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 9 of 32
Intercontinental Exchange, Inc.
ICE|45866F104
Shares:
11552(-0.4%)
Value:
$2.0B(+15.3%)
464287408
IVE|464287408
Shares:
10416(+0.5%)
Value:
$2.0B(+0.3%)
AMAZON COM INC
AMZN|023135106
Shares:
0
Value:
$2.0B(+23.5%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
6904
Value:
$2.0B(+806.0%)
Duke Energy CORP
DUK|26441C204
Shares:
15840(-6.8%)
Value:
$1.9B(+5.5%)
ServiceNow, Inc.
NOW|81762P102
Shares:
0
Value:
$1.9B(-24.9%)
886364801
886364801
Shares:
48596(+21.0%)
Value:
$1.9B(+9.8%)
CHURCH & DWIGHT CO INC /DE/
CHD|171340102
Shares:
17173(+42.9%)
Value:
$1.9B(+50.2%)
Uber Technologies, Inc
UBER|90353T100
Shares:
25781(+224.1%)
Value:
$1.9B(+291.4%)
ONEOK INC /NEW/
OKE|682680103
Shares:
18862(+5.0%)
Value:
$1.9B(+3.8%)
COMCAST CORP
CMCSA|20030N101
Shares:
49177(+13.0%)
Value:
$1.8B(+11.1%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
4272(-8.5%)
Value:
$1.8B(-9.7%)
CONOCOPHILLIPS
COP|20825C104
Shares:
17043(-2.5%)
Value:
$1.8B(+3.2%)
Pure Storage, Inc.
PSTG|74624M102
Shares:
0
Value:
$1.8B
53656F607
53656F607
Shares:
36116(+6.5%)
Value:
$1.8B(-1.3%)
315948109
315948109
Shares:
24425(+30.6%)
Value:
$1.8B(+15.2%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
21330(+0.9%)
Value:
$1.8B(-1.7%)
NOVO NORDISK A S
NVO|670100205
Shares:
25108(-1.5%)
Value:
$1.7B(-20.5%)
DECKERS OUTDOOR CORP
DECK|243537107
Shares:
15496(-0.8%)
Value:
$1.7B(-45.4%)
Autodesk, Inc.
ADSK|052769106
Shares:
6462(+2.4%)
Value:
$1.7B(-9.3%)