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
+10.76%
+6.49%
132,298.5
 
VUG
Vanguard Growth ETF
996,704
369,597.7
-0.43%
9.070
-0.04%
0.230
+22.75%
+7.86%
164,480.8
 
IEFA
iShares Core MSCI EAFE ETF
4,196,705
317,480.8
+7.76%
7.790
+0.56%
0.250
+15.26%
+20.32%
142,203.0
 
VB
Vanguard Small Cap ETF
1,056,546
234,289.0
+0.94%
5.750
+0.05%
0.340
+18.12%
+1.59%
60,849.6
 
AAPL
Apple Inc
896,100
199,050.7
+7.33%
4.890
+0.33%
0.010
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
385,923
144,871.5
+2.51%
3.560
+0.09%
0.010
+29.81%
+19.87%
3,740,948.0
Software
NVDA
NVIDIA Corp
1,103,175
119,562.1
+59.14%
2.930
+1.09%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
VTI
Vanguard Total Stock Market ETF
332,335
91,338.8
+0.23%
2.240
+0.01%
0.020
+17.65%
+6.63%
471,718.0
 
AMZN
Amazon.com Inc
366,204
69,674.0
+41.41%
1.710
+0.50%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
VEA
Vanguard FTSE Developed Markets ETF
1,295,041
65,826.9
-0.64%
1.620
-0.01%
0.040
+16.01%
+20.43%
157,306.4
 

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
$72.80
0.32%
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
$33.33
1.12%
Reduce -84.22%
532,836
-2,843,022
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.09%
●
106.98 ($126.74) 149.43
$164.92
30.12%
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
$83.07
11.09%
Add 7.76%
4,196,705
302,306
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.50%
●
190.26 ($217) 242.06
$225.02
3.70%
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
$72.29
26.16%
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
$40.79
9.01%
New holding
413,133
413,133
AAPL
Apple Inc
2025-03-31
Add
Add
+0.33%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
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
$112.82
-0.02%
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
$427.57
8.35%
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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