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 10 of 32
921910733
ESGV|921910733
Shares:
17085(-0.6%)
Value:
$1.7B(-7.1%)
14020Y508
14020Y508
Shares:
62833
Value:
$1.7B
81369Y506
81369Y506
Shares:
17611(-10.6%)
Value:
$1.6B(-2.5%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
9820
Value:
$1.6B(+4027.2%)
Philip Morris International Inc.
PM|718172109
Shares:
10247(+4.6%)
Value:
$1.6B(+38.0%)
Aon plc
AON|G0403H108
Shares:
3992(-7.0%)
Value:
$1.6B(+3.3%)
46641Q332
46641Q332
Shares:
27706(+14.4%)
Value:
$1.6B(+13.6%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
3570(+317.1%)
Value:
$1.6B(+295.0%)
Shell plc
SHEL|780259305
Shares:
21300(+2.6%)
Value:
$1.6B(+20.0%)
315912808
315912808
Shares:
22463(-8.6%)
Value:
$1.5B(-18.2%)
Interactive Brokers Group, Inc.
IBKR|45841N107
Shares:
9224(-18.3%)
Value:
$1.5B(-23.4%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
0
Value:
$1.5B(+322.7%)
14020Y300
14020Y300
Shares:
54455
Value:
$1.5B
Xylem Inc.
XYL|98419M100
Shares:
12345(+119.0%)
Value:
$1.5B(+125.5%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
0
Value:
$1.5B(+14.7%)
CADENCE DESIGN SYSTEMS INC
CDNS|127387108
Shares:
5707
Value:
$1.5B(+1107.6%)
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
12910(+21.5%)
Value:
$1.4B(+47.4%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
9873(+0.0%)
Value:
$1.4B(+4.4%)
46137V811
46137V811
Shares:
24300(+0.0%)
Value:
$1.4B(-18.7%)
464287887
IJT|464287887
Shares:
11425(+321.6%)
Value:
$1.4B(+287.8%)