6.4%
$98.59 - $109.11 $61.8K - $68.4K
9.18K $951K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-2.52K
- 12.92%
$22.66 - $26.12 $57.1K - $65.8K
17K $415K
SHEL
Shell PLC

Energy
-747
- 3.51%
$59.75 - $73.05 $44.6K - $54.6K
20.6K $1.45M
UNP
Union Pacific Corp

Industrials
-58
- 0.36%
$208.27 - $238.46 $12.1K - $13.8K
16.1K $3.71M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.54K
- 13.46%
$108.87 - $133.04 $167K - $205K
9.89K $1.32M
FDX
Fedex Corp

Industrials
-165
- 3.93%
$198.07 - $245.17 $32.7K - $40.5K
4.04K $917K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-35
- 4.45%
$483.07 - $625.6 $16.9K - $21.9K
751 $394K
TGNA
Tegna Inc

Communication Services
-3.16K
- 9.56%
$15.42 - $18.98 $48.8K - $60.1K
29.9K $501K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-5.56K
- 11.96%
$18.96 - $20.43 $105K - $114K
40.9K $836K
DEO
Diageo PLC

Consumer Defensive
-821
- 19.72%
$99.86 - $115.75 $82K - $95K
3.34K $337K
FISV
Fiserv Inc

Technology
-762
- 3.61%
N/A
20.3K $2.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-247
- 17.63%
$468.22 - $566.51 $116K - $140K
1.15K $653K
BBY
Best Buy CO Inc

Consumer Cyclical
-286
- 2.51%
$56.17 - $75.73 $16.1K - $21.7K
11.1K $745K
DD
Du Pont De Nemours, Inc.

Basic Materials
-796
- 12.78%
$55.13 - $75.25 $43.9K - $59.9K
5.43K $372K
TXN
Texas Instruments Inc

Technology
-465
- 1.49%
N/A
30.7K $5.97M
AMCR
Amcor PLC

Consumer Cyclical
-7.28K
- 15.65%
$8.57 - $9.81 $62.4K - $71.4K
39.2K $360K
BKR
Baker Hughes CO

Energy
-265
- 1.86%
$35.0 - $44.92 $9.28K - $11.9K
14K $537K
ROST
Ross Stores, Inc.

Consumer Cyclical
-699
- 16.87%
$126.62 - $154.26 $88.5K - $108K
3.45K $439K
VLO
Valero Energy Corp

Energy
-694
- 19.26%
$104.69 - $141.77 $72.7K - $98.4K
2.91K $391K
WY
Weyerhaeuser CO

Real Estate
-9
- 0.04%
$24.69 - $29.48 $222 - $265
23.4K $600K
POOL
Pool Corp

Industrials
-83
- 3.98%
$285.0 - $325.66 $23.7K - $27K
2.01K $584K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.42K
- 11.41%
$48.13 - $49.85 $68.3K - $70.7K
11K $540K
AMN
Amn Healthcare Services Inc

Healthcare
-136
- 0.72%
$17.79 - $23.8 $2.42K - $3.24K
18.8K $388K
FDS
Factset Research Systems Inc

Financial Services
-115
- 4.18%
$398.85 - $473.32 $45.9K - $54.4K
2.63K $1.18M
WPP
Wpp PLC

Communication Services
-1.37K
- 16.99%
$32.03 - $40.64 $43.9K - $55.8K
6.71K $234K
PSX
Phillips 66

Energy
-333
- 5.24%
$92.87 - $125.73 $30.9K - $41.9K
6.02K $718K
MDT
Medtronic PLC

Healthcare
-598
- 12.06%
$80.68 - $88.86 $48.2K - $53.1K
4.36K $380K
PSA
Public Storage

Real Estate
-138
- 3.33%
$266.31 - $309.77 $36.8K - $42.7K
4K $1.17M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-2.57K
- 18.21%
$25.27 - $27.14 $64.9K - $69.7K
11.5K $313K
CNC
Centene Corp

Healthcare
-129
- 1.51%
$53.4 - $64.29 $6.89K - $8.29K
8.42K $457K
XLV
Select Sector Spdr Fund Health

ETFs
-52
- 0.94%
$128.77 - $144.3 $6.7K - $7.5K
5.47K $737K
HYMU
Blackrock ETF Tr Ii High Yield
-2.37K
- 19.14%
N/A
10K $229K
PRU
Prudential Financial Inc

Financial Services
-110
- 1.09%
$95.12 - $112.71 $10.5K - $12.4K
10K $1.07M
EIX
Edison International

Utilities
-111
- 1.76%
$48.32 - $59.92 $5.36K - $6.65K
6.18K $318K
AJG
Arthur J. Gallagher & Co.

Financial Services
-26
- 1.57%
$310.86 - $348.77 $8.08K - $9.07K
1.63K $522K
ET
Energy Transfer LP

Energy
-1.45K
- 2.73%
$15.65 - $18.93 $22.6K - $27.4K
51.5K $934K
MEAR
Blackrock Short Maturity Munic

ETFs
-959
- 15.5%
$49.74 - $50.27 $47.7K - $48.2K
5.23K $262K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.79K
- 19.31%
$45.98 - $56.15 $82.4K - $101K
7.49K $420K
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
Track This Portfolio

Track Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email