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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
67
10
11
4
6
0
53
19
17
MISSION WEALTH MANAGEMENT LLC

Time Period2019-06-30

Total Holdings320

Total Value ($x1000)892,151
Activities
New29

Increased134

Unchanged26

Decreased131

Sold Out24

Top 10 Stock Holdingstotal 47.23%
VTI7.22

CMF6.3

IEFA6.01

BND5.37

VMBS4.24

 
VUG3.77

MSFT3.74

VB3.69

VTV3.48

ITR3.41

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VTI
7.22%
TOTAL STK MKT
CMF
6.3%
CALI AMT-FRE ETF
IEFA
6.01%
CORE MSCI EAFE
BND
5.37%
TOTAL BND MRKT
VMBS
4.24%
MORTG-BACK SEC
VUG
3.77%
GROWTH ETF
MSFT
3.74%
COM
VB
3.69%
SMALL CP ETF
VTV
3.48%
VALUE ETF
ITR
3.41%
INTR TRM CORP BD
SCZ
2.74%
EAFE SML CP ETF
VNQ
2.21%
REIT ETF
AAPL
2.2%
COM
VEA
2.18%
FTSE DEV MKT ETF
AGG
2.16%
CORE TOTUSBD ETF
VWO
1.61%
FTSE EMR MKT ETF
IEMG
1.43%
CORE MSCI EMKT
MUB
1.42%
NAT AMT FREE BD
DWM
1.21%
DEFA FD
EW
1.07%
COM
IJR
0.97%
CORE S&P SCP ETF
ITOT
0.94%
CORE S&P TTL STK
KLD
0.92%
USA ESG SLCT ETF
AMZN
0.77%
COM
BRK.B
0.74%
CL B NEW
HD
0.74%
COM
VNQI
0.72%
GLB EX US ETF
SCHF
0.62%
INTL EQTY ETF
SPY
0.62%
TR UNIT
ISRG
0.57%
COM NEW
VSS
0.51%
FTSE SMCAP ETF
JNJ
0.49%
COM
VYM
0.47%
HIGH DIV YLD
NFLX
0.45%
COM
EFA
0.44%
MSCI EAFE ETF
FB
0.44%
CL A
AMAT
0.42%
COM
IVV
0.41%
CORE S&P500 ETF
IWD
0.38%
RUS 1000 VAL ETF
CME
0.38%
COM
NUSC
0.37%
ESG SMALL CAP
MINT
0.37%
ENHAN SHRT MAT
FITB
0.36%
COM
IWF
0.35%
RUS 1000 GRW ETF
SCHX
0.34%
US LRG CAP ETF
SCHE
0.33%
EMRG MKTEQ ETF
DLN
0.33%
LARGECAP DIVID
XOM
0.31%
COM
PFE
0.31%
COM
ESGE
0.31%
MSCI EM ESG SE
FREL
0.3%
MSCI RL EST ETF
ILMN
0.29%
COM
PG
0.29%
COM
INTC
0.29%
COM
WFC
0.29%
COM
VOO
0.29%
SHS
CVX
0.25%
COM
AVGO
0.25%
COM
GOOG
0.22%
CAP STK CL C
WPC
0.22%
COM
MCD
0.21%
COM
AMJ
0.21%
ALERIAN ML ETN
SCHH
0.21%
US REIT ETF
SCHA
0.2%
US SML CAP ETF
CSCO
0.2%
COM
AKTS
0.2%
COM
IWV
0.19%
RUSSELL 3000 ETF
DOV
0.18%
COM
BA
0.18%
COM
MRK
0.17%
COM
PEN
0.17%
COM
DBEF
0.17%
XTRAK MSCI EAFE
PEP
0.17%
COM
DHR
0.17%
COM
DEM
0.17%
EMERG MKTS ETF
BCSF
0.17%
COM
TSLA
0.16%
COM
SCHZ
0.16%
US AGGREGATE B
BOLD
0.15%
COM
HYLB
0.15%
DEUTSCHE USD ETF
JPM
0.14%
COM
VXUS
0.14%
VG TL INTL STK F
KO
0.14%
COM
AMGN
0.14%
COM
GILD
0.13%
COM
MO
0.13%
COM
QQQ
0.13%
UNIT SER 1
T
0.13%
COM
CATY
0.12%
COM
