Mission Hills Financial Advisory, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Vectors ETF Tr Bdc Inco with a value of $13.4B, Pimco Corporate & Income Strategy Fund with a value of $11.7B, Pimco ETF Tr Enhanced Sht Matu with a value of $11.5B, Invesco Qqq Trust, Series 1 with a value of $8.56B, and Vanguard Ftse Developed Market with a value of $8.54B.

Examining the 13F form we can see an increase of $11.3B in the current position value, from $118B to 129B.

Mission Hills Financial Advisory, LLC is based out at San Diego, CA

Below you can find more details about Mission Hills Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $102 Billion
Financial Services: $24.8 Billion
Technology: $992 Million
Consumer Cyclical: $981 Million
Healthcare: $248 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $129 Billion
  • Prior Value $118 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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