MISSION WEALTH MANAGEMENT, LP Q1 2021 Filing
Filed May 10, 2021
Portfolio Value
$1.7T
Holdings
441
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (441 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $140.5B |
VUGVANGUARD INDEX FDS | $139.5B |
VBVANGUARD INDEX FDS | $102.7B |
AQLTISHARES TR | $80.1B |
BNDVANGUARD BD INDEX FDS | $77.6B |
VTIVANGUARD INDEX FDS | $73.6B |
MSFTMICROSOFT CORP | $70.2B |
SPIBSPDR SER TR | $53.7B |
CMFISHARES TR | $52.0B |
VMBSVANGUARD SCOTTSDALE FDS | $49.9B |
AAPLAPPLE INC | $48.5B |
ITOTISHARES TR | $46.6B |
IJRISHARES TR | $36.7B |
VEAVANGUARD TAX-MANAGED INTL FD | $36.7B |
IEMGISHARES INC | $25.2B |
VWOVANGUARD INTL EQUITY INDEX F | $24.0B |
SUSAISHARES TR | $22.9B |
TSLATESLA INC | $18.3B |
SCZISHARES TR | $16.4B |
NUSCNUSHARES ETF TR | $16.4B |
AMZNAMAZON COM INC | $15.4B |
USRTISHARES TR | $15.0B |
MUBISHARES TR | $14.9B |
VNQVANGUARD INDEX FDS | $12.6B |
SCHCSCHWAB STRATEGIC TR | $11.4B |
AMATAPPLIED MATLS INC | $11.2B |
AGGISHARES TR | $10.9B |
ESGEISHARES INC | $9.9B |
DWMWISDOMTREE TR | $9.7B |
SPYSPDR S&P 500 ETF TR | $9.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.1B |
BBHYJ P MORGAN EXCHANGE-TRADED F | $9.0B |
JPSTJ P MORGAN EXCHANGE-TRADED F | $8.8B |
VYMVANGUARD WHITEHALL FDS | $8.8B |
SCHFSCHWAB STRATEGIC TR | $8.4B |
HDHOME DEPOT INC | $8.4B |
EWEDWARDS LIFESCIENCES CORP | $7.9B |
ISRGINTUITIVE SURGICAL INC | $7.1B |
SDGISHARES TR | $7.0B |
DISDISNEY WALT CO | $6.7B |
JNJJOHNSON & JOHNSON | $6.5B |
IYRISHARES TR | $6.4B |
ESGDISHARES TR | $6.0B |
TTDTHE TRADE DESK INC | $5.8B |
NUBDNUSHARES ETF TR | $5.7B |
GOOGALPHABET INC | $5.7B |
EFAISHARES TR | $5.3B |
JMSTJ P MORGAN EXCHANGE-TRADED F | $4.9B |
IWFISHARES TR | $4.9B |
NFLXNETFLIX INC | $4.9B |
TPLTEXAS PACIFIC LAND CORPORATI | $4.8B |
VOOVANGUARD INDEX FDS | $4.6B |
SCHASCHWAB STRATEGIC TR | $4.4B |
FITBFIFTH THIRD BANCORP | $4.3B |
PGPROCTER AND GAMBLE CO | $3.8B |
MCDMCDONALDS CORP | $3.8B |
INTCINTEL CORP | $3.6B |
SCHXSCHWAB STRATEGIC TR | $3.6B |
NVDANVIDIA CORPORATION | $3.5B |
DLNWISDOMTREE TR | $3.5B |
IVVISHARES TR | $3.5B |
NDQINVESCO QQQ TR | $3.2B |
GOOGLALPHABET INC | $3.1B |
CMECME GROUP INC | $3.1B |
AKTSQAKOUSTIS TECHNOLOGIES INC | $3.0B |
PEPPEPSICO INC | $3.0B |
UNHUNITEDHEALTH GROUP INC | $2.9B |
VNQIVANGUARD INTL EQUITY INDEX F | $2.9B |
PFEPFIZER INC | $2.9B |
SCHESCHWAB STRATEGIC TR | $2.9B |
JPMJPMORGAN CHASE & CO | $2.8B |
XOMEXXON MOBIL CORP | $2.8B |
TDOCTELADOC HEALTH INC | $2.8B |
METAFACEBOOK INC | $2.8B |
AMGNAMGEN INC | $2.6B |
COSTCOSTCO WHSL CORP NEW | $2.6B |
IWDISHARES TR | $2.5B |
SBUXSTARBUCKS CORP | $2.4B |
IWVISHARES TR | $2.4B |
CVXCHEVRON CORP NEW | $2.3B |
HONHONEYWELL INTL INC | $2.3B |
NEENEXTERA ENERGY INC | $2.2B |
APPFAPPFOLIO INC | $2.2B |
CSCOCISCO SYS INC | $2.2B |
ABBVABBVIE INC | $2.2B |
TXNTEXAS INSTRS INC | $2.1B |
WFCWELLS FARGO CO NEW | $2.1B |
DHRDANAHER CORPORATION | $2.1B |
ICLNISHARES TR | $2.0B |
WMTWALMART INC | $2.0B |
BACVERIZON COMMUNICATIONS INC | $1.9B |
CMCSACOMCAST CORP NEW | $1.9B |
EFGISHARES TR | $1.9B |
FRELFIDELITY COVINGTON TRUST | $1.8B |
CHDCHURCH & DWIGHT INC | $1.8B |
RWXSPDR INDEX SHS FDS | $1.8B |
DOVDOVER CORP | $1.8B |
ASMLASML HOLDING N V | $1.8B |
MRKMERCK & CO. INC | $1.8B |
BMYBRISTOL-MYERS SQUIBB CO | $1.7B |
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