Mission Wealth Management, LP Asset Management

Mission Wealth Management, LP

  • $4.6 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$2.73 Million 0.06% of portfolio
20,528
Q2 2025 Added 0.02%
$87.2B
$1.42 Million 0.03% of portfolio
15,599
Q2 2025 Added 0.6%
$105B
$1.27 Million 0.03% of portfolio
8,470
Q2 2025 Added 1.05%
$3.87B
$1.19 Million 0.03% of portfolio
29,235
Q2 2024 Reduced 1.62%
$26.4B
$988,000 0.02% of portfolio
7,798
Q2 2025 Reduced 7.78%
$48.5B
$746,000 0.02% of portfolio
1,398
Q2 2025 Reduced 0.21%
$9.05B
$677,000 0.01% of portfolio
3,443
Q2 2025 Reduced 0.4%
$23B
$457,000 0.01% of portfolio
4,744
Q2 2025 Reduced 33.01%
$0
$453,000 0.01% of portfolio
35,683
Q4 2024 Added 29.29%
$0
$433,000 0.01% of portfolio
74,800
Q2 2025 New
$0
$344,000 0.01% of portfolio
11,450
Q1 2025 New
$0
$299,000 0.01% of portfolio
11,500
Q3 2024 New
$0
$279,000 0.01% of portfolio
32,953
Q2 2025 Reduced 4.3%
$20.4B
$263,000 0.01% of portfolio
5,136
Q2 2025 Added 0.25%
$0
$246,000 0.01% of portfolio
11,209
Q2 2025 Added 23.87%
$0
$238,000 0.01% of portfolio
27,214
Q1 2023 Reduced 9.93%
$0
$224,000 0.0% of portfolio
14,499
Q2 2025 Reduced 12.12%
$0
$218,000 0.0% of portfolio
37,574
Q3 2024 Reduced 3.84%
$0
$114,000 0.0% of portfolio
14,859
Q2 2025 New
$0
$82,000 0.0% of portfolio
30,318
Q2 2025 Added 1.64%
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