MISSION WEALTH MANAGEMENT, LP Q3 2023 Filing
Filed October 24, 2023
Portfolio Value
$2.7B
Holdings
522
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (522 positions)
| Stock | Value |
|---|---|
PFEPFIZER INC | $2.8M |
IVWISHARES TR | $2.7M |
MRKMERCK & CO INC | $2.7M |
NOCNORTHROP GRUMMAN CORP | $2.7M |
DHRDANAHER CORPORATION | $2.7M |
XELXCEL ENERGY INC | $2.6M |
IBMINTERNATIONAL BUSINESS MACHS | $2.6M |
SBUXSTARBUCKS CORP | $2.5M |
VNQIVANGUARD INTL EQUITY INDEX F | $2.5M |
DLNWISDOMTREE TR | $2.5M |
VSSVANGUARD INTL EQUITY INDEX F | $2.4M |
VWOBVANGUARD WHITEHALL FDS | $2.4M |
NOWSERVICENOW INC | $2.4M |
HONHONEYWELL INTL INC | $2.4M |
UPSUNITED PARCEL SERVICE INC | $2.3M |
CRMSALESFORCE INC | $2.2M |
AQLTISHARES TR | $2.2M |
CMECME GROUP INC | $2.2M |
VGTVANGUARD WORLD FDS | $2.1M |
DECKDECKERS OUTDOOR CORP | $2.1M |
CBCHUBB LIMITED | $2.1M |
NEENEXTERA ENERGY INC | $2.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.1M |
MAMASTERCARD INCORPORATED | $2.1M |
WMTWALMART INC | $2.1M |
ADPAUTOMATIC DATA PROCESSING IN | $2.1M |
VEUVANGUARD INTL EQUITY INDEX F | $2.1M |
FISVFISERV INC | $2.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.0M |
ASMLASML HOLDING N V | $2.0M |
XLESELECT SECTOR SPDR TR | $1.9M |
NKENIKE INC | $1.9M |
NVONOVO-NORDISK A S | $1.9M |
AONAON PLC | $1.9M |
INTUINTUIT | $1.9M |
AG8AGILENT TECHNOLOGIES INC | $1.9M |
MOALTRIA GROUP INC | $1.8M |
KOCOCA COLA CO | $1.8M |
KEYSKEYSIGHT TECHNOLOGIES INC | $1.8M |
WFCWELLS FARGO CO NEW | $1.8M |
MRSHMARSH & MCLENNAN COS INC | $1.8M |
DISDISNEY WALT CO | $1.7M |
JPSTJ P MORGAN EXCHANGE TRADED F | $1.7M |
WSTWEST PHARMACEUTICAL SVSC INC | $1.7M |
ICLNISHARES TR | $1.6M |
IWMISHARES TR | $1.6M |
ANIXANIXA BIOSCIENCES INC | $1.6M |
VHTVANGUARD WORLD FDS | $1.6M |
VRTXVERTEX PHARMACEUTICALS INC | $1.6M |
XLFSELECT SECTOR SPDR TR | $1.6M |
UNPUNION PAC CORP | $1.6M |
IVEISHARES TR | $1.6M |
AGGISHARES TR | $1.5M |
IJHISHARES TR | $1.5M |
USHYISHARES TR | $1.5M |
CDNSCADENCE DESIGN SYSTEM INC | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
LRCXEURLAM RESEARCH CORP | $1.5M |
AXPAMERICAN EXPRESS CO | $1.5M |
SPUSTIDAL ETF TR | $1.5M |
RTXRTX CORPORATION | $1.5M |
BACBANK AMERICA CORP | $1.5M |
ACNACCENTURE PLC IRELAND | $1.5M |
PGRPROGRESSIVE CORP | $1.4M |
QCOMQUALCOMM INC | $1.4M |
LMTLOCKHEED MARTIN CORP | $1.4M |
WDAYWORKDAY INC | $1.4M |
ERTHINVESCO EXCHANGE TRADED FD T | $1.4M |
SCHESCHWAB STRATEGIC TR | $1.4M |
HESHESS CORP | $1.4M |
HLALLISTED FD TR | $1.4M |
FDSFACTSET RESH SYS INC | $1.4M |
EXPDEXPEDITORS INTL WASH INC | $1.4M |
DONSPDR DOW JONES INDL AVERAGE | $1.4M |
SPYGSPDR SER TR | $1.4M |
ESGVVANGUARD WORLD FD | $1.4M |
ADSKAUTODESK INC | $1.4M |
ABTABBOTT LABS | $1.4M |
MPCMARATHON PETE CORP | $1.3M |
CMCSACOMCAST CORP NEW | $1.3M |
COPCONOCOPHILLIPS | $1.3M |
PCYINVESCO EXCH TRADED FD TR II | $1.3M |
CHDCHURCH & DWIGHT CO INC | $1.3M |
4I1PHILIP MORRIS INTL INC | $1.3M |
KKRKKR & CO INC | $1.2M |
BCCBOISE CASCADE CO DEL | $1.2M |
BMYBRISTOL-MYERS SQUIBB CO | $1.2M |
CATCATERPILLAR INC | $1.2M |
SHELSHELL PLC | $1.2M |
—NATIONAL INSTRS CORP | $1.2M |
GWWGRAINGER W W INC | $1.2M |
TDCTERADATA CORP DEL | $1.2M |
AMDADVANCED MICRO DEVICES INC | $1.1M |
DOVDOVER CORP | $1.1M |
PDCOEURPATTERSON COS INC | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
JFRNUVEEN FLOATING RATE INCOME | $1.1M |
GQ9SPDR GOLD TR | $1.1M |
MTDMETTLER TOLEDO INTERNATIONAL | $1.1M |
DFATDIMENSIONAL ETF TRUST | $1.1M |