Mission Wealth Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
498 identified130 unidentified

Holdings

628 positions
Manager:
SEC
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Page 1 of 32
922908744
VTV|922908744
Shares:
2264782(+1.7%)
Value:
$391.2B(+3.8%)
922908736
VUG|922908736
Shares:
996704(-0.4%)
Value:
$369.6B(-10.0%)
46432F842
IEFA|46432F842
Shares:
4196705(+7.8%)
Value:
$317.5B(+16.0%)
922908751
VB|922908751
Shares:
1056546(+0.9%)
Value:
$234.3B(-6.8%)
922908769
VTI|922908769
Shares:
332335(+0.2%)
Value:
$91.3B(-4.9%)
921943858
VEA|921943858
Shares:
1295041(-0.6%)
Value:
$65.8B(+5.6%)
97717Y527
97717Y527
Shares:
1277010(-6.6%)
Value:
$64.3B(-6.5%)
464287804
IJR|464287804
Shares:
533338(+27.7%)
Value:
$55.8B(+15.9%)
464288802
464288802
Shares:
483625(+4.8%)
Value:
$55.6B(-1.0%)
464287614
IWF|464287614
Shares:
133502(+28.2%)
Value:
$48.2B(+15.3%)
464287150
ITOT|464287150
Shares:
366227(+1.5%)
Value:
$44.7B(-3.7%)
464287598
IWD|464287598
Shares:
207211(+11.5%)
Value:
$39.0B(+13.3%)
46435G516
ESGD|46435G516
Shares:
426940(+11.9%)
Value:
$34.9B(+20.1%)
921937835
BND|921937835
Shares:
426689(-86.1%)
Value:
$31.3B(-85.8%)
67092P607
67092P607
Shares:
794298(+1.6%)
Value:
$30.5B(-6.9%)
464288521
464288521
Shares:
516897(+2.2%)
Value:
$29.8B(+2.7%)
25434V203
25434V203
Shares:
900148(-3.2%)
Value:
$28.1B(+3.5%)
025072604
AVEM|025072604
Shares:
410589(+33.8%)
Value:
$24.7B(+36.9%)
25434V302
25434V302
Shares:
937580(-11.0%)
Value:
$24.3B(-9.2%)
25434V724
25434V724
Shares:
587461(+3.8%)
Value:
$24.2B(+4.5%)