MISSION WEALTH MANAGEMENT, LP Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$2.2B
Holdings
510
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (510 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $211.1M |
VTVVANGUARD INDEX FDS | $199.3M |
VBVANGUARD INDEX FDS | $130.6M |
AQLTISHARES TR | $95.2M |
BNDVANGUARD BD INDEX FDS | $86.0M |
AAPLAPPLE INC | $79.7M |
VTIVANGUARD INDEX FDS | $76.4M |
MSFTMICROSOFT CORP | $68.4M |
SPIBSPDR SER TR | $60.0M |
VMBSVANGUARD SCOTTSDALE FDS | $57.9M |
CMFISHARES TR | $54.8M |
ITOTISHARES TR | $47.8M |
TSLATESLA INC | $43.3M |
VEAVANGUARD TAX-MANAGED INTL FD | $41.6M |
IJRISHARES TR | $36.0M |
TTDTHE TRADE DESK INC | $34.3M |
SUSAISHARES TR | $34.0M |
IEMGISHARES INC | $28.8M |
VWOVANGUARD INTL EQUITY INDEX F | $25.4M |
USRTISHARES TR | $24.1M |
NUSCNUSHARES ETF TR | $20.9M |
AMZNAMAZON COM INC | $20.3M |
MUBISHARES TR | $18.8M |
SCZISHARES TR | $17.9M |
JNJJOHNSON & JOHNSON | $14.3M |
UNHUNITEDHEALTH GROUP INC | $13.5M |
VNQVANGUARD INDEX FDS | $13.3M |
GOOGALPHABET INC | $12.7M |
ESGEISHARES INC | $12.7M |
NVDANVIDIA CORPORATION | $12.7M |
SPYSPDR S&P 500 ETF TR | $12.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.9M |
HDHOME DEPOT INC | $11.6M |
AMATAPPLIED MATLS INC | $11.1M |
EWEDWARDS LIFESCIENCES CORP | $11.1M |
SCHCSCHWAB STRATEGIC TR | $10.8M |
ISRGINTUITIVE SURGICAL INC | $10.5M |
SDGISHARES TR | $9.7M |
DWMWISDOMTREE TR | $9.1M |
SHWSHERWIN WILLIAMS CO | $8.6M |
VYMVANGUARD WHITEHALL FDS | $8.6M |
SCHFSCHWAB STRATEGIC TR | $8.3M |
ESGDISHARES TR | $7.7M |
BABOEING CO | $7.3M |
IYRISHARES TR | $7.1M |
VEEVVEEVA SYS INC | $7.1M |
AGGISHARES TR | $6.7M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $6.5M |
NFLXNETFLIX INC | $6.3M |
IWFISHARES TR | $6.3M |
ZTSZOETIS INC | $6.0M |
DISDISNEY WALT CO | $5.6M |
CNCCENTENE CORP DEL | $5.5M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $5.4M |
EFAISHARES TR | $5.3M |
NOWSERVICENOW INC | $5.2M |
NDQINVESCO QQQ TR | $5.1M |
GOOGLALPHABET INC | $4.9M |
FITBFIFTH THIRD BANCORP | $4.9M |
PGPROCTER AND GAMBLE CO | $4.8M |
VOOVANGUARD INDEX FDS | $4.7M |
IVVISHARES TR | $4.7M |
MCDMCDONALDS CORP | $4.4M |
PFEPFIZER INC | $4.3M |
SCHASCHWAB STRATEGIC TR | $4.1M |
SCHXSCHWAB STRATEGIC TR | $4.0M |
DFUSDIMENSIONAL ETF TRUST | $3.9M |
DLNWISDOMTREE TR | $3.8M |
JPMJPMORGAN CHASE & CO | $3.8M |
NKENIKE INC | $3.6M |
COSTCOSTCO WHSL CORP NEW | $3.6M |
TPLTEXAS PACIFIC LAND CORPORATI | $3.5M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $3.5M |
WFCWELLS FARGO CO NEW | $3.5M |
METAMETA PLATFORMS INC | $3.5M |
DFASDIMENSIONAL ETF TRUST | $3.3M |
VNQIVANGUARD INTL EQUITY INDEX F | $3.3M |
PEPPEPSICO INC | $3.2M |
XOMEXXON MOBIL CORP | $3.2M |
APPFAPPFOLIO INC | $3.0M |
CMECME GROUP INC | $3.0M |
PYPLPAYPAL HLDGS INC | $3.0M |
CSCOCISCO SYS INC | $2.9M |
IWDISHARES TR | $2.9M |
DHRDANAHER CORPORATION | $2.9M |
DFACDIMENSIONAL ETF TRUST | $2.9M |
VWOBVANGUARD WHITEHALL FDS | $2.8M |
SBUXSTARBUCKS CORP | $2.8M |
IWVISHARES TR | $2.8M |
NEENEXTERA ENERGY INC | $2.7M |
INTCINTEL CORP | $2.6M |
VSSVANGUARD INTL EQUITY INDEX F | $2.6M |
ABBVABBVIE INC | $2.6M |
CVXCHEVRON CORP NEW | $2.6M |
QCOMQUALCOMM INC | $2.5M |
DFAIDIMENSIONAL ETF TRUST | $2.5M |
LRCXEURLAM RESEARCH CORP | $2.5M |
AMGNAMGEN INC | $2.4M |
CHDCHURCH & DWIGHT CO INC | $2.4M |
SCHESCHWAB STRATEGIC TR | $2.4M |
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