Mission Wealth Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 628
- Total Value
- 3202523465
- Accession Number
- 0001085146-25-002181
- Form Type
- 13F-HR
- CIK
- 0001645382
- Manager Name
- Mission Wealth Management, LP
Data Enrichment
79% identified498 identified130 unidentified
Holdings
628 positions
Manager:
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Page 1 of 32
97717Y527
Shares:
1277010(-6.6%)
Value:
$64.3B(-6.5%)
464288802
Shares:
483625(+4.8%)
Value:
$55.6B(-1.0%)
67092P607
Shares:
794298(+1.6%)
Value:
$30.5B(-6.9%)
464288521
Shares:
516897(+2.2%)
Value:
$29.8B(+2.7%)
25434V203
Shares:
900148(-3.2%)
Value:
$28.1B(+3.5%)
25434V302
Shares:
937580(-11.0%)
Value:
$24.3B(-9.2%)
25434V724
Shares:
587461(+3.8%)
Value:
$24.2B(+4.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.3M | All Managers (Combined) | $391.2M | |||
996.7K | All Managers (Combined) | $369.6M | |||
4.2M | All Managers (Combined) | $317.5M | |||
1.1M | All Managers (Combined) | $234.3M | |||
332.3K | All Managers (Combined) | $91.3M | |||
1.3M | All Managers (Combined) | $65.8M | |||
(cusip97717Y527)✕ | 1.3M | All Managers (Combined) | $64.3M | ||
533.3K | All Managers (Combined) | $55.8M | |||
(cusip464288802)✕ | 483.6K | All Managers (Combined) | $55.6M | ||
133.5K | All Managers (Combined) | $48.2M | |||
366.2K | All Managers (Combined) | $44.7M | |||
207.2K | All Managers (Combined) | $39.0M | |||
426.9K | All Managers (Combined) | $34.9M | |||
426.7K | All Managers (Combined) | $31.3M | |||
(cusip67092P607)✕ | 794.3K | All Managers (Combined) | $30.5M | ||
(cusip464288521)✕ | 516.9K | All Managers (Combined) | $29.8M | ||
(cusip25434V203)✕ | 900.1K | All Managers (Combined) | $28.1M | ||
410.6K | All Managers (Combined) | $24.7M | |||
(cusip25434V302)✕ | 937.6K | All Managers (Combined) | $24.3M | ||
(cusip25434V724)✕ | 587.5K | All Managers (Combined) | $24.2M |