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)

StockValue
XLESELECT SECTOR SPDR TR
$1.7M
AGGISHARES TR
$1.7M
ETNEATON CORP PLC
$1.7M
MRSHMARSH & MCLENNAN COS INC
$1.6M
CMCSACOMCAST CORP NEW
$1.6M
SPOTSPOTIFY TECHNOLOGY S A
$1.6M
AONAON PLC
$1.5M
FBTCFIDELITY WISE ORIGIN BITCOIN
$1.5M
CMICUMMINS INC
$1.5M
NKENIKE INC
$1.5M
CLSCELESTICA INC
$1.5M
WDAYWORKDAY INC
$1.5M
APHAMPHENOL CORP NEW
$1.4M
MCKMCKESSON CORP
$1.4M
UPSUNITED PARCEL SERVICE INC
$1.4M
HPEHEWLETT PACKARD ENTERPRISE C
$1.4M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.4M
DOVDOVER CORP
$1.4M
USBUS BANCORP DEL
$1.4M
GQ9SPDR GOLD TR
$1.4M
MPCMARATHON PETE CORP
$1.4M
WSTWEST PHARMACEUTICAL SVSC INC
$1.4M
MDLZMONDELEZ INTL INC
$1.3M
IHDGWISDOMTREE TR
$1.3M
DFCFDIMENSIONAL ETF TRUST
$1.3M
JPSTJ P MORGAN EXCHANGE TRADED F
$1.3M
SHELSHELL PLC
$1.3M
BXBLACKSTONE INC
$1.3M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3M
IWPISHARES TR
$1.3M
CHDCHURCH & DWIGHT CO INC
$1.3M
FDSFACTSET RESH SYS INC
$1.3M
GWWGRAINGER W W INC
$1.2M
FICOFAIR ISAAC CORP
$1.2M
EXPDEXPEDITORS INTL WASH INC
$1.2M
CLXCLOROX CO DEL
$1.2M
AFRMAFFIRM HLDGS INC
$1.2M
4I1PHILIP MORRIS INTL INC
$1.2M
NDAQNASDAQ INC
$1.2M
VFHVANGUARD WORLD FD
$1.2M
7HPHP INC
$1.2M
FDXFEDEX CORP
$1.2M
ELVELEVANCE HEALTH INC
$1.2M
VBKVANGUARD INDEX FDS
$1.2M
VHTVANGUARD WORLD FD
$1.2M
WATWATERS CORP
$1.1M
VOTETCW ETF TRUST
$1.1M
DYHTARGET CORP
$1.1M
PRUPRUDENTIAL FINL INC
$1.1M
MTDMETTLER TOLEDO INTERNATIONAL
$1.1M
BKBANK NEW YORK MELLON CORP
$1.1M
TRMBTRIMBLE INC
$1.1M
NVSNNOVARTIS AG
$1.1M
IPINTERNATIONAL PAPER CO
$1.1M
SOSOUTHERN CO
$1.1M
TAT&T INC
$1.1M
ANIXANIXA BIOSCIENCES INC
$1.1M
ALSALLSTATE CORP
$1.1M
BKNGBOOKING HOLDINGS INC
$1.1M
ABALLIANCEBERNSTEIN HLDG L P
$1.1M
USHYISHARES TR
$1.1M
VTVANGUARD INTL EQUITY INDEX F
$1.1M
ADIANALOG DEVICES INC
$1.1M
TJXTJX COS INC NEW
$1.1M
DBEFDBX ETF TR
$1.1M
RGTIRIGETTI COMPUTING INC
$1.0M
BMIBADGER METER INC
$1.0M
CSXCSX CORP
$1.0M
LINLINDE PLC
$1.0M
ETENERGY TRANSFER L P
$1.0M
EPDENTERPRISE PRODS PARTNERS L
$1.0M
SCHBSCHWAB STRATEGIC TR
$1.0M
MCXMCCORMICK & CO INC
$988K
DVADAVITA INC
$985K
EBAEBAY INC.
$984K
GILDGILEAD SCIENCES INC
$981K
XELXCEL ENERGY INC
$981K
MOATVANECK ETF TRUST
$979K
ECLECOLAB INC
$978K
VVVANGUARD INDEX FDS
$977K
VOVANGUARD INDEX FDS
$974K
CMECME GROUP INC
$968K
VCITVANGUARD SCOTTSDALE FDS
$965K
PDCOEURPATTERSON COS INC
$963K
PCYINVESCO EXCH TRADED FD TR II
$948K
RELXRELX PLC
$946K
SCHESCHWAB STRATEGIC TR
$945K
EMEEMCOR GROUP INC
$940K
GISGENERAL MLS INC
$933K
EEMISHARES TR
$932K
NSCNORFOLK SOUTHN CORP
$928K
MOALTRIA GROUP INC
$919K
RHCRH PLC
$913K
BBYBEST BUY INC
$912K
NUBDNUSHARES ETF TR
$906K
VDEVANGUARD WORLD FD
$901K
VBRVANGUARD INDEX FDS
$897K
HIGHARTFORD FINL SVCS GROUP INC
$897K
SAPSAP SE
$895K
JFRNUVEEN FLOATING RATE INCOME
$881K
PreviousPage 3 of 7Next