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 3 of 32
EXXON MOBIL CORP
XOM|30231G102
Shares:
94748(+9.8%)
Value:
$11.3B(+21.4%)
921908844
VIG|921908844
Shares:
58042(-2.0%)
Value:
$11.3B(-2.9%)
AbbVie Inc.
ABBV|00287Y109
Shares:
48019(+0.6%)
Value:
$10.1B(+18.6%)
Texas Pacific Land Corp
TPL|88262P102
Shares:
7258(+0.0%)
Value:
$9.6B(+19.8%)
CHEVRON CORP
CVX|166764100
Shares:
56946(+44.3%)
Value:
$9.5B(+66.6%)
AFLAC INC
AFL|001055102
Shares:
84421(-0.8%)
Value:
$9.4B(+6.7%)
BlackRock, Inc.
BLK|09290D101
Shares:
9840(-1.3%)
Value:
$9.3B(-8.9%)
922908363
VOO|922908363
Shares:
16737(+2.6%)
Value:
$8.6B(-2.1%)
78464A763
SDY|78464A763
Shares:
61662(-2.5%)
Value:
$8.4B(+0.2%)
67092P300
67092P300
Shares:
205816(+9.1%)
Value:
$8.3B(+12.2%)
46654Q815
46654Q815
Shares:
161780(-1.8%)
Value:
$8.1B(-2.3%)
922908553
VNQ|922908553
Shares:
87182(+1.7%)
Value:
$7.9B(+3.4%)
67092P201
67092P201
Shares:
97112(+8.6%)
Value:
$7.6B(-0.9%)
ORACLE CORP
ORCL|68389X105
Shares:
54290
Value:
$7.6B(+2069.0%)
808524805
SCHF|808524805
Shares:
381117(-1.0%)
Value:
$7.5B(+5.8%)
14020W106
14020W106
Shares:
207417
Value:
$7.4B
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
20930(-6.4%)
Value:
$7.3B(-3.8%)
921910725
VSGX|921910725
Shares:
120384(-1.9%)
Value:
$7.1B(+2.0%)
UNITED RENTALS, INC.
URI|911363109
Shares:
11241(-14.1%)
Value:
$7.0B(-23.6%)
56170L695
56170L695
Shares:
675454(-7.2%)
Value:
$6.8B(-7.0%)