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
DVY
Ishares Tr

ETFs
931
+ 4.05%
$129.55 - $143.41 $121K - $134K
23.9K $3.14M
RTX
Raytheon Technologies Corp

Industrials
1.35K
+ 6.03%
$114.45 - $127.21 $155K - $172K
23.8K $2.75M
SPG
Simon Property Group Inc

Real Estate
157
+ 8.64%
$167.23 - $183.84 $26.3K - $28.9K
1.97K $339K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.02%
$95.27 - $107.82 $95.3 - $108
4.41K $455K
MO
Altria Group, Inc.

Consumer Defensive
167
+ 0.96%
$49.06 - $57.74 $8.19K - $9.64K
17.6K $918K
BP
Bp PLC

Energy
2.65K
+ 9.81%
$28.16 - $33.14 $74.5K - $87.7K
29.6K $875K
SLV
I Shares Silver Trust

ETFs
1.89K
+ 15.61%
$26.33 - $31.74 $49.7K - $59.9K
14K $368K
UNP
Union Pacific Corp

Industrials
1.02K
+ 8.77%
$223.15 - $249.32 $227K - $254K
12.6K $2.88M
OEF
Ishares S&P 100 ETF

ETFs
78
+ 3.16%
N/A
2.55K $677K
PKG
Packaging Corp Of America

Consumer Cyclical
17
+ 1.13%
$211.98 - $248.85 $3.6K - $4.23K
1.52K $341K
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.25K
+ 19.52%
$28.89 - $33.95 $36.2K - $42.6K
7.68K $223K
L
Loews Corp

Financial Services
8
+ 0.32%
$76.49 - $87.05 $612 - $696
2.54K $215K
CEG
Constellation Energy Corp

Utilities
290
+ 20.22%
$224.28 - $285.52 $65K - $82.8K
1.72K $387K
AME
Ametek Inc

Industrials
22
+ 1.74%
$165.89 - $197.38 $3.65K - $4.34K
1.29K $232K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 4.33%
$57.53 - $60.83 $57.9K - $61.2K
24.2K $1.39M
CNHI
Cnh Industrial N.V.

Industrials
1.01K
+ 2.91%
N/A
35.8K $372K
VEEV
Veeva Systems Inc

Healthcare
4
+ 0.02%
$201.81 - $250.45 $807 - $1K
25.6K $5.38M
ABT
Abbott Laboratories

Healthcare
289
+ 1.16%
$111.93 - $119.39 $32.3K - $34.5K
25.3K $2.86M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3
+ 0.04%
$69.3 - $74.3 $208 - $223
7.03K $502K
IWM
Ishares Russell 2000 ETF

ETFs
36
+ 0.3%
$216.13 - $242.4 $7.78K - $8.73K
12.2K $2.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
17
+ 1.07%
$278.49 - $315.16 $4.73K - $5.36K
1.61K $457K
FSLR
First Solar, Inc.

Technology
390
+ 45.61%
$175.88 - $240.66 $68.6K - $93.9K
1.25K $219K
MNKD
Mannkind Corp

Healthcare
300
+ 1.13%
$5.93 - $7.44 $1.78K - $2.23K
27K $173K
IWN
Ishares Russell2000 Val ETF

ETFs
53
+ 3.87%
$162.69 - $181.35 $8.62K - $9.61K
1.42K $233K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
52
+ 0.49%
N/A
10.6K $906K
MICS
Singing Machine CO Inc

Technology
10K
New
$0.47 - $0.47 $4.7K - $4.7K
10K $4K
FENY
Fidelity Covington Tr Msci Ene

ETFs
256
+ 2.69%
$23.14 - $26.91 $5.92K - $6.89K
9.79K $233K
FAST
Fastenal CO

Industrials
11
+ 0.18%
$69.99 - $84.35 $770 - $928
5.99K $430K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
363
+ 4.62%
$45.17 - $47.23 $16.4K - $17.1K
8.22K $372K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.34K
+ 201.37%
$27.54 - $83.04 $175K - $526K
9.49K $262K
Arista Networks Inc
5.58K
New
N/A
5.58K $0
Genedx Holdings Corp
5K
New
N/A
5K $0
Linde PLC
127
+ 5.48%
N/A
2.44K $0
Lam Research Corp
51.7K
New
N/A
51.7K $0
Grayscale Ethereum Trust ETF
9.77K
New
N/A
9.77K $0
J P Morgan Exchange Traded F
750
+ 0.46%
N/A
165K $0
JPHY
Jp Morgan High Yield Research

ETFs
1.29K
+ 1.59%
N/A
82.5K $0
Fidelity Wise Origin Bitcoin
10.2K
+ 120.63%
N/A
18.7K $0
Dimensional ETF Trust
21.2K
New
N/A
21.2K $0
Ge Healthcare Technologies I
648
+ 26.78%
N/A
3.07K $0
Fidelity Covington Trust
7.22K
New
N/A
7.22K $0
Celestica Inc
16K
New
N/A
16K $0
Gsk PLC
1.56K
+ 17.35%
N/A
10.5K $0
Blackrock Inc
9.97K
New
N/A
9.97K $0
Pimco ETF Tr
42K
+ 79.5%
N/A
94.8K $0
Ishares Ethereum Tr
10.2K
New
N/A
10.2K $0
Ishares Bitcoin Trust ETF
5.81K
New
N/A
5.81K $0
Arm Holdings PLC
205
+ 15.05%
N/A
1.57K $0
Sable Offshore Corp
8.79K
New
N/A
8.79K $0
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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