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 6 of 32
464288240
464288240
Shares:
67687(+0.0%)
Value:
$3.8B(+6.3%)
INTEL CORP
INTC|458140100
Shares:
164825(-5.6%)
Value:
$3.7B(+6.9%)
AKAMAI TECHNOLOGIES INC
AKAM|00971T101
Shares:
44603(-0.4%)
Value:
$3.6B(-16.2%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
23255(-7.5%)
Value:
$3.6B(-7.5%)
97717W703
97717W703
Shares:
61181(-5.6%)
Value:
$3.6B(+4.2%)
CATERPILLAR INC
CAT|149123101
Shares:
10612(+32.3%)
Value:
$3.5B(+20.3%)
AMGEN INC
AMGN|031162100
Shares:
10991(+5.0%)
Value:
$3.4B(+25.6%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
33185
Value:
$3.4B(+3036.2%)
Chubb Ltd
CB|H1467J104
Shares:
11250(+20.8%)
Value:
$3.4B(+32.1%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
6911(+14.2%)
Value:
$3.4B(+37.5%)
92204A702
VGT|92204A702
Shares:
6121(+12.8%)
Value:
$3.3B(-1.6%)
464287226
464287226
Shares:
33333(+93.1%)
Value:
$3.3B(+97.2%)
Edwards Lifesciences Corp
EW|28176E108
Shares:
44457(-5.2%)
Value:
$3.2B(-7.2%)
NORTHROP GRUMMAN CORP /DE/
NOC|666807102
Shares:
6231(+1.0%)
Value:
$3.2B(+10.2%)
RTX Corp
RTX|75513E101
Shares:
23999(+0.9%)
Value:
$3.2B(+15.5%)
922020748
922020748
Shares:
40396
Value:
$3.1B
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
26728(-0.3%)
Value:
$3.1B(-13.2%)
ADOBE INC.
ADBE|00724F101
Shares:
8054
Value:
$3.1B(+6846.7%)
464287168
DVY|464287168
Shares:
22968(-3.9%)
Value:
$3.1B(-1.7%)
808524607
SCHA|808524607
Shares:
130946(-6.2%)
Value:
$3.1B(-15.0%)