Mission Wealth Management
Latest statistics and disclosures from Mission Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VTV, IEFA, VB, BND, and represent 35.31% of Mission Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IEFA (+$32M), VTV (+$29M), AAPL (+$28M), BND (+$28M), SPIB (+$27M), MSFT (+$23M), VB (+$20M), VUG (+$19M), NVDA (+$15M), MOAT (+$14M).
- Started 93 new stock positions in FIS, VECO, ICE, QGEN, IGHG, BKH, Fidelity Wise Origin Bitcoin, MUNI, FRDM, OMFL.
- Reduced shares in these 10 stocks: USFR (-$11M), IEMG, SHW, NUSC, TXN, VWO, , TTD, XEL, ORCL.
- Sold out of its positions in ANET, BRCC, SAM, CHDN, FSK, ICCC, GOVI, KIO, KREF, NYCB. TROW, BIL, SQM, TTWO, TECK, VTES, WK, XFOR, Qiagen Nv.
- Mission Wealth Management was a net buyer of stock by $528M.
- Mission Wealth Management has $3.8B in assets under management (AUM), dropping by 23.44%.
- Central Index Key (CIK): 0001645382
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Portfolio Holdings for Mission Wealth Management
Mission Wealth Management holds 631 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Mission Wealth Management has 631 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Mission Wealth Management March 31, 2024 positions
- Download the Mission Wealth Management March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.3 | $354M | +5% | 1.0M | 344.20 |
|
| Vanguard Index Fds Value Etf (VTV) | 9.0 | $343M | +9% | 2.1M | 162.86 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 6.5 | $248M | +14% | 3.3M | 74.22 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 5.9 | $223M | +9% | 977k | 228.59 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.6 | $174M | +18% | 2.4M | 72.63 |
|
| Microsoft Corporation (MSFT) | 4.5 | $171M | +15% | 407k | 420.72 |
|
| Apple (AAPL) | 3.7 | $139M | +24% | 811k | 171.48 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $100M | +4% | 383k | 259.90 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 2.4 | $91M | +41% | 2.8M | 32.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $71M | +6% | 1.4M | 50.17 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 1.4 | $52M | +9% | 479k | 109.17 |
|
| The Trade Desk Com Cl A (TTD) | 1.4 | $52M | 597k | 87.42 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $50M | +44% | 55k | 903.56 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $50M | 449k | 110.52 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 1.2 | $44M | -19% | 883k | 50.29 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $44M | 380k | 115.30 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 1.0 | $39M | +13% | 1.6M | 24.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $38M | 114k | 337.05 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.0 | $36M | +3% | 202k | 179.11 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.8 | $32M | -2% | 777k | 41.59 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.8 | $32M | +13% | 1.1M | 30.22 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.8 | $30M | +16% | 370k | 79.91 |
|
| Amazon (AMZN) | 0.8 | $29M | +20% | 161k | 180.38 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.7 | $28M | +13% | 522k | 53.80 |
|
| Tesla Motors (TSLA) | 0.7 | $26M | +30% | 149k | 175.79 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $24M | +43% | 160k | 152.26 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.5 | $21M | +6% | 642k | 32.23 |
|
| Applied Materials (AMAT) | 0.5 | $20M | +25% | 99k | 206.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $19M | -4% | 464k | 41.77 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.5 | $19M | 166k | 114.96 |
|
|
| Broadcom (AVGO) | 0.5 | $18M | 14k | 1324.96 |
|
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.5 | $18M | +12% | 497k | 36.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $18M | +27% | 35k | 523.07 |
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $16M | +314% | 18k | 941.26 |
|
| Home Depot (HD) | 0.4 | $16M | +17% | 42k | 383.60 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.4 | $15M | +2365% | 163k | 89.90 |
|
| Lam Research Corporation (LRCX) | 0.4 | $15M | +613% | 15k | 971.59 |
