MISSION WEALTH MANAGEMENT, LP
Top Portfolio Positions
417 positions ·
$1,554,373,410 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
990,565 | $251,395,491 | 16.17% | |
| MSFT |
Microsoft Corp
Technology
|
473,765 | $175,373,590 | 11.28% | |
| NVDA |
Nvidia Corp
Technology
|
921,987 | $160,794,532 | 10.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
330,553 | $68,844,273 | 4.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
137,092 | $50,963,951 | 3.28% | |
| AVGO |
Broadcom Inc.
Technology
|
127,103 | $39,339,649 | 2.53% | |
| SPY |
Spdr S&P 500 ETF Trust
|
56,299 | $36,613,491 | 2.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
107,541 | $30,924,489 | 1.99% | |
| META |
Meta Platforms, Inc.
Communication Services
|
39,980 | $22,873,757 | 1.47% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
35,595 | $20,544,722 | 1.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LIQT
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,812 | 18,750 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $27,375 | 18,750 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $49,312 | 18,750 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $30,000 | 18,750 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $27,937 | 18,750 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $34,500 | 18,750 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $48,000 | 18,750 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $44,250 | 18,750 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $57,937 | 18,750 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $63,937 | 18,750 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $72,937 | 18,750 | Shares | Sole | 2023-10-24 | |
| No 13F history on record for this holder in this stock. | ||||||