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 11 of 32
PayPal Holdings, Inc.
PYPL|70450Y103
Shares:
21479(-0.7%)
Value:
$1.4B(-24.1%)
Elevance Health, Inc.
ELV|036752103
Shares:
3210(+2.3%)
Value:
$1.4B(+20.6%)
MCKESSON CORP
MCK|58155Q103
Shares:
2066(-16.9%)
Value:
$1.4B(-1.8%)
AT&T INC.
T|00206R102
Shares:
48874(+2.1%)
Value:
$1.4B(+26.8%)
Workday, Inc.
WDAY|98138H101
Shares:
5882(+3.1%)
Value:
$1.4B(-6.7%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
11197(+27.4%)
Value:
$1.4B(+28.5%)
PFIZER INC
PFE|717081103
Shares:
53781(-21.1%)
Value:
$1.4B(-24.6%)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
EXPD|302130109
Shares:
11332(+3.7%)
Value:
$1.4B(+12.6%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
15650(+195.2%)
Value:
$1.4B(+204.7%)
97717X594
97717X594
Shares:
31250(+2.1%)
Value:
$1.4B(+1.9%)
CUMMINS INC
CMI|231021106
Shares:
4300(-1.4%)
Value:
$1.3B(-11.4%)
Anixa Biosciences Inc
ANIX|03528H109
Shares:
469517(+0.0%)
Value:
$1.3B(+23.3%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
20430(-0.2%)
Value:
$1.3B(-5.8%)
DOVER Corp
DOV|260003108
Shares:
7430(+0.2%)
Value:
$1.3B(-6.2%)
Bank of New York Mellon Corp
BK|064058100
Shares:
15506(+5.1%)
Value:
$1.3B(+14.8%)
92204A504
VHT|92204A504
Shares:
4855(+6.8%)
Value:
$1.3B(+11.4%)
25434V872
25434V872
Shares:
30539(-4.4%)
Value:
$1.3B(-2.5%)
SOUTHERN CO
SO|842587107
Shares:
13871(+4.6%)
Value:
$1.3B(+16.9%)
46435U853
46435U853
Shares:
34253(+17.1%)
Value:
$1.3B(+17.2%)
NIKE, Inc.
NKE|654106103
Shares:
19827(+0.5%)
Value:
$1.3B(-15.7%)