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:
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Page 7 of 32
78468R788
Shares:68.3K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.2B)
GENERAL ELECTRIC CO
Shares:15.0K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.2B)
Keysight Technologies, Inc.
Shares:19.9K
Value:$3.0M
% of Portfolio:0.1% ($3.0M/$3.2B)
COCA COLA CO
Shares:41.1K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
922042676
Shares:72.8K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
Merck & Co., Inc.
Shares:32.5K
Value:$2.9M
% of Portfolio:0.1% ($2.9M/$3.2B)
Walt Disney Co
Shares:28.8K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
GOLDMAN SACHS GROUP INC
Shares:5.1K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
BOEING CO
Shares:16.3K
Value:$2.8M
% of Portfolio:0.1% ($2.8M/$3.2B)
AMERICAN EXPRESS CO
Shares:10.2K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
T-Mobile US, Inc.
Shares:10.2K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
97717W307
Shares:34.0K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
DANAHER CORP /DE/
Shares:13.1K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
PEPSICO INC
Shares:17.8K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
81369Y605
Shares:53.2K
Value:$2.7M
% of Portfolio:0.1% ($2.7M/$3.2B)
67092P888
Shares:89.3K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.2B)
46438F101
Shares:55.0K
Value:$2.6M
% of Portfolio:0.1% ($2.6M/$3.2B)
NEXTERA ENERGY INC
Shares:35.8K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
46432F339
Shares:14.7K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
THERMO FISHER SCIENTIFIC INC.
Shares:5.1K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)