MISSION WEALTH MANAGEMENT, LP Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$4.1B
Holdings
628
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (628 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $391.2M |
VUGVANGUARD INDEX FDS | $369.6M |
AQLTISHARES TR | $317.5M |
VBVANGUARD INDEX FDS | $234.3M |
AAPLAPPLE INC | $214.4M |
MSFTMICROSOFT CORP | $168.8M |
NVDANVIDIA CORPORATION | $134.4M |
VTIVANGUARD INDEX FDS | $91.3M |
AMZNAMAZON COM INC | $71.7M |
VEAVANGUARD TAX-MANAGED FDS | $65.8M |
USFRWISDOMTREE TR | $64.3M |
IJRISHARES TR | $55.8M |
SUSAISHARES TR | $55.6M |
IWFISHARES TR | $48.2M |
ITOTISHARES TR | $44.7M |
TSLATESLA INC | $40.3M |
IWDISHARES TR | $39.0M |
ESGDISHARES TR | $34.9M |
GOOGALPHABET INC | $32.8M |
BNDVANGUARD BD INDEX FDS | $31.3M |
NUSCNUSHARES ETF TR | $30.5M |
USRTISHARES TR | $29.8M |
SPYSPDR S&P 500 ETF TR | $29.0M |
DFAIDIMENSIONAL ETF TRUST | $28.1M |
METAMETA PLATFORMS INC | $25.9M |
AVEMAMERICAN CENTY ETF TR | $24.7M |
DFAEDIMENSIONAL ETF TRUST | $24.3M |
DFUVDIMENSIONAL ETF TRUST | $24.2M |
TTDTHE TRADE DESK INC | $23.0M |
ESGUISHARES TR | $22.9M |
AVGOBROADCOM INC | $22.1M |
ESGEISHARES INC | $21.9M |
JPMJPMORGAN CHASE & CO. | $21.7M |
IWBISHARES TR | $20.0M |
DFAUDIMENSIONAL ETF TRUST | $18.2M |
VVISA INC | $17.9M |
NFLXNETFLIX INC | $17.8M |
GOOGLALPHABET INC | $17.7M |
SPIBSPDR SER TR | $17.7M |
DFACDIMENSIONAL ETF TRUST | $17.4M |
VWOVANGUARD INTL EQUITY INDEX F | $17.1M |
IVVISHARES TR | $16.8M |
ISRGINTUITIVE SURGICAL INC | $15.8M |
NDQINVESCO QQQ TR | $15.5M |
ARKKARK ETF TR | $15.1M |
HDHOME DEPOT INC | $15.0M |
CGGRCAPITAL GROUP GROWTH ETF | $14.1M |
DFASDIMENSIONAL ETF TRUST | $14.0M |
COSTCOSTCO WHSL CORP NEW | $13.3M |
LLYELI LILLY & CO | $12.8M |
JNJJOHNSON & JOHNSON | $12.8M |
SCZISHARES TR | $12.6M |
APPFAPPFOLIO INC | $11.8M |
UNHUNITEDHEALTH GROUP INC | $11.4M |
XOMEXXON MOBIL CORP | $11.3M |
VIGVANGUARD SPECIALIZED FUNDS | $11.3M |
ABBVABBVIE INC | $10.1M |
TPLTEXAS PACIFIC LAND CORPORATI | $9.6M |
CVXCHEVRON CORP NEW | $9.5M |
AFLAFLAC INC | $9.4M |
MAMASTERCARD INCORPORATED | $9.4M |
BLKBLACKROCK INC | $9.3M |
PGPROCTER AND GAMBLE CO | $8.9M |
VOOVANGUARD INDEX FDS | $8.6M |
SDYSPDR SER TR | $8.4M |
NULVNUSHARES ETF TR | $8.3M |
AMATAPPLIED MATLS INC | $8.1M |
JMSIJ P MORGAN EXCHANGE TRADED F | $8.1M |
NOWSERVICENOW INC | $8.0M |
VNQVANGUARD INDEX FDS | $7.9M |
CRMSALESFORCE INC | $7.6M |
NULGNUSHARES ETF TR | $7.6M |
ORCLORACLE CORP | $7.6M |
SCHFSCHWAB STRATEGIC TR | $7.5M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $7.4M |
SHWSHERWIN WILLIAMS CO | $7.3M |
VSGXVANGUARD WORLD FD | $7.1M |
URIUNITED RENTALS INC | $7.0M |
VGSRMANAGER DIRECTED PORTFOLIOS | $6.8M |
NUDMNUSHARES ETF TR | $6.7M |
IYRISHARES TR | $6.6M |
IEMGISHARES INC | $6.5M |
BACBANK AMERICA CORP | $6.5M |
INTUINTUIT | $6.4M |
VYMVANGUARD WHITEHALL FDS | $6.2M |
WFCWELLS FARGO CO NEW | $6.2M |
VEEVVEEVA SYS INC | $5.9M |
SCHCSCHWAB STRATEGIC TR | $5.8M |
IJSISHARES TR | $5.7M |
TXNTEXAS INSTRS INC | $5.6M |
PYLDPIMCO ETF TR | $5.6M |
DFATDIMENSIONAL ETF TRUST | $5.6M |
CMFISHARES TR | $5.6M |
IJHISHARES TR | $5.4M |
PANWPALO ALTO NETWORKS INC | $5.4M |
DFIVDIMENSIONAL ETF TRUST | $5.4M |
IWVISHARES TR | $5.4M |
LRCXLAM RESEARCH CORP | $5.3M |
MCDMCDONALDS CORP | $5.2M |
DFUSDIMENSIONAL ETF TRUST | $4.9M |
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