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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CLEVELAND-CLIFFS INC.
Shares:
28656(+0.0%)
Value:
$235.6M(-12.6%)
NABORS INDUSTRIES LTD
Shares:
5647
Value:
$235.5M
Eaton Vance Tax-Managed Diversified Equity Income Fund
Shares:
16499(+0.0%)
Value:
$235.3M(-4.6%)
46137V100
Shares:
2015(+0.0%)
Value:
$234.8M(+1.6%)
Marvell Technology, Inc.
Shares:
3804(-4.4%)
Value:
$234.2M(-46.7%)
ROYAL CARIBBEAN CRUISES LTD
Shares:
1140(-18.2%)
Value:
$234.2M(-27.2%)
Academy Sports & Outdoors, Inc.
Shares:
5110(+13.3%)
Value:
$233.1M(-10.2%)
Alphabet Inc.
Shares:
0
Value:
$232.0M(-18.3%)
ROYAL BANK OF CANADA
Shares:
2051(+0.3%)
Value:
$231.2M(-6.2%)
EMERSON ELECTRIC CO
Shares:
2101(+29.1%)
Value:
$230.3M(+14.2%)
19762B202
Shares:
7747(+7.7%)
Value:
$228.8M(+7.5%)
Okta, Inc.
Shares:
2166(-50.6%)
Value:
$227.9M(-34.0%)
46434V696
Shares:
3650(+0.0%)
Value:
$227.2M(+1.9%)
Wheaton Precious Metals Corp.
Shares:
2926
Value:
$227.1M
92206C102
Shares:
3851
Value:
$226.0M
46137V308
Shares:
2000(+0.0%)
Value:
$225.3M(-2.1%)
Carlyle Group Inc.
Shares:
5123(-0.0%)
Value:
$223.3M(-13.7%)
Sable Offshore Corp.
Shares:
8788(+0.0%)
Value:
$223.0M(+10.8%)
AMETEK INC/
Shares:
1287(-0.2%)
Value:
$221.5M(-4.8%)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Shares:
27214(+0.0%)
Value:
$221.5M(-0.4%)