MISSION WEALTH MANAGEMENT, LP Q1 2020 Filing
Filed April 10, 2020
Portfolio Value
$901.6M
Holdings
294
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (294 positions)
| Stock | Value |
|---|---|
BNDVANGUARD BD INDEX FDS | $57.9M |
VTIVANGUARD INDEX FDS | $57.2M |
CMFISHARES TR | $56.3M |
VMBSVANGUARD SCOTTSDALE FDS | $41.7M |
MSFTMICROSOFT CORP | $40.0M |
AQLTISHARES TR | $38.1M |
ITOTISHARES TR | $34.5M |
SPIBSPDR SER TR | $32.9M |
VUGVANGUARD INDEX FDS | $31.5M |
VEAVANGUARD TAX-MANAGED INTL FD | $26.0M |
VBVANGUARD INDEX FDS | $25.3M |
VTVVANGUARD INDEX FDS | $25.1M |
AAPLAPPLE INC | $24.6M |
IJRISHARES TR | $21.1M |
VWOVANGUARD INTL EQUITY INDEX F | $18.3M |
AGGISHARES TR | $18.2M |
SCZISHARES TR | $15.3M |
MUBISHARES TR | $14.5M |
SCHCSCHWAB STRATEGIC TR | $13.6M |
VYMVANGUARD WHITEHALL FDS | $11.4M |
VNQVANGUARD INDEX FDS | $10.4M |
SUSAISHARES TR | $10.3M |
AMZNAMAZON COM INC | $8.4M |
EWEDWARDS LIFESCIENCES CORP | $8.3M |
DWMWISDOMTREE TR | $7.6M |
IEMGISHARES INC | $7.2M |
SCHFSCHWAB STRATEGIC TR | $7.0M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $6.3M |
IYRISHARES TR | $5.4M |
SPYSPDR S&P 500 ETF TR | $5.1M |
ISRGINTUITIVE SURGICAL INC | $4.8M |
EFAISHARES TR | $4.2M |
NUSCNUSHARES ETF TR | $4.2M |
JNJJOHNSON & JOHNSON | $4.1M |
HDHOME DEPOT INC | $4.0M |
AMATAPPLIED MATLS INC | $3.8M |
ESGEISHARES INC | $3.6M |
NFLXNETFLIX INC | $3.6M |
IWFISHARES TR | $3.3M |
TSLATESLA INC | $3.0M |
CMECME GROUP INC | $3.0M |
INTCINTEL CORP | $3.0M |
DLNWISDOMTREE TR | $2.9M |
VOOVANGUARD INDEX FDS | $2.9M |
SCHXSCHWAB STRATEGIC TR | $2.6M |
MINTPIMCO ETF TR | $2.6M |
IVVISHARES TR | $2.6M |
ESGDISHARES TR | $2.5M |
SCHASCHWAB STRATEGIC TR | $2.5M |
PGPROCTER & GAMBLE CO | $2.5M |
NUBDNUSHARES ETF TR | $2.5M |
SCHESCHWAB STRATEGIC TR | $2.4M |
SDGISHARES TR | $2.3M |
METAFACEBOOK INC | $2.3M |
GOOGALPHABET INC | $2.3M |
VNQIVANGUARD INTL EQUITY INDEX F | $2.2M |
MCDMCDONALDS CORP | $2.2M |
PFEPFIZER INC | $2.1M |
RWXSPDR INDEX SHS FDS | $2.1M |
VSSVANGUARD INTL EQUITY INDEX F | $2.1M |
IWDISHARES TR | $2.1M |
HYLBDBX ETF TR | $2.0M |
ILMNILLUMINA INC | $1.9M |
USRTISHARES TR | $1.9M |
AVGOBROADCOM INC | $1.9M |
FRELFIDELITY COVINGTON TR | $1.8M |
FITBFIFTH THIRD BANCORP | $1.7M |
DEMWISDOMTREE TR | $1.7M |
UNHUNITEDHEALTH GROUP INC | $1.6M |
PCYINVESCO EXCHANGE-TRADED FD T | $1.6M |
PEPPEPSICO INC | $1.6M |
CSCOCISCO SYS INC | $1.6M |
IWVISHARES TR | $1.5M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $1.5M |
SCHHSCHWAB STRATEGIC TR | $1.5M |
WFCWELLS FARGO CO NEW | $1.4M |
GOOGLALPHABET INC | $1.4M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $1.4M |
AMGNAMGEN INC | $1.4M |
NDQINVESCO QQQ TR | $1.4M |
MRKMERCK & CO. INC | $1.3M |
DHRDANAHER CORPORATION | $1.3M |
COSTCOSTCO WHSL CORP NEW | $1.3M |
JPMJPMORGAN CHASE & CO | $1.3M |
XOMEXXON MOBIL CORP | $1.3M |
GILDGILEAD SCIENCES INC | $1.3M |
HONHONEYWELL INTL INC | $1.2M |
ABBVABBVIE INC | $1.2M |
PENPENUMBRA INC | $1.2M |
CVXCHEVRON CORP NEW | $1.2M |
ALBALBEMARLE CORP | $1.1M |
DOVDOVER CORP | $1.1M |
DBEFDBX ETF TR | $1.1M |
KOCOCA COLA CO | $1.0M |
DISDISNEY WALT CO | $1.0M |
TAT&T INC | $1.0M |
VXUSVANGUARD STAR FDS | $1.0M |
SCHZSCHWAB STRATEGIC TR | $996K |
BACVERIZON COMMUNICATIONS INC | $965K |
ABTABBOTT LABS | $941K |
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