Mission Wealth Management, LP Sells in Q4 2024

Mission Wealth Management, LP

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
-214
- 4.64%
$118.59 - $144.02 $25.4K - $30.8K
4.4K $539K
HUM
Humana Inc

Healthcare
-48
- 4.44%
$233.89 - $304.18 $11.2K - $14.6K
1.03K $261K
IHDG
Wisdomtree Tr

ETFs
-257
- 0.83%
$43.38 - $46.0 $11.1K - $11.8K
30.6K $1.33M
DD
Du Pont De Nemours, Inc.

Basic Materials
-68
- 1.19%
$75.95 - $88.05 $5.16K - $5.99K
5.65K $430K
PPG
Ppg Industries Inc

Basic Materials
-51
- 0.91%
$119.09 - $131.37 $6.07K - $6.7K
5.56K $664K
IVE
Ishares S&P 500 Value ETF

ETFs
-66
- 0.63%
$189.5 - $206.17 $12.5K - $13.6K
10.4K $1.98M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-636
- 4.56%
$40.41 - $45.12 $25.7K - $28.7K
13.3K $539K
TTE
Total Energies Se

Energy
-1.06K
- 10.14%
N/A
9.41K $645K
FDVV
Fidelity High Dividend ETF

ETFs
-1.3K
- 16.63%
$49.66 - $52.63 $64.4K - $68.2K
6.5K $324K
ADSK
Autodesk, Inc.

Technology
-273
- 4.15%
N/A
6.31K $1.55M
FNDF
Schwab Fundamental Intl Large

ETFs
-113
- 0.78%
$32.92 - $37.15 $3.72K - $4.2K
14.4K $477K
EIX
Edison International

Utilities
-5
- 0.06%
$77.93 - $88.36 $390 - $442
8.55K $682K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-462
- 1.28%
$77.23 - $82.11 $35.7K - $37.9K
35.8K $2.78M
EW
Edwards Lifesciences Corp

Healthcare
-6.64K
- 12.4%
$64.54 - $75.92 $429K - $504K
46.9K $3.47M
SHV
Ishares Tr

ETFs
-517
- 12.07%
$109.92 - $110.57 $56.8K - $57.2K
3.77K $414K
MDT
Medtronic PLC

Healthcare
-19
- 0.35%
$79.61 - $92.24 $1.51K - $1.75K
5.45K $435K
OTIS
Otis Worldwide Corp

Industrials
-225
- 7.08%
$92.57 - $106.01 $20.8K - $23.9K
2.96K $273K
REET
Ishares Global Reit ETF

ETFs
-341
- 1.96%
$23.43 - $26.54 $7.99K - $9.05K
17K $408K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-776
- 1.83%
$21.66 - $22.69 $16.8K - $17.6K
41.6K $905K
DELL
Dell Technologies Inc.

Technology
-402
- 17.69%
$111.96 - $144.21 $45K - $58K
1.87K $215K
ALGN
Align Technology Inc

Healthcare
-9
- 0.8%
$205.03 - $245.32 $1.85K - $2.21K
1.11K $231K
ENB
Enbridge Inc

Energy
-1.83K
- 13.95%
$40.4 - $43.92 $73.9K - $80.4K
11.3K $478K
EBAY
Ebay Inc

Consumer Cyclical
-30
- 0.19%
$57.51 - $67.17 $1.73K - $2.02K
15.9K $984K
IRM
Iron Mountain Inc

Real Estate
-36
- 1.03%
$101.62 - $128.14 $3.66K - $4.61K
3.45K $362K
WPP
Wpp PLC

Communication Services
-1.03K
- 11.6%
$49.35 - $56.55 $51K - $58.5K
7.88K $405K
CRS
Carpenter Technology Corp

Industrials
-434
- 18.36%
$149.5 - $196.14 $64.9K - $85.1K
1.93K $327K
AON
Aon PLC

Financial Services
-308
- 6.7%
$344.14 - $393.31 $106K - $121K
4.29K $1.54M
IEMG
Ishares Inc

ETFs
-905
- 0.75%
N/A
120K $6.41M
IR
Ingersoll Rand Inc.

Industrials
-58
- 1.02%
$90.46 - $105.35 $5.25K - $6.11K
5.64K $510K
SYY
Sysco Corp

Consumer Defensive
-420
- 4.86%
$73.63 - $81.77 $30.9K - $34.3K
8.23K $628K
CNQ
Canadian Natural Resources LTD

Energy
-720
- 6.89%
$29.51 - $37.6 $21.2K - $27.1K
9.72K $300K
IWR
Ishares Russell Mid Cap ETF

ETFs
-538
- 6.11%
$87.25 - $95.52 $46.9K - $51.4K
8.26K $730K
VBR
Vanguard Small Cap Value ETF

ETFs
-167
- 3.56%
$197.36 - $217.3 $33K - $36.3K
4.53K $897K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-4.15K
- 22.7%
$11.34 - $12.27 $47.1K - $50.9K
14.1K $168K
SNPS
Synopsys Inc

Technology
-31
- 2.19%
$485.36 - $588.0 $15K - $18.2K
1.39K $673K
WDC
Western Digital Corp

Technology
-1
- 0.02%
$59.62 - $73.43 $59.6 - $73.4
5.15K $307K
FDX
Fedex Corp

Industrials
-278
- 6.33%
$260.5 - $305.15 $72.4K - $84.8K
4.12K $1.16M
KLIC
Kulicke & Soffa Industries Inc

Technology
-1.1K
- 18.03%
$42.42 - $50.54 $46.7K - $55.6K
5K $233K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-126
- 2.63%
$417.69 - $450.94 $52.6K - $56.8K
4.67K $1.99M
BMI
Badger Meter Inc

Technology
-44
- 0.9%
$199.06 - $237.67 $8.76K - $10.5K
4.86K $1.03M
NTAP
Net App, Inc.

Technology
-92
- 2.43%
$115.31 - $131.11 $10.6K - $12.1K
3.69K $428K
CDNS
Cadence Design Systems Inc

Technology
-759
- 11.78%
$249.1 - $324.54 $189K - $246K
5.69K $1.71M
VPU
Vanguard Utilities ETF

ETFs
-63
- 2.41%
$160.52 - $179.11 $10.1K - $11.3K
2.56K $417K
F
Ford Motor CO

Consumer Cyclical
-2.2K
- 9.13%
$9.69 - $11.4 $21.3K - $25.1K
21.9K $216K
AMG
Affiliated Managers Group, Inc.

Financial Services
-349
- 9.17%
$175.77 - $196.52 $61.3K - $68.6K
3.46K $639K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-10.8K
- 16.73%
$12.27 - $15.41 $132K - $166K
53.5K $775K
PFF
Ishares Trust Ishares Pfd And

ETFs
-206
- 1.34%
$31.23 - $33.51 $6.43K - $6.9K
15.2K $477K
MSCI
Msci Inc.

Financial Services
-97
- 6.58%
$569.09 - $635.99 $55.2K - $61.7K
1.38K $826K
TJX
Tjx Companies Inc

Consumer Cyclical
-518
- 5.57%
$112.15 - $127.2 $58.1K - $65.9K
8.79K $1.06M
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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