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 |
|---|---|
VISVANGUARD WORLD FD | $648K |
DFAXDIMENSIONAL ETF TRUST | $645K |
SHYISHARES TR | $639K |
TERTERADYNE INC | $630K |
IUSVISHARES TR | $623K |
PAYXPAYCHEX INC | $617K |
MINTPIMCO ETF TR | $615K |
SCHWSCHWAB CHARLES CORP | $609K |
KRKROGER CO | $607K |
DFISDIMENSIONAL ETF TRUST | $606K |
CATHGLOBAL X FDS | $604K |
WYWEYERHAEUSER CO MTN BE | $600K |
TTENTOTALENERGIES SE | $599K |
VGKVANGUARD INTL EQUITY INDEX F | $598K |
PPGPPG INDS INC | $594K |
RSPTINVESCO EXCHANGE TRADED FD T | $591K |
CLCOLGATE PALMOLIVE CO | $587K |
DEMWISDOMTREE TR | $585K |
POOLPOOL CORP | $584K |
MLMMARTIN MARIETTA MATLS INC | $580K |
AZNASTRAZENECA PLC | $574K |
PFFISHARES TR | $574K |
CARRCARRIER GLOBAL CORPORATION | $573K |
ERIIENERGY RECOVERY INC | $569K |
MUFGMITSUBISHI UFJ FINL GROUP IN | $563K |
TAPMOLSON COORS BEVERAGE CO | $562K |
HBC2HSBC HLDGS PLC | $557K |
MLB1MERCADOLIBRE INC | $555K |
CRSCARPENTER TECHNOLOGY CORP | $554K |
RIORIO TINTO PLC | $552K |
ITWILLINOIS TOOL WKS INC | $551K |
MOATVANECK ETF TRUST | $550K |
IJKISHARES TR | $550K |
EGPEASTGROUP PPTYS INC | $548K |
FNDFSCHWAB STRATEGIC TR | $547K |
IUSGISHARES TR | $541K |
VTEBVANGUARD MUN BD FDS | $540K |
RSPINVESCO EXCHANGE TRADED FD T | $539K |
BKRBAKER HUGHES COMPANY | $537K |
ZMZOOM COMMUNICATIONS INC | $535K |
TDCTERADATA CORP DEL | $528K |
SPTMSPDR SERIES TRUST | $527K |
SCHMSCHWAB STRATEGIC TR | $524K |
DFGRDIMENSIONAL ETF TRUST | $524K |
WMBWILLIAMS COS INC | $524K |
AJGGALLAGHER ARTHUR J & CO | $523K |
IBKRINTERACTIVE BROKERS GROUP IN | $516K |
HIMSHIMS & HERS HEALTH INC | $513K |
BMTABRITISH AMERN TOB PLC | $513K |
RWXSPDR INDEX SHS FDS | $510K |
CNRCANADIAN NATL RY CO | $510K |
FASTFASTENAL CO | $509K |
VPUVANGUARD WORLD FD | $508K |
TGNATEGNA INC | $501K |
CNHICNH INDL N V | $498K |
FENIFIDELITY COVINGTON TRUST | $497K |
NOKNOKIA CORP | $495K |
MCOMOODYS CORP | $492K |
SLVISHARES SILVER TR | $492K |
NUBDNUSHARES ETF TR | $487K |
BHPBHP GROUP LTD | $485K |
SPHQINVESCO EXCHANGE TRADED FD T | $482K |
IRINGERSOLL RAND INC | $475K |
SCCOSOUTHERN COPPER CORP | $472K |
KLMNINVESCO EXCH TRADED FD TR II | $472K |
HN9HANESBRANDS INC | $469K |
NTAPNETAPP INC | $464K |
YETIYETI HLDGS INC | $461K |
TROWPRICE T ROWE GROUP INC | $458K |
CNCCENTENE CORP DEL | $457K |
XLCSELECT SECTOR SPDR TR | $457K |
IXNISHARES TR | $456K |
KYNKAYNE ANDERSON ENERGY INFRST | $454K |
TELTE CONNECTIVITY PLC | $454K |
AZOAUTOZONE INC | $449K |
URTHISHARES INC | $447K |
TMTOYOTA MOTOR CORP | $444K |
PLDPROLOGIS INC. | $443K |
PKNREVVITY INC | $442K |
GIB/ACGI INC | $440K |
ROSTROSS STORES INC | $440K |
ENBENBRIDGE INC | $439K |
WECWEC ENERGY GROUP INC | $438K |
SHOPSHOPIFY INC | $437K |
EDCONSOLIDATED EDISON INC | $435K |
GUTGABELLI UTIL TR | $434K |
VOXVANGUARD WORLD FD | $428K |
1RGREV GROUP INC | $425K |
AMKRAMKOR TECHNOLOGY INC | $422K |
CMGCHIPOTLE MEXICAN GRILL INC | $421K |
VOEVANGUARD INDEX FDS | $417K |
IPGINTERPUBLIC GROUP COS INC | $416K |
CWCURTISS WRIGHT CORP | $416K |
TRVCCITIGROUP INC | $412K |
RCLROYAL CARIBBEAN GROUP | $410K |
PHPARKER-HANNIFIN CORP | $410K |
DELLDELL TECHNOLOGIES INC | $407K |
FNCLFIDELITY COVINGTON TRUST | $407K |
FTNTFORTINET INC | $406K |
JCIJOHNSON CTLS INTL PLC | $403K |