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Investment Strategies: Insights into Mission Wealth Management's Q4 2022 vs. Q1 2023 Holdings

Ava Hoppe | 25 April, 2023

Mission Wealth Management (MWM) is a registered investment advisor that provides financial planning and asset management solutions for clients all over the country. This article explores some of the changes in the firm's holdings between Q4 2022 and Q1 2023, as reported in their 13F filings. We analyze the stocks that have been added, sold, and the ones that have retained their position in the portfolio. By examining these holdings, we will discuss some of the investment strategies and ideas that could have informed MWM's investment decisions.


Vanguard Index Funds have been a popular choice for many investors due to their low expense ratios and broad exposure across the stock market's various sectors. MWM increased its holdings in VUG from 835166 shares in Q4 2022 to 911217 shares in Q1 2023, reflecting a 27.7% change. The increase in position could be attributed to the fund's strong performance and the growing interest in index-tracking investments in recent years.


MWM's stake in Ishares TR increased significantly from 1586086 shares in Q4 2022 to 1960151 shares, reflecting a 34% change. This growth could be due to the fund's focus on international markets and diversification. Ishares TR invests primarily in developed and emerging market equities, providing investors with access to markets outside the United States.


MWM initiated a position in USFR in Q1 2023, acquiring 1818212 shares. This investment could reflect the firm's interest in investing in exchange-traded funds that invest in fixed-income securities such as US treasuries. Fixed-income investments tend to provide lower risk while providing steady, predictable returns.


MWM increased its holdings in Tesla Inc. from 103262 shares in Q4 2022 to 105226 shares in Q1 2023, reflecting a 71.6% change. This increase could be attributed to the electric vehicle maker's impressive sales, rapidly expanding business, and inclusion in the S&P 500 index.


Mission Wealth Management's Q4 2022 to Q1 2023 13F filings provide insights into the investment strategies that the firm is employing to offer its clients the best returns possible. The portfolio's changes reflect an overall large increase in holdings and a shift towards index funds and international equities. This move towards diversification suggests the firm's desire to seek out higher returns by taking on a greater level of risk. Despite market uncertainties, these changes demonstrate MWM's commitment to its clients' investment objectives and long-term financial plans.

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