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 |
|---|---|
DWDMORGAN STANLEY | $881K |
BCCBOISE CASCADE CO DEL | $880K |
BPBP PLC | $875K |
HESHESS CORP | $851K |
ICLNISHARES TR | $849K |
MSCIMSCI INC | $827K |
ERTHINVESCO EXCHANGE TRADED FD T | $825K |
BRBROADRIDGE FINL SOLUTIONS IN | $822K |
TROWPRICE T ROWE GROUP INC | $821K |
TRVTRAVELERS COMPANIES INC | $815K |
NTRSNORTHERN TR CORP | $813K |
SCHGSCHWAB STRATEGIC TR | $812K |
PNCPNC FINL SVCS GROUP INC | $808K |
SCHHSCHWAB STRATEGIC TR | $803K |
MKLMARKEL GROUP INC | $797K |
AEPAMERICAN ELEC PWR CO INC | $796K |
PLTRPALANTIR TECHNOLOGIES INC | $796K |
SONYSONY GROUP CORP | $785K |
EMXCISHARES INC | $780K |
SMFGSUMITOMO MITSUI FINL GROUP I | $776K |
AGXARGAN INC | $774K |
BFAMBRIGHT HORIZONS FAM SOL IN D | $772K |
IMAIMAX CORP | $757K |
ALLEALLEGION PLC | $755K |
KLACKLA CORP | $750K |
A4SAMERIPRISE FINL INC | $749K |
VDCVANGUARD WORLD FD | $745K |
HSYHERSHEY CO | $738K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $736K |
OEFISHARES TR | $735K |
IWRISHARES TR | $730K |
GEVGE VERNOVA INC | $719K |
IYWISHARES TR | $716K |
HN9HANESBRANDS INC | $714K |
POOLPOOL CORP | $708K |
DGRWWISDOMTREE TR | $707K |
FTECFIDELITY COVINGTON TRUST | $703K |
TAPMOLSON COORS BEVERAGE CO | $700K |
GLWCORNING INC | $700K |
CMGCHIPOTLE MEXICAN GRILL INC | $700K |
IDXXIDEXX LABS INC | $691K |
TDCTERADATA CORP DEL | $689K |
IJJISHARES TR | $687K |
TSCOTRACTOR SUPPLY CO | $685K |
EIXEDISON INTL | $683K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $681K |
TTTRANE TECHNOLOGIES PLC | $675K |
SNPSSYNOPSYS INC | $673K |
USMVISHARES TR | $668K |
PPGPPG INDS INC | $664K |
WYWEYERHAEUSER CO MTN BE | $659K |
ERIIENERGY RECOVERY INC | $654K |
XYLXYLEM INC | $654K |
ULUNILEVER PLC | $643K |
AMGAFFILIATED MANAGERS GROUP IN | $639K |
PSXPHILLIPS 66 | $639K |
XLFISELECT SECTOR SPDR TR | $639K |
IWOISHARES TR | $639K |
SYYSYSCO CORP | $629K |
PODDINSULET CORP | $629K |
SCHDSCHWAB STRATEGIC TR | $626K |
GLPGLOBAL PARTNERS LP | $624K |
ROSTROSS STORES INC | $621K |
DGROISHARES TR | $617K |
ANETARISTA NETWORKS INC | $617K |
VCRVANGUARD WORLD FD | $616K |
BKRBAKER HUGHES COMPANY | $614K |
HNMORMAT TECHNOLOGIES INC | $607K |
ZMZOOM COMMUNICATIONS INC | $605K |
XLVSELECT SECTOR SPDR TR | $603K |
CLCOLGATE PALMOLIVE CO | $590K |
VRTVERTIV HOLDINGS CO | $588K |
EAELECTRONIC ARTS INC | $587K |
KRKROGER CO | $585K |
ITWILLINOIS TOOL WKS INC | $582K |
XLISELECT SECTOR SPDR TR | $575K |
SHOPSHOPIFY INC | $573K |
HCAHCA HEALTHCARE INC | $572K |
CITHE CIGNA GROUP | $571K |
PKNREVVITY INC | $571K |
CNRCANADIAN NATL RY CO | $570K |
TGNATEGNA INC | $570K |
DISVDIMENSIONAL ETF TRUST | $568K |
RIORIO TINTO PLC | $568K |
CATHGLOBAL X FDS | $567K |
AZNASTRAZENECA PLC | $562K |
PAYXPAYCHEX INC | $561K |
MCOMOODYS CORP | $557K |
CAHCARDINAL HEALTH INC | $551K |
FHLCFIDELITY COVINGTON TRUST | $548K |
EGPEASTGROUP PPTYS INC | $546K |
RSPTINVESCO EXCHANGE TRADED FD T | $543K |
DFGRDIMENSIONAL ETF TRUST | $541K |
DEMWISDOMTREE TR | $539K |
VLOVALERO ENERGY CORP | $539K |
CARRCARRIER GLOBAL CORPORATION | $537K |
VONVVANGUARD SCOTTSDALE FDS | $536K |
EFVISHARES TR | $528K |
APDAIR PRODS & CHEMS INC | $524K |
DEODIAGEO PLC | $521K |