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:
Search and click to pin securities to the top
Page 13 of 32
CME GROUP INC.
Shares:4.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
MCCORMICK & CO INC
Shares:13.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
INTUIT INC.
Shares:
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
233051200
Shares:25.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
METTLER TOLEDO INTERNATIONAL INC/
Shares:926
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
29287L106
Shares:16.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
INTERNATIONAL PAPER CO /NEW/
Shares:20.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
TRIMBLE INC.
Shares:16.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
ALTRIA GROUP, INC.
Shares:18.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
Salesforce, Inc.
Shares:
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
922042742
Shares:9.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
AMERICAN ELECTRIC POWER CO INC
Shares:9.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
922908595
Shares:4.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
EBAY INC
Shares:15.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
HARTFORD INSURANCE GROUP, INC.
Shares:8.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
ECOLAB INC.
Shares:4.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$3.2B)
RELX PLC
Shares:20.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
Meta Platforms, Inc.
Shares:
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
HESS CORP
Shares:6.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)
Shares:37.1K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$3.2B)