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
XCEM
Columbia ETF Tr Ii

ETFs
-236
- 3.18%
$29.6 - $32.67 $6.99K - $7.71K
7.19K $212K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-391
- 3.72%
$49.79 - $51.14 $19.5K - $20K
10.1K $507K
GILD
Gilead Sciences, Inc.

Healthcare
-1.43K
- 11.85%
$83.95 - $97.9 $120K - $140K
10.6K $981K
MASI
Masimo Corp

Healthcare
-600
- 27.21%
$132.43 - $177.7 $79.5K - $107K
1.61K $265K
HDV
Ishares Core High Dividend ETF

ETFs
-71
- 2.26%
$110.82 - $121.28 $7.87K - $8.61K
3.07K $344K
SPOT
Spotify Technology S.A.

Communication Services
-839
- 18.84%
$362.95 - $502.38 $305K - $421K
3.61K $1.62M
EMR
Emerson Electric CO

Industrials
-430
- 20.89%
$108.13 - $134.33 $46.5K - $57.8K
1.63K $201K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-207
- 3.69%
$90.66 - $99.46 $18.8K - $20.6K
5.4K $491K
VDE
Vanguard Energy ETF

ETFs
-120
- 1.59%
$116.67 - $136.78 $14K - $16.4K
7.43K $900K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-248
- 4.31%
$121.89 - $135.52 $30.2K - $33.6K
5.5K $687K
VOX
Vanguard Communication Service

ETFs
-274
- 13.04%
$144.31 - $163.57 $39.5K - $44.8K
1.83K $283K
XLP
Consumer Staples Sector Spdr

ETFs
-261
- 3.11%
N/A
8.13K $618K
AZO
Autozone Inc

Consumer Cyclical
-8
- 7.55%
$2981.19 - $3370.27 $23.8K - $27K
98 $313K
PM
Philip Morris International Inc.

Consumer Defensive
-70
- 0.71%
$118.38 - $133.06 $8.29K - $9.31K
9.8K $1.18M
ZI
Zoom Info Technologies Inc.

Technology
-2.29K
- 6.02%
$9.44 - $13.08 $21.6K - $30K
35.8K $376K
SAN
Banco Santander, S.A.

Financial Services
-2.13K
- 17.27%
$4.49 - $5.05 $9.57K - $10.8K
10.2K $46K
NTES
Net Ease, Inc.

Communication Services
-51
- 2.0%
$76.28 - $104.26 $3.89K - $5.32K
2.5K $223K
CHKP
Check Point Software Technologies LTD

Technology
-43
- 3.63%
$170.18 - $209.01 $7.32K - $8.99K
1.14K $213K
SRE
Sempra Energy

Utilities
-289
- 9.8%
$80.81 - $94.77 $23.4K - $27.4K
2.66K $233K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-179
- 3.11%
$65.67 - $69.79 $11.8K - $12.5K
5.57K $373K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-269
- 3.64%
$40.15 - $42.9 $10.8K - $11.5K
7.11K $286K
VIS
Vanguard Industrial ETF

ETFs
-4
- 0.21%
$254.39 - $279.7 $1.02K - $1.12K
1.88K $478K
INTU
Intuit Inc

Technology
-165
- 1.34%
$602.01 - $706.25 $99.3K - $117K
12.1K $7.62M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.07%
$261.5 - $284.63 $10.5K - $11.4K
3.69K $973K
FEX
First Tr Large Cap Core Alphde

ETFs
-100
- 2.55%
$103.29 - $112.88 $10.3K - $11.3K
3.82K $398K
IWS
Ishares Russell Midcap Value E

ETFs
-27
- 1.27%
$128.08 - $140.32 $3.46K - $3.79K
2.09K $270K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-1
- 0.11%
$408.59 - $476.19 $409 - $476
875 $367K
PKI
Perkinelmer Inc

Healthcare
-69
- 1.33%
N/A
5.12K $619K
TRMB
Trimble Inc.

Technology
-2.31K
- 12.63%
$60.21 - $75.4 $139K - $174K
16K $1.13M
ROST
Ross Stores, Inc.

Consumer Cyclical
-65
- 1.56%
$138.59 - $156.61 $9.01K - $10.2K
4.11K $621K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-205
- 4.67%
$178.39 - $215.0 $36.6K - $44.1K
4.19K $807K
GLP
Global Partners LP

Energy
-102
- 0.76%
$44.65 - $57.06 $4.55K - $5.82K
13.4K $623K
RSG
Republic Services, Inc.

Industrials
-16
- 0.98%
$198.0 - $218.75 $3.17K - $3.5K
1.61K $324K
TDOC
Teladoc Health, Inc.

Healthcare
-80
- 0.52%
$8.57 - $12.02 $686 - $962
15.2K $138K
Canadian Pacific Kansas City
-103
- 3.51%
N/A
2.83K $0
PH
Parker Hannifin Corp

Industrials
-3
- 0.5%
$621.74 - $709.46 $1.87K - $2.13K
594 $377K
Te Connectivity PLC
-53
- 2.23%
N/A
2.33K $0
Veralto Corp
-68
- 1.97%
N/A
3.38K $0
Ferguson Enterprises Inc
-30
- 1.0%
N/A
2.98K $0
Fidelity Covington Trust
-725
- 4.45%
N/A
15.6K $0
Manager Directed Portfolios
-36.7K
- 4.8%
N/A
728K $0
CRH.L
Crh PLC

Basic Materials
-1.93K
- 16.39%
N/A
9.87K $0
Ge Vernova Inc
-114
- 4.96%
N/A
2.19K $0
Coherent Corp
-4
- 0.09%
N/A
4.5K $0
JCI
Johnson Controls International PLC

Industrials
-52
- 1.56%
$74.23 - $86.6 $3.86K - $4.5K
3.29K $259K
TDC
Teradata Corp

Technology
-514
- 2.27%
$28.47 - $33.38 $14.6K - $17.2K
22.1K $689K
WAT
Waters Corp

Healthcare
-83
- 2.61%
$323.11 - $392.01 $26.8K - $32.5K
3.09K $1.15M
MSI
Motorola Solutions, Inc.

Technology
-8
- 0.93%
$449.08 - $504.6 $3.59K - $4.04K
856 $395K
DAL
Delta Air Lines, Inc.

Industrials
-521
- 12.91%
$47.46 - $65.77 $24.7K - $34.3K
3.52K $212K
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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