MW

MISSION WEALTH MANAGEMENT, LP

13F
MISSION WEALTH MANAGEMENT, LP
Last update 2025-04-17 671 Stocks (48 new)
Value $4.08 Bil Turnover 8 %
Countries:
Top Holdings: VTV(9.60%)VUG(9.07%)IEFA(7.79%)VB(5.75%)AAPL(4.89%)
Summary Stock Picks Current Portfolio
MISSION WEALTH MANAGEMENT, LP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTV
Vanguard Value ETF
2,264,782
391,218.4
+1.74%
9.600
+0.16%
0.270
+8.26%
+7.31%
131,767.6
 
VUG
Vanguard Growth ETF
996,704
369,597.7
-0.43%
9.070
-0.04%
0.230
+24.44%
+7.95%
152,432.4
 
IEFA
iShares Core MSCI EAFE ETF
4,196,705
317,480.8
+7.76%
7.790
+0.56%
0.250
+14.34%
+21.05%
143,058.9
 
VB
Vanguard Small Cap ETF
1,056,546
234,289.0
+0.94%
5.750
+0.05%
0.340
+15.73%
+1.97%
58,767.7
 
AAPL
Apple Inc
896,100
199,050.7
+7.33%
4.890
+0.33%
0.010
+5.24%
-14.52%
3,189,545.6
Hardware
MSFT
Microsoft Corp
385,923
144,871.5
+2.51%
3.560
+0.09%
0.010
+33.94%
+18.80%
3,707,650.2
Software
NVDA
NVIDIA Corp
1,103,175
119,562.1
+59.14%
2.930
+1.09%
0.000
+56.53%
+18.67%
3,885,913.3
Semiconductors
VTI
Vanguard Total Stock Market ETF
332,335
91,338.8
+0.23%
2.240
+0.01%
0.020
+17.05%
+6.98%
450,247.8
 
AMZN
Amazon.com Inc
366,204
69,674.0
+41.41%
1.710
+0.50%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
1,295,041
65,826.9
-0.64%
1.620
-0.01%
0.040
+15.17%
+21.17%
151,853.0
 

MISSION WEALTH MANAGEMENT, LP's Historical Top Holdings Breakdowns

MISSION WEALTH MANAGEMENT, LP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Reduce
Reduce
-4.45%
●
71.17 ($72.57) 73.66
$73.08
0.70%
Reduce -86.15%
426,689
-2,653,269
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-2.17%
●
32.5 ($32.96) 33.3
$33.41
1.37%
Reduce -84.22%
532,836
-2,843,022
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.09%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 59.14%
1,103,175
409,950
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
Add
Add
+0.56%
●
69.57 ($74.78) 78.65
$83.57
11.75%
Add 7.76%
4,196,705
302,306
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.50%
●
190.26 ($217) 242.06
$223.41
2.95%
Add 41.41%
366,204
107,245
ARKK
ARK Innovation ETF
2025-03-31
New Buy
New Buy
+0.37%
●
47.25 ($57.3) 67.02
$71.09
24.07%
New holding
316,599
316,599
CGGR
Capital Group Growth ETF
2025-03-31
New Buy
New Buy
+0.35%
●
33.98 ($37.42) 39.84
$40.83
9.11%
New holding
413,133
413,133
AAPL
Apple Inc
2025-03-31
Add
Add
+0.33%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
Add 7.33%
896,100
61,175
IJR
iShares Core S&P Small-Cap ETF
2025-03-31
Add
Add
+0.30%
●
102.49 ($112.84) 119.96
$113.08
0.21%
Add 27.7%
533,338
115,703
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.26%
●
360.07 ($394.62) 417.26
$428.27
8.53%
Add 28.22%
133,502
29,384

MISSION WEALTH MANAGEMENT, LP Total Holding History ($B)

To

MISSION WEALTH MANAGEMENT, LP's Asset Allocation

To

MISSION WEALTH MANAGEMENT, LP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MISSION WEALTH MANAGEMENT, LP's Hypothetical Growth since 2025-03-31

MISSION WEALTH MANAGEMENT, LP's Yearly Returns

Year Portfolio % % Excess Gain %

MISSION WEALTH MANAGEMENT, LP's Holdings Heat Map

Size field:

MISSION WEALTH MANAGEMENT, LP's Holdings Bubble Chart

MISSION WEALTH MANAGEMENT, LP News

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