Mission Wealth Management, LP Sells in Q3 2024

Mission Wealth Management, LP

  • $4.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
-316
- 2.05%
$69.44 - $84.76 $21.9K - $26.8K
15.1K $1.24M
GILD
Gilead Sciences, Inc.

Healthcare
-413
- 3.31%
$66.59 - $83.99 $27.5K - $34.7K
12.1K $1.01M
ALLE
Allegion PLC

Industrials
-314
- 4.12%
$114.67 - $145.7 $36K - $45.7K
7.3K $1.06M
BCC
Boise Cascade CO

Basic Materials
-200
- 2.2%
$114.59 - $144.69 $22.9K - $28.9K
8.88K $1.25M
WAT
Waters Corp

Healthcare
-112
- 3.41%
$282.7 - $359.89 $31.7K - $40.3K
3.18K $1.14M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-538
- 5.7%
$107.74 - $140.72 $58K - $75.7K
8.9K $1.25M
BX
Blackstone Inc.

Financial Services
-41
- 0.56%
$120.77 - $159.66 $4.95K - $6.55K
7.28K $1.11M
CME
Cme Group Inc.

Financial Services
-203
- 1.9%
$193.43 - $220.62 $39.3K - $44.8K
10.5K $2.31M
BBY
Best Buy CO Inc

Consumer Cyclical
-430
- 3.17%
$80.23 - $103.29 $34.5K - $44.4K
13.1K $1.36M
NKE
Nike, Inc.

Consumer Cyclical
-567
- 2.74%
$71.09 - $89.44 $40.3K - $50.7K
20.1K $1.78M
UNP
Union Pacific Corp

Industrials
-43
- 0.37%
$221.78 - $256.09 $9.54K - $11K
11.6K $2.86M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.18K
- 1.95%
$75.32 - $84.37 $88.9K - $99.6K
59.4K $4.97M
DVY
Ishares Tr

ETFs
-788
- 3.32%
$119.99 - $135.74 $94.6K - $107K
23K $3.1M
ADP
Automatic Data Processing Inc

Industrials
-346
- 4.02%
$233.44 - $279.45 $80.8K - $96.7K
8.25K $2.28M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.24K
- 4.01%
$117.9 - $128.2 $265K - $288K
53.8K $6.89M
HBI
Hanesbrands Inc.

Consumer Cyclical
-1.33K
- 1.2%
$4.66 - $7.36 $6.22K - $9.82K
110K $808K
IOT
Samsara Inc.

Technology
-2.3K
- 8.78%
$34.85 - $49.75 $80.3K - $115K
23.9K $1.15M
IWV
Ishares Russell 3000 ETF

ETFs
-104
- 0.61%
$294.75 - $326.73 $30.7K - $34K
16.9K $5.52M
PG
Procter & Gamble CO

Consumer Defensive
-946
- 1.77%
$160.76 - $177.82 $152K - $168K
52.5K $9.09M
GE
General Electric CO

Industrials
-351
- 2.68%
$156.66 - $189.66 $55K - $66.6K
12.7K $2.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-274
- 0.27%
$56.04 - $62.2 $15.4K - $17K
101K $6.26M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-3.07K
- 3.77%
$40.45 - $47.24 $124K - $145K
78.4K $3.68M
DHR
Danaher Corp

Healthcare
-101
- 0.71%
$239.25 - $280.76 $24.2K - $28.4K
14.1K $3.93M
KEYS
Keysight Technologies, Inc.

Technology
-636
- 2.93%
$119.86 - $158.87 $76.2K - $101K
21K $3.34M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-3.89K
- 2.15%
$34.48 - $38.87 $134K - $151K
177K $6.83M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-431
- 1.96%
$57.22 - $80.08 $24.7K - $34.5K
21.6K $1.68M
AXP
American Express CO

Financial Services
-2
- 0.02%
$225.92 - $271.17 $452 - $542
10.3K $2.79M
RTX
Raytheon Technologies Corp

Industrials
-153
- 0.68%
$99.55 - $123.34 $15.2K - $18.9K
22.4K $2.72M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.04K
- 0.53%
$36.98 - $41.55 $38.3K - $43.1K
196K $8.06M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-664
- 0.53%
$55.06 - $62.25 $36.6K - $41.3K
125K $7.7M
NOC
Northrop Grumman Corp

Industrials
-112
- 1.78%
$423.73 - $533.14 $47.5K - $59.7K
6.19K $3.27M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.74K
- 1.6%
$332.02 - $382.76 $577K - $666K
107K $40.2M
WMT
Walmart Inc.

Consumer Defensive
-385
- 0.78%
$66.91 - $81.4 $25.8K - $31.3K
48.8K $3.94M
MCD
Mcdonalds Corp

Consumer Cyclical
-584
- 3.32%
$245.82 - $304.51 $144K - $178K
17K $5.18M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.81K
- 6.11%
$82.97 - $98.97 $482K - $575K
89.3K $8.7M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-4.69K
- 3.82%
$74.95 - $85.33 $352K - $400K
118K $10M
SHW
Sherwin Williams CO

Basic Materials
-3.52K
- 13.67%
$294.65 - $384.0 $1.04M - $1.35M
22.2K $8.48M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.39K
- 3.1%
$60.13 - $68.17 $384K - $435K
199K $13.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-2.53K
- 1.21%
$59.25 - $65.33 $150K - $165K
207K $13.4M
IYR
Ishares Tr

ETFs
-2.73K
- 3.31%
$86.93 - $103.61 $237K - $283K
79.6K $8.11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-544
- 0.82%
$125.95 - $142.04 $68.5K - $77.3K
65.5K $9.31M
JNJ
Johnson & Johnson

Healthcare
-1.95K
- 2.38%
$145.48 - $167.38 $284K - $326K
80K $13M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.2K
- 3.45%
$41.9 - $48.26 $594K - $684K
397K $19M
UNH
Unitedhealth Group Inc

Healthcare
-745
- 3.4%
$488.01 - $604.18 $364K - $450K
21.1K $12.4M
HD
Home Depot, Inc.

Consumer Cyclical
-1.64K
- 4.48%
$333.64 - $405.2 $546K - $663K
34.9K $14.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.97K
- 1.07%
$113.41 - $125.62 $450K - $499K
367K $46.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.24K
- 1.23%
$173.36 - $189.8 $389K - $426K
181K $34.3M
VTI
Vanguard Total Stock Market Et

ETFs
-6.22K
- 1.82%
$255.18 - $283.2 $1.59M - $1.76M
336K $95.2M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.17K
- 0.43%
$53.07 - $62.66 $115K - $136K
502K $30.9M
Activity Summary
Buys All Purchases 332 New Holdings 45 Increased Positions 287 Sells All Sells 251 Reductions 251 Sold out 0 Options Calls 11 Puts 18
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