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:
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Page 23 of 32
46138E420
Shares:
9580(+20.6%)
Value:
$452.8M(+18.1%)
N20944109
Shares:
36842(+3.0%)
Value:
$452.4M(+11.6%)
Amcor plc
Shares:
46495(+4.3%)
Value:
$451.0M(+7.5%)
YETI Holdings, Inc.
Shares:
13565(+44.4%)
Value:
$449.0M(+24.1%)
46137V241
Shares:
6761(+21.4%)
Value:
$448.5M(+20.2%)
Seagate Technology Holdings plc
Shares:
5253(+0.0%)
Value:
$446.2M(-1.5%)
Medtronic plc
Shares:
4958(-9.0%)
Value:
$445.5M(+2.3%)
Shares:
3025(-3.2%)
Value:
$444.2M(+10.1%)
464288679
Shares:
4010(+6.5%)
Value:
$443.0M(+6.8%)
25434V880
Shares:
16883(+0.0%)
Value:
$442.3M(+5.4%)
92204A876
Shares:
2571(+0.6%)
Value:
$439.2M(+5.2%)
British American Tobacco p.l.c.
Shares:
10613(-0.7%)
Value:
$439.0M(+13.1%)
DIAGEO PLC
Shares:
4164(+1.6%)
Value:
$436.4M(-16.2%)
WILLIAMS COMPANIES, INC.
Shares:
7300(+15.6%)
Value:
$436.3M(+27.7%)
Discover Financial Services
Shares:
2556(-1.0%)
Value:
$436.2M(-2.5%)
SOUTHERN COPPER CORP/
Shares:
4620(+0.5%)
Value:
$431.8M(+3.1%)
092528603
Shares:
8221
Value:
$430.6M
ENBRIDGE INC
Shares:
9708(-14.0%)
Value:
$430.2M(-10.2%)
ZoomInfo Technologies Inc.
Shares:
41991(+17.4%)
Value:
$419.9M(+11.7%)
Shares:
7567(-2.3%)
Value:
$419.6M(+12.3%)