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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 LILLY ELI & CO 3,241 238 0.05%
152 GENUINE PARTS CO 2,494 238 0.05%
153 PHILLIPS 66 2,676 231 0.05%
154 MICROCHIP TECHNOLOGY 3,590 230 0.05%
155 VANGUARD INDEX FDS 2,402 230 0.05%
156 QUALCOMM INC 3,527 230 0.05%
157 PG&E CORP 3,761 229 0.05%
158 SPDR SERIES TRUST 8,800 229 0.05%
159 MASTERCARD INCORPORATED 2,198 227 0.05%
160 ISHARES TR 2,000 224 0.04%
161 CARPENTER TECHNOLOGY CORP 6,100 221 0.04%
162 EATON VANCE TAX-MANAGED GLOBAL COM 27,214 218 0.04%
163 MCCORMICK & CO INC 2,318 216 0.04%
164 FLUOR CORP NEW 4,050 213 0.04%
165 TEXAS INSTRS INC 2,872 210 0.04%
166 ISHARES TR 2,280 210 0.04%
167 KANSAS CITY SOUTHERN 2,476 210 0.04%
168 ISHARES TR 11,000 209 0.04%
169 CHUBB LIMITED 1,572 208 0.04%
170 SAP SE 2,394 207 0.04%
171 WESTPAC BKG CORP 8,764 206 0.04%
172 MITSUBISHI UFJ FINL GROUP INCORPORATED SPONSORED ADR 33,059 204 0.04%
173 CARDINAL HEALTH INC 2,826 203 0.04%
174 FEDEX CORP 1,078 201 0.04%
175 COMCAST CORP NEW 2,908 201 0.04%
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