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 8 of 32
Broadcom Inc.
AVGO|11135F101
Shares:
0
Value:
$2.5B(-48.5%)
464287655
IWM|464287655
Shares:
12447(+1.7%)
Value:
$2.5B(-8.2%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
8524(+48.6%)
Value:
$2.5B(+76.8%)
DEERE & CO
DE|244199105
Shares:
5206(+7.7%)
Value:
$2.4B(+19.3%)
78463X871
78463X871
Shares:
76366(-1.4%)
Value:
$2.4B(+1.7%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
3(+200.0%)
Value:
$2.4B(+251.8%)
KKR & Co. Inc.
KKR|48251W104
Shares:
20524(+0.1%)
Value:
$2.4B(-21.8%)
921946885
921946885
Shares:
36566(+1.8%)
Value:
$2.3B(+3.5%)
S&P Global Inc.
SPGI|78409V104
Shares:
4549(+4.4%)
Value:
$2.3B(+6.5%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
7549(-6.7%)
Value:
$2.3B(-2.6%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
50352(-10.9%)
Value:
$2.3B(+1.0%)
922042775
VEU|922042775
Shares:
36416(-0.7%)
Value:
$2.2B(+4.9%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
477(+117.8%)
Value:
$2.2B(+102.0%)
Trade Desk, Inc.
TTD|88339J105
Shares:
0
Value:
$2.2B(-75.4%)
STARBUCKS CORP
SBUX|855244109
Shares:
21910(+12.7%)
Value:
$2.1B(+21.1%)
922042718
VSS|922042718
Shares:
18438(-1.8%)
Value:
$2.1B(-0.8%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
9199(+1.1%)
Value:
$2.1B(+15.9%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
8624(+11.8%)
Value:
$2.1B(+28.5%)
921909768
VXUS|921909768
Shares:
33691(-21.9%)
Value:
$2.1B(-17.7%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
33803(+4.5%)
Value:
$2.1B(+12.7%)