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
Manager:
Search and click to pin securities to the top
Page 2 of 32
MICROSOFT CORP
Shares:
0
Value:
$23.9B(+17.9%)
46435G425
Shares:
187489(+8.6%)
Value:
$22.9B(+2.7%)
46434G863
Shares:
626289(+6.4%)
Value:
$21.9B(+11.4%)
JPMORGAN CHASE & CO
Shares:
88270(+10.0%)
Value:
$21.7B(+12.6%)
464287622
Shares:
65329(-1.0%)
Value:
$20.0B(-5.7%)
25434V104
Shares:
474674(-5.9%)
Value:
$18.2B(-10.7%)
VISA INC.
Shares:
51209(+1.3%)
Value:
$17.9B(+12.4%)
78464A375
Shares:
532836(-84.2%)
Value:
$17.7B(-84.0%)
25434V708
Shares:
528798(+10.3%)
Value:
$17.4B(+5.3%)
922042858
Shares:
378263(+0.6%)
Value:
$17.1B(+3.4%)
464287200
Shares:
29937(+31.2%)
Value:
$16.8B(+25.2%)
INTUITIVE SURGICAL INC
Shares:
31819(-4.4%)
Value:
$15.8B(-9.3%)
Apple Inc.
Shares:
0
Value:
$15.3B(+47.7%)
00214Q104
Shares:
316599
Value:
$15.1B
NVIDIA CORP
Shares:
0
Value:
$14.8B(-27.1%)
14020G101
Shares:
413133
Value:
$14.1B
25434V500
Shares:
233759(-6.0%)
Value:
$14.0B(-13.7%)
COSTCO WHOLESALE CORP /NEW
Shares:
14074(+4.3%)
Value:
$13.3B(+7.6%)
464288273
Shares:
198803(-1.4%)
Value:
$12.6B(+3.1%)
APPFOLIO INC
Shares:
53439(-12.2%)
Value:
$11.8B(-21.7%)