MISSION WEALTH MANAGEMENT, LP Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$4.1T
Holdings
628
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (628 positions)
| Stock | Value |
|---|---|
COPCONOCOPHILLIPS | $1.8B |
HLALLISTED FD TR | $1.8B |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.8B |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.8B |
NVONOVO-NORDISK A S | $1.7B |
DECKDECKERS OUTDOOR CORP | $1.7B |
ADSKAUTODESK INC | $1.7B |
ESGVVANGUARD WORLD FD | $1.7B |
CGCBCAPITAL GRP FIXED INCM ETF T | $1.7B |
XLESELECT SECTOR SPDR TR | $1.6B |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.6B |
4I1PHILIP MORRIS INTL INC | $1.6B |
AONAON PLC | $1.6B |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.6B |
MSIMOTOROLA SOLUTIONS INC | $1.6B |
SHELSHELL PLC | $1.6B |
ONEQFIDELITY COMWLTH TR | $1.5B |
IBKRINTERACTIVE BROKERS GROUP IN | $1.5B |
MDLZMONDELEZ INTL INC | $1.5B |
ABNBAIRBNB INC | $1.5B |
CGMSCAPITAL GRP FIXED INCM ETF T | $1.5B |
XYLXYLEM INC | $1.5B |
CDNSCADENCE DESIGN SYSTEM INC | $1.5B |
GILDGILEAD SCIENCES INC | $1.4B |
MPCMARATHON PETE CORP | $1.4B |
PTFINVESCO EXCHANGE TRADED FD T | $1.4B |
IJTISHARES TR | $1.4B |
PYPLPAYPAL HLDGS INC | $1.4B |
ELVELEVANCE HEALTH INC | $1.4B |
MCKMCKESSON CORP | $1.4B |
TAT&T INC | $1.4B |
WDAYWORKDAY INC | $1.4B |
TJXTJX COS INC NEW | $1.4B |
PFEPFIZER INC | $1.4B |
EXPDEXPEDITORS INTL WASH INC | $1.4B |
MUMICRON TECHNOLOGY INC | $1.4B |
IHDGWISDOMTREE TR | $1.4B |
CMICUMMINS INC | $1.3B |
ANIXANIXA BIOSCIENCES INC | $1.3B |
APHAMPHENOL CORP NEW | $1.3B |
DOVDOVER CORP | $1.3B |
BKBANK NEW YORK MELLON CORP | $1.3B |
VHTVANGUARD WORLD FD | $1.3B |
DFCFDIMENSIONAL ETF TRUST | $1.3B |
SOSOUTHERN CO | $1.3B |
USHYISHARES TR | $1.3B |
NKENIKE INC | $1.3B |
NVSNNOVARTIS AG | $1.3B |
UPSUNITED PARCEL SERVICE INC | $1.3B |
FDSFACTSET RESH SYS INC | $1.2B |
LINLINDE PLC | $1.2B |
PSAPUBLIC STORAGE OPER CO | $1.2B |
VVVANGUARD INDEX FDS | $1.2B |
ZSZSCALER INC | $1.2B |
VFHVANGUARD WORLD FD | $1.2B |
NDAQNASDAQ INC | $1.2B |
VONVVANGUARD SCOTTSDALE FDS | $1.2B |
IWPISHARES TR | $1.2B |
GWWGRAINGER W W INC | $1.2B |
BXBLACKSTONE INC | $1.2B |
FICOFAIR ISAAC CORP | $1.1B |
PRUPRUDENTIAL FINL INC | $1.1B |
CLXCLOROX CO DEL | $1.1B |
ZTSZOETIS INC | $1.1B |
HPEHEWLETT PACKARD ENTERPRISE C | $1.1B |
WATWATERS CORP | $1.1B |
ABALLIANCEBERNSTEIN HLDG L P | $1.1B |
CMECME GROUP INC | $1.1B |
MCXMCCORMICK & CO INC | $1.1B |
DBEFDBX ETF TR | $1.1B |
MTDMETTLER TOLEDO INTERNATIONAL | $1.1B |
VOTETCW ETF TRUST | $1.1B |
IPINTERNATIONAL PAPER CO | $1.1B |
TRMBTRIMBLE INC | $1.1B |
MOALTRIA GROUP INC | $1.1B |
VTVANGUARD INTL EQUITY INDEX F | $1.1B |
AEPAMERICAN ELEC PWR CO INC | $1.1B |
VBKVANGUARD INDEX FDS | $1.1B |
EBAEBAY INC. | $1.1B |
HIGHARTFORD INSURANCE GROUP INC | $1.1B |
ECLECOLAB INC | $1.1B |
RELXRELX PLC | $1.0B |
HESHESS CORP | $1.0B |
7HPHP INC | $1.0B |
FDXFEDEX CORP | $1.0B |
ADIANALOG DEVICES INC | $1.0B |
SHYGISHARES TR | $1.0B |
SDGISHARES TR | $1.0B |
DVADAVITA INC | $1.0B |
ETENERGY TRANSFER L P | $984.9M |
VCITVANGUARD SCOTTSDALE FDS | $984.4M |
XELXCEL ENERGY INC | $983.6M |
SAPSAP SE | $976.0M |
JPSTJ P MORGAN EXCHANGE TRADED F | $975.8M |
EEMISHARES TR | $973.9M |
VDEVANGUARD WORLD FD | $966.2M |
BMIBADGER METER INC | $965.7M |
PDCOEURPATTERSON COS INC | $962.3M |
SCHBSCHWAB STRATEGIC TR | $962.0M |
PLTRPALANTIR TECHNOLOGIES INC | $957.5M |