MISSION WEALTH MANAGEMENT, LP Q2 2020 Filing
Filed August 3, 2020
Portfolio Value
$1.2B
Holdings
335
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (335 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $68.9M |
VUGVANGUARD INDEX FDS | $67.5M |
BNDVANGUARD BD INDEX FDS | $59.9M |
VTVVANGUARD INDEX FDS | $56.4M |
MSFTMICROSOFT CORP | $54.0M |
CMFISHARES TR | $53.3M |
AQLTISHARES TR | $52.5M |
VBVANGUARD INDEX FDS | $48.9M |
VMBSVANGUARD SCOTTSDALE FDS | $40.4M |
ITOTISHARES TR | $39.9M |
SPIBSPDR SER TR | $39.0M |
AAPLAPPLE INC | $38.4M |
VEAVANGUARD TAX-MANAGED FDS | $30.5M |
IJRISHARES TR | $26.0M |
VWOVANGUARD INTL EQUITY INDEX F | $21.3M |
AGGISHARES TR | $15.5M |
MUBISHARES TR | $14.1M |
SUSAISHARES TR | $13.8M |
VYMVANGUARD WHITEHALL FDS | $13.6M |
AMZNAMAZON COM INC | $12.9M |
IEMGISHARES INC | $12.6M |
SCZISHARES TR | $11.6M |
VNQVANGUARD INDEX FDS | $11.5M |
SCHCSCHWAB STRATEGIC TR | $10.5M |
DWMWISDOMTREE TR | $8.4M |
EWEDWARDS LIFESCIENCES CORP | $8.0M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $8.0M |
SCHFSCHWAB STRATEGIC TR | $7.4M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $7.3M |
NUSCNUSHARES ETF TR | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.5M |
SPYSPDR S&P 500 ETF TR | $6.3M |
HDHOME DEPOT INC | $6.2M |
TSLATESLA INC | $6.0M |
IYRISHARES TR | $5.8M |
ISRGINTUITIVE SURGICAL INC | $5.6M |
USRTISHARES TR | $5.5M |
ESGEISHARES INC | $5.1M |
AMATAPPLIED MATLS INC | $4.7M |
EFAISHARES TR | $4.7M |
JNJJOHNSON & JOHNSON | $4.6M |
INTCINTEL CORP | $4.6M |
NFLXNETFLIX INC | $4.3M |
ESGDISHARES TR | $4.0M |
DISDISNEY WALT CO | $3.9M |
IWFISHARES TR | $3.9M |
DLNWISDOMTREE TR | $3.6M |
SCHXSCHWAB STRATEGIC TR | $3.6M |
SCHASCHWAB STRATEGIC TR | $3.3M |
VOOVANGUARD INDEX FDS | $3.3M |
SDGISHARES TR | $3.2M |
GOOGALPHABET INC | $3.2M |
MCDMCDONALDS CORP | $3.0M |
SCHESCHWAB STRATEGIC TR | $2.9M |
PGPROCTER AND GAMBLE CO | $2.9M |
CMECME GROUP INC | $2.8M |
NUBDNUSHARES ETF TR | $2.7M |
NDQINVESCO QQQ TR | $2.6M |
TPLUSDTEXAS PAC LD TR | $2.6M |
IVVISHARES TR | $2.5M |
AVGOBROADCOM INC | $2.5M |
MINTPIMCO ETF TR | $2.4M |
VNQIVANGUARD INTL EQUITY INDEX F | $2.3M |
METAFACEBOOK INC | $2.3M |
PFEPFIZER INC | $2.3M |
FITBFIFTH THIRD BANCORP | $2.2M |
DEMWISDOMTREE TR | $2.2M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.1M |
GOOGLALPHABET INC | $2.0M |
PEPPEPSICO INC | $1.9M |
RWXSPDR INDEX SHS FDS | $1.9M |
FRELFIDELITY COVINGTON TR | $1.9M |
IWVISHARES TR | $1.9M |
HYLBDBX ETF TR | $1.8M |
CSCOCISCO SYS INC | $1.8M |
ABBVABBVIE INC | $1.8M |
NVDANVIDIA CORPORATION | $1.8M |
IWDISHARES TR | $1.7M |
DHRDANAHER CORPORATION | $1.7M |
UNHUNITEDHEALTH GROUP INC | $1.6M |
AMGNAMGEN INC | $1.6M |
COSTCOSTCO WHSL CORP NEW | $1.6M |
JPMJPMORGAN CHASE & CO | $1.6M |
SCHHSCHWAB STRATEGIC TR | $1.6M |
MRKMERCK & CO. INC | $1.6M |
SBUXSTARBUCKS CORP | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
ALBALBEMARLE CORP | $1.5M |
CVXCHEVRON CORP NEW | $1.5M |
WFCWELLS FARGO CO NEW | $1.4M |
GILDGILEAD SCIENCES INC | $1.4M |
HONHONEYWELL INTL INC | $1.3M |
VSSVANGUARD INTL EQUITY INDEX F | $1.3M |
DOVDOVER CORP | $1.3M |
VXUSVANGUARD STAR FDS | $1.2M |
ABTABBOTT LABS | $1.2M |
BACVERIZON COMMUNICATIONS INC | $1.2M |
DBEFDBX ETF TR | $1.2M |
TAT&T INC | $1.2M |
SHWSHERWIN WILLIAMS CO | $1.2M |
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