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
CLOV
Clover Health Investments, Corp.

Healthcare
-4
- 0.02%
$2.78 - $4.35 $11.1 - $17.4
25.7K $80K
FICO
Fair Isaac Corp

Technology
-9
- 1.43%
$1911.01 - $2382.4 $17.2K - $21.4K
619 $1.23M
CBRE
Cbre Group, Inc.

Real Estate
-37
- 1.65%
$119.22 - $140.71 $4.41K - $5.21K
2.21K $290K
CMA
Comerica Inc

Financial Services
-12
- 0.18%
$57.88 - $72.73 $695 - $873
6.74K $416K
SAP
Sap Se

Technology
-215
- 5.58%
$218.13 - $255.54 $46.9K - $54.9K
3.64K $894K
VCR
Vanguard Consumer Discretionar

ETFs
-130
- 7.34%
$328.51 - $401.37 $42.7K - $52.2K
1.64K $616K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-25
- 2.13%
$340.59 - $380.5 $8.51K - $9.51K
1.15K $419K
PAYX
Paychex Inc

Industrials
-69
- 1.69%
$135.86 - $148.73 $9.37K - $10.3K
4K $561K
ALL
Allstate Corp

Financial Services
-6
- 0.11%
$181.25 - $208.2 $1.09K - $1.25K
5.64K $1.09M
REVG
Rev Group, Inc.

Industrials
-378
- 4.06%
$26.35 - $35.23 $9.96K - $13.3K
8.93K $284K
C
Citigroup Inc

Financial Services
-252
- 4.46%
$61.31 - $72.5 $15.5K - $18.3K
5.4K $380K
GM
General Motors CO

Consumer Cyclical
-274
- 5.11%
$44.82 - $60.2 $12.3K - $16.5K
5.09K $271K
GLW
Corning Inc

Technology
-40
- 0.27%
$44.11 - $49.76 $1.76K - $1.99K
14.7K $699K
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
-328
- 0.81%
$41.02 - $44.55 $13.5K - $14.6K
40.2K $1.72M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-652
- 9.5%
$172.07 - $207.36 $112K - $135K
6.21K $1.23M
BR
Broadridge Financial Solutions, Inc.

Technology
-20
- 0.55%
$209.64 - $236.44 $4.19K - $4.73K
3.64K $821K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3K
- 3.25%
$81.6 - $90.89 $245K - $273K
89.4K $7.67M
SCHW
Schwab Charles Corp

Financial Services
-278
- 4.26%
$63.31 - $82.85 $17.6K - $23K
6.25K $462K
MS
Morgan Stanley

Financial Services
-1.02K
- 12.75%
$104.42 - $134.99 $107K - $138K
7.01K $880K
AI
C3.Ai, Inc.

Technology
-3.16K
- 20.34%
$22.6 - $42.94 $71.5K - $136K
12.4K $426K
DIS
Walt Disney CO

Communication Services
-3.46K
- 11.62%
$92.39 - $117.6 $319K - $407K
26.3K $2.93M
FTNT
Fortinet, Inc.

Technology
-25
- 0.59%
$76.49 - $99.21 $1.91K - $2.48K
4.24K $400K
APH
Amphenol Corp

Technology
-255
- 1.23%
$62.07 - $75.35 $15.8K - $19.2K
20.5K $1.42M
AXP
American Express CO

Financial Services
-643
- 6.24%
$267.35 - $305.57 $172K - $196K
9.66K $2.87M
ZM
Zoom Video Communications, Inc.

Technology
-141
- 1.87%
$67.21 - $89.03 $9.48K - $12.6K
7.41K $604K
DFS
Discover Financial Services

Financial Services
-16
- 0.62%
$136.3 - $182.67 $2.18K - $2.92K
2.58K $447K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-3.07K
- 23.61%
$47.29 - $84.74 $145K - $260K
9.94K $741K
ADP
Automatic Data Processing Inc

Industrials
-163
- 1.97%
$280.08 - $307.97 $45.7K - $50.2K
8.09K $2.37M
AMP
Ameriprise Financial Inc

Financial Services
-3
- 0.21%
$473.15 - $574.01 $1.42K - $1.72K
1.41K $749K
WST
West Pharmaceutical Services Inc

Healthcare
-64
- 1.51%
$285.69 - $344.0 $18.3K - $22K
4.19K $1.37M
SPYG
Spdr Portfolio

ETFs
-180
- 0.77%
$81.74 - $91.38 $14.7K - $16.4K
23.2K $2.04M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.03%
$1146.59 - $1270.6 $1.15K - $1.27K
3.17K $3.75M
BMY
Bristol Myers Squibb CO

Healthcare
-811
- 2.45%
$51.92 - $59.94 $42.1K - $48.6K
32.3K $1.83M
NET
Cloudflare, Inc.

Technology
-134
- 2.8%
$78.11 - $117.56 $10.5K - $15.8K
4.66K $501K
OKE
Oneok Inc

Energy
-573
- 3.09%
$92.28 - $117.05 $52.9K - $67.1K
18K $1.8M
IWV
Ishares Russell 3000 ETF

ETFs
-22
- 0.13%
$323.08 - $349.08 $7.11K - $7.68K
16.9K $5.63M
SHOP
Shopify Inc.

Technology
-191
- 3.42%
$78.14 - $119.49 $14.9K - $22.8K
5.39K $573K
XLF
Financial Sector Spdr

ETFs
-344
- 0.69%
$44.89 - $51.34 $15.4K - $17.7K
49.5K $2.39M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-3.34K
- 17.59%
$152.04 - $211.12 $507K - $705K
15.6K $3.17M
PDCO
Patterson Companies, Inc.

Healthcare
-4.08K
- 11.57%
$19.57 - $31.4 $79.9K - $128K
31.2K $962K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.37K
- 1.74%
$124.26 - $134.12 $792K - $854K
361K $46.4M
MAR
Marriott International Inc

Consumer Cyclical
-4
- 0.04%
$246.06 - $292.59 $984 - $1.17K
10.3K $2.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-959
- 0.55%
$124.61 - $133.96 $120K - $128K
173K $22.2M
KKR
Kkr & Co. Inc.

Financial Services
-82
- 0.4%
$129.87 - $162.87 $10.6K - $13.4K
20.5K $3.03M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-228
- 1.98%
$138.3 - $192.95 $31.5K - $44K
11.3K $1.99M
APPF
Appfolio Inc

Technology
-850
- 1.38%
$192.07 - $269.26 $163K - $229K
60.8K $15M
NOW
Service Now, Inc.

Technology
-546
- 7.66%
$867.18 - $1148.42 $473K - $627K
6.58K $6.97M
VTI
Vanguard Total Stock Market Et

ETFs
-4.59K
- 1.36%
$280.04 - $302.45 $1.28M - $1.39M
332K $96.1M
ISRG
Intuitive Surgical Inc

Healthcare
-197
- 0.59%
$471.27 - $550.62 $92.8K - $108K
33.3K $17.4M
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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