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:
Search and click to pin securities to the top
Page 8 of 32
Broadcom Inc.
Shares:
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
464287655
Shares:12.4K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
SPDR GOLD TRUST
Shares:8.5K
Value:$2.5M
% of Portfolio:0.1% ($2.5M/$3.2B)
DEERE & CO
Shares:5.2K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
78463X871
Shares:76.4K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
BERKSHIRE HATHAWAY INC
Shares:3
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
KKR & Co. Inc.
Shares:20.5K
Value:$2.4M
% of Portfolio:0.1% ($2.4M/$3.2B)
921946885
Shares:36.6K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
S&P Global Inc.
Shares:4.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
AUTOMATIC DATA PROCESSING INC
Shares:7.5K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
VERIZON COMMUNICATIONS INC
Shares:50.4K
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$3.2B)
922042775
Shares:36.4K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
Booking Holdings Inc.
Shares:477
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
Trade Desk, Inc.
Shares:
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$3.2B)
STARBUCKS CORP
Shares:21.9K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
922042718
Shares:18.4K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
WASTE MANAGEMENT INC
Shares:9.2K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
MARSH & MCLENNAN COMPANIES, INC.
Shares:8.6K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
921909768
Shares:33.7K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)
BRISTOL MYERS SQUIBB CO
Shares:33.8K
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$3.2B)