|
| Johnson & Johnson (JNJ) | 0.4 | $14M | -2% | 88k | 158.22 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.4 | $14M | +12% | 218k | 63.33 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $13M | +24% | 72k | 182.61 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.3 | $13M | +7% | 209k | 62.34 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $13M | 32k | 399.10 |
|
|
| UnitedHealth (UNH) | 0.3 | $13M | +18% | 26k | 494.71 |
|
| Advanced Micro Devices (AMD) | 0.3 | $13M | +279% | 70k | 180.49 |
|
| Meta Platforms Cl A (META) | 0.3 | $13M | +122% | 26k | 485.62 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $13M | +933% | 206k | 61.05 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $13M | +13% | 297k | 42.11 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $11M | +56% | 55k | 200.30 |
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.3 | $11M | +1650% | 238k | 45.94 |
|
| Ishares Tr Msci Gbl Sus Dev (SDG) | 0.3 | $11M | 138k | 78.71 |
|
|
| Visa Com Cl A (V) | 0.3 | $11M | +69% | 39k | 279.08 |
|
| Netflix (NFLX) | 0.3 | $11M | +42% | 18k | 607.35 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $11M | +65% | 15k | 732.64 |
|
| Appfolio Com Cl A (APPF) | 0.3 | $11M | +13% | 43k | 246.74 |
|
| Oracle Corporation (ORCL) | 0.3 | $10M | -6% | 83k | 125.61 |
|
| Boeing Company (BA) | 0.3 | $10M | +39% | 53k | 192.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $10M | +17% | 67k | 150.93 |
|
| Ishares Core Msci Emkt (IEMG) | 0.3 | $9.7M | -12% | 189k | 51.64 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $9.6M | +1462% | 119k | 80.63 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $9.4M | +3% | 81k | 116.24 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $8.9M | +5% | 20k | 444.01 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.2 | $8.9M | +20% | 155k | 57.47 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $8.9M | 68k | 131.24 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $8.7M | +18% | 54k | 162.25 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $8.7M | -3% | 101k | 86.48 |
|
| J P Morgan Exchange Traded F Sustainable Muni (JMSI) | 0.2 | $8.7M | -5% | 172k | 50.39 |
|
| Intel Corporation (INTC) | 0.2 | $8.6M | +9% | 196k | 44.16 |
|
| Sherwin-Williams Company (SHW) | 0.2 | $8.5M | -12% | 25k | 347.34 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $8.5M | +11% | 218k | 39.02 |
|
| Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $8.1M | 827k | 9.80 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $8.0M | +17% | 15k | 525.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $7.7M | +2% | 64k | 120.99 |
|
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $7.7M | -2% | 85k | 89.90 |
|
| Abbvie (ABBV) | 0.2 | $7.4M | +8% | 41k | 182.10 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $7.4M | +4% | 15k | 504.60 |
|
| United Rentals (URI) | 0.2 | $7.4M | NEW | 10k | 721.08 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $7.4M | -4% | 97k | 76.28 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $7.3M | 188k | 38.86 |
|
|
| salesforce (CRM) | 0.2 | $7.0M | +104% | 23k | 301.17 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $6.9M | +21% | 14k | 480.69 |
|
| Intuit (INTU) | 0.2 | $6.9M | +188% | 11k | 650.00 |
|
| Ready Cap Corp Com reit (RC) | 0.2 | $6.8M | 742k | 9.13 |
|
|
| Wells Fargo & Company (WFC) | 0.2 | $6.8M | +156% | 117k | 57.96 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $6.8M | +20% | 8.7k | 777.53 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.2 | $6.7M | 118k | 56.98 |
|
|
| Schwab Strategic Tr Intl Sceqt Etf (SCHC) | 0.2 | $6.6M | 185k | 35.80 |
|
|
| Servicenow (NOW) | 0.2 | $6.6M | +96% | 8.6k | 762.40 |
|
| BlackRock (BLK) | 0.2 | $6.5M | +383% | 7.8k | 833.70 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.2 | $6.5M | 113k | 57.54 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $6.3M | +904% | 68k | 92.72 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $6.3M | +132% | 64k | 97.94 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $5.9M | +19% | 74k | 79.86 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $5.8M | -4% | 25k | 231.69 |
