MISSION WEALTH MANAGEMENT, LP Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$4.7B
Holdings
647
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (647 positions)
| Stock | Value |
|---|---|
WMWASTE MGMT INC DEL | $2.1M |
IVEISHARES TR | $2.0M |
ICEINTERCONTINENTAL EXCHANGE IN | $2.0M |
APHAMPHENOL CORP NEW | $2.0M |
ADSKAUTODESK INC | $2.0M |
TMCTMC THE METALS COMPANY INC | $2.0M |
HLALLISTED FDS TR | $2.0M |
SBUXSTARBUCKS CORP | $2.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.0M |
ZSZSCALER INC | $1.9M |
DFSVDIMENSIONAL ETF TRUST | $1.9M |
DONSPDR DOW JONES INDL AVERAGE | $1.9M |
CGMSCAPITAL GRP FIXED INCM ETF T | $1.9M |
ASMLASML HOLDING N V | $1.9M |
CDNSCADENCE DESIGN SYSTEM INC | $1.9M |
MRSHMARSH & MCLENNAN COS INC | $1.9M |
4I1PHILIP MORRIS INTL INC | $1.9M |
DUKDUKE ENERGY CORP NEW | $1.9M |
NVONOVO-NORDISK A S | $1.9M |
PGRPROGRESSIVE CORP | $1.8M |
FHLCFIDELITY COVINGTON TRUST | $1.8M |
ONEQFIDELITY COMWLTH TR | $1.8M |
ECLECOLAB INC | $1.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN | $1.8M |
MUMICRON TECHNOLOGY INC | $1.7M |
CGCBCAPITAL GRP FIXED INCM ETF T | $1.7M |
CMCSACOMCAST CORP NEW | $1.7M |
PYPLPAYPAL HLDGS INC | $1.7M |
PTFINVESCO EXCHANGE TRADED FD T | $1.7M |
ABNBAIRBNB INC | $1.7M |
CHDCHURCH & DWIGHT CO INC | $1.6M |
DECKDECKERS OUTDOOR CORP | $1.6M |
XYLXYLEM INC | $1.6M |
OKLOOKLO INC | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
MSIMOTOROLA SOLUTIONS INC | $1.5M |
OKEONEOK INC NEW | $1.5M |
MDLZMONDELEZ INTL INC | $1.5M |
MCKMCKESSON CORP | $1.5M |
COPCONOCOPHILLIPS | $1.5M |
HPEHEWLETT PACKARD ENTERPRISE C | $1.5M |
MPCMARATHON PETE CORP | $1.5M |
VFHVANGUARD WORLD FD | $1.5M |
SHELSHELL PLC | $1.4M |
MGKVANGUARD WORLD FD | $1.4M |
TJXTJX COS INC NEW | $1.4M |
GILDGILEAD SCIENCES INC | $1.4M |
AONAON PLC | $1.4M |
BKBANK NEW YORK MELLON CORP | $1.4M |
WDAYWORKDAY INC | $1.4M |
CMICUMMINS INC | $1.4M |
NDAQNASDAQ INC | $1.4M |
TAT&T INC | $1.4M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.4M |
IWPISHARES TR | $1.4M |
IONQIONQ INC | $1.4M |
NKENIKE INC | $1.4M |
DOVDOVER CORP | $1.4M |
NVSNNOVARTIS AG | $1.4M |
AFRMAFFIRM HLDGS INC | $1.4M |
USHYISHARES TR | $1.3M |
IJTISHARES TR | $1.3M |
GEVGE VERNOVA INC | $1.3M |
VOVANGUARD INDEX FDS | $1.3M |
EXPDEXPEDITORS INTL WASH INC | $1.3M |
DFCFDIMENSIONAL ETF TRUST | $1.3M |
PFEPFIZER INC | $1.3M |
VDEVANGUARD WORLD FD | $1.3M |
LINLINDE PLC | $1.3M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.3M |
VTWGVANGUARD SCOTTSDALE FDS | $1.3M |
VSTVISTRA CORP | $1.3M |
ELVELEVANCE HEALTH INC | $1.3M |
BXBLACKSTONE INC | $1.3M |
GWWGRAINGER W W INC | $1.3M |
AGXARGAN INC | $1.2M |
NSCNORFOLK SOUTHN CORP | $1.2M |
SOSOUTHERN CO | $1.2M |
BMIBADGER METER INC | $1.2M |
ANIXANIXA BIOSCIENCES INC | $1.2M |
VOTETCW ETF TRUST | $1.2M |
CMECME GROUP INC | $1.2M |
TRMBTRIMBLE INC | $1.2M |
CEGCONSTELLATION ENERGY CORP | $1.2M |
ABALLIANCEBERNSTEIN HLDG L P | $1.2M |
SPOTSPOTIFY TECHNOLOGY S A | $1.2M |
DWDMORGAN STANLEY | $1.2M |
UPSUNITED PARCEL SERVICE INC | $1.2M |
ADIANALOG DEVICES INC | $1.2M |
FDSFACTSET RESH SYS INC | $1.2M |
PSAPUBLIC STORAGE OPER CO | $1.2M |
VTVANGUARD INTL EQUITY INDEX F | $1.2M |
FICOFAIR ISAAC CORP | $1.1M |
RELXRELX PLC | $1.1M |
XLESELECT SECTOR SPDR TR | $1.1M |
VHTVANGUARD WORLD FD | $1.1M |
DBEFDBX ETF TR | $1.1M |
EMEEMCOR GROUP INC | $1.1M |
SAPSAP SE | $1.1M |
HIGHARTFORD INSURANCE GROUP INC | $1.1M |