Mission Hills Financial Advisory, LLC Top Holdings and 13F Report (2025) About Mission Hills Financial Advisory, LLCInvestment ActivityMission Hills Financial Advisory, LLC has $128.87 million in total holdings as of December 31, 2024.Mission Hills Financial Advisory, LLC owns shares of 34 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 11.44% of the portfolio was purchased this quarter.About 0.19% of the portfolio was sold this quarter.This quarter, Mission Hills Financial Advisory, LLC has purchased 32 new stocks and bought additional shares in 25 stocks.Mission Hills Financial Advisory, LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings VanEck BDC Income ETF $13,388,770PIMCO Corporate & Income Strategy Fund $11,699,350PIMCO Enhanced Short Maturity Exchange-Traded Fund $11,457,579Invesco QQQ $8,559,402Vanguard FTSE Developed Markets ETF $8,544,821 Largest New Holdings this Quarter Amazon.com $272,702 HoldingTesla $244,727 HoldingWestern Asset Emerging Markets Debt Fund $108,417 Holding Largest Purchases this Quarter VanEck BDC Income ETF 71,942 shares (about $1.20M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 11,672 shares (about $1.17M)Vanguard FTSE Developed Markets ETF 23,501 shares (about $1.12M)PIMCO Corporate & Income Strategy Fund 77,732 shares (about $1.04M)First Trust Senior Loan ETF 20,540 shares (about $949.77K) Largest Sales this Quarter Invesco Semiconductors ETF 9 shares (about $521.28) Sector Allocation Over TimeMap of 500 Largest Holdings ofMission Hills Financial Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBIZDVanEck BDC Income ETF$13,388,770$1,196,396 ▲9.8%805,09710.4%ETFPCNPIMCO Corporate & Income Strategy Fund$11,699,350$1,043,163 ▲9.8%871,7859.1%Financial ServicesMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$11,457,579$1,171,164 ▲11.4%114,1888.9%ETFQQQInvesco QQQ$8,559,402$882,882 ▲11.5%16,7436.6%FinanceVEAVanguard FTSE Developed Markets ETF$8,544,821$1,123,819 ▲15.1%178,6876.6%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$6,710,612$820,010 ▲13.9%368,3105.2%ManufacturingKBWDInvesco KBW High Dividend Yield Financial ETF$6,694,467$762,166 ▲12.8%456,3375.2%ETFRWLInvesco S&P 500 Revenue ETF$6,581,124$800,009 ▲13.8%67,2095.1%ETFRQICohen & Steers Quality Income Realty Fund$6,529,618$730,605 ▲12.6%533,4665.1%Financial ServicesPDIPIMCO Dynamic Income Fund$6,338,433$891,122 ▲16.4%345,6074.9%Financial ServicesFTSLFirst Trust Senior Loan ETF$6,336,354$949,769 ▲17.6%137,0324.9%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$5,274,562$787,482 ▲17.6%23,5104.1%FinanceSCHDSchwab US Dividend Equity ETF$5,255,856$474,932 ▲9.9%192,3814.1%ETFXLPConsumer Staples Select Sector SPDR Fund$3,863,516$549,954 ▲16.6%49,1483.0%ETFVXFVanguard Extended Market ETF$3,608,399$503,626 ▲16.2%18,9942.8%ETFXBISPDR S&P Biotech ETF$3,252,168$408,063 ▲14.3%36,1112.5%ETFFLBLFranklin Senior Loan ETF$2,548,746$307,656 ▲13.7%105,0382.0%ETFREZiShares Residential and Multisector Real Estate ETF$2,183,912$291,188 ▲15.4%26,9551.7%ETFVYMIVanguard International High Dividend Yield ETF$2,151,622$212,603 ▲11.0%31,6971.7%ETFDFACDimensional U.S. Core Equity 2 ETF$1,243,4070.0%35,9471.0%ETFAAPLApple$992,414$187,314 ▲23.3%3,9630.8%Computer and TechnologyPSIInvesco Semiconductors ETF$972,071$521 ▼-0.1%16,7830.8%ETFDFATDimensional U.S. Targeted Value ETF$789,5930.0%14,1860.6%ETFFDNFirst Trust Dow Jones Internet Index Fund$618,381$3,161 ▲0.5%2,5430.5%ETFBOTZGlobal X Robotics & Artificial Intelligence Thematic ETF$566,442$10,416 ▲1.9%17,7290.4%ManufacturingITAiShares U.S. Aerospace & Defense ETF$558,871$3,634 ▲0.7%3,8450.4%ETFHDHome Depot$463,6760.0%1,1920.4%Retail/WholesalePSCHInvesco S&P SmallCap Health Care ETF$402,109$4,385 ▲1.1%9,0790.3%ETFDFUVDimensional US Marketwide Value ETF$292,5370.0%7,1490.2%ETFAMZNAmazon.com$272,702$272,702 ▲New Holding1,2430.2%Retail/WholesaleBDXBecton, Dickinson and Company$248,4230.0%1,0950.2%MedicalTSLATesla$244,727$244,727 ▲New Holding6060.2%Auto/Tires/TrucksJPCNuveen Preferred & Income Opportunities Fund$117,782$3,930 ▲3.5%14,9850.1%Financial ServicesEMDWestern Asset Emerging Markets Debt Fund$108,417$108,417 ▲New Holding11,2700.1%Financial ServicesRDIVInvesco S&P Ultra Dividend Revenue ETF$0$241,609 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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