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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
56
6
9
4
5
0
45
17
9
MISSION WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings276

Total Value ($x1000)767,244
Activities
New23

Increased135

Unchanged37

Decreased81

Sold Out30

Top 10 Stock Holdingstotal 50.81%
CMF8.68

BND7.65

VTI6.53

IEFA5.77

VMBS4.56

 
VUG3.71

VTV3.69

ITR3.62

MSFT3.41

VB3.19

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CMF
8.68%
CALI AMT-FRE ETF
BND
7.65%
TOTAL BND MRKT
VTI
6.53%
TOTAL STK MKT
IEFA
5.77%
CORE MSCI EAFE
VMBS
4.56%
MORTG-BACK SEC
VUG
3.71%
GROWTH ETF
VTV
3.69%
VALUE ETF
ITR
3.62%
INTR TRM CORP BD
MSFT
3.41%
COM
VB
3.19%
SMALL CP ETF
SCZ
2.58%
EAFE SML CP ETF
VEA
2.44%
FTSE DEV MKT ETF
AAPL
2.23%
COM
VNQ
2.17%
REIT ETF
MUB
1.94%
NAT AMT FREE BD
VWO
1.72%
FTSE EMR MKT ETF
DWM
1.37%
DEFA FD
IEMG
1.3%
CORE MSCI EMKT
EW
1.06%
COM
IJR
0.92%
CORE S&P SCP ETF
ITOT
0.82%
CORE S&P TTL STK
BRK.B
0.79%
CL B NEW
VNQI
0.76%
GLB EX US ETF
AMZN
0.74%
COM
HD
0.64%
COM
SPY
0.62%
TR UNIT
VSS
0.62%
FTSE SMCAP ETF
ISRG
0.6%
COM NEW
AGG
0.58%
CORE TOTUSBD ETF
SCHF
0.55%
INTL EQTY ETF
EFA
0.5%
MSCI EAFE ETF
KLD
0.5%
USA ESG SLCT ETF
JNJ
0.49%
COM
VYM
0.47%
HIGH DIV YLD
CME
0.43%
COM
IVV
0.41%
CORE S&P500 ETF
MBFI
0.41%
COM
NFLX
0.4%
COM
AMJ
0.38%
ALERIAN ML ETN
DLN
0.37%
LARGECAP DIVID
AMAT
0.35%
COM
WPC
0.35%
PRN
WFC
0.33%
COM
PFE
0.33%
COM
IWD
0.31%
RUS 1000 VAL ETF
IWF
0.3%
RUS 1000 GRW ETF
XOM
0.3%
COM
FREL
0.3%
MSCI RL EST ETF
PG
0.3%
COM
SCHE
0.29%
EMRG MKTEQ ETF
INTC
0.28%
COM
VOO
0.28%
SHS
ILMN
0.28%
COM
SCHX
0.26%
US LRG CAP ETF
AVGO
0.25%
COM
CVX
0.24%
COM
ESGE
0.23%
MSCI EM ESG SE
SCHH
0.22%
US REIT ETF
GOOG
0.22%
CAP STK CL C
NUSC
0.22%
ESG SMALL CAP
AMGN
0.22%
COM
TSLA
0.21%
COM
SCHZ
0.19%
US AGGREGATE B
AKTS
0.19%
COM
PEN
0.19%
COM
MCD
0.19%
COM
MRK
0.18%
COM
IWV
0.18%
RUSSELL 3000 ETF
CSCO
0.18%
COM
DOV
0.17%
COM
FB
0.17%
CL A
SCHA
0.17%
US SML CAP ETF
DBEF
0.16%
XTRAK MSCI EAFE
PEP
0.16%
COM
MO
0.16%
COM
MMM
0.15%
COM
BA
0.15%
COM
