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
SHOP
Shopify Inc.

Technology
-1.27K
- 25.07%
$76.89 - $115.35 $97.5K - $146K
3.79K $437K
VCIT
Vanguard Intermediate Term Cor

ETFs
-710
- 5.9%
$79.56 - $82.92 $56.5K - $58.9K
11.3K $939K
SO
Southern CO

Utilities
-437
- 3.15%
$84.91 - $92.56 $37.1K - $40.4K
13.4K $1.23M
TDC
Teradata Corp

Technology
-1.56K
- 6.17%
$19.2 - $23.59 $29.9K - $36.7K
23.7K $527K
WEC
Wec Energy Group, Inc.

Utilities
-153
- 3.51%
$102.24 - $109.76 $15.6K - $16.8K
4.2K $437K
APD
Air Products & Chemicals, Inc.

Basic Materials
-22
- 0.93%
$248.61 - $294.96 $5.47K - $6.49K
2.34K $660K
WM
Waste Management Inc

Industrials
-46
- 0.5%
$216.47 - $242.1 $9.96K - $11.1K
9.15K $2.09M
AZN
Astrazeneca PLC

Healthcare
-20
- 0.24%
$64.87 - $75.0 $1.3K - $1.5K
8.22K $574K
EQNR
Equinor Asa

Energy
-389
- 3.18%
$22.04 - $28.08 $8.57K - $10.9K
11.8K $297K
HUM
Humana Inc

Healthcare
-25
- 2.56%
$224.93 - $295.04 $5.62K - $7.38K
950 $232K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-483
- 3.19%
$24.18 - $27.61 $11.7K - $13.3K
14.7K $396K
EQR
Equity Residential

Real Estate
-10
- 0.22%
$61.82 - $71.72 $618 - $717
4.47K $301K
REET
Ishares Global Reit ETF

ETFs
-1.08K
- 6.43%
$21.59 - $25.16 $23.4K - $27.3K
15.8K $389K
CL
Colgate Palmolive CO

Consumer Defensive
-8
- 0.12%
$87.57 - $96.0 $701 - $768
6.46K $587K
GILD
Gilead Sciences, Inc.

Healthcare
-32
- 0.25%
$96.91 - $113.0 $3.1K - $3.62K
12.9K $1.43M
KOS
Kosmos Energy Ltd.

Energy
-106
- 0.34%
$1.52 - $2.28 $161 - $242
30.7K $52K
PPG
Ppg Industries Inc

Basic Materials
-376
- 6.72%
$91.66 - $115.04 $34.5K - $43.3K
5.22K $594K
ITW
Illinois Tool Works Inc

Industrials
-62
- 2.71%
$218.41 - $252.43 $13.5K - $15.7K
2.23K $551K
IBB
Ishares Biotechnology ETF

ETFs
-58
- 2.53%
$112.02 - $129.0 $6.5K - $7.48K
2.23K $282K
SPSK
Tidal ETF Tr Sp Fds Dow Jones

ETFs
-1.04K
- 7.9%
$17.83 - $18.22 $18.5K - $18.9K
12.1K $220K
TTE
Total Energies Se

Energy
-240
- 2.4%
N/A
9.75K $669K
YUM
Yum Brands Inc

Consumer Cyclical
-12
- 0.76%
$138.36 - $161.45 $1.66K - $1.94K
1.57K $233K
BHP
Bhp Group LTD

Basic Materials
-222
- 2.15%
$40.22 - $50.88 $8.93K - $11.3K
10.1K $485K
IMAX
Imax Corp

Communication Services
-2.2K
- 7.22%
$21.44 - $29.24 $47.1K - $64.2K
28.2K $788K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-1.48K
- 4.3%
$7.51 - $8.49 $11.1K - $12.6K
33K $279K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-2K
- 12.12%
$12.25 - $15.47 $24.5K - $30.9K
14.5K $224K
SPG
Simon Property Group Inc

Real Estate
-7
- 0.39%
$140.37 - $171.44 $983 - $1.2K
1.77K $284K
MTD
Mettler Toledo International Inc

Healthcare
-4
- 0.43%
$970.15 - $1216.57 $3.88K - $4.87K
922 $1.08M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-10
- 0.05%
$63.54 - $68.5 $635 - $685
21.7K $1.46M
EBAY
Ebay Inc

Consumer Cyclical
-1.55K
- 9.89%
$59.52 - $79.36 $92.4K - $123K
14.1K $1.05M
VGSH
Vanguard

ETFs
-158
- 4.1%
$58.32 - $58.95 $9.21K - $9.31K
3.69K $217K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.9K
- 13.56%
$50.08 - $63.14 $95.1K - $120K
12.1K $764K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-118
- 0.36%
$18.94 - $21.67 $2.23K - $2.56K
33.1K $700K
MCO
Moodys Corp

Financial Services
-90
- 8.4%
$396.7 - $501.59 $35.7K - $45.1K
981 $492K
TRV
Travelers Companies, Inc.

Financial Services
-62
- 1.9%
$233.83 - $276.34 $14.5K - $17.1K
3.2K $855K
NBIX
Neurocrine Biosciences Inc

Healthcare
-295
- 13.35%
$87.54 - $128.18 $25.8K - $37.8K
1.92K $240K
VRT
Vertiv Holdings CO

Industrials
-38
- 0.66%
N/A
5.7K $493K
GPC
Genuine Parts CO

Consumer Cyclical
-53
- 3.07%
$105.54 - $129.09 $5.59K - $6.84K
1.68K $203K
Gsk PLC
-389
- 4.56%
N/A
8.14K $0
J P Morgan Exchange Traded F
-32.8K
- 20.26%
N/A
129K $0
Arista Networks Inc
-545
- 7.01%
N/A
7.23K $0
Arm Holdings PLC
-20.1K
- 94.32%
N/A
1.21K $0
Lam Research Corp
-5.14K
- 9.77%
N/A
47.4K $0
Fidelity Covington Trust
-1.08K
- 6.76%
N/A
14.9K $0
Manager Directed Portfolios
-18.7K
- 2.77%
N/A
657K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-163
- 2.42%
$81.46 - $94.63 $13.3K - $15.4K
6.58K $622K
Ge Healthcare Technologies I
-423
- 13.36%
N/A
2.74K $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-140
- 1.15%
$47.46 - $55.3 $6.64K - $7.74K
12K $662K
CNQ
Canadian Natural Resources LTD

Energy
-140
- 1.41%
$25.14 - $34.01 $3.52K - $4.76K
9.76K $306K
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
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