Evite fraudes, obtenha os fatos e encontre o melhor
Legal Name: MISSION WEALTH MANAGEMENT, LP
Período do relatório:
Jun 30, 2019
Data de Efetividade:
Aug 9, 2019
| Segurança |
Ações Detidas / Montante Principal |
Valor de mercado |
Opção |
|
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 |
|
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