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
IWN
Ishares Russell2000 Val ETF

ETFs
-53
- 3.26%
$131.84 - $157.76 $6.99K - $8.36K
1.57K $247K
BSX
Boston Scientific Corp

Healthcare
-105
- 4.87%
$89.7 - $107.41 $9.42K - $11.3K
2.05K $220K
AME
Ametek Inc

Industrials
-48
- 3.73%
$151.41 - $182.75 $7.27K - $8.77K
1.24K $224K
ENB
Enbridge Inc

Energy
-11
- 0.11%
$41.09 - $47.16 $452 - $519
9.7K $439K
IWS
Ishares Russell Midcap Value E

ETFs
-19
- 0.82%
$110.58 - $132.14 $2.1K - $2.51K
2.31K $304K
IR
Ingersoll Rand Inc.

Industrials
-62
- 1.08%
$66.75 - $84.94 $4.14K - $5.27K
5.71K $474K
MSCI
Msci Inc.

Financial Services
-4
- 0.29%
$506.56 - $576.74 $2.03K - $2.31K
1.37K $790K
UBS
Ubs Group Ag

Financial Services
-709
- 5.63%
$26.12 - $33.82 $18.5K - $24K
11.9K $401K
TDG
Trans Digm Group Inc

Industrials
-3
- 1.88%
$1231.75 - $1520.64 $3.7K - $4.56K
157 $238K
RWX
Spdr Dow Jones International R

ETFs
-1.49K
- 7.41%
$23.06 - $27.4 $34.4K - $40.8K
18.6K $510K
A
Agilent Technologies, Inc.

Healthcare
-80
- 0.3%
$99.29 - $120.52 $7.94K - $9.64K
26.6K $3.14M
PEG
Public Service Enterprise Group Inc

Utilities
-265
- 1.24%
$77.13 - $84.18 $20.4K - $22.3K
21.1K $1.77M
CBRE
Cbre Group, Inc.

Real Estate
-1
- 0.05%
$113.94 - $140.12 $114 - $140
2.2K $308K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-13
- 0.24%
$103.88 - $123.68 $1.35K - $1.61K
5.42K $669K
T
At&T Inc.

Communication Services
-309
- 0.63%
$26.33 - $28.94 $8.14K - $8.94K
48.6K $1.41M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-420
- 3.15%
$37.51 - $45.52 $15.8K - $19.1K
12.9K $584K
XCEM
Columbia ETF Tr Ii

ETFs
-316
- 4.08%
$26.68 - $34.18 $8.43K - $10.8K
7.43K $253K
ZM
Zoom Video Communications, Inc.

Technology
-29
- 0.42%
$66.7 - $84.62 $1.93K - $2.45K
6.87K $535K
LMT
Lockheed Martin Corp

Industrials
-183
- 2.64%
$430.82 - $486.45 $78.8K - $89K
6.75K $3.12M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3
- 0.04%
$59.24 - $71.39 $178 - $214
6.76K $481K
MPC
Marathon Petroleum Corp

Energy
-1.01K
- 10.26%
$118.55 - $170.08 $120K - $172K
8.86K $1.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-49
- 1.16%
$149.76 - $186.42 $7.34K - $9.13K
4.19K $780K
IRM
Iron Mountain Inc

Real Estate
-201
- 5.84%
$76.93 - $105.25 $15.5K - $21.2K
3.24K $332K
FTNT
Fortinet, Inc.

Technology
-2
- 0.05%
$84.71 - $108.69 $169 - $217
3.84K $406K
QCOM
Qualcomm Inc

Technology
-583
- 2.51%
$124.66 - $159.48 $72.7K - $93K
22.7K $3.61M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-6
- 0.1%
$73.7 - $90.98 $442 - $546
6.04K $549K
MRVL
Marvell Technology, Inc.

Technology
-136
- 3.58%
$49.38 - $79.97 $6.72K - $10.9K
3.67K $283K
ICE
Intercontinental Exchange, Inc.

Financial Services
-423
- 3.66%
$151.62 - $183.47 $64.1K - $77.6K
11.1K $2.04M
MELI
Mercadolibre Inc

Consumer Cyclical
-47
- 18.15%
$1794.73 - $2613.63 $84.4K - $123K
212 $554K
IDXX
Idexx Laboratories Inc

Healthcare
-249
- 14.92%
$361.04 - $536.34 $89.9K - $134K
1.42K $761K
CARR
Carrier Global Corp

Industrials
-226
- 2.8%
$55.55 - $75.83 $12.6K - $17.1K
7.83K $573K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.21%
$422.19 - $533.73 $1.27K - $1.6K
1.4K $746K
SCHW
Schwab Charles Corp

Financial Services
-192
- 2.8%
$69.06 - $91.24 $13.3K - $17.5K
6.67K $608K
CRM
Salesforce, Inc.

Technology
-119
- 0.49%
$236.26 - $291.15 $28.1K - $34.6K
24.3K $6.64M
MLM
Martin Marietta Materials Inc

Basic Materials
-2
- 0.19%
$452.51 - $568.19 $905 - $1.14K
1.06K $579K
EEM
Ishares Msci Emerging Markets

ETFs
-478
- 2.14%
$38.52 - $48.28 $18.4K - $23.1K
21.8K $1.05M
ABNB
Airbnb, Inc.

Consumer Cyclical
-20
- 0.31%
$105.69 - $140.64 $2.11K - $2.81K
6.49K $858K
DE
Deere & CO

Industrials
-239
- 4.59%
$412.99 - $531.48 $98.7K - $127K
4.97K $2.53M
MCK
Mckesson Corp

Healthcare
-45
- 2.18%
$652.83 - $732.78 $29.4K - $33K
2.02K $1.48M
ORA
Ormat Technologies, Inc.

Utilities
-369
- 3.93%
$66.4 - $86.59 $24.5K - $32K
9.03K $756K
JCI
Johnson Controls International PLC

Industrials
-52
- 1.34%
$71.14 - $105.62 $3.7K - $5.49K
3.82K $403K
AMG
Affiliated Managers Group, Inc.

Financial Services
-14
- 0.4%
$143.35 - $197.67 $2.01K - $2.77K
3.44K $677K
TT
Trane Technologies PLC

Industrials
-186
- 10.5%
$315.21 - $437.41 $58.6K - $81.4K
1.59K $693K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-264
- 0.78%
$70.7 - $82.14 $18.7K - $21.7K
33.7K $2.77M
NVS
Novartis Ag

Healthcare
-46
- 0.41%
$101.96 - $121.01 $4.69K - $5.57K
11.2K $1.35M
VT
Vanguard Total World Stk Index

ETFs
-127
- 1.37%
$103.16 - $128.52 $13.1K - $16.3K
9.11K $1.17M
CSX
Csx Corp

Industrials
-19
- 0.06%
$26.69 - $32.91 $507 - $625
32.1K $1.05M
SNPS
Synopsys Inc

Technology
-19
- 1.35%
$380.9 - $517.66 $7.24K - $9.84K
1.39K $713K
XYL
Xylem Inc.

Industrials
-94
- 0.76%
$102.86 - $129.5 $9.67K - $12.2K
12.3K $1.58M
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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