Avoid Fraud, Get The Facts, And Find The Best
Legal Name: MISSION WEALTH MANAGEMENT, LP
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 9, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
Apple Inc (037833100)
|
99,022 |
$19,598k |
|
|
EDWARDS LIFESCIENCE (28176E108)
|
51,876 |
$9,584k |
|
|
Amazon.com Inc (023135106)
|
3,605 |
$6,827k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
31,169 |
$6,644k |
|
|
Facebook Inc (30303M102)
|
20,166 |
$3,892k |
|
|
Applied Materials, Inc. (038222105)
|
83,477 |
$3,749k |
|
|
CME GROUP INC (12572Q105)
|
17,462 |
$3,390k |
|
|
Exxon Mobil Corp (30231G102)
|
35,738 |
$2,739k |
|
|
FIDELITY (316092857)
|
102,262 |
$2,677k |
|
|
Chevron Corp (166764100)
|
17,606 |
$2,191k |
|
|
BROADCOM INC (11135F101)
|
7,608 |
$2,190k |
|
|
Alphabet Inc (02079K107)
|
1,795 |
$1,940k |
|
|
CISCO SYSTEMS INC (17275R102)
|
32,857 |
$1,798k |
|
|
AKOUSTIS TECHNOLOGIES INC (00973N102)
|
279,987 |
$1,792k |
|
|
DOVER CORP (260003108)
|
16,371 |
$1,640k |
|
|
Boeing Co/The (097023105)
|
4,375 |
$1,592k |
|
|
DBX ETF TR (233051200)
|
48,796 |
$1,542k |
|
|
DANAHER CORP (235851102)
|
10,574 |
$1,511k |
|
|
BAIN CAP SPECIALTY (05684B107)
|
79,191 |
$1,475k |
|
|
AUDENTES THERAPEUTICS INC COM (05070R104)
|
35,154 |
$1,331k |
|
|
Xtrackers USD High Yield Corporate Bond ETF (233051432)
|
26,469 |
$1,328k |
|
|
COCA-COLA CO (191216100)
|
24,119 |
$1,228k |
|
|
AMGEN INC (031162100)
|
6,553 |
$1,208k |
|
|
ALTRIA GROUP INC (02209S103)
|
24,522 |
$1,161k |
|
|
AT&T INC (00206R102)
|
33,883 |
$1,135k |
|
|
CATHAY GEN BANCORP (149150104)
|
30,757 |
$1,104k |
|
|
3M CO (88579Y101)
|
5,829 |
$1,010k |
|
|
COSTCO WHSL CORP (22160K105)
|
3,753 |
$992k |
|
|
ALPHABET INC (02079K305)
|
887 |
$961k |
|
|
DISNEY WALT CO (254687106)
|
6,778 |
$946k |
|
|
ABBOTT LABS (002824100)
|
10,668 |
$897k |
|
|
CUMMINS INC (231021106)
|
5,166 |
$885k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
4,646 |
$858k |
|
|
ABBVIE INC (00287Y109)
|
10,728 |
$780k |
|
|
COMCAST CORP (20030N101)
|
17,217 |
$728k |
|
|
Bank of America Corp. (060505104)
|
24,533 |
$711k |
|
|
AGILENT TECHNOLOGIES INC (00846U101)
|
9,415 |
$703k |
|
|
D R HORTON INC (23331A109)
|
16,022 |
$691k |
|
|
ConocoPhillips (20825C104)
|
11,199 |
$683k |
|
|
BAXTER INTL INC (071813109)
|
8,182 |
$670k |
|
|
Aon, PLC (G0408V102)
|
3,433 |
$663k |
|
|
CHURCH & DWIGHT INC (171340102)
|
8,708 |
$636k |
|
|
EXPEDITORS INTL WASH (302130109)
|
7,763 |
$589k |
|
|
Bristol-Myers Squibb Co (110122108)
|
12,782 |
$580k |
|
|
EQUINIX INC (29444U700)
|
1,142 |
$576k |
|
|
Autodesk Inc (052769106)
|
3,266 |
$532k |
|
|
CLOROX CO (189054109)
|
3,367 |
$516k |
|
|
FACTSET RESH SYS INC (303075105)
|
1,725 |
$494k |
|
|
ECOLAB INC (278865100)
|
2,483 |
$490k |
|
|
ADOBE INC (00724F101)
|
1,574 |
$464k |
|
