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 6 of 32
464288240
Shares:
67687(+0.0%)
Value:
$3.8B(+6.3%)
97717W703
Shares:
61181(-5.6%)
Value:
$3.6B(+4.2%)
464287226
Shares:
33333(+93.1%)
Value:
$3.3B(+97.2%)
922020748
Shares:
40396
Value:
$3.1B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288240)✕ | 67.7K | QoQ 0.00% (+0)YoY NEW(+67.7K) | All Managers (Combined) | $3.8M | YoY NEW(+$3.8M) |
Intel Corp(INTCcusip458140100) | 164.8K | YoY - | All Managers (Combined) | $3.7M | |
44.6K | All Managers (Combined) | $3.6M | |||
Qualcomm Inc/De(QCOMcusip747525103) | 23.3K | All Managers (Combined) | $3.6M | ||
(cusip97717W703)✕ | 61.2K | All Managers (Combined) | $3.6M | ||
Caterpillar Inc(CATcusip149123101) | 10.6K | All Managers (Combined) | $3.5M | ||
11.0K | QoQ +5.04% (+528)YoY -6.26% (-735) | All Managers (Combined) | $3.4M | ||
33.2K | All Managers (Combined) | $3.4M | |||
11.3K | All Managers (Combined) | $3.4M | |||
6.9K | All Managers (Combined) | $3.4M | |||
6.1K | All Managers (Combined) | $3.3M | |||
(cusip464287226)✕ | 33.3K | All Managers (Combined) | $3.3M | ||
44.5K | All Managers (Combined) | $3.2M | |||
6.2K | All Managers (Combined) | $3.2M | |||
24.0K | All Managers (Combined) | $3.2M | |||
(cusip922020748)✕ | 40.4K | QoQ NEW(+40.4K) YoY NEW(+40.4K) | All Managers (Combined) | $3.1M | QoQ NEW(+$3.1M) YoY NEW(+$3.1M) |
26.7K | All Managers (Combined) | $3.1M | |||
Adobe Inc.(ADBEcusip00724F101) | 8.1K | All Managers (Combined) | $3.1M | ||
23.0K | All Managers (Combined) | $3.1M | |||
130.9K | All Managers (Combined) | $3.1M |