MISSION WEALTH MANAGEMENT, LP Q1 2021 Filing
Filed May 10, 2021
Portfolio Value
$1.7B
Holdings
441
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (441 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $140.5M |
VUGVANGUARD INDEX FDS | $139.5M |
VBVANGUARD INDEX FDS | $102.7M |
AQLTISHARES TR | $80.1M |
BNDVANGUARD BD INDEX FDS | $77.6M |
VTIVANGUARD INDEX FDS | $73.6M |
MSFTMICROSOFT CORP | $70.2M |
SPIBSPDR SER TR | $53.7M |
CMFISHARES TR | $52.0M |
VMBSVANGUARD SCOTTSDALE FDS | $49.9M |
AAPLAPPLE INC | $48.5M |
ITOTISHARES TR | $46.6M |
IJRISHARES TR | $36.7M |
VEAVANGUARD TAX-MANAGED INTL FD | $36.7M |
IEMGISHARES INC | $25.2M |
VWOVANGUARD INTL EQUITY INDEX F | $24.0M |
SUSAISHARES TR | $22.9M |
TSLATESLA INC | $18.3M |
SCZISHARES TR | $16.4M |
NUSCNUSHARES ETF TR | $16.4M |
AMZNAMAZON COM INC | $15.4M |
USRTISHARES TR | $15.0M |
MUBISHARES TR | $14.9M |
VNQVANGUARD INDEX FDS | $12.6M |
SCHCSCHWAB STRATEGIC TR | $11.4M |
AMATAPPLIED MATLS INC | $11.2M |
AGGISHARES TR | $10.9M |
ESGEISHARES INC | $9.9M |
DWMWISDOMTREE TR | $9.7M |
SPYSPDR S&P 500 ETF TR | $9.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.1M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $9.0M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $8.8M |
VYMVANGUARD WHITEHALL FDS | $8.8M |
SCHFSCHWAB STRATEGIC TR | $8.4M |
HDHOME DEPOT INC | $8.4M |
EWEDWARDS LIFESCIENCES CORP | $7.9M |
ISRGINTUITIVE SURGICAL INC | $7.1M |
SDGISHARES TR | $7.0M |
DISDISNEY WALT CO | $6.7M |
JNJJOHNSON & JOHNSON | $6.5M |
IYRISHARES TR | $6.4M |
ESGDISHARES TR | $6.0M |
TTDTHE TRADE DESK INC | $5.8M |
NUBDNUSHARES ETF TR | $5.7M |
GOOGALPHABET INC | $5.7M |
EFAISHARES TR | $5.3M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $4.9M |
IWFISHARES TR | $4.9M |
NFLXNETFLIX INC | $4.9M |
TPLTEXAS PACIFIC LAND CORPORATI | $4.8M |
VOOVANGUARD INDEX FDS | $4.6M |
SCHASCHWAB STRATEGIC TR | $4.4M |
FITBFIFTH THIRD BANCORP | $4.3M |
PGPROCTER AND GAMBLE CO | $3.8M |
MCDMCDONALDS CORP | $3.8M |
INTCINTEL CORP | $3.6M |
SCHXSCHWAB STRATEGIC TR | $3.6M |
NVDANVIDIA CORPORATION | $3.5M |
DLNWISDOMTREE TR | $3.5M |
IVVISHARES TR | $3.5M |
NDQINVESCO QQQ TR | $3.2M |
GOOGLALPHABET INC | $3.1M |
CMECME GROUP INC | $3.1M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $3.0M |
PEPPEPSICO INC | $3.0M |
UNHUNITEDHEALTH GROUP INC | $2.9M |
VNQIVANGUARD INTL EQUITY INDEX F | $2.9M |
PFEPFIZER INC | $2.9M |
SCHESCHWAB STRATEGIC TR | $2.9M |
JPMJPMORGAN CHASE & CO | $2.8M |
XOMEXXON MOBIL CORP | $2.8M |
TDOCTELADOC HEALTH INC | $2.8M |
METAFACEBOOK INC | $2.8M |
AMGNAMGEN INC | $2.6M |
COSTCOSTCO WHSL CORP NEW | $2.6M |
IWDISHARES TR | $2.5M |
SBUXSTARBUCKS CORP | $2.4M |
IWVISHARES TR | $2.4M |
CVXCHEVRON CORP NEW | $2.3M |
HONHONEYWELL INTL INC | $2.3M |
NEENEXTERA ENERGY INC | $2.2M |
APPFAPPFOLIO INC | $2.2M |
CSCOCISCO SYS INC | $2.2M |
ABBVABBVIE INC | $2.2M |
TXNTEXAS INSTRS INC | $2.1M |
WFCWELLS FARGO CO NEW | $2.1M |
DHRDANAHER CORPORATION | $2.1M |
ICLNISHARES TR | $2.0M |
WMTWALMART INC | $2.0M |
BACVERIZON COMMUNICATIONS INC | $1.9M |
CMCSACOMCAST CORP NEW | $1.9M |
EFGISHARES TR | $1.9M |
FRELFIDELITY COVINGTON TRUST | $1.8M |
CHDCHURCH & DWIGHT INC | $1.8M |
RWXSPDR INDEX SHS FDS | $1.8M |
DOVDOVER CORP | $1.8M |
ASMLASML HOLDING N V | $1.8M |
MRKMERCK & CO. INC | $1.8M |
BMYBRISTOL-MYERS SQUIBB CO | $1.7M |
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