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 |
|---|---|
SCHESCHWAB STRATEGIC TR | $954K |
VOVANGUARD INDEX FDS | $945K |
DWDMORGAN STANLEY | $944K |
CSXCSX CORP | $944K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $939K |
PCYINVESCO EXCH TRADED FD TR II | $938K |
BDXBECTON DICKINSON & CO | $935K |
BPBP PLC | $925K |
AFRMAFFIRM HLDGS INC | $917K |
NSCNORFOLK SOUTHN CORP | $910K |
WSTWEST PHARMACEUTICAL SVSC INC | $905K |
GISGENERAL MLS INC | $898K |
SPYGSPDR SER TR | $895K |
SONYSONY GROUP CORP | $882K |
BRBROADRIDGE FINL SOLUTIONS IN | $881K |
SYYSYSCO CORP | $874K |
SMFGSUMITOMO MITSUI FINL GROUP I | $870K |
TRVTRAVELERS COMPANIES INC | $862K |
MKLMARKEL GROUP INC | $862K |
IAU*ISHARES GOLD TR | $861K |
TSCOTRACTOR SUPPLY CO | $859K |
VBRVANGUARD INDEX FDS | $854K |
CTVACORTEVA INC | $850K |
MOATVANECK ETF TRUST | $840K |
EPDENTERPRISE PRODS PARTNERS L | $839K |
BBYBEST BUY INC | $839K |
SHYISHARES TR | $838K |
NTRSNORTHERN TR CORP | $834K |
RHCRH PLC | $831K |
XLVSELECT SECTOR SPDR TR | $807K |
IMAIMAX CORP | $801K |
ALLEALLEGION PLC | $788K |
PSXPHILLIPS 66 | $785K |
PFFISHARES TR | $784K |
USBUS BANCORP DEL | $782K |
MSCIMSCI INC | $777K |
TAPMOLSON COORS BEVERAGE CO | $775K |
EMXCISHARES INC | $771K |
VDCVANGUARD WORLD FD | $766K |
EMEEMCOR GROUP INC | $763K |
BCCBOISE CASCADE CO DEL | $758K |
MDYSPDR S&P MIDCAP 400 ETF TR | $747K |
PNCPNC FINL SVCS GROUP INC | $744K |
AGXARGAN INC | $741K |
XLFISELECT SECTOR SPDR TR | $738K |
USMVISHARES TR | $736K |
GEVGE VERNOVA INC | $731K |
NUBDNUSHARES ETF TR | $725K |
SCHGSCHWAB STRATEGIC TR | $723K |
ZLABZAI LAB LTD | $723K |
GLPGLOBAL PARTNERS LP | $715K |
SCHHSCHWAB STRATEGIC TR | $714K |
ERIIENERGY RECOVERY INC | $707K |
IDXXIDEXX LABS INC | $701K |
IWRISHARES TR | $698K |
APDAIR PRODS & CHEMS INC | $696K |
DYHTARGET CORP | $695K |
CITHE CIGNA GROUP | $691K |
OEFISHARES TR | $690K |
VONGVANGUARD SCOTTSDALE FDS | $689K |
ULUNILEVER PLC | $685K |
HSYHERSHEY CO | $685K |
WYWEYERHAEUSER CO MTN BE | $684K |
ANETARISTA NETWORKS INC | $680K |
A4SAMERIPRISE FINL INC | $678K |
COWZPACER FDS TR | $667K |
HNMORMAT TECHNOLOGIES INC | $665K |
POOLPOOL CORP | $665K |
AMTAMERICAN TOWER CORP NEW | $663K |
DGROISHARES TR | $661K |
GLWCORNING INC | $657K |
TROWPRICE T ROWE GROUP INC | $651K |
IJJISHARES TR | $650K |
HCAHCA HEALTHCARE INC | $649K |
EAELECTRONIC ARTS INC | $647K |
TTENTOTALENERGIES SE | $646K |
IYWISHARES TR | $643K |
PAYXPAYCHEX INC | $643K |
BKRBAKER HUGHES COMPANY | $627K |
DISVDIMENSIONAL ETF TRUST | $623K |
IUSVISHARES TR | $623K |
IWOISHARES TR | $619K |
VTEBVANGUARD MUN BD FDS | $617K |
PPGPPG INDS INC | $612K |
EFVISHARES TR | $610K |
WWDWOODWARD INC | $610K |
CLCOLGATE PALMOLIVE CO | $606K |
AZNASTRAZENECA PLC | $606K |
SNPSSYNOPSYS INC | $605K |
TGNATEGNA INC | $603K |
TTTRANE TECHNOLOGIES PLC | $597K |
PODDINSULET CORP | $583K |
AMGAFFILIATED MANAGERS GROUP IN | $581K |
EGPEASTGROUP PPTYS INC | $577K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $575K |
FHLCFIDELITY COVINGTON TRUST | $574K |
AJGGALLAGHER ARTHUR J & CO | $573K |
XLISELECT SECTOR SPDR TR | $573K |
FTECFIDELITY COVINGTON TRUST | $572K |
CAHCARDINAL HEALTH INC | $570K |