MISSION WEALTH MANAGEMENT, LP Q2 2021 Filing
Filed August 10, 2021
Portfolio Value
$1.9B
Holdings
476
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (476 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $173.0M |
VTVVANGUARD INDEX FDS | $162.3M |
VBVANGUARD INDEX FDS | $115.5M |
AQLTISHARES TR | $87.5M |
BNDVANGUARD BD INDEX FDS | $81.2M |
VTIVANGUARD INDEX FDS | $75.5M |
AAPLAPPLE INC | $56.8M |
SPIBSPDR SER TR | $56.3M |
VMBSVANGUARD SCOTTSDALE FDS | $53.2M |
CMFISHARES TR | $51.5M |
ITOTISHARES TR | $49.1M |
MSFTMICROSOFT CORP | $42.3M |
VEAVANGUARD TAX-MANAGED INTL FD | $37.9M |
IJRISHARES TR | $37.1M |
IEMGISHARES INC | $29.1M |
SUSAISHARES TR | $26.7M |
VWOVANGUARD INTL EQUITY INDEX F | $24.9M |
AMZNAMAZON COM INC | $19.8M |
TSLATESLA INC | $19.6M |
USRTISHARES TR | $18.6M |
NUSCNUSHARES ETF TR | $18.4M |
SCZISHARES TR | $17.0M |
MUBISHARES TR | $15.8M |
VNQVANGUARD INDEX FDS | $13.1M |
AMATAPPLIED MATLS INC | $11.8M |
SCHCSCHWAB STRATEGIC TR | $11.8M |
ESGEISHARES INC | $11.4M |
TTDTHE TRADE DESK INC | $10.8M |
SPYSPDR S&P 500 ETF TR | $10.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.9M |
DWMWISDOMTREE TR | $9.9M |
HDHOME DEPOT INC | $9.3M |
AGGISHARES TR | $9.2M |
EWEDWARDS LIFESCIENCES CORP | $9.1M |
VYMVANGUARD WHITEHALL FDS | $9.0M |
ISRGINTUITIVE SURGICAL INC | $8.9M |
SCHFSCHWAB STRATEGIC TR | $8.6M |
VEEVVEEVA SYS INC | $8.6M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $8.3M |
SDGISHARES TR | $8.0M |
GOOGALPHABET INC | $7.1M |
IYRISHARES TR | $7.0M |
JNJJOHNSON & JOHNSON | $6.9M |
DISDISNEY WALT CO | $6.6M |
ESGDISHARES TR | $6.5M |
NUBDNUSHARES ETF TR | $6.3M |
NFLXNETFLIX INC | $5.6M |
EFAISHARES TR | $5.5M |
IWFISHARES TR | $5.4M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $5.4M |
NVDANVIDIA CORPORATION | $5.1M |
VOOVANGUARD INDEX FDS | $5.0M |
TPLTEXAS PACIFIC LAND CORPORATI | $4.7M |
NDQINVESCO QQQ TR | $4.4M |
FITBFIFTH THIRD BANCORP | $4.3M |
SCHASCHWAB STRATEGIC TR | $4.3M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $4.1M |
MCDMCDONALDS CORP | $4.0M |
IVVISHARES TR | $3.9M |
GOOGLALPHABET INC | $3.7M |
PGPROCTER AND GAMBLE CO | $3.7M |
SCHXSCHWAB STRATEGIC TR | $3.7M |
DLNWISDOMTREE TR | $3.5M |
UNHUNITEDHEALTH GROUP INC | $3.4M |
WFCWELLS FARGO CO NEW | $3.3M |
INTCINTEL CORP | $3.3M |
CNCCENTENE CORP DEL | $3.3M |
METAFACEBOOK INC | $3.3M |
CMECME GROUP INC | $3.2M |
VNQIVANGUARD INTL EQUITY INDEX F | $3.2M |
PFEPFIZER INC | $3.2M |
PEPPEPSICO INC | $3.1M |
DFASDIMENSIONAL ETF TRUST | $3.1M |
XOMEXXON MOBIL CORP | $3.1M |
DFUSDIMENSIONAL ETF TRUST | $3.0M |
JPMJPMORGAN CHASE & CO | $3.0M |
SCHESCHWAB STRATEGIC TR | $2.8M |
COSTCOSTCO WHSL CORP NEW | $2.7M |
IWDISHARES TR | $2.6M |
AMGNAMGEN INC | $2.6M |
SBUXSTARBUCKS CORP | $2.6M |
TDOCTELADOC HEALTH INC | $2.6M |
IWVISHARES TR | $2.6M |
CVXCHEVRON CORP NEW | $2.5M |
CHDCHURCH & DWIGHT INC | $2.4M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.4M |
DHRDANAHER CORPORATION | $2.4M |
QCOMQUALCOMM INC | $2.3M |
HONHONEYWELL INTL INC | $2.3M |
LRCXEURLAM RESEARCH CORP | $2.3M |
CMCSACOMCAST CORP NEW | $2.3M |
APPFAPPFOLIO INC | $2.2M |
TXNTEXAS INSTRS INC | $2.2M |
NEENEXTERA ENERGY INC | $2.2M |
CSCOCISCO SYS INC | $2.2M |
ABBVABBVIE INC | $2.1M |
WMTWALMART INC | $2.1M |
ICLNISHARES TR | $2.0M |
ASMLASML HOLDING N V | $2.0M |
EFGISHARES TR | $2.0M |
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