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 12 of 32
NOVARTIS AG
NVS|66987V109
Shares:
11225(-3.0%)
Value:
$1.3B(+11.1%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
11374(+2.4%)
Value:
$1.3B(-10.7%)
FACTSET RESEARCH SYSTEMS INC
FDS|303075105
Shares:
2748(+5.5%)
Value:
$1.2B(-0.1%)
LINDE PLC
LIN|G54950103
Shares:
2666(+9.1%)
Value:
$1.2B(+21.4%)
Public Storage
PSA|74460D109
Shares:
4142
Value:
$1.2B
922908637
VV|922908637
Shares:
4784(+32.1%)
Value:
$1.2B(+25.9%)
Zscaler, Inc.
ZS|98980G102
Shares:
6191
Value:
$1.2B
92204A405
VFH|92204A405
Shares:
10282(+4.1%)
Value:
$1.2B(+5.4%)
NASDAQ, INC.
NDAQ|631103108
Shares:
15778(+3.6%)
Value:
$1.2B(+1.7%)
92206C714
92206C714
Shares:
14498(+119.6%)
Value:
$1.2B(+123.0%)
464287481
IWP|464287481
Shares:
10092(+1.5%)
Value:
$1.2B(-5.9%)
W.W. GRAINGER, INC.
GWW|384802104
Shares:
1187(+0.7%)
Value:
$1.2B(-5.7%)
Blackstone Inc.
BX|09260D107
Shares:
8382(+12.7%)
Value:
$1.2B(-8.7%)
FAIR ISAAC CORP
FICO|303250104
Shares:
617(-0.3%)
Value:
$1.1B(-7.7%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
10107(+5.3%)
Value:
$1.1B(-0.8%)
CLOROX CO /DE/
CLX|189054109
Shares:
7653(+3.6%)
Value:
$1.1B(-6.0%)
Zoetis Inc.
ZTS|98978V103
Shares:
6825(+132.3%)
Value:
$1.1B(+134.8%)
Hewlett Packard Enterprise Co
HPE|42824C109
Shares:
72707(+11.2%)
Value:
$1.1B(-19.6%)
WATERS CORP /DE/
WAT|941848103
Shares:
3042(-1.7%)
Value:
$1.1B(-2.3%)
ALLIANCEBERNSTEIN HOLDING L.P.
AB|01881G106
Shares:
29235(+0.0%)
Value:
$1.1B(+3.3%)