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Institutional Investment Manager
MISSION WEALTH MANAGEMENT, LLC
MISSION WEALTH MANAGEMENT, LLC (CIK: 0001645382). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001085146-17-000196) filed in 2017.01.27
#
Name
Shares
Value ($)
%
Options
Notes
151 CHUBB LIMITED 1,572 208 0.04%
152 CHEVRON CORP NEW 17,029 2,004 0.40%
153 CHARTER COMMUNICATIONS INC N 1,192 343 0.07%
154 CARPENTER TECHNOLOGY CORP 6,100 221 0.04%
155 CARDINAL HEALTH INC 2,826 203 0.04%
156 BRISTOL MYERS SQUIBB CO 17,509 1,023 0.20%
157 BOEING CO 1,986 309 0.06%
158 BERKSHIRE HATHAWAY INC DEL 12,329 2,009 0.40%
159 BAXTER INTL INC 5,983 265 0.05%
160 BANK AMER CORP 16,590 367 0.07%
161 AT&T INC 27,498 1,169 0.23%
162 ARGAN INC 4,000 282 0.06%
163 APPLIED MATLS INC 98,877 3,191 0.63%
164 APPLE INC 80,970 9,378 1.87%
165 AON PLC 3,368 376 0.07%
166 AMGEN INC 16,102 2,354 0.47%
167 AMAZON COM INC 1,365 1,024 0.20%
168 ALTRIA GROUP INC 18,270 1,235 0.25%
169 ALPHABET INC 1,307 1,036 0.21%
170 ALPHABET INC 1,609 1,242 0.25%
171 ALLIANCE DATA SYSTEMS CORP 2,621 599 0.12%
172 ACCENTURE PLC IRELAND 3,254 381 0.08%
173 ABBVIE INC 11,197 701 0.14%
174 ABBOTT LABS 6,244 240 0.05%
175 3M CO 4,390 784 0.16%
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