MISSION WEALTH MANAGEMENT, LP Q3 2018 Filing
Filed November 1, 2018
Portfolio Value
$759.6M
Holdings
283
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (283 positions)
| Stock | Value |
|---|---|
AQLTISHARES TR | $78.7M |
BNDVANGUARD BD INDEX FD INC | $59.4M |
VTIVANGUARD INDEX FDS | $44.7M |
VUGVANGUARD INDEX FDS | $35.2M |
VMBSVANGUARD SCOTTSDALE FDS | $34.1M |
VTVVANGUARD INDEX FDS | $32.5M |
MSFTMICROSOFT CORP | $29.2M |
SPIBSPDR SERIES TRUST | $27.3M |
CMFISHARES TR | $26.7M |
VBVANGUARD INDEX FDS | $24.5M |
AAPLAPPLE INC | $23.4M |
SCZISHARES TR | $22.0M |
VWOVANGUARD INTL EQUITY INDEX F | $13.8M |
VNQVANGUARD INDEX FDS | $13.4M |
DWMWISDOMTREE TR | $11.6M |
EWEDWARDS LIFESCIENCES CORP | $9.9M |
VNQIVANGUARD INTL EQUITY INDEX F | $7.8M |
AMZNAMAZON COM INC | $7.1M |
MUBISHARES TR | $6.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.2M |
HDHOME DEPOT INC | $5.9M |
ISRGINTUITIVE SURGICAL INC | $5.5M |
EFAISHARES TR | $5.2M |
SPYSPDR S&P 500 ETF TR | $4.9M |
IJRISHARES TR | $4.9M |
ILMNILLUMINA INC | $4.6M |
SUSAISHARES TR | $4.4M |
NFLXNETFLIX INC | $4.1M |
AGGISHARES TR | $4.1M |
JNJJOHNSON & JOHNSON | $4.0M |
IEMGISHARES INC | $3.8M |
IVVISHARES TR | $3.7M |
—MB FINANCIAL INC NEW | $3.6M |
VYMVANGUARD WHITEHALL FDS INC | $3.5M |
DLNWISDOMTREE TR | $3.3M |
IWFISHARES TR | $3.2M |
AMATAPPLIED MATLS INC | $3.1M |
CMECME GROUP INC | $3.0M |
XOMEXXON MOBIL CORP | $2.9M |
WFCWELLS FARGO CO NEW | $2.9M |
IWDISHARES TR | $2.9M |
TAT&T INC | $2.7M |
PFEPFIZER INC | $2.6M |
VOOVANGUARD INDEX FDS | $2.6M |
ITOTISHARES TR | $2.6M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.4M |
DEMWISDOMTREE TR | $2.3M |
SCHFSCHWAB STRATEGIC TR | $2.3M |
INTCINTEL CORP | $2.2M |
CVXCHEVRON CORP NEW | $2.1M |
AMJEURJPMORGAN CHASE & CO | $2.1M |
SCHHSCHWAB STRATEGIC TR | $2.0M |
PGPROCTER AND GAMBLE CO | $2.0M |
DBEFDBX ETF TR | $1.9M |
PENPENUMBRA INC | $1.9M |
SCHESCHWAB STRATEGIC TR | $1.9M |
AVGOBROADCOM INC | $1.9M |
FRELFIDELITY | $1.8M |
AMGNAMGEN INC | $1.8M |
GOOGALPHABET INC | $1.8M |
METAFACEBOOK INC | $1.7M |
DOVDOVER CORP | $1.7M |
IWVISHARES TR | $1.6M |
SCHXSCHWAB STRATEGIC TR | $1.6M |
SCHZSCHWAB STRATEGIC TR | $1.5M |
CSCOCISCO SYS INC | $1.5M |
GILDGILEAD SCIENCES INC | $1.4M |
—AUDENTES THERAPEUTICS INC | $1.4M |
MMM3M CO | $1.4M |
PEPPEPSICO INC | $1.4M |
NDQINVESCO QQQ TR | $1.4M |
EMBISHARES TR | $1.3M |
BABOEING CO | $1.3M |
MRKMERCK & CO INC | $1.3M |
CATYCATHAY GEN BANCORP | $1.3M |
JPMJPMORGAN CHASE & CO | $1.3M |
IPINTL PAPER CO | $1.3M |
DHRDANAHER CORP DEL | $1.3M |
SHWSHERWIN WILLIAMS CO | $1.3M |
TSLATESLA INC | $1.2M |
ESGEISHARES INC | $1.2M |
VXUSVANGUARD STAR FD | $1.2M |
MOALTRIA GROUP INC | $1.1M |
IYRISHARES TR | $1.1M |
ABBVABBVIE INC | $1.1M |
VLOVALERO ENERGY CORP NEW | $1.1M |
GOOGLALPHABET INC | $1.1M |
MCDMCDONALDS CORP | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
EEMISHARES TR | $1.0M |
STTSPDR SERIES TRUST | $1.0M |
RWXSPDR INDEX SHS FDS | $1.0M |
VEAVANGUARD TAX MANAGED INTL FD | $983K |
VSSVANGUARD INTL EQUITY INDEX F | $982K |
HYGISHARES TR | $955K |
ISTBISHARES TR | $944K |
CMICUMMINS INC | $933K |
IJJISHARES TR | $892K |
IWMISHARES TR | $887K |
KOCOCA COLA CO | $886K |
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