The Analysis of Mission Hills Financial Advisory, LLC's Holdings
Currently, Mission Hills Financial Advisory, LLC holds 53 types of securities in its portfolio with a total value $189.4M. In the most recent quarter, they have increased their positions in XLY (+22.3K shares, valued at $2.7M), BIZD (+90.1K shares, valued at $1.3M), MINT (+11.7K shares, valued at $1.2M); decreased their positions in AAPL (-1.2K shares, valued at $329.2K), PSI (-595 shares, valued at $46.9K), GLD (-100 shares, valued at $39.6K); initiated new positions in SRLN (+13.6K shares, valued at $562.4K), JPIB (+7.5K shares, valued at $365.6K), DGRO (+3.1K shares, valued at $217.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BIZD VANECK ETF TRUST1.2M shares8.03%2025-12-312026-02-02
MINT PIMCO ETF TR167.0K shares7.54%2025-12-312026-02-02 PCN PIMCO CORPORATE & INCM STRG1.2M shares4.29%2025-12-312026-02-02 QYLD GLOBAL X FDS753.8K shares7.41%2025-12-312026-02-02 PDI PIMCO DYNAMIC INCOME FD682.5K shares7.20%2025-12-312026-02-02 RQI COHEN & STEERS QUALITY INCOM1.0M shares6.39%2025-12-312026-02-02 KBWD INVESCO EXCH TRADED FD TR II808.7K shares8.46%2025-12-312026-02-02 VEA VANGUARD TAX-MANAGED FDS173.2K shares1.42%2025-12-312026-02-02 SCHD SCHWAB STRATEGIC TR352.3K shares5.72%2025-12-312026-02-02 RWL INVESCO EXCH TRADED FD TR II66.2K shares2.14%2025-12-312026-02-02 FTSL FIRST TR EXCHANGE-TRADED FD134.4K shares1.97%2025-12-312026-02-02 XLY SELECT SECTOR SPDR TR44.4K shares100.67%2025-12-312026-02-02 VYMI VANGUARD WHITEHALL FDS51.3K shares2.70%2025-12-312026-02-02 FLBL FRANKLIN TEMPLETON ETF TR195.4K shares3.80%2025-12-312026-02-02 XBI SPDR SERIES TRUST35.9K shares0.17%2025-12-312026-02-02 VXF VANGUARD INDEX FDS18.5K shares1.38%2025-12-312026-02-02 XLP SELECT SECTOR SPDR TR49.4K shares4.00%2025-12-312026-02-02 REZ ISHARES TR26.6K shares4.25%2025-12-312026-02-02 AAPL APPLE INC5.7K shares-17.42%2025-12-312026-02-02 SPHY SPDR SERIES TRUST59.3K shares76.55%2025-12-312026-02-02 PSI INVESCO EXCHANGE TRADED FD T14.9K shares-3.84%2025-12-312026-02-02 SCHO SCHWAB STRATEGIC TR40.9K shares63.33%2025-12-312026-02-02 BST BLACKROCK SCIENCE & TECHNOLO22.7K shares12.79%2025-12-312026-02-02 ITA ISHARES TR3.5K shares-4.73%2025-12-312026-02-02 JPC NUVEEN PFD & INCOME OPPORTUN86.9K shares18.52%2025-12-312026-02-02 BOTZ GLOBAL X FDS19.1K shares5.90%2025-12-312026-02-02 FDN FIRST TR EXCHANGE-TRADED FD2.3K shares-3.88%2025-12-312026-02-02 UTG REAVES UTIL INCOME FD16.9K shares10.60%2025-12-312026-02-02 SPY SPDR S&P 500 ETF TR840 shares45.58%2025-12-312026-02-02 UTF COHEN & STEERS INFRASTRUCTUR23.5K shares18.77%2025-12-312026-02-02 SRLN SSGA ACTIVE ETF TR13.6K sharesnew addition2025-12-312026-02-02 PSCH INVESCO EXCH TRADED FD TR II8.6K shares-5.46%2025-12-312026-02-02 JEPI J P MORGAN EXCHANGE TRADED F6.5K shares7.09%2025-12-312026-02-02 JPIB J P MORGAN EXCHANGE TRADED F7.5K sharesnew addition2025-12-312026-02-02 MLPX GLOBAL X FDS5.4K shares7.48%2025-12-312026-02-02 GLD SPDR GOLD TR717 shares-12.24%2025-12-312026-02-02 O REALTY INCOME CORP4.9K shares12.26%2025-12-312026-02-02 ALPHABET INC ALPHABET INC878 shares0.46%2025-12-312026-02-02 EFV ISHARES TR3.6K shares0.00%2025-12-312026-02-02 AMZN AMAZON COM INC1.1K shares-0.63%2025-12-312026-02-02 BKLN INVESCO EXCH TRADED FD TR II11.3K shares7.63%2025-12-312026-02-02 RDIV INVESCO EXCH TRADED FD TR II4.2K shares0.00%2025-12-312026-02-02 DGRO ISHARES TR3.1K sharesnew addition2025-12-312026-02-02 BAC BANK AMERICA CORP3.9K shares0.00%2025-12-312026-02-02 BDX BECTON DICKINSON & CO1.1K shares0.00%2025-12-312026-02-02 DVY ISHARES TR1.5K sharesnew addition2025-12-312026-02-02 REGL PROSHARES TR2.5K sharesnew addition2025-12-312026-02-02 SCHB SCHWAB STRATEGIC TR7.9K shares0.48%2025-12-312026-02-02 PFXF VANECK ETF TRUST11.4K shares7.05%2025-12-312026-02-02 EMD WESTERN ASSET EMERGING MKTS11.3K shares0.00%2025-12-312026-02-02 FSCO FS CREDIT OPPORTUNITIES CORP13.6K sharesnew addition2025-12-312026-02-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available