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 13 of 32
29287L106
Shares:
16683(+0.0%)
Value:
$1.1B(-4.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Cme Group Inc.(CMEcusip12572Q105) | 4.2K | All Managers (Combined) | $1.1M | ||
13.5K | All Managers (Combined) | $1.1M | |||
Intuit Inc.(INTUcusip461202103) | — | All Managers (Combined) | $1.1M | ||
25.3K | QoQ -0.75% (-192)YoY -0.71% (-182) | All Managers (Combined) | $1.1M | ||
926 | All Managers (Combined) | $1.1M | |||
(cusip29287L106)✕ | 16.7K | All Managers (Combined) | $1.1M | ||
20.4K | All Managers (Combined) | $1.1M | |||
Trimble Inc.(TRMBcusip896239100) | 16.5K | All Managers (Combined) | $1.1M | ||
18.0K | All Managers (Combined) | $1.1M | |||
Salesforce, Inc.(CRMcusip79466L302) | — | All Managers (Combined) | $1.1M | ||
9.2K | All Managers (Combined) | $1.1M | |||
9.8K | All Managers (Combined) | $1.1M | |||
4.2K | QoQ +2.34% (-97)YoY +2.72% (-112) | All Managers (Combined) | $1.1M | ||
15.7K | QoQ -1.27% (-203)YoY - | All Managers (Combined) | $1.1M | ||
8.6K | All Managers (Combined) | $1.1M | |||
Ecolab Inc.(ECLcusip278865100) | 4.2K | QoQ -0.02% (-1) | All Managers (Combined) | $1.1M | |
20.6K | All Managers (Combined) | $1.0M | |||
— | All Managers (Combined) | $1.0M | |||
6.5K | All Managers (Combined) | $1.0M | |||
37.1K | All Managers (Combined) | $1.0M |