MISSION WEALTH MANAGEMENT, LP Q3 2019 Filing
Filed October 16, 2019
Portfolio Value
$936.0M
Holdings
317
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (317 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $69.0M |
AQLTISHARES TR | $56.6M |
CMFISHARES TR | $55.6M |
BNDVANGUARD BD INDEX FD INC | $42.8M |
VMBSVANGUARD SCOTTSDALE FDS | $40.5M |
VBVANGUARD INDEX FDS | $37.8M |
MSFTMICROSOFT CORP | $35.7M |
VUGVANGUARD INDEX FDS | $33.5M |
SPIBSPDR SERIES TRUST | $32.7M |
VTVVANGUARD INDEX FDS | $31.0M |
AGGISHARES TR | $29.4M |
SCZISHARES TR | $26.8M |
AAPLAPPLE INC | $22.9M |
VNQVANGUARD INDEX FDS | $21.2M |
VEAVANGUARD TAX MANAGED INTL FD | $19.0M |
VWOVANGUARD INTL EQUITY INDEX F | $15.2M |
MUBISHARES TR | $13.1M |
IEMGISHARES INC | $13.0M |
EWEDWARDS LIFESCIENCES CORP | $11.4M |
DWMWISDOMTREE TR | $10.5M |
SUSAISHARES TR | $9.2M |
ITOTISHARES TR | $8.3M |
IJRISHARES TR | $8.3M |
HDHOME DEPOT INC | $7.3M |
AMZNAMAZON COM INC | $6.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.6M |
VNQIVANGUARD INTL EQUITY INDEX F | $6.1M |
SCHFSCHWAB STRATEGIC TR | $5.9M |
SPYSPDR S&P 500 ETF TR | $5.6M |
ISRGINTUITIVE SURGICAL INC | $5.2M |
VYMVANGUARD WHITEHALL FDS INC | $4.5M |
VSSVANGUARD INTL EQUITY INDEX F | $4.3M |
AMATAPPLIED MATLS INC | $4.2M |
JNJJOHNSON & JOHNSON | $4.1M |
EFAISHARES TR | $3.9M |
NUSCNUSHARES ETF TR | $3.7M |
CMECME GROUP INC | $3.7M |
IVVISHARES TR | $3.7M |
IWDISHARES TR | $3.5M |
IWFISHARES TR | $3.4M |
METAFACEBOOK INC | $3.4M |
SCHXSCHWAB STRATEGIC TR | $3.4M |
SCHESCHWAB STRATEGIC TR | $3.2M |
MCDMCDONALDS CORP | $3.1M |
FITBFIFTH THIRD BANCORP | $3.1M |
GILDGILEAD SCIENCES INC | $3.1M |
HYLBDBX ETF TR | $3.0M |
ESGEISHARES INC | $3.0M |
DLNWISDOMTREE TR | $3.0M |
PGPROCTER & GAMBLE CO | $2.9M |
FRELFIDELITY COVINGTON TR | $2.9M |
INTCINTEL CORP | $2.9M |
VOOVANGUARD INDEX FDS | $2.8M |
NFLXNETFLIX INC | $2.7M |
WFCWELLS FARGO CO NEW | $2.7M |
XOMEXXON MOBIL CORP | $2.6M |
MINTPIMCO ETF TR | $2.4M |
PFEPFIZER INC | $2.4M |
SBUXSTARBUCKS CORP | $2.2M |
ILMNILLUMINA INC | $2.2M |
AVGOBROADCOM INC | $2.1M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.1M |
GOOGALPHABET INC | $2.1M |
WPCW P CAREY INC | $2.1M |
SCHHSCHWAB STRATEGIC TR | $2.1M |
CVXCHEVRON CORP NEW | $2.0M |
CSCOCISCO SYS INC | $2.0M |
SCHASCHWAB STRATEGIC TR | $1.9M |
DEMWISDOMTREE TR | $1.8M |
BABOEING CO | $1.7M |
IWVISHARES TR | $1.7M |
PEPPEPSICO INC | $1.6M |
DOVDOVER CORP | $1.6M |
DBEFDBX ETF TR | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
JPMJPMORGAN CHASE & CO | $1.5M |
TSLATESLA INC | $1.5M |
DHRDANAHER CORPORATION | $1.5M |
BCSFBAIN CAP SPECIALTY FIN INC | $1.5M |
MRKMERCK & CO INC | $1.5M |
SCHZSCHWAB STRATEGIC TR | $1.4M |
TAT&T INC | $1.3M |
COSTCOSTCO WHSL CORP NEW | $1.3M |
PENPENUMBRA INC | $1.3M |
GOOGLALPHABET INC | $1.3M |
KOCOCA COLA CO | $1.3M |
AMGNAMGEN INC | $1.3M |
SCHCSCHWAB STRATEGIC TR | $1.3M |
VXUSVANGUARD STAR FD | $1.3M |
NUBDNUSHARES ETF TR | $1.2M |
NDQINVESCO QQQ TR | $1.2M |
SHWSHERWIN WILLIAMS CO | $1.2M |
SDGISHARES TR | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
AMJEURJPMORGAN CHASE & CO | $1.1M |
CATYCATHAY GEN BANCORP | $1.1M |
IYRISHARES TR | $1.0M |
RDS/AROYAL DUTCH SHELL PLC | $1.0M |
VVISA INC | $995K |
CMCSACOMCAST CORP NEW | $992K |
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