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 20 of 32
316092600
316092600
Shares:
8404(+0.2%)
Value:
$574.2M(+4.8%)
Arthur J. Gallagher & Co.
AJG|363576109
Shares:
1659(+2.9%)
Value:
$572.8M(+25.1%)
316092808
316092808
Shares:
3545(-6.8%)
Value:
$571.6M(-18.7%)
CARDINAL HEALTH INC
CAH|14149Y108
Shares:
4140(-11.2%)
Value:
$570.3M(+3.4%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
2292(-0.1%)
Value:
$568.5M(-2.3%)
TERADATA CORP /DE/
TDC|88076W103
Shares:
25222(+14.0%)
Value:
$567.0M(-17.7%)
97717W315
97717W315
Shares:
13327(+0.0%)
Value:
$560.8M(+4.0%)
RIO TINTO PLC
RIO|767204100
Shares:
9305(-3.6%)
Value:
$559.1M(-1.6%)
92204A108
92204A108
Shares:
1695(+3.2%)
Value:
$551.8M(-10.5%)
Hanesbrands Inc.
HBI|410345102
Shares:
94796(+8.0%)
Value:
$547.0M(-23.4%)
KROGER CO
KR|501044101
Shares:
8055(-15.8%)
Value:
$545.3M(-6.8%)
808524797
SCHD|808524797
Shares:
19477(-15.0%)
Value:
$544.6M(-13.1%)
37954Y889
37954Y889
Shares:
8007(+0.0%)
Value:
$540.8M(-4.7%)
Verona Pharma plc
VRNA|925050106
Shares:
8500
Value:
$539.7M
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
6862(+9.8%)
Value:
$537.2M(+16.2%)
KLA CORP
KLAC|482480100
Shares:
789(-33.8%)
Value:
$536.6M(-28.5%)
INTERPUBLIC GROUP OF COMPANIES, INC.
IPG|460690100
Shares:
19506(+8.7%)
Value:
$529.8M(+5.4%)
ROSS STORES, INC.
ROST|778296103
Shares:
4144(+0.9%)
Value:
$529.6M(-14.7%)
CENTENE CORP
CNC|15135B101
Shares:
8551(+1.5%)
Value:
$519.1M(+1.7%)
25434V658
25434V658
Shares:
19514(-7.9%)
Value:
$512.4M(-5.3%)