JPM
0.15%
COM
GILD
0.15%
COM
T
0.15%
COM
KO
0.15%
COM
VXUS
0.15%
VG TL INTL STK F
DEM
0.14%
EMERG MKTS ETF
DHR
0.13%
COM
HD
0.13%
PUT
CATY
0.13%
COM
HYLB
0.13%
DEUTSCHE USD ETF
ABBV
0.13%
COM
EEM
0.13%
MSCI EMG MKT ETF
QQQ
0.13%
UNIT SER 1
GOOGL
0.13%
CAP STK CL A
HYG
0.13%
IBOXX HI YD ETF
EMB
0.12%
JP MOR EM MK ETF
IYR
0.12%
U.S. REAL ES ETF
SHW
0.12%
COM
NBIX
0.12%
COM
IP
0.11%
COM
IJH
0.11%
CORE S&P MCP ETF
JNK
0.11%
BRC HGH YLD BD
RWX
0.11%
DJ INTL RL ETF
ESGD
0.11%
MSCI EAFE ESG
PM
0.1%
COM
NVS
0.1%
SPONSORED ADR
COST
0.1%
COM
IBM
0.1%
COM
BOLD
0.1%
COM
DWDP
0.1%
COM
CMI
0.1%
COM
BWX
0.1%
BRCLYS INTL ETF
ISTB
0.1%
CORE STRM USBD
V
0.09%
COM CL A
ABT
0.09%
COM
VLO
0.09%
COM
IWM
0.09%
RUSSELL 2000 ETF
COP
0.09%
COM
SCHC
0.09%
INTL SCEQT ETF
VZ
0.08%
COM
PCY
0.08%
EMRNG MKT SVRG
DIA
0.08%
UT SER 1
DIS
0.08%
COM DISNEY
ACN
0.08%
SHS CLASS A
TRV
0.08%
COM
PNC
0.08%
COM
IJJ
0.08%
S&P MC 400VL ETF
ORCL
0.08%
COM
SBUX
0.08%
COM
IVW
0.08%
S&P 500 GRWT ETF
BKLN
0.08%
SR LN ETF
AMZN
0.08%
PUT
IFGL
0.08%
INTL DEV RE ETF
CLX
0.08%
COM
HPQ
0.08%
COM
A
0.08%
COM
NYF
0.08%
NY AMTFRE MU ETF
VGK
0.07%
FTSE EUROPE ETF
CHD
0.07%
COM
LOW
0.07%
COM
DHI
0.07%
COM
EXPD
0.07%
COM
TXN
0.07%
COM
BAC
0.07%
COM
WMT
0.07%
COM
NEOG
0.07%
COM
UNH
0.07%
COM
BMY
0.07%
COM
CRM
0.07%
COM
AON
0.07%
SHS CL A
MINT
0.06%
ENHAN SHRT MAT
VRP
0.06%
VAR RATE PFD
IJS
0.06%
SP SMCP600VL ETF
UNP
0.06%
COM
DRW
0.06%
GLB EX US RL EST
TTC
0.06%
COM
WPS
0.06%
INTL DEVPPTY ETF
LMT
0.06%
COM
NKE
0.06%
CL B
MA
0.06%
CL A
MKC
0.06%
COM NON VTG
IVE
0.06%
S&P 500 VAL ETF
RDS/A
0.06%
SPONS ADR A
NEE
0.06%
COM
EEMS
0.06%
EM MKT SM-CP ETF
LQD
0.06%
IBOXX INV CP ETF
LLY
0.06%
COM
GILD
0.06%
PUT
IWP
0.06%
RUS MD CP GR ETF
EQIX
0.06%
PRN
GLW
0.05%
COM
CORP
0.05%
INV GRD CRP BD
VRTX
0.05%
COM
TMO
0.05%
COM
ADSK
0.05%
COM
HPE
0.05%
COM
BAX
0.05%
COM
BDX
0.05%
COM
VT
0.05%
TT WRLD ST ETF
RTN
0.05%
COM NEW
KEYS
0.05%
COM
VBK
0.05%
SML CP GRW ETF
MMC
0.05%
COM
MDT
0.05%
SHS
BCSF
0.05%
COM
ADBE
0.05%
COM
PSX
0.04%
COM
ECL
0.04%
COM
HSIC
0.04%
COM
SYY
0.04%
