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 • $3.2B total value
Manager:
Search and click to pin securities to the top
Page 6 of 32
464288240
Shares:67.7K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$3.2B)
INTEL CORP
Shares:164.8K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$3.2B)
AKAMAI TECHNOLOGIES INC
Shares:44.6K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.2B)
QUALCOMM INC/DE
Shares:23.3K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.2B)
97717W703
Shares:61.2K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$3.2B)
CATERPILLAR INC
Shares:10.6K
Value:$3.5M
% of Portfolio:0.1% ($3.5M/$3.2B)
AMGEN INC
Shares:11.0K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.2B)
ADVANCED MICRO DEVICES INC
Shares:33.2K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.2B)
Chubb Ltd
Shares:11.3K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.2B)
VERTEX PHARMACEUTICALS INC / MA
Shares:6.9K
Value:$3.4M
% of Portfolio:0.1% ($3.4M/$3.2B)
92204A702
Shares:6.1K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.2B)
464287226
Shares:33.3K
Value:$3.3M
% of Portfolio:0.1% ($3.3M/$3.2B)
Edwards Lifesciences Corp
Shares:44.5K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
NORTHROP GRUMMAN CORP /DE/
Shares:6.2K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
RTX Corp
Shares:24.0K
Value:$3.2M
% of Portfolio:0.1% ($3.2M/$3.2B)
922020748
Shares:40.4K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
AGILENT TECHNOLOGIES, INC.
Shares:26.7K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
ADOBE INC.
Shares:8.1K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
464287168
Shares:23.0K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)
808524607
Shares:130.9K
Value:$3.1M
% of Portfolio:0.1% ($3.1M/$3.2B)