|
| Chevron Corporation (CVX) | 0.2 | $5.7M | +21% | 36k | 157.74 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $5.7M | +38% | 92k | 62.06 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $5.7M | +61% | 177k | 31.95 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $5.6M | +4% | 179k | 31.07 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $5.5M | +105% | 11k | 481.89 |
|
| Edwards Lifesciences (EW) | 0.1 | $5.5M | 57k | 95.56 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $5.1M | 18k | 281.94 |
|
|
| Akamai Technologies (AKAM) | 0.1 | $5.1M | 47k | 108.76 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $5.1M | 17k | 300.08 |
|
|
| Wisdomtree Tr Intl Equity Fd (DWM) | 0.1 | $5.1M | 93k | 54.80 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $5.0M | -7% | 59k | 85.86 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.1 | $4.8M | 120k | 40.27 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $4.6M | +33% | 43k | 107.60 |
|
| Pepsi (PEP) | 0.1 | $4.5M | +7% | 26k | 175.01 |
|
| Lowe's Companies (LOW) | 0.1 | $4.4M | +6% | 17k | 254.73 |
|
| Fifth Third Ban (FITB) | 0.1 | $4.3M | 115k | 37.21 |
|
|
| Texas Pacific Land Corp (TPL) | 0.1 | $4.3M | +199% | 7.4k | 578.52 |
|
| Progressive Corporation (PGR) | 0.1 | $4.2M | +33% | 20k | 206.82 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $4.1M | +25% | 49k | 84.44 |
|
| International Business Machines (IBM) | 0.1 | $4.1M | +9% | 21k | 190.96 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $4.0M | +6% | 81k | 49.24 |
|
| Merck & Co (MRK) | 0.1 | $4.0M | +11% | 30k | 131.95 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $3.9M | -19% | 23k | 174.21 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $3.8M | 26k | 145.51 |
|
|
| J P Morgan Exchange Traded F Betabuilders Usd (BBHY) | 0.1 | $3.7M | +16% | 81k | 46.19 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $3.7M | 13k | 288.03 |
|
|
| Amgen (AMGN) | 0.1 | $3.6M | 13k | 284.44 |
|
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 0.1 | $3.5M | +11% | 84k | 42.14 |
|
| Keysight Technologies (KEYS) | 0.1 | $3.4M | -4% | 22k | 156.38 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $3.3M | +112% | 36k | 93.19 |
|
| Fiserv (FI) | 0.1 | $3.3M | 21k | 159.82 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $3.3M | +377% | 10k | 320.60 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $3.3M | +59% | 7.8k | 417.99 |
|
| Qualcomm (QCOM) | 0.1 | $3.2M | +15% | 19k | 169.27 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $3.2M | 116k | 27.50 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.1M | +9% | 24k | 128.40 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $3.1M | +7% | 147k | 21.15 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $3.1M | -8% | 3.2k | 970.47 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.0M | +6% | 6.4k | 478.67 |
|
| Walt Disney Company (DIS) | 0.1 | $3.0M | +27% | 25k | 122.36 |
|
| Bank of America Corporation (BAC) | 0.1 | $3.0M | +53% | 79k | 37.92 |
|
| General Dynamics Corporation (GD) | 0.1 | $3.0M | 11k | 282.50 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.9M | +626% | 48k | 60.74 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $2.9M | 40k | 72.19 |
|
|
| Cisco Systems (CSCO) | 0.1 | $2.9M | +17% | 57k | 49.91 |
|
| Honeywell International (HON) | 0.1 | $2.8M | 14k | 205.25 |
|
|
| Danaher Corporation (DHR) | 0.1 | $2.8M | 11k | 249.72 |
|
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $2.8M | NEW | 50k | 55.23 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.8M | +12% | 5.2k | 524.97 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.7M | +205% | 45k | 60.17 |
|
| Union Pacific Corporation (UNP) | 0.1 | $2.7M | +39% | 11k | 245.94 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.6M | +31% | 13k | 208.27 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.6M | +169% | 43k | 60.30 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $2.6M | +358% | 10k | 252.30 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.6M | +38% | 14k | 186.81 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $2.6M | 21k | 123.18 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $2.5M | 43k | 58.65 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | +8% | 4.3k | 581.22 |
