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 15 of 32
922908629
VO|922908629
Shares:
3653(-0.9%)
Value:
$944.7M(-3.0%)
MORGAN STANLEY
MS|617446448
Shares:
8093(+15.5%)
Value:
$944.3M(+7.2%)
CSX CORP
CSX|126408103
Shares:
32071(+0.5%)
Value:
$943.9M(-8.3%)
TERADYNE, INC
TER|880770102
Shares:
0
Value:
$941.6M(-39.7%)
BRIGHT HORIZONS FAMILY SOLUTIONS INC.
BFAM|109194100
Shares:
7394(+6.2%)
Value:
$939.3M(+21.7%)
46138E784
46138E784
Shares:
46484(-2.8%)
Value:
$937.6M(-1.1%)
BECTON DICKINSON & CO
BDX|075887109
Shares:
4081(+253.3%)
Value:
$934.8M(+256.8%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
0
Value:
$929.0M(-14.6%)
BP PLC
BP|055622104
Shares:
27370(-7.6%)
Value:
$924.8M(+5.6%)
Affirm Holdings, Inc.
AFRM|00827B106
Shares:
20303(+4.1%)
Value:
$917.5M(-22.7%)
Samsara Inc.
IOT|79589L106
Shares:
0
Value:
$916.1M(-12.3%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
3841(-2.9%)
Value:
$909.8M(-2.0%)
WEST PHARMACEUTICAL SERVICES INC
WST|955306105
Shares:
4044(-3.4%)
Value:
$905.4M(-34.0%)
GENERAL MILLS INC
GIS|370334104
Shares:
15017(+2.6%)
Value:
$897.9M(-3.8%)
78464A409
SPYG|78464A409
Shares:
11137(-52.0%)
Value:
$895.1M(-56.1%)
Sony Group Corp
SONY|835699307
Shares:
34726(-6.3%)
Value:
$881.7M(+12.4%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
3634(-0.0%)
Value:
$881.0M(+7.2%)
SYSCO CORP
SYY|871829107
Shares:
11650(+41.6%)
Value:
$874.2M(+39.0%)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
SMFG|86562M209
Shares:
56298(+5.1%)
Value:
$870.4M(+12.2%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
3259(-3.7%)
Value:
$861.9M(+5.8%)