Mission-Wealth-Management-Lp

Filing Details

13F-HR2025-03-31
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
Manager Name
Mission-Wealth-Management-Lp
Data Enrichment
79% identified
498 identified130 unidentified

Holdings

628 positions • $3.2B total value
Manager:
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PayPal Holdings, Inc.
Shares:21.5K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
Elevance Health, Inc.
Shares:3.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
MCKESSON CORP
Shares:2.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
AT&T INC.
Shares:48.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
Workday, Inc.
Shares:5.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
TJX COMPANIES INC /DE/
Shares:11.2K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
PFIZER INC
Shares:53.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares:11.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
MICRON TECHNOLOGY INC
Shares:15.7K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
97717X594
Shares:31.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$3.2B)
CUMMINS INC
Shares:4.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
Anixa Biosciences Inc
Shares:469.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
AMPHENOL CORP /DE/
Shares:20.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
DOVER Corp
Shares:7.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
Bank of New York Mellon Corp
Shares:15.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
92204A504
Shares:4.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
25434V872
Shares:30.5K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
SOUTHERN CO
Shares:13.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
46435U853
Shares:34.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
NIKE, Inc.
Shares:19.8K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)