Mission Wealth Management, LP Sells in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.32K
- 6.57%
$114.08 - $125.68 $151K - $166K
18.8K $2.15M
BCC
Boise Cascade CO

Basic Materials
-1.48K
- 16.63%
$118.79 - $152.5 $175K - $225K
7.4K $879K
NOC
Northrop Grumman Corp

Industrials
-14
- 0.23%
$466.52 - $543.88 $6.53K - $7.61K
6.17K $2.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-854
- 3.77%
$59.25 - $72.99 $50.6K - $62.3K
21.8K $1.3M
CMF
Ishares California Muni Bond E

ETFs
-4.56K
- 4.15%
$56.66 - $58.1 $258K - $265K
105K $6.03M
BK
Bank Of New York Mellon Corp

Financial Services
-5.89K
- 28.53%
$70.82 - $81.87 $417K - $482K
14.8K $1.13M
MCD
Mcdonalds Corp

Consumer Cyclical
-317
- 1.87%
$288.47 - $316.54 $91.4K - $100K
16.7K $4.84M
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.45K
- 52.97%
$241.48 - $274.89 $351K - $399K
1.29K $327K
VIG
Vanguard Dividend Appreciation

ETFs
-1.83K
- 3.0%
N/A
59.2K $10.8M
SBUX
Starbucks Corp

Consumer Cyclical
-2.12K
- 9.82%
$87.44 - $102.5 $185K - $217K
19.4K $1.77M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.5K
- 3.94%
$57.29 - $63.1 $86K - $94.8K
36.7K $2.1M
XYL
Xylem Inc.

Industrials
-1.41K
- 20.02%
$116.02 - $137.45 $164K - $194K
5.64K $654K
MTD
Mettler Toledo International Inc

Healthcare
-24
- 2.52%
$1160.67 - $1498.12 $27.9K - $36K
927 $1.13M
ORA
Ormat Technologies, Inc.

Utilities
-2.72K
- 23.28%
$67.12 - $83.84 $182K - $228K
8.96K $606K
NKE
Nike, Inc.

Consumer Cyclical
-395
- 1.96%
$73.36 - $89.13 $29K - $35.2K
19.7K $1.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.35K
- 17.13%
$50.37 - $50.6 $269K - $271K
25.9K $1.3M
UPS
United Parcel Service Inc

Industrials
-1.22K
- 9.86%
$122.65 - $138.35 $149K - $168K
11.1K $1.4M
HES
Hess Corp

Energy
-1.89K
- 22.81%
$127.66 - $148.65 $241K - $281K
6.4K $851K
CAT
Caterpillar Inc

Industrials
-93
- 1.15%
$360.37 - $416.88 $33.5K - $38.8K
8.02K $2.91M
HCA
Hca Healthcare, Inc.

Healthcare
-152
- 7.39%
$297.52 - $415.61 $45.2K - $63.2K
1.9K $571K
PFE
Pfizer Inc

Healthcare
-3.37K
- 4.71%
$24.8 - $30.19 $83.5K - $102K
68.1K $1.81M
POOL
Pool Corp

Industrials
-495
- 19.25%
$339.32 - $390.03 $168K - $193K
2.08K $707K
IDXX
Idexx Laboratories Inc

Healthcare
-215
- 11.41%
$406.92 - $495.42 $87.5K - $107K
1.67K $690K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-6.03K
- 25.16%
$27.09 - $32.06 $163K - $193K
17.9K $502K
ICLN
Ishares

ETFs
-381
- 0.51%
$11.35 - $14.51 $4.32K - $5.53K
74.6K $848K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.11K
- 14.0%
$73.97 - $84.09 $156K - $177K
13K $987K
NDAQ
Nasdaq, Inc.

Financial Services
-4.27K
- 21.9%
$70.87 - $83.05 $303K - $355K
15.2K $1.18M
TAP
Molson Coors Beverage CO

Consumer Defensive
-4.2K
- 25.58%
$53.97 - $63.88 $227K - $268K
12.2K $699K
COST
Costco Wholesale Corp

Consumer Defensive
-726
- 5.1%
$873.59 - $994.69 $634K - $722K
13.5K $12.4M
MPC
Marathon Petroleum Corp

Energy
-48
- 0.48%
$131.65 - $174.84 $6.32K - $8.39K
9.87K $1.38M
VHT
Vanguard Health Care ETF

ETFs
-383
- 7.77%
$250.81 - $283.3 $96.1K - $109K
4.55K $1.15M
PLD
Prologis, Inc.

Real Estate
-1.3K
- 26.62%
$101.4 - $126.96 $132K - $165K
3.59K $379K
TRV
Travelers Companies, Inc.

Financial Services
-1.1K
- 24.49%
$225.97 - $266.66 $248K - $293K
3.38K $814K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-621
- 7.45%
$209.89 - $233.24 $130K - $145K
7.71K $1.64M
PEG
Public Service Enterprise Group Inc

Utilities
-1.33K
- 5.93%
$81.87 - $94.51 $109K - $126K
21.1K $1.79M
DOW
Dow Inc.

Basic Materials
-2.12K
- 24.04%
$39.1 - $55.34 $82.8K - $117K
6.69K $268K
EA
Electronic Arts Inc.

Communication Services
-1.56K
- 28.03%
$140.69 - $167.97 $220K - $263K
4.01K $587K
GWW
W.W. Grainger, Inc.

Industrials
-220
- 15.73%
$1023.06 - $1220.93 $225K - $269K
1.18K $1.24M
CI
Cigna Corp

Healthcare
-185
- 8.21%
$265.59 - $358.58 $49.1K - $66.3K
2.07K $571K
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.97K
- 14.07%
$99.11 - $112.25 $195K - $221K
12K $1.26M
BKR
Baker Hughes CO

Energy
-7.35K
- 32.93%
$35.98 - $44.88 $264K - $330K
15K $614K
KLAC
Kla Corp

Technology
-26
- 2.14%
$614.46 - $829.55 $16K - $21.6K
1.19K $750K
NSC
Norfolk Southern Corp

Industrials
-548
- 12.17%
$230.6 - $277.0 $126K - $152K
3.95K $928K
TER
Teradyne, Inc

Technology
-582
- 4.01%
$102.58 - $133.62 $59.7K - $77.8K
13.9K $1.75M
AKAM
Akamai Technologies Inc

Technology
-2.06K
- 4.4%
N/A
44.8K $4.07M
PRU
Prudential Financial Inc

Financial Services
-1.34K
- 12.26%
$114.59 - $129.52 $154K - $174K
9.6K $1.14M
XLE
Energy Sector Spdr

ETFs
-1.6K
- 7.49%
$83.32 - $97.27 $133K - $155K
19.7K $1.69M
FDS
Factset Research Systems Inc

Financial Services
-514
- 16.48%
$449.69 - $495.72 $231K - $255K
2.61K $1.25M
MU
Micron Technology Inc

Technology
-688
- 11.49%
$84.16 - $113.41 $57.9K - $78K
5.3K $446K
Activity Summary
Buys All Purchases 265 New Holdings 43 Increased Positions 222 Sells All Sells 307 Reductions 307 Sold out 0 Options Calls 3 Puts 20
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