
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
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1,465,798 | +57,583 | $193,309 |
VTV | 1,465,798 | +57,583 | $193,309 |
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751,802 | +65,055 | $167,569 |
VUG | 751,802 | +65,055 | $167,569 |
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624,775 | +45,918 | $110,029 |
VB | 624,775 | +45,918 | $110,029 |
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1,355,764 | +44,297 | $79,787 |
IEFA | 1,355,764 | +44,297 | $79,787 |
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388,035 | +93,361 | $73,191 |
VTI | 388,035 | +93,361 | $73,191 |
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929,161 | -37,398 | $69,929 |
BND | 929,161 | -37,398 | $69,929 |
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$66,062 | ||
AAPL | 494,885 | +429 | $67,661 |
Put | 12,700 | +2,200 | $1,736 |
Call | 1,000 | -500 | $137 |
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1,038,271 | -30,124 | $49,640 |
VMBS | 1,038,271 | -30,124 | $49,640 |
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1,497,659 | -81,706 | $48,869 |
SPIB | 1,497,659 | -81,706 | $48,869 |
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$43,857 | ||
MSFT | 195,465 | +12,071 | $50,201 |
Put | 24,700 | +2,000 | $6,344 |
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987,487 | +140,155 | $40,289 |
VEA | 987,487 | +140,155 | $40,289 |
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419,386 | -11,330 | $35,136 |
ITOT | 419,386 | -11,330 | $35,136 |
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363,221 | +12,853 | $33,565 |
IJR | 363,221 | +12,853 | $33,565 |
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396,460 | +51,283 | $31,990 |
SUSA | 396,460 | +51,283 | $31,990 |
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602,005 | +52,084 | $29,534 |
IEMG | 602,005 | +52,084 | $29,534 |
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$23,223 | ||
TSLA | 33,985 | +1,732 | $22,886 |
Call | 500 | +100 | $337 |
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532,214 | +21,794 | $22,167 |
VWO | 532,214 | +21,794 | $22,167 |
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1,779,472 | +1,779,472 | $21,215 |
RC | 1,779,472 | +1,779,472 | $21,215 |
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646,556 | +103,033 | $21,214 |
NUSC | 646,556 | +103,033 | $21,214 |
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335,769 | -15,588 | $17,930 |
USRT | 335,769 | -15,588 | $17,930 |
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$15,037 | ||
AMZN | 112,378 | +106,980 | $11,936 |
Call | 30,000 | +29,500 | $3,186 |
Put | 800 | +400 | $85 |
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343,481 | +13,923 | $14,388 |
TTD | 343,481 | -8,777 | $14,388 |
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334,159 | +24,231 | $13,914 |
SRLN | 334,159 | +24,231 | $13,914 |
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426,389 | +68,163 | $13,777 |
ESGE | 426,389 | +68,163 | $13,777 |
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251,100 | +9,284 | $13,708 |
SCZ | 251,100 | +9,284 | $13,708 |
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233,771 | -709,615 | $13,199 |
CMF | 233,771 | -709,615 | $13,199 |
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53,671 | +17,196 | $11,738 |
IWF | 53,671 | +17,196 | $11,738 |
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$11,641 | ||
JNJ | 76,079 | +8,815 | $13,505 |
Put | 10,500 | +8,500 | $1,864 |
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145,142 | +25,276 | $11,594 |
SDG | 145,142 | +25,276 | $11,594 |
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440,669 | +163,069 | $10,638 |
DFAI | 440,669 | +163,069 | $10,638 |
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$10,266 | ||
SPY | 27,112 | +768 | $10,228 |
Call | 100 | UNCH | $38 |
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$9,654 | ||
GOOG | 3,113 | +167 | $6,810 |
Call | 1,300 | +100 | $2,844 |
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105,904 | +4,570 | $9,649 |
VNQ | 105,904 | +4,570 | $9,649 |
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143,943 | +9,704 | $9,034 |
ESGD | 143,943 | +9,704 | $9,034 |
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$8,701 | ||
UNH | 21,541 | +3,764 | $11,064 |
Put | 4,600 | +500 | $2,363 |
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235,045 | -19,082 | $7,340 |
SCHC | 235,045 | -19,082 | $7,340 |
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48,530 | +27,149 | $7,035 |
IWD | 48,530 | +27,149 | $7,035 |
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264,912 | +51,703 | $7,002 |
DFAU | 264,912 | +51,703 | $7,002 |
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68,162 | -905 | $6,932 |
VYM | 68,162 | -905 | $6,932 |
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151,050 | -4,375 | $6,864 |
DWM | 151,050 | -4,375 | $6,864 |
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75,066 | +1,736 | $6,829 |
AMAT | 75,066 | +1,736 | $6,829 |
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211,132 | +58 | $6,640 |
SCHF | 211,132 | +58 | $6,640 |
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132,312 | +16,443 | $6,351 |
DFAS | 132,312 | +16,443 | $6,351 |
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$6,230 | ||
HD | 26,117 | +1,875 | $7,163 |
Put | 3,500 | UNCH | $960 |
Call | 100 | +100 | $27 |
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30,292 | +1,142 | $6,080 |
ISRG | 30,292 | +1,142 | $6,080 |
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63,051 | +156 | $5,996 |
EW | 63,051 | +156 | $5,996 |
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41,344 | +9,546 | $5,945 |
PG | 41,344 | +9,546 | $5,945 |
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27,622 | -54 | $5,470 |
VEEV | 27,622 | -54 | $5,470 |
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3,454 | +847 | $5,140 |
TPL | 3,454 | +847 | $5,140 |
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37,321 | +1,532 | $5,103 |
BA | 37,321 | +1,532 | $5,103 |
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 06/30/2022: $1,902,685 At 03/31/2022: $2,163,442 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 |