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 7 of 32
78468R788
78468R788
Shares:
68266(+0.2%)
Value:
$3.0B(+2.6%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
15049(+11.4%)
Value:
$3.0B(+33.6%)
Keysight Technologies, Inc.
KEYS|49338L103
Shares:
19862(-0.5%)
Value:
$3.0B(-7.2%)
COCA COLA CO
KO|191216100
Shares:
41136(+10.1%)
Value:
$2.9B(+26.6%)
922042676
VNQI|922042676
Shares:
72803(-9.8%)
Value:
$2.9B(-7.8%)
Merck & Co., Inc.
MRK|58933Y105
Shares:
32539(-0.7%)
Value:
$2.9B(-10.3%)
Walt Disney Co
DIS|254687106
Shares:
28808(+9.6%)
Value:
$2.8B(-2.8%)
GOLDMAN SACHS GROUP INC
GS|38141G104
Shares:
5131(+48.1%)
Value:
$2.8B(+41.3%)
BOEING CO
BA|097023105
Shares:
16314(-5.1%)
Value:
$2.8B(-8.6%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
10176(+5.4%)
Value:
$2.7B(-4.5%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
10229(+18.0%)
Value:
$2.7B(+42.6%)
97717W307
DLN|97717W307
Shares:
33950(-5.0%)
Value:
$2.7B(-3.1%)
DANAHER CORP /DE/
DHR|235851102
Shares:
13096(+0.7%)
Value:
$2.7B(-10.0%)
PEPSICO INC
PEP|713448108
Shares:
17764(-13.1%)
Value:
$2.7B(-14.3%)
81369Y605
81369Y605
Shares:
53225(+7.5%)
Value:
$2.7B(+10.8%)
67092P888
67092P888
Shares:
89307(+1.7%)
Value:
$2.6B(+2.5%)
46438F101
46438F101
Shares:
54977(+847.1%)
Value:
$2.6B(+735.7%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
35820(-3.0%)
Value:
$2.5B(-4.0%)
46432F339
QUAL|46432F339
Shares:
14720(+6.1%)
Value:
$2.5B(+1.8%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
5051(+15.2%)
Value:
$2.5B(+10.2%)