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 |
|---|---|
MTDMETTLER TOLEDO INTERNATIONAL | $1.1M |
MOALTRIA GROUP INC | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
SCHBSCHWAB STRATEGIC TR | $1.1M |
WATWATERS CORP | $1.1M |
HCAHCA HEALTHCARE INC | $1.1M |
EBAEBAY INC. | $1.1M |
EEMISHARES TR | $1.1M |
CSXCSX CORP | $1.0M |
USBUS BANCORP DEL | $1.0M |
IAU*ISHARES GOLD TR | $1.0M |
CTVACORTEVA INC | $1.0M |
VDCVANGUARD WORLD FD | $1.0M |
ZTSZOETIS INC | $995K |
SONYSONY GROUP CORP | $990K |
NTRSNORTHERN TR CORP | $989K |
MCXMCCORMICK & CO INC | $975K |
IPINTERNATIONAL PAPER CO | $964K |
XELXCEL ENERGY INC | $963K |
BINCBLACKROCK ETF TRUST II | $961K |
SCHGSCHWAB STRATEGIC TR | $954K |
AEPAMERICAN ELEC PWR CO INC | $952K |
CLSCELESTICA INC | $946K |
VCITVANGUARD SCOTTSDALE FDS | $939K |
DVADAVITA INC | $938K |
ETENERGY TRANSFER L P | $934K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $922K |
MKLMARKEL GROUP INC | $920K |
FDXFEDEX CORP | $917K |
CRCLCIRCLE INTERNET GROUP INC | $913K |
WRBBERKLEY W R CORP | $912K |
TSCOTRACTOR SUPPLY CO | $909K |
BRBROADRIDGE FINL SOLUTIONS IN | $909K |
WSTWEST PHARMACEUTICAL SVSC INC | $906K |
7HPHP INC | $902K |
SYYSYSCO CORP | $890K |
HESHESS CORP | $888K |
ALLEALLEGION PLC | $883K |
SMFGSUMITOMO MITSUI FINL GROUP I | $878K |
RHCRH PLC | $877K |
TRVTRAVELERS COMPANIES INC | $855K |
PCYINVESCO EXCH TRADED FD TR II | $836K |
WWDWOODWARD INC | $819K |
CLXCLOROX CO DEL | $818K |
AVLVAMERICAN CENTY ETF TR | $815K |
EAELECTRONIC ARTS INC | $811K |
COFCAPITAL ONE FINL CORP | $809K |
IYWISHARES TR | $794K |
MSCIMSCI INC | $790K |
IMAIMAX CORP | $789K |
SCHDSCHWAB STRATEGIC TR | $782K |
MGCVANGUARD WORLD FD | $781K |
PNCPNC FINL SVCS GROUP INC | $780K |
SHYGISHARES TR | $780K |
OEFISHARES TR | $777K |
EPDENTERPRISE PRODS PARTNERS L | $775K |
BPBP PLC | $770K |
EMXCISHARES INC | $764K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $763K |
IDXXIDEXX LABS INC | $762K |
IWRISHARES TR | $757K |
GLWCORNING INC | $756K |
HNMORMAT TECHNOLOGIES INC | $756K |
GISGENERAL MLS INC | $755K |
IWOISHARES TR | $749K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $747K |
A4SAMERIPRISE FINL INC | $746K |
BBYBEST BUY INC | $746K |
ANETARISTA NETWORKS INC | $739K |
USMVISHARES TR | $739K |
XLVSELECT SECTOR SPDR TR | $738K |
XLFISELECT SECTOR SPDR TR | $734K |
VRTVERTIV HOLDINGS CO | $731K |
ULUNILEVER PLC | $726K |
DISVDIMENSIONAL ETF TRUST | $726K |
PSXPHILLIPS 66 | $718K |
AMTAMERICAN TOWER CORP NEW | $716K |
SNPSSYNOPSYS INC | $713K |
BCCBOISE CASCADE CO DEL | $712K |
KLACKLA CORP | $708K |
GLPGLOBAL PARTNERS LP | $707K |
CITHE CIGNA GROUP | $702K |
CAHCARDINAL HEALTH INC | $701K |
SCHHSCHWAB STRATEGIC TR | $700K |
PODDINSULET CORP | $698K |
TTTRANE TECHNOLOGIES PLC | $693K |
FTECFIDELITY COVINGTON TRUST | $693K |
DYHTARGET CORP | $691K |
XLISELECT SECTOR SPDR TR | $678K |
AMGAFFILIATED MANAGERS GROUP IN | $677K |
VCRVANGUARD WORLD FD | $673K |
BDXBECTON DICKINSON & CO | $670K |
IJJISHARES TR | $670K |
HSYHERSHEY CO | $667K |
FERGFERGUSON ENTERPRISES INC | $665K |
MMM3M CO | $664K |
COWZPACER FDS TR | $663K |
APDAIR PRODS & CHEMS INC | $660K |
EFVISHARES TR | $658K |
MDYSPDR S&P MIDCAP 400 ETF TR | $654K |