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 7 of 32
78468R788
Shares:
68266(+0.2%)
Value:
$3.0B(+2.6%)
81369Y605
Shares:
53225(+7.5%)
Value:
$2.7B(+10.8%)
67092P888
Shares:
89307(+1.7%)
Value:
$2.6B(+2.5%)
46438F101
Shares:
54977(+847.1%)
Value:
$2.6B(+735.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78468R788)✕ | 68.3K | All Managers (Combined) | $3.0M | ||
15.0K | All Managers (Combined) | $3.0M | |||
19.9K | All Managers (Combined) | $3.0M | |||
Coca Cola Co(KOcusip191216100) | 41.1K | All Managers (Combined) | $2.9M | ||
72.8K | All Managers (Combined) | $2.9M | |||
32.5K | All Managers (Combined) | $2.9M | |||
Walt Disney Co(DIScusip254687106) | 28.8K | YoY - | All Managers (Combined) | $2.8M | |
5.1K | All Managers (Combined) | $2.8M | |||
16.3K | All Managers (Combined) | $2.8M | |||
10.2K | QoQ +5.38% (-520)YoY +2.53% (+252) | All Managers (Combined) | $2.7M | ||
10.2K | All Managers (Combined) | $2.7M | |||
34.0K | All Managers (Combined) | $2.7M | |||
13.1K | All Managers (Combined) | $2.7M | |||
Pepsico Inc(PEPcusip713448108) | 17.8K | All Managers (Combined) | $2.7M | ||
(cusip81369Y605)✕ | 53.2K | All Managers (Combined) | $2.7M | ||
(cusip67092P888)✕ | 89.3K | All Managers (Combined) | $2.6M | ||
(cusip46438F101)✕ | 55.0K | YoY NEW(+55.0K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) |
35.8K | All Managers (Combined) | $2.5M | |||
14.7K | All Managers (Combined) | $2.5M | |||
5.1K | All Managers (Combined) | $2.5M |