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 27 of 32
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
0
Value:
$290.2M(-96.7%)
46137V613
PRF|46137V613
Shares:
7127(+0.2%)
Value:
$288.0M(+0.4%)
CBRE GROUP, INC.
CBRE|12504L109
Shares:
2200(-0.5%)
Value:
$287.7M(-0.9%)
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/
CM|136069101
Shares:
5100(+0.0%)
Value:
$287.1M(-10.9%)
REV Group, Inc.
REVG|749527107
Shares:
8934(+0.0%)
Value:
$282.3M(-0.8%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
5693(-2.3%)
Value:
$281.0M(-2.4%)
092528108
092528108
Shares:
12387
Value:
$280.8M
NETFLIX INC
NFLX|64110L106
Shares:
0
Value:
$279.8M(-98.1%)
GABELLI DIVIDEND & INCOME TRUST
GDV|36242H104
Shares:
11500(+0.0%)
Value:
$277.5M(-0.1%)
FIRST SOLAR, INC.
FSLR|336433107
Shares:
2194(+76.2%)
Value:
$277.4M(+26.5%)
Dell Technologies Inc.
DELL|24703L202
Shares:
3037(+62.4%)
Value:
$276.9M(+28.5%)
GoDaddy Inc.
GDDY|380237107
Shares:
1529(+0.6%)
Value:
$275.5M(-8.2%)
25434V815
25434V815
Shares:
9662(-1.5%)
Value:
$272.0M(-9.9%)
92204A884
92204A884
Shares:
1831(+0.2%)
Value:
$271.8M(-4.0%)
MASIMO CORP
MASI|574795100
Shares:
1605(+0.0%)
Value:
$267.4M(+0.8%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
2585(-12.5%)
Value:
$266.7M(-2.5%)
CHART INDUSTRIES INC
GTLS|16115Q308
Shares:
1807(+0.1%)
Value:
$260.9M(-24.3%)
Enphase Energy, Inc.
ENPH|29355A107
Shares:
4201
Value:
$260.7M
CHECK POINT SOFTWARE TECHNOLOGIES LTD
CHKP|M22465104
Shares:
1142(+0.0%)
Value:
$260.3M(+22.1%)
CAMPBELL'S Co
CPB|134429109
Shares:
6501(-19.1%)
Value:
$259.5M(-22.9%)