Mission Wealth Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001645382
- Manager Name
- Mission Wealth Management, LP
Data Enrichment
79% identified498 identified130 unidentified
Holdings
628 positions
Manager:
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Page 12 of 32
92206C714
Shares:
14498(+119.6%)
Value:
$1.2B(+123.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Novartis Ag(NVScusip66987V109) | 11.2K | All Managers (Combined) | $1.3M | ||
11.4K | All Managers (Combined) | $1.3M | |||
2.7K | All Managers (Combined) | $1.2M | |||
2.7K | All Managers (Combined) | $1.2M | |||
Public Storage(PSAcusip74460D109) | 4.1K | QoQ NEW(+4.1K) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) |
4.8K | All Managers (Combined) | $1.2M | |||
Zscaler, Inc.(ZScusip98980G102) | 6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
10.3K | QoQ +4.14% (+409)YoY -2.71% (-287) | All Managers (Combined) | $1.2M | ||
Nasdaq, Inc.(NDAQcusip631103108) | 15.8K | All Managers (Combined) | $1.2M | ||
(cusip92206C714)✕ | 14.5K | YoY NEW(+14.5K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) |
10.1K | QoQ +1.53% (-153)YoY +4.32% (+418) | All Managers (Combined) | $1.2M | ||
1.2K | QoQ +0.67% (-8) | All Managers (Combined) | $1.2M | ||
Blackstone Inc.(BXcusip09260D107) | 8.4K | All Managers (Combined) | $1.2M | ||
Fair Isaac Corp(FICOcusip303250104) | 617 | All Managers (Combined) | $1.1M | ||
10.1K | All Managers (Combined) | $1.1M | |||
Clorox Co /De/(CLXcusip189054109) | 7.7K | All Managers (Combined) | $1.1M | ||
Zoetis Inc.(ZTScusip98978V103) | 6.8K | All Managers (Combined) | $1.1M | ||
72.7K | All Managers (Combined) | $1.1M | |||
Waters Corp /De/(WATcusip941848103) | 3.0K | QoQ -1.68% (-52)YoY -9.43% (-317) | All Managers (Combined) | $1.1M | |
29.2K | QoQ 0.00% (+0)YoY -1.61% (-480) | All Managers (Combined) | $1.1M |