The Analysis of MISSION WEALTH MANAGEMENT, LP's Holdings
Currently, MISSION WEALTH MANAGEMENT, LP holds 668 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in VTV (+78.6K shares, valued at $14.7M), VB (+35.3K shares, valued at $9.0M), IEFA (+102.4K shares, valued at $8.9M); decreased their positions in NVDA (-121.9K shares, valued at $22.8M), AAPL (-49.7K shares, valued at $12.7M), USFR (-160.5K shares, valued at $8.1M); initiated new positions in IEF (+64.5K shares, valued at $6.2M), NPB (+181.0K shares, valued at $3.1M), GLDM (+33.2K shares, valued at $2.5M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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