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
MIN
Mfs Intermediate Income Trust

Financial Services
480
+ 1.66%
$2.62 - $2.77 $1.26K - $1.33K
29.4K $78K
AEP
American Electric Power CO Inc

Utilities
840
+ 10.77%
$90.91 - $102.21 $76.4K - $85.9K
8.64K $796K
WDS
Woodside Energy Group LTD

Energy
881
+ 8.18%
$14.38 - $18.32 $12.7K - $16.1K
11.7K $181K
CTVA
Corteva, Inc.

Basic Materials
83
+ 1.56%
$55.21 - $64.13 $4.58K - $5.32K
5.42K $308K
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.32K
+ 200.0%
$25.79 - $80.4 $163K - $508K
9.48K $247K
WEC
Wec Energy Group, Inc.

Utilities
12
+ 0.3%
$92.94 - $101.82 $1.12K - $1.22K
4K $375K
RY
Royal Bank Of Canada

Financial Services
7
+ 0.34%
$119.72 - $128.02 $838 - $896
2.05K $246K
BKH
Black Hills Corp

Utilities
53
+ 0.92%
$57.6 - $64.66 $3.05K - $3.43K
5.81K $339K
XLI
Industrial Sector Spdr

ETFs
14
+ 0.37%
$131.76 - $143.99 $1.84K - $2.02K
3.76K $495K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
2.8K
+ 7.94%
$20.55 - $23.26 $57.6K - $65.2K
38.1K $802K
DFAR
Dimensional ETF Tr Dimensional

ETFs
14
+ 0.14%
$22.72 - $25.76 $318 - $361
10.1K $234K
GIB
Cgi Inc

Technology
3
+ 0.07%
$107.0 - $116.25 $321 - $349
4.19K $458K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
29K
+ 185.72%
$22.01 - $66.82 $639K - $1.94M
44.7K $1.01M
ED
Consolidated Edison Inc

Utilities
390
+ 9.3%
$88.87 - $107.38 $34.7K - $41.9K
4.59K $409K
SCCO
Southern Copper Corp

Basic Materials
665
+ 16.91%
$91.13 - $117.95 $60.6K - $78.4K
4.6K $418K
SNY
Sanofi

Healthcare
621
+ 8.71%
$45.89 - $57.31 $28.5K - $35.6K
7.75K $373K
IBB
Ishares Biotechnology ETF

ETFs
24
+ 0.79%
$131.21 - $148.85 $3.15K - $3.57K
3.05K $402K
RIO
Rio Tinto PLC

Basic Materials
1.1K
+ 12.91%
$58.59 - $71.15 $64.7K - $78.5K
9.66K $567K
UL
Unilever PLC

Consumer Defensive
798
+ 7.57%
$56.7 - $64.64 $45.2K - $51.6K
11.3K $642K
EFV
Msci Eafe Value ETF

ETFs
130
+ 1.31%
$51.78 - $57.15 $6.73K - $7.43K
10.1K $527K
SO
Southern CO

Utilities
652
+ 5.17%
$81.5 - $94.15 $53.1K - $61.4K
13.3K $1.09M
CMCSA
Comcast Corp

Communication Services
3.34K
+ 8.33%
$37.39 - $45.14 $125K - $151K
43.5K $1.63M
BIIB
Biogen Inc.

Healthcare
254
+ 12.29%
$146.47 - $191.55 $37.2K - $48.7K
2.32K $354K
AMN
Amn Healthcare Services Inc

Healthcare
6.55K
+ 58.72%
$22.94 - $42.42 $150K - $278K
17.7K $423K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
245
+ 1.44%
$96.64 - $101.23 $23.7K - $24.8K
17.3K $1.67M
DEO
Diageo PLC

Consumer Defensive
29
+ 0.71%
$118.0 - $139.88 $3.42K - $4.06K
4.1K $520K
CPB
Campbell Soup CO

Consumer Defensive
5
+ 0.06%
$41.42 - $48.71 $207 - $244
8.03K $336K
CSX
Csx Corp

Industrials
446
+ 1.42%
$31.58 - $36.88 $14.1K - $16.4K
31.9K $1.03M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.08K
+ 3.14%
$26.63 - $30.23 $28.7K - $32.6K
35.5K $944K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.04%
$64.85 - $73.04 $195 - $219
8.39K $548K
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.43%
$1666.0 - $2117.3 $1.67K - $2.12K
236 $401K
ZTS
Zoetis Inc.

Healthcare
59
+ 2.05%
$162.24 - $194.42 $9.57K - $11.5K
2.94K $478K
AZN
Astrazeneca PLC

Healthcare
274
+ 3.3%
$63.2 - $79.58 $17.3K - $21.8K
8.58K $561K
DVA
Davita Inc.

Healthcare
3
+ 0.05%
$139.81 - $167.96 $419 - $504
6.59K $985K
TFX
Teleflex Inc

Healthcare
1
+ 0.07%
$172.66 - $245.13 $173 - $245
1.36K $242K
IOT
Samsara Inc.

Technology
2
+ 0.01%
$42.67 - $56.35 $85.3 - $113
23.9K $1.05M
ICE
Intercontinental Exchange, Inc.

Financial Services
167
+ 1.46%
$148.29 - $166.93 $24.8K - $27.9K
11.6K $1.73M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
720
+ 1.07%
$43.02 - $47.32 $31K - $34.1K
68.1K $2.95M
BHP
Bhp Group LTD

Basic Materials
123
+ 1.17%
$48.78 - $62.43 $6K - $7.68K
10.6K $519K
A
Agilent Technologies, Inc.

Healthcare
1.64K
+ 6.53%
$125.69 - $146.56 $207K - $241K
26.8K $3.6M
GIS
General Mills Inc

Consumer Defensive
97
+ 0.67%
$62.78 - $74.62 $6.09K - $7.24K
14.6K $932K
GE
General Electric CO

Industrials
781
+ 6.13%
$159.95 - $194.23 $125K - $152K
13.5K $2.25M
NVS
Novartis Ag

Healthcare
215
+ 1.89%
$96.78 - $117.18 $20.8K - $25.2K
11.6K $1.13M
LMT
Lockheed Martin Corp

Industrials
419
+ 9.48%
$479.66 - $614.62 $201K - $258K
4.84K $2.35M
HD
Home Depot, Inc.

Consumer Cyclical
745
+ 2.14%
$385.02 - $431.37 $287K - $321K
35.6K $13.8M
KO
Coca Cola CO

Consumer Defensive
241
+ 0.65%
$61.74 - $71.71 $14.9K - $17.3K
37.4K $2.33M
LOW
Lowes Companies Inc

Consumer Cyclical
259
+ 1.37%
$244.52 - $284.07 $63.3K - $73.6K
19.2K $4.73M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.26K
+ 0.67%
$38.96 - $43.28 $49.2K - $54.7K
189K $7.43M
SONY
Sony Group Corp

Technology
24.5K
+ 195.11%
$17.53 - $96.8 $430K - $2.37M
37.1K $784K
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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