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 13 of 32
CME GROUP INC.
CME|12572Q105
Shares:
4179(+0.2%)
Value:
$1.1B(+14.5%)
MCCORMICK & CO INC
MKC|579780206
Shares:
13457(+3.9%)
Value:
$1.1B(+12.2%)
INTUIT INC.
INTU|461202103
Shares:
0
Value:
$1.1B(-85.5%)
233051200
DBEF|233051200
Shares:
25346(-0.8%)
Value:
$1.1B(+3.8%)
METTLER TOLEDO INTERNATIONAL INC/
MTD|592688105
Shares:
926(-0.1%)
Value:
$1.1B(-3.6%)
29287L106
29287L106
Shares:
16683(+0.0%)
Value:
$1.1B(-4.9%)
INTERNATIONAL PAPER CO /NEW/
IP|460146103
Shares:
20403(-0.7%)
Value:
$1.1B(-1.6%)
TRIMBLE INC.
TRMB|896239100
Shares:
16499(+3.4%)
Value:
$1.1B(-4.0%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
18009(+2.5%)
Value:
$1.1B(+17.7%)
Salesforce, Inc.
CRM|79466L302
Shares:
0
Value:
$1.1B(-19.7%)
922042742
VT|922042742
Shares:
9238(+1.0%)
Value:
$1.1B(-0.3%)
AMERICAN ELECTRIC POWER CO INC
AEP|025537101
Shares:
9802(+13.5%)
Value:
$1.1B(+34.5%)
922908595
VBK|922908595
Shares:
4227(+2.3%)
Value:
$1.1B(-8.0%)
EBAY INC
EBAY|278642103
Shares:
15686(-1.3%)
Value:
$1.1B(+7.9%)
HARTFORD INSURANCE GROUP, INC.
HIG|416515104
Shares:
8566(+4.5%)
Value:
$1.1B(+18.2%)
ECOLAB INC.
ECL|278865100
Shares:
4172(-0.0%)
Value:
$1.1B(+8.2%)
RELX PLC
RELX|759530108
Shares:
20607(-1.1%)
Value:
$1.0B(+9.8%)
Meta Platforms, Inc.
META|30303M102
Shares:
0
Value:
$1.0B(+10.7%)
HESS CORP
HES|42809H107
Shares:
6470(+1.1%)
Value:
$1.0B(+21.4%)
HP INC
HPQ|40434L105
Shares:
37145(+4.5%)
Value:
$1.0B(-11.3%)