|
| Nike CL B (NKE) | 0.1 | $2.5M | +34% | 26k | 93.98 |
|
| Starbucks Corporation (SBUX) | 0.1 | $2.5M | -9% | 27k | 91.39 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.5M | +14% | 12k | 210.29 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $2.5M | -2% | 21k | 116.84 |
|
| Chubb (CB) | 0.1 | $2.4M | -6% | 9.5k | 259.13 |
|
| Uber Technologies (UBER) | 0.1 | $2.4M | NEW | 32k | 77.00 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.4M | +6% | 38k | 63.85 |
|
| American Express Company (AXP) | 0.1 | $2.3M | +2% | 10k | 227.69 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $2.3M | +532% | 33k | 68.80 |
|
| Cme (CME) | 0.1 | $2.3M | 11k | 215.28 |
|
|
| Caterpillar (CAT) | 0.1 | $2.3M | +40% | 6.2k | 366.40 |
|
| Stryker Corporation (SYK) | 0.1 | $2.2M | +201% | 6.3k | 357.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.2M | +31% | 6.4k | 346.61 |
|
| Automatic Data Processing (ADP) | 0.1 | $2.2M | 8.8k | 250.02 |
|
|
| Palo Alto Networks (PANW) | 0.1 | $2.2M | +158% | 7.7k | 284.15 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $2.2M | 53k | 40.90 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $2.2M | +51% | 8.0k | 270.50 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $2.1M | +18% | 5.3k | 397.78 |
|
| Coca-Cola Company (KO) | 0.1 | $2.1M | -4% | 34k | 61.18 |
|
| Pfizer (PFE) | 0.1 | $2.1M | +2% | 74k | 27.75 |
|
| Kkr & Co (KKR) | 0.1 | $2.0M | 20k | 100.58 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $2.0M | +3% | 48k | 42.12 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $2.0M | +4% | 22k | 94.41 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $2.0M | +31% | 40k | 50.45 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $2.0M | 9.8k | 205.98 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $2.0M | 14k | 148.45 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $2.0M | +237% | 30k | 67.00 |
|
| General Electric Com New (GE) | 0.1 | $2.0M | +37% | 11k | 175.60 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.0M | +13% | 12k | 164.35 |
|
| Cadence Design Systems (CDNS) | 0.1 | $2.0M | -4% | 6.3k | 311.33 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $2.0M | +19% | 4.3k | 454.91 |
|
| Aon Shs Cl A (AON) | 0.1 | $1.9M | 5.8k | 333.71 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.9M | +6% | 20k | 97.53 |
|
| Affiliated Managers (AMG) | 0.0 | $1.9M | NEW | 11k | 167.47 |
|
| Nextera Energy (NEE) | 0.0 | $1.8M | -20% | 29k | 63.91 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.8M | +4% | 9.1k | 201.51 |
|
| Abbott Laboratories (ABT) | 0.0 | $1.8M | +14% | 16k | 113.84 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.8M | +292% | 1.9k | 962.43 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $1.8M | +4% | 31k | 57.86 |
|
| Autodesk (ADSK) | 0.0 | $1.8M | 6.8k | 260.41 |
|
|
| Listed Fd Tr Wahed Ftse Etf (HLAL) | 0.0 | $1.7M | +6% | 36k | 48.36 |
|
| Kosmos Energy (KOS) | 0.0 | $1.7M | NEW | 291k | 5.96 |
|
| West Pharmaceutical Services (WST) | 0.0 | $1.7M | -3% | 4.4k | 395.75 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $1.7M | 23k | 73.15 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $1.6M | +18% | 45k | 36.59 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.6M | +130% | 6.5k | 249.86 |
|
| ConocoPhillips (COP) | 0.0 | $1.6M | +18% | 13k | 127.28 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $1.6M | +12% | 17k | 96.71 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $1.6M | +5% | 113k | 13.98 |
|
| W.W. Grainger (GWW) | 0.0 | $1.6M | -10% | 1.5k | 1017.50 |
|
| Anixa Biosciences (ANIX) | 0.0 | $1.6M | 502k | 3.12 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $1.6M | +25% | 36k | 43.35 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $1.6M | +13% | 48k | 32.48 |
|
| FactSet Research Systems (FDS) | 0.0 | $1.5M | 3.4k | 454.39 |
|
|
| Expeditors International of Washington (EXPD) | 0.0 | $1.5M | 13k | 121.57 |
|
|
| Tidal Etf Tr SP FDS S&P 500 (SPUS) | 0.0 | $1.5M | 40k | 37.87 |
|
|