COM
SDY
0.04%
S&P DIVID ETF
FDS
0.04%
COM
NVDA
0.04%
COM
TOT
0.04%
SPONSORED ADR
BLK
0.04%
COM
TDC
0.04%
COM
NTRS
0.04%
COM
NTAP
0.04%
COM
UTX
0.04%
COM
CNK
0.04%
COM
GE
0.04%
COM
AMLP
0.04%
ALERIAN MLP
BBY
0.04%
COM
MPCT
0.04%
SUSTNBLE MSCI
VCSH
0.04%
SHRT TRM CORP BD
IWB
0.04%
RUS 1000 ETF
VAR
0.04%
COM
ATVI
0.04%
COM
VBR
0.04%
SM CP VAL ETF
CMCSA
0.04%
CL A
IWS
0.04%
RUS MDCP VAL ETF
SWKS
0.04%
COM
UPS
0.03%
CL B
AXP
0.03%
COM
VPL
0.03%
MEGA CAP GRO ETF
MCO
0.03%
COM
ESGU
0.03%
ETF MSCI USA
SAP
0.03%
SPON ADR
NOC
0.03%
COM
SUB
0.03%
SHT NTLAMTFR ETF
APY
0.03%
COM
CHTR
0.03%
CL A
K
0.03%
COM
WAT
0.03%
COM
TFI
0.03%
NUVN BRCLY MUNI
HON
0.03%
COM
HBAN
0.03%
COM
DECK
0.03%
COM
BKNG
0.03%
COM
EPD
0.03%
PRN
IXUS
0.03%
CORE MSCITOTAL
IWO
0.03%
RUS 2000 GRW ETF
CWT
0.03%
COM
BR
0.03%
COM
ROST
0.03%
COM
EMR
0.03%
COM
AEP
0.03%
COM
WST
0.03%
COM
CP
0.03%
COM
NOW
0.03%
COM
OXY
0.03%
COM
TIF
0.03%
COM
FDX
0.03%
COM
SO
0.03%
COM
BABA
0.03%
SPONSORED ADS
MTD
0.03%
COM
IDXX
0.03%
COM
TMUS
0.03%
COM
FIS
0.03%
COM
VIG
0.03%
DIV APP ETF
ED
0.03%
COM
KAR
0.03%
COM
ALLE
0.03%
ORD SHS
WBA
0.03%
COM
PYPL
0.03%
COM
HUM
0.03%
COM
ENFR
0.03%
ALERIAN ENERGY
CMA
0.03%
COM
ITW
0.03%
COM
MPC
0.03%
COM
GPC
0.03%
COM
RELX
0.03%
SPONSORED ADR
QCOM
0.03%
COM
EXG
0.03%
COM
NUBD
0.03%
ESG US AGGRGTE
DEO
0.03%
SPON ADR NEW
NATI
0.03%
COM
EUFN
0.02%
MSCI EURO FL ETF
GCI
0.02%
COM
QQQ
0.02%
CALL
ETY
0.02%
COM
BBVA
0.02%
SPONSORED ADR
MLPA
0.01%
GLBL X MLP ETF
SPPI
0.01%
COM
XON
0.01%
COM
SIRI
0.01%
COM
AVP
< 0.01%
COM
ZIOP
< 0.01%
COM
NEOS
< 0.01%
COM
NUDM
0.06%
ESG INTL DEVEL
COL
0.04%
COM
MET
0.04%
COM
ADX
0.04%
COM
NOV
0.04%
COM
FLR
0.04%
COM
TAP
0.04%
CL B
VO
0.03%
MID CAP ETF
HES
0.03%
COM
SIVB
0.03%
COM
VFC
0.03%
COM
DNR
0.03%
COM NEW
KSU
0.03%
COM NEW
VFH
0.03%
FINANCIALS ETF
TJX
0.03%
COM
BHGE
0.03%
CL A
PINC
0.03%
CL A
C
0.03%
COM NEW
NBR
0.03%
SHS
NSC
0.03%
COM
CFR
0.03%
COM
FISV
0.03%
COM
IWN
0.03%
RUS 2000 VAL ETF
FOSL
0.03%
COM
DXC
0.03%
COM
CB
0.03%
COM
OKE
0.03%
COM
SJM
0.03%
COM NEW
SAN
0.01%
ADR
ENT
< 0.01%
COM