MISSION WEALTH MANAGEMENT, LP Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$861.5M
Holdings
314
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (314 positions)
| Stock | Value |
|---|---|
CMFISHARES TR | $61.0M |
VTIVANGUARD INDEX FDS | $59.2M |
BNDVANGUARD BD INDEX FD INC | $59.0M |
AQLTISHARES TR | $50.6M |
VMBSVANGUARD SCOTTSDALE FDS | $37.1M |
VUGVANGUARD INDEX FDS | $32.7M |
VTVVANGUARD INDEX FDS | $30.9M |
VBVANGUARD INDEX FDS | $30.1M |
SPIBSPDR SERIES TRUST | $29.8M |
MSFTMICROSOFT CORP | $28.4M |
SCZISHARES TR | $23.0M |
AAPLAPPLE INC | $19.8M |
VEAVANGUARD TAX MANAGED INTL FD | $19.5M |
VNQVANGUARD INDEX FDS | $19.4M |
VWOVANGUARD INTL EQUITY INDEX F | $14.6M |
MUBISHARES TR | $12.5M |
IEMGISHARES INC | $11.6M |
DWMWISDOMTREE TR | $11.0M |
EWEDWARDS LIFESCIENCES CORP | $10.2M |
IJRISHARES TR | $8.2M |
AMZNAMAZON COM INC | $7.8M |
ITOTISHARES TR | $7.3M |
VNQIVANGUARD INTL EQUITY INDEX F | $6.4M |
AGGISHARES TR | $6.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.1M |
HDHOME DEPOT INC | $5.8M |
ISRGINTUITIVE SURGICAL INC | $5.5M |
SUSAISHARES TR | $5.5M |
SCHFSCHWAB STRATEGIC TR | $5.4M |
SPYSPDR S&P 500 ETF TR | $5.4M |
VSSVANGUARD INTL EQUITY INDEX F | $5.2M |
JNJJOHNSON & JOHNSON | $4.4M |
EFAISHARES TR | $4.0M |
NFLXNETFLIX INC | $4.0M |
VYMVANGUARD WHITEHALL FDS INC | $3.9M |
MINTPIMCO ETF TR | $3.9M |
IVVISHARES TR | $3.5M |
AMATAPPLIED MATLS INC | $3.3M |
XOMEXXON MOBIL CORP | $3.1M |
AMJEURJPMORGAN CHASE & CO | $3.1M |
INTCINTEL CORP | $3.0M |
CMECME GROUP INC | $2.9M |
FITBFIFTH THIRD BANCORP | $2.9M |
DLNWISDOMTREE TR | $2.9M |
SCHESCHWAB STRATEGIC TR | $2.7M |
WFCWELLS FARGO CO NEW | $2.7M |
PFEPFIZER INC | $2.7M |
FRELFIDELITY | $2.7M |
IWDISHARES TR | $2.7M |
SCHXSCHWAB STRATEGIC TR | $2.7M |
PGPROCTER AND GAMBLE CO | $2.6M |
IWFISHARES TR | $2.6M |
NUSCNUSHARES ETF TR | $2.5M |
VOOVANGUARD INDEX FDS | $2.5M |
ESGEISHARES INC | $2.3M |
AVGOBROADCOM INC | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
ILMNILLUMINA INC | $2.3M |
NBIXNEUROCRINE BIOSCIENCES INC | $2.3M |
GOOGALPHABET INC | $2.0M |
SCHHSCHWAB STRATEGIC TR | $2.0M |
WPCW P CAREY INC | $1.9M |
CSCOCISCO SYS INC | $1.8M |
PENPENUMBRA INC | $1.7M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $1.6M |
METAFACEBOOK INC | $1.6M |
DOVDOVER CORP | $1.6M |
SCHASCHWAB STRATEGIC TR | $1.6M |
IWVISHARES TR | $1.5M |
DBEFDBX ETF TR | $1.5M |
PEPPEPSICO INC | $1.5M |
MCDMCDONALDS CORP | $1.5M |
BABOEING CO | $1.5M |
MRKMERCK & CO INC | $1.5M |
SCHZSCHWAB STRATEGIC TR | $1.5M |
DHRDANAHER CORPORATION | $1.4M |
—AUDENTES THERAPEUTICS INC | $1.4M |
TSLATESLA INC | $1.3M |
MMM3M CO | $1.3M |
NDQINVESCO QQQ TR | $1.3M |
MOALTRIA GROUP INC | $1.3M |
TAT&T INC | $1.3M |
DEMWISDOMTREE TR | $1.3M |
VXUSVANGUARD STAR FD | $1.2M |
IBMINTERNATIONAL BUSINESS MACHS | $1.2M |
JPMJPMORGAN CHASE & CO | $1.2M |
GILDGILEAD SCIENCES INC | $1.2M |
KOCOCA COLA CO | $1.2M |
EEMISHARES TR | $1.1M |
AMGNAMGEN INC | $1.1M |
GOOGLALPHABET INC | $1.1M |
HYLBDBX ETF TR | $1.1M |
SCHCSCHWAB STRATEGIC TR | $1.1M |
SHWSHERWIN WILLIAMS CO | $1.1M |
IYRISHARES TR | $1.0M |
CATYCATHAY GEN BANCORP | $1.0M |
4I1PHILIP MORRIS INTL INC | $1.0M |
IPINTL PAPER CO | $988K |
EMBISHARES TR | $985K |
COSTCOSTCO WHSL CORP NEW | $980K |
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