Mission Wealth Management, LP Portfolio Holdings
Mission Wealth Management, LP
- $4.01 Billion
- Q1 2025
Mission Wealth Management, LP has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.01 Billion distributed in 671 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $387M, Vanguard Growth ETF with a value of $369M, Ishares Tr with a value of $317M, Vanguard Small Cap ETF with a value of $234M, and Apple Inc. with a value of $199M.
Examining the 13F form we can see an decrease of $232M in the current position value, from $4.24B to 4.01B.
Below you can find more details about Mission Wealth Management, LP portfolio as well as his latest detailed transactions.
Portfolio value
$4.01 Billion
ETFs: $2.56 Billion
Technology: $709 Million
Consumer Cyclical: $165 Million
Financial Services: $130 Million
Healthcare: $128 Million
Communication Services: $110 Million
Industrials: $74 Million
Consumer Defensive: $47.8 Million
Other: $79.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 671
- Current Value $4.01 Billion
- Prior Value $4.24 Billion
- Filing
- Period Q1 2025
- Filing Date April 17, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 49 stocks
- Additional Purchases 315 stocks
- Sold out of 0 stocks
- Reduced holdings in 212 stocks