SCHC
0.12%
INTL SCEQT ETF
NBIX
0.12%
COM
NUBD
0.12%
ESG US AGGRGTE
IBM
0.12%
COM
IYR
0.11%
U.S. REAL ES ETF
SHW
0.11%
COM
MMM
0.11%
COM
COST
0.11%
COM
GOOGL
0.11%
CAP STK CL A
V
0.11%
COM CL A
DIS
0.11%
COM DISNEY
ESGD
0.1%
MSCI EAFE ESG
EMB
0.1%
JP MOR EM MK ETF
IP
0.1%
COM
EEM
0.1%
MSCI EMG MKT ETF
ORCL
0.1%
COM
IJH
0.1%
CORE S&P MCP ETF
VZ
0.1%
COM
PM
0.1%
COM
ABT
0.1%
COM
TRV
0.1%
COM
CMI
0.1%
COM
MPCT
0.1%
SUSTNBLE MSCI
IWM
0.1%
RUSSELL 2000 ETF
ACN
0.1%
SHS CLASS A
HYG
0.09%
IBOXX HI YD ETF
NVS
0.09%
SPONSORED ADR
RWX
0.09%
DJ INTL RL ETF
VLO
0.09%
COM
UNH
0.09%
COM
BWX
0.09%
BRCLYS INTL ETF
ABBV
0.09%
COM
PNC
0.08%
COM
PCY
0.08%
EMRNG MKT SVRG
SBUX
0.08%
COM
PSA
0.08%
COM
CMCSA
0.08%
CL A
IVW
0.08%
S&P 500 GRWT ETF
BAC
0.08%
COM
IJJ
0.08%
S&P MC 400VL ETF
A
0.08%
COM
DIA
0.08%
UT SER 1
DHI
0.08%
COM
JNK
0.08%
BLOOMBERG BRCLYS
COP
0.08%
COM
MA
0.08%
CL A
IWP
0.08%
RUS MD CP GR ETF
BAX
0.08%
COM
AON
0.07%
SHS CL A
TXN
0.07%
COM
VGK
0.07%
FTSE EUROPE ETF
CRM
0.07%
COM
CHD
0.07%
COM
NKE
0.07%
CL B
WMT
0.07%
COM
LMT
0.07%
COM
LOW
0.07%
COM
NEE
0.07%
COM
HPQ
0.07%
COM
PTF
0.07%
DWA TECHNOLOGY
EXPD
0.07%
COM
BKLN
0.07%
SR LN ETF
TMO
0.07%
COM
NOC
0.07%
COM
BMY
0.07%
COM
UNP
0.06%
COM
EQIX
0.06%
COM PAR $0.001
IJS
0.06%
SP SMCP600VL ETF
VIG
0.06%
DIV APP ETF
KEYS
0.06%
COM
NEOG
0.06%
COM
ADSK
0.06%
COM
DRW
0.06%
GLB EX US RL EST
CLX
0.06%
COM
GE
0.06%
COM
IVE
0.06%
S&P 500 VAL ETF
RDS/A
0.06%
SPONS ADR A
WPS
0.06%
INTL DEVPPTY ETF
FDS
0.06%
COM
MKC
0.06%
COM NON VTG
IFGL
0.06%
INTL DEV RE ETF
ECL
0.05%
COM
ISTB
0.05%
CORE STRM USBD
VBK
0.05%
SML CP GRW ETF
MMC
0.05%
COM
LQD
0.05%
IBOXX INV CP ETF
IWS
0.05%
RUS MDCP VAL ETF
ADBE
0.05%
COM
EEMS
0.05%
EM MKT SM-CP ETF
VT
0.05%
TT WRLD ST ETF
GLW
0.05%
COM
VRTX
0.05%
COM
AEP
0.05%
COM
TTC
0.05%
COM
VFC
0.05%
COM
LLY
0.05%
COM
SDY
0.05%
S&P DIVID ETF
BBY
0.05%
COM
DPZ
0.05%
COM
ANTM
0.05%
COM
VRP
0.05%
VAR RATE PFD
MDT
0.05%
SHS
SYY
0.05%
COM
SRLN
0.05%
BLKSTN GSOSRLN
NVDA
0.05%
COM
DECK
0.04%
COM
SAP
0.04%
SPON ADR
RTN
0.04%
COM NEW
BDX
0.04%
COM
HON
0.04%
COM
HPE
0.04%
COM
DD
0.04%
COM
BLK
0.04%
COM
VBR
0.04%
SM CP VAL ETF
CORP
0.04%
INV GRD CRP BD
MTD
0.04%
COM
SWKS
0.04%
COM
NTAP
0.04%
COM
MCO
0.04%
COM
NTRS
0.04%
COM
QCOM
0.04%
COM
IWB
0.04%
RUS 1000 ETF
HSIC
0.04%
COM
MPC
0.04%
COM
VAR
0.04%
COM
IWR
0.04%
RUS MID-CAP ETF
CHTR
0.04%
CL A
ALLE
0.04%
ORD SHS
CNK
0.04%
COM
TOT
0.04%
SPONSORED ADR
BABA
0.04%
SPONSORED ADS
PSX
0.04%
COM
SO
0.04%
COM
WST
0.04%
COM
AMLP
0.04%
ALERIAN MLP
AXP
0.04%
COM
IDXX
0.04%
COM
FDX
0.04%
COM
IWO
0.04%
RUS 2000 GRW ETF
ED
0.04%
COM
TDC
0.04%
COM
BRK.A
0.04%
CL A
APY
0.04%
COM
VCSH
0.04%
SHRT TRM CORP BD
TIF
0.04%
COM
WAT
0.03%
COM
FISV
0.03%
COM
CP
0.03%
COM
ESGU
0.03%
ETF MSCI USA
HES
0.03%
COM
BR
0.03%
COM
DUK
0.03%
COM NEW
HBAN
0.03%
COM
UPS
0.03%
CL B
CL
0.03%
COM
VPL
0.03%
MEGA CAP GRO ETF
INTU
0.03%
COM
ROST
0.03%
COM
PINC
0.03%
CL A
RELX
0.03%
SPONSORED ADR
EME
0.03%
COM
OKE
0.03%
COM
K
0.03%
COM
CWT
0.03%
COM
IXUS
0.03%
CORE MSCITOTAL
KMB
0.03%
COM
RYT
0.03%
S&P500 EQL TEC
EPD
0.03%
COM
UTX
0.03%
COM
XEL
0.03%
COM
FIS
0.03%
COM
CDNS
0.03%
COM
DEO
0.03%
SPON ADR NEW
IRBT
0.03%
COM
TFI
0.03%
NUVN BRCLY MUNI
CERN
0.03%
COM
JPGE
0.03%
DIV RTN GLB EQ
STT
0.03%
COM
CVS
0.03%
COM
VO
0.03%
MID CAP ETF
USB
0.03%
COM NEW
AMT
0.03%
COM
PDCO
0.03%
COM
SJM
0.03%
COM NEW
SIVB
0.03%
COM
PSL
0.03%
DWA STAPLES
NATI
0.03%
COM
JCI
0.03%
SHS
NSC
0.03%
COM
EXG
0.03%
COM
TMUS
0.03%
COM
IWN
0.03%
RUS 2000 VAL ETF
ATVI
0.03%
COM
PYPL
0.03%
COM
TJX
0.03%
COM
DOW
0.02%
COM
CAT
0.02%
COM
GPC
0.02%
COM
ITW
0.02%
COM
XLF
0.02%
SBI INT-FINL
EFAV
0.02%
EAFE MIN VOL ETF
VCIT
0.02%
INT-TERM CORP
IMAX
0.02%
COM
VFH
0.02%
FINANCIALS ETF
HIG
0.02%
COM
CMA
0.02%
COM
ORA
0.02%
COM
FICO
0.02%
COM
MCHI
0.02%
CHINA ETF
SYK
0.02%
COM
AMCR
0.02%
ORD
SAM
0.02%
CL A
ASML
0.02%
N Y REGISTRY SHS
FTV
0.02%
COM
IAA
0.02%
COM
BFAM
0.02%
COM
ADI
0.02%
COM
NYT
0.02%
CL A
BKNG
0.02%
COM
CFR
0.02%
COM
BHGE
0.02%
CL A
GCI
0.02%
COM
EUFN
0.02%
MSCI EURO FL ETF
ETY
0.02%
COM
WIFI
0.02%
COM
BBVA
0.02%
SPONSORED ADR
CNHI
0.01%
SHS
SPPI
0.01%
COM
AVP
0.01%
COM
SIRI
0.01%
COM
NBR
0.01%
SHS
WPC
0.22%
PRN
JNK
0.09%
BRC HGH YLD BD
DWDP
0.09%
COM
AMZN
0.08%
PUT
NYF
0.07%
NY AMTFRE MU ETF
EQIX
0.06%
PRN
PEZ
0.04%
DWA CYCLICALS
FXH
0.03%
HLTH CARE ALPH
KAR
0.03%
COM
FNDB
0.03%
SCHWAB FDT US BM
EPD
0.03%
PRN
EMR
0.03%
COM
AFIN
0.03%
PRN
OXY
0.03%
COM
SUB
0.03%
SHT NTLAMTFR ETF
ADP
0.03%
COM
WBA
0.03%
COM
ACIM
0.02%
MSCI ACWI ETF
NVO
0.02%
ADR
ORLY
0.02%
COM
MLPA
0.01%
GLBL X MLP ETF
TRST
0.01%
COM
XON
0.01%
COM
ZIOP
0.01%
COM