MISSION WEALTH MANAGEMENT, LP Q1 2024 Filing

Filed April 30, 2024

Portfolio Value

$3.8T

Holdings

631

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (631 positions)

#StockSharesValue% PortfolioType
301
EPDENTERPRISE PRODS PARTNERS L
20,690$00.00%
302
USMVISHARES TR
6,360$00.00%
303
CNHICNH INDL N V
35,286$00.00%
304
OKEONEOK INC NEW
9,435$00.00%
305
CRCCANADIAN NAT RES LTD
4,791$00.00%
306
MDLZMONDELEZ INTL INC
11,980$00.00%
307
AEPAMERICAN ELEC PWR CO INC
5,234$00.00%
308
MSIMOTOROLA SOLUTIONS INC
848$00.00%
309
ENSENERSYS
3,050$00.00%
310
WLYWILEY JOHN & SONS INC
11,629$00.00%
311
SCHVSCHWAB STRATEGIC TR
4,998$00.00%
312
ASOACADEMY SPORTS & OUTDOORS IN
5,300$00.00%
313
WMWASTE MGMT INC DEL
1,314$00.00%
314
FASTFASTENAL CO
6,888$00.00%
315
RSPTINVESCO EXCHANGE TRADED FD T
14,500$00.00%
316
SSTPWSYSTEM1 INC
15,000$00.00%
317
TELTE CONNECTIVITY LTD
2,117$00.00%
318
FTNTFORTINET INC
5,753$00.00%
319
IPACISHARES TR
3,650$00.00%
320
TMTOYOTA MOTOR CORP
2,263$00.00%
321
RPGINVESCO EXCHANGE TRADED FD T
8,065$00.00%
322
POWWAMMO INC
13,364$00.00%
323
IRBTQIROBOT CORP
18,135$00.00%
324
MCHPMICROCHIP TECHNOLOGY INC.
4,289$00.00%
325
ADIANALOG DEVICES INC
2,953$00.00%
326
BPBP PLC
24,640$00.00%
327
EMXCISHARES INC
4,999$00.00%
328
MOALTRIA GROUP INC
24,063$00.00%
329
WAFDWAFD INC
21,029$00.00%
330
SOSOUTHERN CO
7,301$00.00%
331
RWXSPDR INDEX SHS FDS
23,851$00.00%
332
ANFABERCROMBIE & FITCH CO
4,837$00.00%
333
ERIIENERGY RECOVERY INC
44,500$00.00%
334
RYROYAL BK CDA
2,057$00.00%
335
XETYXEATON VANCE TAX-MANAGED DIVE
16,499$00.00%
336
TRVCCITIGROUP INC
4,605$00.00%
337
CEGCONSTELLATION ENERGY CORP
1,635$00.00%
338
SPYXSPDR SER TR
5,325$00.00%
339
AGXARGAN INC
5,650$00.00%
340
WYWEYERHAEUSER CO MTN BE
24,499$00.00%
341
LZLEGALZOOM COM INC
12,000$00.00%
342
VTVANGUARD INTL EQUITY INDEX F
13,324$00.00%
343
TSMTAIWAN SEMICONDUCTOR MFG LTD
6,625$00.00%
344
ABCLABCELLERA BIOLOGICS INC
10,651$00.00%
345
CWTCALIFORNIA WTR SVC GROUP
4,968$00.00%
346
IWSISHARES TR
2,128$00.00%
347
FBTCFIDELITY WISE ORIGIN BITCOIN
7,936$00.00%
348
GOGOGOGO INC
20,610$00.00%
349
BKHBLACK HILLS CORP
5,635$00.00%
350
TFXTELEFLEX INCORPORATED
1,555$00.00%
351
RCLROYAL CARIBBEAN GROUP
1,617$00.00%
352
FRELFIDELITY COVINGTON TRUST
23,240$00.00%
353
AMCRAMCOR PLC
48,093$00.00%
354
BRK/BBERKSHIRE HATHAWAY INC DEL
2,111$00.00%Call
355
CNCCENTENE CORP DEL
8,949$00.00%
356
SCCOSOUTHERN COPPER CORP
2,848$00.00%
357
SPYVSPDR SER TR
14,208$00.00%
358
CLFCLEVELAND-CLIFFS INC NEW
31,588$00.00%
359
HUNHUNTSMAN CORP
18,495$00.00%
360
FDVVFIDELITY COVINGTON TRUST
7,266$00.00%
361
EMREMERSON ELEC CO
2,339$00.00%
362
PSXPHILLIPS 66
5,066$00.00%
363
VPUVANGUARD WORLD FD
2,777$00.00%
364
SHOPSHOPIFY INC
9,154$00.00%
365
NUBDNUSHARES ETF TR
42,247$00.00%
366
KRKROGER CO
3,712$00.00%
367
COHRCOHERENT CORP
5,903$00.00%
368
APTVAPTIV PLC
6,813$00.00%
369
ENBENBRIDGE INC
9,874$00.00%
370
EGPEASTGROUP PPTYS INC
3,400$00.00%
371
MUFGMITSUBISHI UFJ FINL GROUP IN
21,220$00.00%
372
HEFAISHARES TR
9,787$00.00%
373
DELLDELL TECHNOLOGIES INC
2,383$00.00%Call
374
NVSNNOVARTIS AG
10,037$00.00%
375
HIIHUNTINGTON INGALLS INDS INC
734$00.00%
376
NBIXNEUROCRINE BIOSCIENCES INC
1,725$00.00%
377
FISFIDELITY NATL INFORMATION SV
3,098$00.00%
378
BHPBHP GROUP LTD
8,642$00.00%
379
IAU*ISHARES GOLD TR
10,786$00.00%
380
EDCONSOLIDATED EDISON INC
4,257$00.00%
381
DWDMORGAN STANLEY
7,385$00.00%
382
ROSTROSS STORES INC
3,983$00.00%
383
IPINTERNATIONAL PAPER CO
22,818$00.00%
384
MGKVANGUARD WORLD FD
798$00.00%
385
GTLSCHART INDS INC
1,700$00.00%
386
EQNREQUINOR ASA
17,357$00.00%
387
SJMSMUCKER J M CO
2,540$00.00%
388
PKNREVVITY INC
5,200$00.00%
389
PLDPROLOGIS INC.
4,636$00.00%
390
CLCOLGATE PALMOLIVE CO
4,162$00.00%
391
IBBISHARES TR
3,022$00.00%
392
RIORIO TINTO PLC
7,706$00.00%
393
DFAXDIMENSIONAL ETF TRUST
17,793$00.00%
394
VISVANGUARD WORLD FD
2,356$00.00%
395
MLB1MERCADOLIBRE INC
162$00.00%
396
ACLCAMERICAN CENTY ETF TR
8,370$00.00%
397
PSAPUBLIC STORAGE
1,066$00.00%
398
EBAEBAY INC.
23,695$00.00%Put
399
SAPSAP SE
3,464$00.00%
400
7HPHP INC
36,362$00.00%
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