Mission Wealth Management, LP has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $3.78 Billion distributed in 1063 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $354M, Vanguard Value ETF with a value of $343M, Ishares Tr with a value of $248M, Vanguard Small Cap ETF with a value of $223M, and Vanguard Bd Index Fd Inc Total with a value of $174M.
Examining the 13F form we can see an increase of $716M in the current position value, from $3.06B to 3.78B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$3.78 Billion
ETFs: $2.57 Billion
Technology: $607 Million
Healthcare: $120 Million
Consumer Cyclical: $119 Million
Financial Services: $103 Million
Communication Services: $71.7 Million
Industrials: $68.5 Million
Consumer Defensive: $41 Million
Other: $72.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions