MISSION WEALTH MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORCL | 74K | $20.94M |
 | HPE | 71K | $1.75M |
 | JPM | 70K | $22.15M |
 | JNJ | 67K | $12.36M |
 | CSCO | 64K | $4.36M |
 | CVX | 59K | $9.21M |
 | SMFG | 54K | $908.62K |
 | WMT | 54K | $5.51M |
 | AMAT | 52K | $10.69M |
 | PFE | 52K | $1.33M |
 | VZ | 52K | $2.27M |
 | APPF | 49K | $13.56M |
 | V | 49K | $16.79M |
 | T | 48K | $1.37M |
 | PG | 48K | $7.40M |
 | EW | 47K | $3.65M |
 | ABBV | 47K | $10.85M |
 | AKAM | 45K | $3.38M |
 | LRCX | 45K | $5.97M |
 | ERII | 45K | $686.19K |
Oracle Corporation
ORCL
Shares Held
74K
Value
$20.94M
Hewlett Packard Enterprise Company
HPE
Shares Held
71K
Value
$1.75M
JPMorgan Chase & Co.
JPM
Shares Held
70K
Value
$22.15M
Johnson & Johnson
JNJ
Shares Held
67K
Value
$12.36M
Cisco Systems, Inc.
CSCO
Shares Held
64K
Value
$4.36M
Chevron Corporation
CVX
Shares Held
59K
Value
$9.21M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
54K
Value
$908.62K
Walmart Inc.
WMT
Shares Held
54K
Value
$5.51M
Applied Materials, Inc.
AMAT
Shares Held
52K
Value
$10.69M
Pfizer Inc.
PFE
Shares Held
52K
Value
$1.33M
Verizon Communications Inc.
VZ
Shares Held
52K
Value
$2.27M
AppFolio, Inc.
APPF
Shares Held
49K
Value
$13.56M
Visa Inc.
V
Shares Held
49K
Value
$16.79M
AT&T Inc.
T
Shares Held
48K
Value
$1.37M
The Procter & Gamble Company
PG
Shares Held
48K
Value
$7.40M
Edwards Lifesciences Corporation
EW
Shares Held
47K
Value
$3.65M
AbbVie Inc.
ABBV
Shares Held
47K
Value
$10.85M
Akamai Technologies, Inc.
AKAM
Shares Held
45K
Value
$3.38M
Lam Research Corporation
LRCX
Shares Held
45K
Value
$5.97M
Energy Recovery, Inc.
ERII
Shares Held
45K
Value
$686.19K