|
CORNING INCORPORATED (219350105)
|
13,653 |
$454k |
|
|
AEP (025537101)
|
5,019 |
$442k |
|
|
BEST BUY INC (086516101)
|
6,186 |
$431k |
|
|
Domino's Pizza Inc (25754A201)
|
1,546 |
$430k |
|
|
ANTHEM INC (036752103)
|
1,515 |
$428k |
|
|
Deckers Outdoor Corp (243537107)
|
2,221 |
$391k |
|
|
BECTON DICKINSON (075887109)
|
1,517 |
$382k |
|
|
DuPont de Nemours Inc (26614N102)
|
4,955 |
$372k |
|
|
BlackRock, Inc. (09247X101)
|
791 |
$371k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
883 |
$349k |
|
|
ALLEGION PLC (G0176J109)
|
3,141 |
$347k |
|
|
CINEMARK HOLDINGS (17243V102)
|
9,488 |
$343k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
2,009 |
$340k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
33,588 |
$331k |
|
|
FEDEX CORP (31428X106)
|
2,010 |
$330k |
|
|
American Express Co. (025816109)
|
2,673 |
$330k |
|
|
CONSOLDTD EDISON INC (209115104)
|
3,707 |
$325k |
|
|
APERGY CORP (03755L104)
|
9,481 |
$318k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
1 |
$318k |
|
|
CDN PACIFIC RAILWAY (13645T100)
|
1,300 |
$306k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
2,276 |
$291k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,290 |
$290k |
|
|
COLGATE PALMOLIVE CO (194162103)
|
3,972 |
$285k |
|
|
EMCOR GROUP INC (29084Q100)
|
3,113 |
$274k |
|
|
CALIFORNIA WTR SVC (130788102)
|
5,368 |
$272k |
|
|
ENTERPRISE PRODS (293792107)
|
8,893 |
$257k |
|
|
CADENCE DESIGN SYS (127387108)
|
3,554 |
$252k |
|
|
DIAGEO P L C (25243Q205)
|
1,439 |
$248k |
|
|
CERNER CORP (156782104)
|
3,333 |
$244k |
|
|
CVS HEALTH CORP (126650100)
|
4,467 |
$243k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,167 |
$239k |
|
|
EATON VANCE TAX MNGD GBL DV (27829F108)
|
27,464 |
$228k |
|
|
ACTIVISION BLIZZARD INC (00507V109)
|
4,810 |
$227k |
|
|
Dow Inc (260557103)
|
4,529 |
$223k |
|
|
Caterpillar Inc (149123101)
|
1,627 |
$222k |
|
|
COMERICA INC (200340107)
|
2,943 |
$214k |
|
|
FAIR ISAAC INC (303250104)
|
675 |
$212k |
|
|
AMCOR PLC (G0250X107)
|
18,293 |
$210k |
|
|
ASML Holdings NV - NY Reg Shs (N07059210)
|
1,011 |
$210k |
|
|
BOSTON BEER INC (100557107)
|
555 |
$210k |
|
|
Bright Horizon Family Solution (109194100)
|
1,360 |
$205k |
|
|
CULLEN FROST BANKERS (229899109)
|
2,176 |
$204k |
|
|
ANALOG DEVICES INC (032654105)
|
1,811 |
$204k |
|
|
Booking Holdings, Inc. (09857L108)
|
109 |
$204k |
|
|
Baker Hughes a GE Co (05722G100)
|
8,236 |
$203k |
|
|
Eaton Vance Tax-Managed Dividend (27828N102)
|
16,499 |
$198k |
|
|
BOINGO WIRELESS IN (09739C102)
|
10,773 |
$194k |
|
|
BANCO BILBAO VIZCAYA ARGENTA (05946K101)
|
29,019 |
$161k |
|
|
CNH INDUSTRIALS (N20944109)
|
12,320 |
$127k |
|
|
AVON PRODUCTS INC (054303102)
|
21,408 |
$83k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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