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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NOVARTIS AG
Shares:11.2K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
UNITED PARCEL SERVICE INC
Shares:11.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$3.2B)
FACTSET RESEARCH SYSTEMS INC
Shares:2.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
LINDE PLC
Shares:2.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
Public Storage
Shares:4.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
922908637
Shares:4.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
Zscaler, Inc.
Shares:6.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
92204A405
Shares:10.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
NASDAQ, INC.
Shares:15.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
92206C714
Shares:14.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
464287481
Shares:10.1K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
W.W. GRAINGER, INC.
Shares:1.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
Blackstone Inc.
Shares:8.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$3.2B)
FAIR ISAAC CORP
Shares:617
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
PRUDENTIAL FINANCIAL INC
Shares:10.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
CLOROX CO /DE/
Shares:7.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Zoetis Inc.
Shares:6.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Hewlett Packard Enterprise Co
Shares:72.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
WATERS CORP /DE/
Shares:3.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
ALLIANCEBERNSTEIN HOLDING L.P.
Shares:29.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)