Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
Mission Wealth Management, LP has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.24 Billion distributed in 659 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $411M, Vanguard Value ETF with a value of $377M, Ishares Tr with a value of $274M, Vanguard Small Cap ETF with a value of $252M, and Vanguard Bd Index Fd Inc Total with a value of $221M.
Examining the 13F form we can see an increase of $141M in the current position value, from $4.1B to 4.24B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.24 Billion
ETFs: $2.79 Billion
Technology: $757 Million
Consumer Cyclical: $164 Million
Healthcare: $120 Million
Financial Services: $119 Million
Communication Services: $106 Million
Industrials: $70.3 Million
Consumer Defensive: $45.8 Million
Other: $68.3 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 659
- Current Value $4.24 Billion
- Prior Value $4.1 Billion
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 222 stocks
- Sold out of 0 stocks
- Reduced holdings in 307 stocks