
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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953,005 | +41,788 | $269,662 |
VUG | 953,005 | +41,788 | $269,662 |
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1,763,514 | +138,195 | $250,595 |
VTV | 1,763,514 | +138,195 | $250,595 |
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795,742 | +53,157 | $158,265 |
VB | 795,742 | +53,157 | $158,265 |
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2,294,208 | +334,057 | $154,859 |
IEFA | 2,294,208 | +334,057 | $154,859 |
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1,645,805 | +778,203 | $119,634 |
BND | 1,645,805 | +778,203 | $119,634 |
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$106,668 | ||
AAPL | 581,221 | +44,292 | $112,739 |
Put | 31,500 | +3,500 | $6,110 |
Call | 200 | -100 | $39 |
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389,375 | -6,641 | $85,771 |
VTI | 389,375 | -6,641 | $85,771 |
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$82,469 | ||
MSFT | 259,971 | +15,795 | $88,531 |
Put | 17,800 | +8,900 | $6,062 |
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1,214,712 | -28,689 | $56,095 |
VEA | 1,214,712 | -28,689 | $56,095 |
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1,529,732 | +155,080 | $49,120 |
SPIB | 1,529,732 | +155,080 | $49,120 |
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910,270 | -907,942 | $45,805 |
USFR | 910,270 | -907,942 | $45,805 |
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412,249 | -8,359 | $40,334 |
ITOT | 412,249 | -8,359 | $40,334 |
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428,400 | +17,284 | $40,115 |
SUSA | 428,400 | +17,284 | $40,115 |
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402,463 | -6,889 | $40,105 |
IJR | 402,463 | -6,889 | $40,105 |
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496,628 | +172,660 | $38,350 |
TTD | 496,628 | +172,660 | $38,350 |
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114,452 | -6,765 | $31,495 |
IWF | 114,452 | -6,765 | $31,495 |
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782,143 | +44,901 | $28,931 |
NUSC | 782,143 | +44,901 | $28,931 |
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$26,714 | ||
TSLA | 109,152 | +3,926 | $28,573 |
Put | 7,100 | +2,700 | $1,859 |
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939,622 | +14,879 | $25,670 |
DFAI | 939,622 | +14,879 | $25,670 |
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985,719 | +191,987 | $23,125 |
DFAE | 985,719 | +191,987 | $23,125 |
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142,248 | -7,608 | $22,451 |
IWD | 142,248 | -7,608 | $22,451 |
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551,867 | -18,160 | $22,450 |
VWO | 551,867 | -18,160 | $22,450 |
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264,201 | +25,328 | $19,268 |
ESGD | 264,201 | +25,328 | $19,268 |
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367,820 | +25,092 | $18,910 |
USRT | 367,820 | +25,092 | $18,910 |
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377,722 | -72,299 | $18,618 |
IEMG | 377,722 | -72,299 | $18,618 |
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578,885 | +39,929 | $18,310 |
ESGE | 578,885 | +39,929 | $18,310 |
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$17,203 | ||
AMZN | 135,365 | -2,934 | $17,646 |
Put | 3,700 | -900 | $482 |
Call | 300 | -29,900 | $39 |
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1,282,465 | -180,622 | $14,466 |
RC | 1,282,465 | -180,622 | $14,466 |
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141,677 | -5,585 | $13,808 |
ESGU | 141,677 | -5,585 | $13,808 |
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$13,367 | ||
SPY | 26,156 | -928 | $11,594 |
Call | 4,000 | UNCH | $1,773 |
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225,121 | +18,339 | $12,337 |
DFAS | 225,121 | +18,339 | $12,337 |
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380,295 | +52,809 | $11,785 |
DFAU | 380,295 | +52,809 | $11,785 |
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194,240 | +3,952 | $11,456 |
SCZ | 194,240 | +3,952 | $11,456 |
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$11,213 | ||
JNJ | 79,243 | +3,870 | $13,116 |
Put | 11,500 | -2,000 | $1,903 |
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$11,194 | ||
GOOG | 93,536 | +4,245 | $11,315 |
Put | 6,000 | +6,000 | $726 |
Call | 5,000 | -14,000 | $605 |
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135,898 | -1,387 | $10,743 |
SDG | 135,898 | -1,387 | $10,743 |
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$10,510 | ||
NVDA | 27,643 | -2,301 | $11,694 |
Put | 3,000 | +3,000 | $1,269 |
Call | 200 | UNCH | $85 |
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30,489 | -123 | $10,425 |
ISRG | 30,489 | -123 | $10,425 |
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$10,050 | ||
UNH | 22,310 | -361 | $10,723 |
Put | 1,400 | -1,900 | $673 |
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118,656 | -8,097 | $9,915 |
VNQ | 118,656 | -8,097 | $9,915 |
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$9,813 | ||
AMAT | 69,891 | -671 | $10,102 |
Put | 2,000 | -1,000 | $289 |
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59,470 | +4,094 | $9,660 |
VIG | 59,470 | +4,094 | $9,660 |
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224,016 | -3,921 | $9,380 |
SRLN | 224,016 | -3,921 | $9,380 |
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68,265 | -270 | $8,368 |
SDY | 68,265 | -270 | $8,368 |
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38,541 | -235 | $8,138 |
BA | 38,541 | -235 | $8,138 |
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46,765 | +23,951 | $8,050 |
APPF | 46,765 | +23,951 | $8,050 |
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$8,028 | ||
HD | 31,844 | +5,650 | $9,892 |
Put | 6,000 | +1,000 | $1,864 |
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90,348 | -1,574 | $7,819 |
IYR | 90,348 | -1,574 | $7,819 |
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132,997 | -2,710 | $7,574 |
CMF | 132,997 | -2,710 | $7,574 |
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$7,476 | ||
SHW | 29,558 | -552 | $7,848 |
Put | 1,400 | UNCH | $372 |
See Full List: All Stocks Held By Mission Wealth Management LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Mission Wealth Management LP
![]() At 06/30/2023: $2,647,349 At 03/31/2023: $2,388,243 Mission Wealth Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mission Wealth Management LP 13F filings. Link to 13F filings: SEC filings |