| Deere & Company (DE) | 0.0 | $1.5M | +14% | 3.6k | 410.74 |
|
| Workday Cl A (WDAY) | 0.0 | $1.5M | -20% | 5.4k | 272.77 |
|
| S&p Global (SPGI) | 0.0 | $1.5M | +71% | 3.5k | 425.45 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $1.5M | +77% | 13k | 110.51 |
|
| Church & Dwight (CHD) | 0.0 | $1.5M | 14k | 104.31 |
|
|
| Dover Corporation (DOV) | 0.0 | $1.4M | 8.1k | 177.20 |
|
|
| Boise Cascade (BCC) | 0.0 | $1.4M | -19% | 9.3k | 153.39 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $1.4M | NEW | 18k | 81.53 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $1.4M | +73% | 5.7k | 247.77 |
|
| Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF) | 0.0 | $1.4M | 24k | 57.38 |
|
|
| Prudential Financial (PRU) | 0.0 | $1.4M | 12k | 117.40 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $1.4M | NEW | 18k | 77.31 |
|
| Ishares U S Etf Tr Gold Strategy (IAUF) | 0.0 | $1.3M | NEW | 23k | 58.37 |
|
| Hess (HES) | 0.0 | $1.3M | -4% | 8.8k | 152.69 |
|
| Eaton Corp SHS (ETN) | 0.0 | $1.3M | 4.3k | 312.65 |
|
|
| Xcel Energy (XEL) | 0.0 | $1.3M | -37% | 25k | 53.75 |
|
| Mettler-Toledo International (MTD) | 0.0 | $1.3M | -3% | 987.00 | 1331.36 |
|
| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.0 | $1.3M | -2% | 64k | 20.46 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $1.3M | -7% | 51k | 25.25 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.3M | -11% | 19k | 67.04 |
|
| Verizon Communications (VZ) | 0.0 | $1.3M | 31k | 41.96 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.0 | $1.3M | -5% | 22k | 57.62 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $1.3M | 24k | 54.43 |
|
|
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.0 | $1.3M | +359% | 36k | 35.61 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $1.3M | +225% | 19k | 64.40 |
|
| eBay (EBAY) | 0.0 | $1.3M | NEW | 24k | 52.78 |
|
| Proshares Tr Invt Int Rt Hg (IGHG) | 0.0 | $1.2M | NEW | 16k | 76.51 |
|
| Trimble Navigation (TRMB) | 0.0 | $1.2M | -4% | 19k | 64.36 |
|
| FedEx Corporation (FDX) | 0.0 | $1.2M | +13% | 4.3k | 289.75 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $1.2M | +76% | 15k | 80.75 |
|
| Canadian Natl Ry (CNI) | 0.0 | $1.2M | 9.3k | 131.71 |
|
|
| Invesco Exchange Traded Fd T Invesco Msci (ERTH) | 0.0 | $1.2M | -5% | 29k | 42.26 |
|
| Cummins (CMI) | 0.0 | $1.2M | +2% | 4.1k | 294.63 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $1.2M | +199% | 10k | 117.22 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $1.2M | +9% | 22k | 54.23 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $1.2M | +214% | 10k | 115.35 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $1.2M | +19% | 9.1k | 131.70 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $1.2M | -5% | 19k | 63.10 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.0 | $1.2M | NEW | 13k | 93.85 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $1.2M | +6% | 16k | 76.81 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $1.2M | +407% | 23k | 50.60 |
|
| Cathay General Ban (CATY) | 0.0 | $1.2M | 31k | 37.83 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.2M | +5% | 10k | 114.14 |
|
Past Filings by Mission Wealth Management
SEC 13F filings are viewable for Mission Wealth Management going back to 2015
- Mission Wealth Management 2024 Q1 filed April 30, 2024
- Mission Wealth Management 2023 Q4 filed Feb. 5, 2024
- Mission Wealth Management 2023 Q3 filed Oct. 24, 2023
- Mission Wealth Management 2023 Q2 filed Aug. 4, 2023
- Mission Wealth Management 2023 Q1 filed April 7, 2023
- Mission Wealth Management 2022 Q4 filed Feb. 2, 2023
- Mission Wealth Management 2022 Q3 filed Oct. 12, 2022
- Mission Wealth Management 2022 Q2 filed July 27, 2022
- Mission Wealth Management 2022 Q1 filed April 25, 2022
- Mission Wealth Management 2021 Q4 filed Feb. 11, 2022
- Mission Wealth Management 2021 Q3 filed Nov. 5, 2021
- Mission Wealth Management 2021 Q2 filed Aug. 10, 2021
- Mission Wealth Management 2021 Q1 filed May 10, 2021
- Mission Wealth Management 2020 Q4 filed Jan. 19, 2021
- Mission Wealth Management 2020 Q3 filed Oct. 16, 2020
- Mission Wealth Management 2020 Q2 filed Aug. 3, 2020