Mission Wealth Management, LP Purchases in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
5K
+ 10.33%
$52.45 - $60.02 $262K - $300K
53.4K $3.16M
KR
Kroger CO

Consumer Defensive
9.56K
New
$55.21 - $63.3 $528K - $605K
9.56K $584K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
168
+ 0.04%
$118.0 - $127.04 $19.8K - $21.3K
461K $56.1M
WMT
Walmart Inc.

Consumer Defensive
1.23K
+ 2.52%
$79.1 - $95.7 $97.1K - $118K
50K $4.52M
DISV
Dimensional ETF Tr Dimensional

ETFs
21.4K
New
$26.18 - $28.77 $560K - $615K
21.4K $568K
VONV
Vanguard Russell 1000 Value Et

ETFs
6.6K
New
$80.87 - $87.69 $534K - $579K
6.6K $536K
BA
Boeing CO

Industrials
677
+ 4.1%
$138.14 - $180.72 $93.5K - $122K
17.2K $3.04M
TGT
Target Corp

Consumer Defensive
4.41K
+ 108.97%
$121.59 - $160.69 $536K - $708K
8.45K $1.14M
USB
Us Bancorp \De\

Financial Services
9.72K
+ 50.19%
$43.98 - $53.66 $427K - $522K
29.1K $1.39M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6.31K
+ 260.01%
$80.93 - $85.66 $511K - $541K
8.74K $707K
PLTR
Palantir Technologies Inc.

Technology
1.27K
+ 13.72%
$36.46 - $82.38 $46.3K - $105K
10.5K $796K
GS
Goldman Sachs Group Inc

Financial Services
353
+ 11.34%
$486.1 - $608.57 $172K - $215K
3.47K $1.98M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
484
+ 3.06%
$521.84 - $558.82 $253K - $270K
16.3K $8.79M
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.6K
New
$24.25 - $26.7 $426K - $469K
17.6K $431K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.82K
+ 15.64%
$61.68 - $67.87 $420K - $463K
50.4K $3.14M
AMOT
Allied Motion Technologies Inc

Technology
14.4K
New
N/A
14.4K $401K
AFRM
Affirm Holdings, Inc.

Technology
1
+ 0.01%
$38.48 - $72.86 $38.5 - $72.9
19.5K $1.19M
IYW
Ishares Dj Us Tech ETF

ETFs
2.32K
+ 107.01%
$148.14 - $166.23 $344K - $386K
4.49K $715K
EQAL
Invesco ETF

ETFs
7.94K
New
$48.01 - $51.95 $381K - $412K
7.94K $383K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.04K
New
$56.06 - $61.35 $338K - $370K
6.04K $340K
CM
Canadian Imperial Bank Of Commerce

Financial Services
5.1K
New
$59.58 - $67.31 $304K - $343K
5.1K $322K
EQR
Equity Residential

Real Estate
4.48K
New
$69.12 - $77.48 $309K - $347K
4.48K $321K
EPD
Enterprise Products Partners L.P.

Energy
8.05K
+ 32.99%
$28.66 - $34.43 $231K - $277K
32.5K $1.02M
TSCO
Tractor Supply CO

Consumer Cyclical
11.6K
+ 885.73%
$52.59 - $303.74 $610K - $3.52M
12.9K $685K
XLU
Utilities Sector Spdr

ETFs
3.87K
New
$74.89 - $82.93 $290K - $321K
3.87K $292K
ADI
Analog Devices Inc

Technology
1.64K
+ 48.12%
$206.35 - $236.48 $339K - $388K
5.05K $1.07M
WK
Workiva Inc

Technology
2.55K
New
$76.11 - $114.78 $194K - $292K
2.55K $278K
COP
Conocophillips

Energy
3.6K
+ 25.91%
$95.12 - $114.72 $342K - $413K
17.5K $1.73M
BDX
Becton Dickinson & CO

Healthcare
1.16K
New
$220.02 - $243.75 $254K - $282K
1.16K $262K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.81K
New
$111.62 - $139.44 $202K - $252K
1.81K $247K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.62K
New
$43.84 - $48.76 $246K - $274K
5.62K $247K
VBK
Vanguard Small Cap Growth ETF

ETFs
711
+ 20.8%
$264.18 - $304.19 $188K - $216K
4.13K $1.16M
TXT
Textron Inc

Industrials
3.13K
New
$75.82 - $90.32 $238K - $283K
3.13K $239K
MGK
Vanguard Mega Cap Growth ETF

ETFs
642
+ 99.38%
$316.94 - $357.88 $203K - $230K
1.29K $442K
OMAB
Central North Airport Group

Industrials
3.37K
New
$62.93 - $74.04 $212K - $249K
3.37K $231K
ET
Energy Transfer LP

Energy
2.61K
+ 5.29%
$16.05 - $19.86 $41.9K - $51.9K
52K $1.02M
STX
Seagate Technology Holdings PLC

Technology
3.13K
+ 147.57%
$86.31 - $112.64 $270K - $353K
5.25K $453K
VZ
Verizon Communications Inc

Communication Services
11K
+ 24.04%
$39.6 - $45.21 $434K - $495K
56.5K $2.26M
NTRA
Natera, Inc.

Healthcare
1.35K
New
$117.67 - $174.0 $159K - $235K
1.35K $214K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
1.44K
+ 6.22%
$70.54 - $79.61 $101K - $114K
24.6K $1.87M
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
10.1K
New
$19.73 - $23.93 $199K - $242K
10.1K $210K
KMB
Kimberly Clark Corp

Consumer Defensive
1.6K
New
$130.37 - $146.09 $209K - $234K
1.6K $209K
SYK
Stryker Corp

Healthcare
601
+ 7.6%
$345.14 - $392.15 $207K - $236K
8.5K $3.06M
STZ
Constellation Brands, Inc.

Consumer Defensive
924
New
$219.66 - $257.62 $203K - $238K
924 $204K
SPGI
S&P Global Inc.

Financial Services
549
+ 14.41%
$480.36 - $529.17 $264K - $291K
4.36K $2.17M
SOUN
Soundhound Ai, Inc.

Technology
6.65K
+ 155.55%
$4.51 - $24.23 $30K - $161K
10.9K $216K
UBER
Uber Technologies, Inc

Technology
4.15K
+ 109.01%
$59.93 - $86.34 $249K - $358K
7.96K $479K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.42K
+ 45.8%
$55.45 - $61.08 $245K - $270K
14.1K $780K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 2.34%
$4100.99 - $5300.34 $20.5K - $26.5K
219 $1.09M
Activity Summary
Buys All Purchases 265 New Holdings 43 Increased Positions 222 Sells All Sells 307 Reductions 307 Sold out 0 Options Calls 3 Puts 20
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