The Analysis of MISSION WEALTH MANAGEMENT, LP's Holdings
Currently, MISSION WEALTH MANAGEMENT, LP holds 701 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in AVDE (+1.5M shares, valued at $119.8M), NFLX (+176.3K shares, valued at $16.5M), CGDV (+219.7K shares, valued at $9.6M); decreased their positions in IEFA (-1.3M shares, valued at $113.5M), VUG (-41.7K shares, valued at $20.3M), USFR (-322.9K shares, valued at $16.2M); initiated new positions in AVDE (+1.5M shares, valued at $119.8M), HIFS (+14.9K shares, valued at $4.2M), VPL (+16.0K shares, valued at $1.4M).
Top Holding Treemap
Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.6K sharesnew addition2025-12-312026-02-05
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GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET11.6K sharesnew addition2025-12-312026-02-05
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Call Option Holdings
Put Option Holdings
BERKSHIRE HATHAWAY INC DEL Put PutBERKSHIRE HATHAWAY INC DEL1.4K sharesnew addition2025-12-312026-02-05