MISSION WEALTH MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVS | 4K | $298.44K |
 | FDX | 4K | $925.25K |
 | WPM | 4K | $438.75K |
 | SHOP | 4K | $581.45K |
 | PAYX | 4K | $491.49K |
 | AON | 4K | $1.37M |
 | TRV | 4K | $1.06M |
 | JCI | 4K | $413.60K |
 | SATS | 4K | $283.79K |
 | SAP | 4K | $980.21K |
 | BDX | 4K | $677.14K |
 | PSA | 4K | $1.04M |
 | FTNT | 4K | $300.96K |
 | PLD | 3K | $399.81K |
 | ROST | 3K | $519.21K |
 | WWD | 3K | $845.25K |
 | D | 3K | $204.38K |
 | VLTO | 3K | $353.52K |
 | DELL | 3K | $470.01K |
 | MSI | 3K | $1.50M |
CVS Health Corporation
CVS
Shares Held
4K
Value
$298.44K
FedEx Corporation
FDX
Shares Held
4K
Value
$925.25K
Wheaton Precious Metals Corp.
WPM
Shares Held
4K
Value
$438.75K
Shopify Inc.
SHOP
Shares Held
4K
Value
$581.45K
Paychex, Inc.
PAYX
Shares Held
4K
Value
$491.49K
Aon plc
AON
Shares Held
4K
Value
$1.37M
The Travelers Companies, Inc.
TRV
Shares Held
4K
Value
$1.06M
Johnson Controls International plc
JCI
Shares Held
4K
Value
$413.60K
EchoStar Corporation
SATS
Shares Held
4K
Value
$283.79K
SAP SE
SAP
Shares Held
4K
Value
$980.21K
Becton, Dickinson and Company
BDX
Shares Held
4K
Value
$677.14K
Public Storage
PSA
Shares Held
4K
Value
$1.04M
Fortinet, Inc.
FTNT
Shares Held
4K
Value
$300.96K
Prologis, Inc.
PLD
Shares Held
3K
Value
$399.81K
Ross Stores, Inc.
ROST
Shares Held
3K
Value
$519.21K
Woodward, Inc.
WWD
Shares Held
3K
Value
$845.25K
Dominion Energy, Inc.
D
Shares Held
3K
Value
$204.38K
Veralto Corporation
VLTO
Shares Held
3K
Value
$353.52K
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$470.01K
Motorola Solutions, Inc.
MSI
Shares Held
3K
Value
$1.50M