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
NKE
Nike, Inc.

Consumer Cyclical
-542
- 2.73%
$53.27 - $72.04 $28.9K - $39K
19.3K $1.37M
ABT
Abbott Laboratories

Healthcare
-18
- 0.05%
$123.95 - $138.08 $2.23K - $2.49K
34.9K $4.75M
SAP
Sap Se

Technology
-45
- 1.24%
$237.53 - $309.8 $10.7K - $13.9K
3.59K $1.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.51K
- 4.49%
$55.54 - $69.09 $84K - $104K
32.2K $2.22M
TRMB
Trimble Inc.

Technology
-654
- 3.96%
$55.12 - $75.98 $36K - $49.7K
15.8K $1.2M
WDC
Western Digital Corp

Technology
-18
- 0.35%
$30.54 - $63.99 $550 - $1.15K
5.15K $329K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-30
- 0.85%
$139.8 - $197.22 $4.19K - $5.92K
3.52K $693K
ASML
Asml Holding Nv

Technology
-311
- 11.48%
$595.37 - $815.24 $185K - $254K
2.4K $1.92M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.22K
- 3.35%
$54.19 - $67.22 $66.1K - $82K
35.2K $2.37M
NTRS
Northern Trust Corp

Financial Services
-658
- 7.78%
$84.45 - $126.79 $55.6K - $83.4K
7.8K $988K
DWM
Wisdomtree Tr

ETFs
-2.31K
- 3.78%
$52.06 - $63.91 $120K - $148K
58.9K $3.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-33
- 0.22%
$152.42 - $182.82 $5.03K - $6.03K
14.7K $2.69M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-20
- 0.23%
$60.61 - $87.72 $1.21K - $1.75K
8.81K $747K
CRS
Carpenter Technology Corp

Industrials
-2
- 0.1%
$151.3 - $276.38 $303 - $553
2.01K $554K
IWP
Ishares Russell Mid Cap Growth

ETFs
-78
- 0.77%
$104.34 - $138.68 $8.14K - $10.8K
10K $1.39M
FITB
Fifth Third Bancorp

Financial Services
-25
- 0.02%
$33.32 - $41.51 $833 - $1.04K
108K $4.42M
WWD
Woodward, Inc.

Industrials
-2
- 0.06%
$157.29 - $247.55 $315 - $495
3.34K $818K
NDAQ
Nasdaq, Inc.

Financial Services
-21
- 0.13%
$66.4 - $89.42 $1.39K - $1.88K
15.8K $1.41M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-249
- 1.11%
$60.22 - $80.1 $15K - $19.9K
22.2K $1.78M
HON
Honeywell International Inc

Industrials
-892
- 4.12%
$182.86 - $232.88 $163K - $208K
20.8K $4.84M
GD
General Dynamics Corp

Industrials
-167
- 1.03%
$247.68 - $291.66 $41.4K - $48.7K
16K $4.66M
BMI
Badger Meter Inc

Technology
-58
- 1.14%
$170.72 - $254.17 $9.9K - $14.7K
5.02K $1.23M
RTX
Raytheon Technologies Corp

Industrials
-180
- 0.75%
$113.75 - $148.48 $20.5K - $26.7K
23.8K $3.48M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-1.75K
- 2.4%
$37.77 - $46.15 $65.9K - $80.5K
71.1K $3.28M
EME
Emcor Group, Inc.

Industrials
-9
- 0.44%
$342.02 - $534.89 $3.08K - $4.81K
2.06K $1.1M
MAR
Marriott International Inc

Consumer Cyclical
-44
- 0.43%
$211.12 - $274.14 $9.29K - $12.1K
10.2K $2.79M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-728
- 0.95%
$28.98 - $37.18 $21.1K - $27.1K
75.6K $2.81M
HPE
Hewlett Packard Enterprise CO

Technology
-701
- 0.96%
$12.51 - $20.45 $8.77K - $14.3K
72K $1.47M
MU
Micron Technology Inc

Technology
-1.48K
- 9.43%
$64.72 - $127.91 $95.5K - $189K
14.2K $1.75M
IWV
Ishares Russell 3000 ETF

ETFs
-493
- 2.92%
$281.67 - $351.0 $139K - $173K
16.4K $5.75M
AFRM
Affirm Holdings, Inc.

Technology
-771
- 3.8%
$35.75 - $69.14 $27.6K - $53.3K
19.5K $1.35M
NET
Cloudflare, Inc.

Technology
-2.75K
- 22.74%
$97.08 - $195.83 $267K - $539K
9.34K $1.83M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-756
- 0.94%
$53.65 - $67.02 $40.6K - $50.7K
79.7K $5.34M
CSCO
Cisco Systems, Inc.

Technology
-104
- 0.16%
$53.19 - $69.38 $5.53K - $7.22K
63.5K $4.4M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 1.26%
$4164.15 - $5789.24 $25K - $34.7K
471 $2.73M
CAT
Caterpillar Inc

Industrials
-133
- 1.25%
$273.94 - $388.21 $36.4K - $51.6K
10.5K $4.07M
WFC
Wells Fargo & Company

Financial Services
-1.5K
- 1.74%
$60.98 - $80.12 $91.5K - $120K
84.9K $6.8M
BA
Boeing CO

Industrials
-16
- 0.1%
$136.59 - $217.51 $2.19K - $3.48K
16.3K $3.41M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-24.2K
- 4.57%
$29.12 - $35.84 $704K - $867K
505K $18.1M
DIS
Walt Disney CO

Communication Services
-549
- 1.91%
$81.72 - $124.01 $44.9K - $68.1K
28.3K $3.5M
NUDM
Nuveen Esg International Devel

ETFs
-183
- 0.09%
$28.66 - $35.49 $5.24K - $6.49K
210K $7.46M
BAC
Bank Of America Corp

Financial Services
-2.12K
- 1.37%
$34.39 - $47.46 $73K - $101K
153K $7.26M
GE
General Electric CO

Industrials
-149
- 0.99%
$166.81 - $257.39 $24.9K - $38.4K
14.9K $3.84M
VEEV
Veeva Systems Inc

Healthcare
-1.7K
- 6.63%
$209.39 - $289.94 $356K - $492K
23.9K $6.88M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.4K
- 3.28%
$39.89 - $49.46 $496K - $614K
366K $18.1M
PANW
Palo Alto Networks Inc

Technology
-402
- 1.27%
$152.44 - $204.64 $61.3K - $82.3K
31.3K $6.41M
ETN
Eaton Corp PLC

Industrials
-267
- 1.98%
$246.52 - $356.99 $65.8K - $95.3K
13.3K $4.73M
AMD
Advanced Micro Devices Inc

Technology
-215
- 0.65%
$78.21 - $143.81 $16.8K - $30.9K
33K $4.68M
INTU
Intuit Inc

Technology
-90
- 1.04%
$544.07 - $787.63 $49K - $70.9K
8.57K $6.75M
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