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 21 of 32
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
8060(+2.4%)
Value:
$511.0M(-4.9%)
HSBC HOLDINGS PLC
HSBC|404280406
Shares:
8864(-3.3%)
Value:
$509.1M(+12.3%)
Zoom Communications, Inc.
ZM|98980L101
Shares:
6895(-7.0%)
Value:
$508.6M(-15.9%)
MARTIN MARIETTA MATERIALS INC
MLM|573284106
Shares:
1058
Value:
$506.1M
MERCADOLIBRE INC
MELI|58733R102
Shares:
259(+9.7%)
Value:
$504.7M(+25.8%)
464287606
IJK|464287606
Shares:
6050(+12.0%)
Value:
$503.9M(+2.6%)
BHP Group Ltd
BHP|088606108
Shares:
10318(-3.0%)
Value:
$500.9M(-3.5%)
MOODYS CORP /DE/
MCO|615369105
Shares:
1071(-9.0%)
Value:
$498.9M(-10.5%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
786(+47.7%)
Value:
$498.4M(+31.6%)
46137V282
46137V282
Shares:
14500(+0.0%)
Value:
$495.9M(-8.6%)
78463X863
78463X863
Shares:
20108(+9.7%)
Value:
$492.2M(+16.6%)
Eaton Corp plc
ETN|G29183103
Shares:
0
Value:
$489.3M(-70.6%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
3050(+2.2%)
Value:
$488.7M(-5.6%)
808524508
808524508
Shares:
18646(+96.5%)
Value:
$488.5M(+85.8%)
REVVITY, INC.
RVTY|714046109
Shares:
4568(-10.7%)
Value:
$483.3M(-15.3%)
SHOPIFY INC.
SHOP|82509L107
Shares:
5058(-6.1%)
Value:
$482.9M(-15.7%)
NOKIA CORP
NOK|654902204
Shares:
91067(+2.9%)
Value:
$479.9M(+22.4%)
92204A603
92204A603
Shares:
1938(+3.0%)
Value:
$479.6M(+0.2%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
4325(-5.7%)
Value:
$478.3M(+16.9%)
78464A805
78464A805
Shares:
7032(+0.0%)
Value:
$478.3M(-4.7%)