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
BX
Blackstone Inc.

Financial Services
160
+ 2.2%
$148.45 - $199.05 $23.8K - $31.8K
7.44K $1.28M
PYPL
Pay Pal Holdings, Inc.

Financial Services
62
+ 0.29%
$77.25 - $91.3 $4.79K - $5.66K
21.6K $1.85M
T
At&T Inc.

Communication Services
5.42K
+ 12.78%
$21.22 - $23.88 $115K - $130K
47.9K $1.09M
NN
Nextnav Inc.

Communication Services
10K
New
$7.49 - $18.0 $74.9K - $180K
10K $155K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
8.08K
+ 29.29%
$11.18 - $13.68 $90.4K - $111K
35.7K $453K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
262
+ 41.07%
$563.99 - $620.12 $148K - $162K
900 $512K
CMI
Cummins Inc

Industrials
86
+ 2.01%
$324.93 - $383.42 $27.9K - $33K
4.36K $1.52M
XLK
Technology Sector Spdr

ETFs
128
+ 0.84%
$220.26 - $241.44 $28.2K - $30.9K
15.4K $3.59M
VRT
Vertiv Holdings CO

Industrials
1.54K
+ 42.45%
N/A
5.18K $448K
QUAL
Ishares Msci Usa Quality Facto

ETFs
838
+ 6.43%
$176.42 - $186.91 $148K - $157K
13.9K $2.47M
WMB
Williams Companies, Inc.

Energy
1.6K
+ 33.92%
$46.37 - $59.74 $74.1K - $95.5K
6.31K $341K
GLD
Spdr Gold Trust

ETFs
538
+ 10.35%
$236.59 - $257.5 $127K - $139K
5.74K $1.39M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.97K
+ 19.57%
$80.13 - $83.77 $158K - $165K
12K $964K
SCHX
Schwab Strategic Tr Us Large C

ETFs
137K
+ 200.48%
$22.4 - $68.28 $3.07M - $9.35M
205K $4.76M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
5.55K
+ 18.31%
$9.95 - $12.23 $55.2K - $67.8K
35.8K $420K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.33K
+ 32.16%
$63.19 - $73.31 $84K - $97.5K
5.47K $375K
IP
International Paper CO

Consumer Cyclical
66
+ 0.32%
$46.64 - $59.57 $3.08K - $3.93K
20.6K $1.11M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
180
+ 14.83%
$173.13 - $258.09 $31.2K - $46.5K
1.39K $321K
IWD
Ishares Russell 1000 Val ETF

ETFs
5.08K
+ 2.81%
$183.23 - $199.79 $931K - $1.02M
186K $34.4M
XEL
Xcel Energy Inc

Utilities
917
+ 6.74%
$62.16 - $72.92 $57K - $66.9K
14.5K $980K
HPE
Hewlett Packard Enterprise CO

Technology
1.62K
+ 2.53%
$19.31 - $23.95 $31.2K - $38.7K
65.4K $1.4M
HSBC
Hsbc Holdings PLC

Financial Services
1.07K
+ 13.18%
$43.83 - $49.51 $46.8K - $52.8K
9.16K $453K
WDAY
Workday, Inc.

Technology
34
+ 0.6%
$233.85 - $279.91 $7.95K - $9.52K
5.71K $1.47M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
928
+ 8.69%
$55.73 - $66.16 $51.7K - $61.4K
11.6K $699K
VFH
Vanguard Financial ETF

ETFs
22
+ 0.22%
$108.87 - $126.2 $2.4K - $2.78K
9.87K $1.17M
CAH
Cardinal Health Inc

Healthcare
416
+ 9.8%
$107.89 - $125.33 $44.9K - $52.1K
4.66K $551K
TM
Toyota Motor Corp

Consumer Cyclical
201
+ 8.25%
$169.2 - $199.52 $34K - $40.1K
2.64K $513K
MKL
Markel Corp

Financial Services
1
+ 0.22%
$1542.01 - $1785.11 $1.54K - $1.79K
462 $797K
ETN
Eaton Corp PLC

Industrials
218
+ 4.54%
$326.96 - $377.52 $71.3K - $82.3K
5.02K $1.66M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.34K
+ 33.24%
$35.21 - $44.8 $82.5K - $105K
9.4K $361K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
179
+ 4.94%
$170.03 - $192.78 $30.4K - $34.5K
3.8K $702K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.3K
+ 247.38%
$26.93 - $84.95 $440K - $1.39M
22.9K $626K
PODD
Insulet Corp

Healthcare
5
+ 0.21%
$227.79 - $275.7 $1.14K - $1.38K
2.41K $628K
GDDY
Go Daddy Inc.

Technology
7
+ 0.46%
$153.16 - $209.03 $1.07K - $1.46K
1.52K $300K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
786
+ 19.57%
$91.94 - $100.02 $72.3K - $78.6K
4.8K $444K
APD
Air Products & Chemicals, Inc.

Basic Materials
249
+ 15.97%
$285.5 - $335.62 $71.1K - $83.6K
1.81K $524K
DGRO
Ishares Core Dividend Growth E

ETFs
1.16K
+ 13.06%
$60.73 - $64.94 $70.6K - $75.5K
10.1K $617K
ELV
Elevance Health, Inc.

Healthcare
1.02K
+ 47.95%
$365.96 - $514.62 $372K - $523K
3.14K $1.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.9K
+ 300.07%
$25.93 - $105.3 $567K - $2.3M
29.1K $811K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
144
+ 6.94%
$278.19 - $315.36 $40.1K - $45.4K
2.22K $638K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.38K
+ 14.77%
$34.25 - $37.94 $47.1K - $52.2K
10.7K $388K
OKTA
Okta, Inc.

Technology
375
+ 9.36%
$71.81 - $86.11 $26.9K - $32.3K
4.38K $345K
VV
Vanguard Large Cap ETF

ETFs
93
+ 2.64%
$260.27 - $280.65 $24.2K - $26.1K
3.62K $976K
NOK
Nokia Corp

Technology
9.8K
+ 12.46%
$4.13 - $4.95 $40.5K - $48.5K
88.5K $391K
ABNB
Airbnb, Inc.

Consumer Cyclical
23
+ 0.24%
$125.36 - $147.37 $2.88K - $3.39K
9.51K $1.25M
CG
Carlyle Group Inc.

Financial Services
110
+ 2.19%
$43.2 - $54.81 $4.75K - $6.03K
5.12K $258K
UBS
Ubs Group Ag

Financial Services
1.62K
+ 14.42%
$29.78 - $33.08 $48.3K - $53.7K
12.9K $390K
IAU
Ishares Gold Trust

ETFs
798
+ 8.55%
$48.37 - $52.65 $38.6K - $42K
10.1K $501K
FISV
Fiserv Inc

Technology
298
+ 1.47%
N/A
20.6K $2.58M
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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