MISSION WEALTH MANAGEMENT, LP Q4 2018 Filing
Filed February 8, 2019
Portfolio Value
$767.2M
Holdings
272
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (272 positions)
| Stock | Value |
|---|---|
CMFISHARES TR | $66.6M |
BNDVANGUARD BD INDEX FD INC | $58.7M |
VTIVANGUARD INDEX FDS | $50.1M |
AQLTISHARES TR | $44.3M |
VMBSVANGUARD SCOTTSDALE FDS | $35.0M |
VUGVANGUARD INDEX FDS | $28.5M |
VTVVANGUARD INDEX FDS | $28.3M |
SPIBSPDR SERIES TRUST | $27.8M |
MSFTMICROSOFT CORP | $26.2M |
VBVANGUARD INDEX FDS | $24.5M |
SCZISHARES TR | $19.8M |
VEAVANGUARD TAX MANAGED INTL FD | $18.7M |
AAPLAPPLE INC | $17.1M |
VNQVANGUARD INDEX FDS | $16.6M |
MUBISHARES TR | $14.9M |
VWOVANGUARD INTL EQUITY INDEX F | $13.2M |
DWMWISDOMTREE TR | $10.5M |
IEMGISHARES INC | $10.0M |
EWEDWARDS LIFESCIENCES CORP | $8.1M |
IJRISHARES TR | $7.1M |
ITOTISHARES TR | $6.3M |
AMZNAMAZON COM INC | $6.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.0M |
HDHOME DEPOT INC | $5.9M |
VNQIVANGUARD INTL EQUITY INDEX F | $5.8M |
SPYSPDR S&P 500 ETF TR | $4.8M |
VSSVANGUARD INTL EQUITY INDEX F | $4.7M |
ISRGINTUITIVE SURGICAL INC | $4.6M |
AGGISHARES TR | $4.5M |
SCHFSCHWAB STRATEGIC TR | $4.2M |
EFAISHARES TR | $3.9M |
SUSAISHARES TR | $3.8M |
JNJJOHNSON & JOHNSON | $3.8M |
VYMVANGUARD WHITEHALL FDS INC | $3.6M |
CMECME GROUP INC | $3.3M |
IVVISHARES TR | $3.2M |
—MB FINANCIAL INC NEW | $3.1M |
NFLXNETFLIX INC | $3.1M |
AMJEURJPMORGAN CHASE & CO | $2.9M |
DLNWISDOMTREE TR | $2.9M |
AMATAPPLIED MATLS INC | $2.7M |
WPCW P CAREY INC | $2.7M |
WFCWELLS FARGO CO NEW | $2.5M |
PFEPFIZER INC | $2.5M |
IWDISHARES TR | $2.4M |
IWFISHARES TR | $2.3M |
XOMEXXON MOBIL CORP | $2.3M |
FRELFIDELITY | $2.3M |
PGPROCTER AND GAMBLE CO | $2.3M |
SCHESCHWAB STRATEGIC TR | $2.2M |
INTCINTEL CORP | $2.2M |
VOOVANGUARD INDEX FDS | $2.2M |
ILMNILLUMINA INC | $2.2M |
SCHXSCHWAB STRATEGIC TR | $2.0M |
AVGOBROADCOM INC | $1.9M |
CVXCHEVRON CORP NEW | $1.9M |
ESGEISHARES INC | $1.7M |
SCHHSCHWAB STRATEGIC TR | $1.7M |
GOOGALPHABET INC | $1.7M |
NUSCNUSHARES ETF TR | $1.7M |
AMGNAMGEN INC | $1.7M |
TSLATESLA INC | $1.6M |
GILDGILEAD SCIENCES INC | $1.6M |
SCHZSCHWAB STRATEGIC TR | $1.5M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $1.4M |
PENPENUMBRA INC | $1.4M |
MCDMCDONALDS CORP | $1.4M |
MRKMERCK & CO INC | $1.4M |
IWVISHARES TR | $1.4M |
CSCOCISCO SYS INC | $1.3M |
DOVDOVER CORP | $1.3M |
METAFACEBOOK INC | $1.3M |
SCHASCHWAB STRATEGIC TR | $1.3M |
DBEFDBX ETF TR | $1.2M |
PEPPEPSICO INC | $1.2M |
MOALTRIA GROUP INC | $1.2M |
MMM3M CO | $1.2M |
BABOEING CO | $1.2M |
JPMJPMORGAN CHASE & CO | $1.2M |
TAT&T INC | $1.1M |
KOCOCA COLA CO | $1.1M |
NDQINVESCO QQQ TR | $1.1M |
VXUSVANGUARD STAR FD | $1.1M |
DEMWISDOMTREE TR | $1.1M |
DHRDANAHER CORP DEL | $1.0M |
CATYCATHAY GEN BANCORP | $1.0M |
HYLBDBX ETF TR | $972K |
ABBVABBVIE INC | $971K |
EEMISHARES TR | $971K |
GOOGLALPHABET INC | $967K |
HYGISHARES TR | $961K |
EMBISHARES TR | $940K |
IYRISHARES TR | $931K |
SHWSHERWIN WILLIAMS CO | $927K |
NBIXNEUROCRINE BIOSCIENCES INC | $916K |
IPINTL PAPER CO | $861K |
IJHISHARES TR | $850K |
STTSPDR SERIES TRUST | $848K |
RWXSPDR INDEX SHS FDS | $844K |
ESGDISHARES TR | $829K |
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