MISSION WEALTH MANAGEMENT, LP Q3 2021 Filing
Filed November 5, 2021
Portfolio Value
$2.0B
Holdings
484
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (484 positions)
| Stock | Value |
|---|---|
VUGVANGUARD INDEX FDS | $185.6M |
VTVVANGUARD INDEX FDS | $173.5M |
VBVANGUARD INDEX FDS | $120.3M |
AQLTISHARES TR | $89.2M |
BNDVANGUARD BD INDEX FDS | $83.7M |
VTIVANGUARD INDEX FDS | $71.9M |
AAPLAPPLE INC | $67.3M |
SPIBSPDR SER TR | $58.4M |
MSFTMICROSOFT CORP | $55.3M |
VMBSVANGUARD SCOTTSDALE FDS | $55.3M |
CMFISHARES TR | $47.7M |
ITOTISHARES TR | $43.5M |
VEAVANGUARD TAX-MANAGED INTL FD | $38.1M |
IJRISHARES TR | $34.0M |
TSLATESLA INC | $30.5M |
SUSAISHARES TR | $27.8M |
IEMGISHARES INC | $27.6M |
VWOVANGUARD INTL EQUITY INDEX F | $23.0M |
USRTISHARES TR | $19.9M |
NUSCNUSHARES ETF TR | $19.0M |
AMZNAMAZON COM INC | $18.4M |
SCZISHARES TR | $17.4M |
MUBISHARES TR | $15.0M |
VNQVANGUARD INDEX FDS | $12.2M |
ESGEISHARES INC | $11.6M |
SCHCSCHWAB STRATEGIC TR | $10.8M |
GOOGALPHABET INC | $10.6M |
SPYSPDR S&P 500 ETF TR | $9.8M |
TTDTHE TRADE DESK INC | $9.8M |
ISRGINTUITIVE SURGICAL INC | $9.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.6M |
EWEDWARDS LIFESCIENCES CORP | $9.5M |
DWMWISDOMTREE TR | $9.4M |
AMATAPPLIED MATLS INC | $9.1M |
HDHOME DEPOT INC | $9.0M |
UNHUNITEDHEALTH GROUP INC | $9.0M |
JMSTJ P MORGAN EXCHANGE-TRADED F | $8.8M |
BABOEING CO | $8.8M |
VYMVANGUARD WHITEHALL FDS | $8.6M |
SDGISHARES TR | $8.5M |
SCHFSCHWAB STRATEGIC TR | $8.3M |
NVDANVIDIA CORPORATION | $7.9M |
AGGISHARES TR | $7.9M |
VEEVVEEVA SYS INC | $7.7M |
BBHYJ P MORGAN EXCHANGE-TRADED F | $7.7M |
SHWSHERWIN WILLIAMS CO | $6.9M |
NFLXNETFLIX INC | $6.6M |
ESGDISHARES TR | $6.6M |
IYRISHARES TR | $6.4M |
DISDISNEY WALT CO | $6.1M |
JNJJOHNSON & JOHNSON | $5.8M |
IWFISHARES TR | $5.5M |
EFAISHARES TR | $5.3M |
JPSTJ P MORGAN EXCHANGE-TRADED F | $4.9M |
FITBFIFTH THIRD BANCORP | $4.8M |
SIVBEURSVB FINANCIAL GROUP | $4.7M |
VOOVANGUARD INDEX FDS | $4.7M |
NDQINVESCO QQQ TR | $4.5M |
NOWSERVICENOW INC | $4.2M |
GOOGLALPHABET INC | $4.1M |
PYPLPAYPAL HLDGS INC | $4.1M |
IVVISHARES TR | $4.1M |
MCDMCDONALDS CORP | $4.1M |
SCHASCHWAB STRATEGIC TR | $4.1M |
PGPROCTER AND GAMBLE CO | $4.0M |
ZTSZOETIS INC | $4.0M |
SCHXSCHWAB STRATEGIC TR | $3.6M |
TPLTEXAS PACIFIC LAND CORPORATI | $3.5M |
NKENIKE INC | $3.4M |
DLNWISDOMTREE TR | $3.4M |
WFCWELLS FARGO CO NEW | $3.4M |
METAFACEBOOK INC | $3.3M |
VNQIVANGUARD INTL EQUITY INDEX F | $3.2M |
PFEPFIZER INC | $3.2M |
CNCCENTENE CORP DEL | $3.1M |
XOMEXXON MOBIL CORP | $3.1M |
APPFAPPFOLIO INC | $3.0M |
JPMJPMORGAN CHASE & CO | $3.0M |
COSTCOSTCO WHSL CORP NEW | $3.0M |
DFUSDIMENSIONAL ETF TRUST | $3.0M |
DHRDANAHER CORPORATION | $2.7M |
PEPPEPSICO INC | $2.7M |
SBUXSTARBUCKS CORP | $2.7M |
INTCINTEL CORP | $2.6M |
CMECME GROUP INC | $2.5M |
IWVISHARES TR | $2.5M |
IWDISHARES TR | $2.5M |
SCHESCHWAB STRATEGIC TR | $2.5M |
CSCOCISCO SYS INC | $2.5M |
AMGNAMGEN INC | $2.4M |
CVXCHEVRON CORP NEW | $2.3M |
CMCSACOMCAST CORP NEW | $2.2M |
HONHONEYWELL INTL INC | $2.2M |
ASMLASML HOLDING N V | $2.2M |
SHOPSHOPIFY INC | $2.2M |
AKTSQAKOUSTIS TECHNOLOGIES INC | $2.2M |
CRMSALESFORCE COM INC | $2.1M |
AVGOBROADCOM INC | $2.1M |
NEENEXTERA ENERGY INC | $2.1M |
EFGISHARES TR | $2.0M |
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