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 18 of 32
Air Products & Chemicals, Inc.
APD|009158106
Shares:
2362(+30.6%)
Value:
$696.5M(+32.8%)
TARGET CORP
TGT|87612E106
Shares:
6664(-21.2%)
Value:
$695.4M(-39.1%)
Cigna Group
CI|125523100
Shares:
2101(+1.5%)
Value:
$691.2M(+21.0%)
464287101
464287101
Shares:
2549(+0.1%)
Value:
$690.3M(-6.1%)
92206C680
VONG|92206C680
Shares:
7428(+68.3%)
Value:
$689.2M(+51.1%)
UNILEVER PLC
UL|904767704
Shares:
11497(+1.4%)
Value:
$684.6M(+6.5%)
HERSHEY CO
HSY|427866108
Shares:
4003(-8.2%)
Value:
$684.6M(-7.3%)
WEYERHAEUSER CO
WY|962166104
Shares:
23367(-0.2%)
Value:
$684.2M(+3.8%)
AMERIPRISE FINANCIAL INC
AMP|03076C106
Shares:
1401(-0.4%)
Value:
$678.4M(-9.5%)
69374H881
69374H881
Shares:
12172(+101.7%)
Value:
$666.5M(+95.5%)
ORMAT TECHNOLOGIES, INC.
ORA|686688102
Shares:
9398(+4.9%)
Value:
$665.1M(+9.6%)
POOL CORP
POOL|73278L105
Shares:
2088(+0.6%)
Value:
$664.8M(-6.1%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
3048(+45.5%)
Value:
$663.2M(+72.6%)
46434V621
DGRO|46434V621
Shares:
10701(+6.3%)
Value:
$661.1M(+7.1%)
HOME DEPOT, INC.
HD|437076102
Shares:
0
Value:
$659.7M(-5.8%)
CORNING INC /NY
GLW|219350105
Shares:
14349(-2.5%)
Value:
$656.9M(-6.1%)
PRICE T ROWE GROUP INC
TROW|74144T108
Shares:
7082(-2.4%)
Value:
$650.6M(-20.7%)
464287705
IJJ|464287705
Shares:
5431(-1.3%)
Value:
$650.2M(-5.4%)
HCA Healthcare, Inc.
HCA|40412C101
Shares:
1877(-1.4%)
Value:
$648.6M(+13.4%)
ELECTRONIC ARTS INC.
EA|285512109
Shares:
4474(+11.5%)
Value:
$646.7M(+10.1%)