Mission Wealth Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001645382
- Manager Name
- Mission Wealth Management, LP
Data Enrichment
79% identified498 identified130 unidentified
Holdings
628 positions
Manager:
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Page 3 of 32
67092P300
Shares:
205816(+9.1%)
Value:
$8.3B(+12.2%)
46654Q815
Shares:
161780(-1.8%)
Value:
$8.1B(-2.3%)
67092P201
Shares:
97112(+8.6%)
Value:
$7.6B(-0.9%)
14020W106
Shares:
207417
Value:
$7.4B
56170L695
Shares:
675454(-7.2%)
Value:
$6.8B(-7.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Exxon Mobil Corp(XOMcusip30231G102) | 94.7K | YoY - | All Managers (Combined) | $11.3M | |
58.0K | All Managers (Combined) | $11.3M | |||
Abbvie Inc.(ABBVcusip00287Y109) | 48.0K | All Managers (Combined) | $10.1M | ||
7.3K | QoQ 0.00% (+0)YoY -1.63% (-121) | All Managers (Combined) | $9.6M | ||
Chevron Corp(CVXcusip166764100) | 56.9K | All Managers (Combined) | $9.5M | ||
84.4K | QoQ -0.76% (-648)YoY - | All Managers (Combined) | $9.4M | ||
Blackrock, Inc.(BLKcusip09290D101) | 9.8K | QoQ -1.34% (-134)YoY NEW(+9.8K) | All Managers (Combined) | $9.3M | YoY NEW(+$9.3M) |
16.7K | All Managers (Combined) | $8.6M | |||
61.7K | All Managers (Combined) | $8.4M | |||
(cusip67092P300)✕ | 205.8K | All Managers (Combined) | $8.3M | ||
(cusip46654Q815)✕ | 161.8K | All Managers (Combined) | $8.1M | ||
87.2K | All Managers (Combined) | $7.9M | |||
(cusip67092P201)✕ | 97.1K | All Managers (Combined) | $7.6M | ||
Oracle Corp(ORCLcusip68389X105) | 54.3K | All Managers (Combined) | $7.6M | ||
381.1K | All Managers (Combined) | $7.5M | |||
(cusip14020W106)✕ | 207.4K | QoQ NEW(+207.4K) YoY NEW(+207.4K) | All Managers (Combined) | $7.4M | QoQ NEW(+$7.4M) YoY NEW(+$7.4M) |
20.9K | All Managers (Combined) | $7.3M | |||
120.4K | All Managers (Combined) | $7.1M | |||
11.2K | All Managers (Combined) | $7.0M | |||
(cusip56170L695)✕ | 675.5K | All Managers (Combined) | $6.8M |