MISSION WEALTH MANAGEMENT, LP Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$4.3B
Holdings
621
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (621 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $410.9M |
VTVVANGUARD INDEX FDS | $376.9M |
AQLTISHARES TR | $273.7M |
VBVANGUARD INDEX FDS | $251.5M |
BNDVANGUARD BD INDEX FDS | $221.5M |
AAPLAPPLE INC | $219.5M |
MSFTMICROSOFT CORP | $179.1M |
NVDANVIDIA CORPORATION | $113.4M |
SPIBSPDR SER TR | $110.6M |
VTIVANGUARD INDEX FDS | $96.1M |
USFRWISDOMTREE TR | $68.8M |
VEAVANGUARD TAX-MANAGED FDS | $62.3M |
AMZNAMAZON COM INC | $58.4M |
TTDTHE TRADE DESK INC | $57.2M |
SUSAISHARES TR | $56.1M |
TSLATESLA INC | $52.5M |
IJRISHARES TR | $48.1M |
ITOTISHARES TR | $46.4M |
IWFISHARES TR | $41.8M |
IWDISHARES TR | $34.4M |
NUSCNUSHARES ETF TR | $32.7M |
GOOGALPHABET INC | $32.4M |
SPYSPDR S&P 500 ETF TR | $31.0M |
AVGOBROADCOM INC | $29.8M |
ESGDISHARES TR | $29.0M |
USRTISHARES TR | $29.0M |
DFAIDIMENSIONAL ETF TRUST | $27.2M |
DFAEDIMENSIONAL ETF TRUST | $26.7M |
DFUVDIMENSIONAL ETF TRUST | $23.2M |
ESGUISHARES TR | $22.2M |
GOOGLALPHABET INC | $21.5M |
IWBISHARES TR | $21.3M |
METAMETA PLATFORMS INC | $20.9M |
DFAUDIMENSIONAL ETF TRUST | $20.4M |
ESGEISHARES INC | $19.7M |
JPMJPMORGAN CHASE & CO. | $19.2M |
AVEMAMERICAN CENTY ETF TR | $18.0M |
NDQINVESCO QQQ TR | $17.9M |
ISRGINTUITIVE SURGICAL INC | $17.4M |
DFACDIMENSIONAL ETF TRUST | $16.6M |
VWOVANGUARD INTL EQUITY INDEX F | $16.6M |
DFASDIMENSIONAL ETF TRUST | $16.2M |
VVISA INC | $16.0M |
NFLXNETFLIX INC | $15.1M |
APPFAPPFOLIO INC | $15.0M |
HDHOME DEPOT INC | $14.5M |
IVVISHARES TR | $13.4M |
COSTCOSTCO WHSL CORP NEW | $12.4M |
SCZISHARES TR | $12.2M |
JNJJOHNSON & JOHNSON | $12.1M |
LLYELI LILLY & CO | $12.0M |
ORCLORACLE CORP | $11.7M |
VIGVANGUARD SPECIALIZED FUNDS | $11.6M |
UNHUNITEDHEALTH GROUP INC | $10.8M |
BLKBLACKROCK INC | $10.2M |
NOWSERVICENOW INC | $9.5M |
CRMSALESFORCE INC | $9.4M |
XOMEXXON MOBIL CORP | $9.3M |
URIUNITED RENTALS INC | $9.2M |
PGPROCTER AND GAMBLE CO | $9.0M |
AMATAPPLIED MATLS INC | $8.9M |
AFLAFLAC INC | $8.8M |
VOOVANGUARD INDEX FDS | $8.8M |
ABBVABBVIE INC | $8.5M |
SDYSPDR SER TR | $8.4M |
JMSIJ P MORGAN EXCHANGE TRADED F | $8.2M |
MAMASTERCARD INCORPORATED | $8.2M |
TPLTEXAS PACIFIC LAND CORPORATI | $8.0M |
SDGISHARES TR | $7.7M |
NULGNUSHARES ETF TR | $7.7M |
VNQVANGUARD INDEX FDS | $7.6M |
INTUINTUIT | $7.6M |
SHWSHERWIN WILLIAMS CO | $7.6M |
NULVNUSHARES ETF TR | $7.4M |
VGSRMANAGER DIRECTED PORTFOLIOS | $7.4M |
SCHFSCHWAB STRATEGIC TR | $7.1M |
VSGXVANGUARD WORLD FD | $7.0M |
IYRISHARES TR | $6.8M |
VYMVANGUARD WHITEHALL FDS | $6.4M |
IEMGISHARES INC | $6.2M |
DFATDIMENSIONAL ETF TRUST | $6.1M |
CMFISHARES TR | $6.0M |
WFCWELLS FARGO CO NEW | $6.0M |
SCHCSCHWAB STRATEGIC TR | $5.8M |
CVXCHEVRON CORP NEW | $5.7M |
IWVISHARES TR | $5.6M |
PANWPALO ALTO NETWORKS INC | $5.5M |
VEEVVEEVA SYS INC | $5.4M |
NUDMNUSHARES ETF TR | $5.3M |
ACNACCENTURE PLC IRELAND | $5.2M |
BACBANK AMERICA CORP | $5.2M |
DFUSDIMENSIONAL ETF TRUST | $5.1M |
TXNTEXAS INSTRS INC | $4.9M |
MCDMCDONALDS CORP | $4.8M |
SCHXSCHWAB STRATEGIC TR | $4.8M |
LOWLOWES COS INC | $4.7M |
DFIVDIMENSIONAL ETF TRUST | $4.7M |
FITBFIFTH THIRD BANCORP | $4.6M |
WMTWALMART INC | $4.5M |
EFAISHARES TR | $4.5M |
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