Mosaic Family Wealth Partners, LLC Purchases in Q1 2025

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Dimensional Us Large Cap Value ETF
185K
+ 7.03%
N/A
2.82M $86.2B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10K
+ 0.68%
$41.61 - $44.72 $416K - $448K
1.47M $63.9B
VEA
Vanguard Ftse Developed Market

ETFs
40.9K
+ 11.63%
$47.4 - $52.99 $1.94M - $2.17M
393K $20B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
59.4K
+ 5.86%
$25.35 - $27.46 $1.51M - $1.63M
1.07M $28.4B
DFIC
Dimensional ETF Tr Dimensional

ETFs
22.5K
+ 3.78%
$25.54 - $28.79 $574K - $647K
617K $17.1B
BALL
Ball Corp

Consumer Cyclical
28.8K
New
$49.04 - $56.53 $1.41M - $1.63M
28.8K $1.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
24.6K
+ 17.35%
$42.5 - $46.71 $1.05M - $1.15M
167K $7.54B
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.1K
+ 6.13%
$71.17 - $73.66 $860K - $890K
209K $15.4B
VTV
Vanguard Value ETF

ETFs
3.55K
+ 2.17%
$167.73 - $179.21 $596K - $637K
167K $28.8B
Dimensional Us Large Cap Vector ETF
13.6K
New
N/A
13.6K $875M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
16.5K
+ 148.95%
$28.66 - $31.72 $472K - $523K
27.5K $847M
VGSH
Vanguard

ETFs
7.98K
+ 25.96%
$58.07 - $58.69 $464K - $469K
38.7K $2.27B
TPHD
Timothy Plan High Divid Stk Et

ETFs
11.9K
+ 146.44%
$36.09 - $38.27 $429K - $455K
20K $753M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.36K
+ 22.12%
$76.94 - $78.28 $412K - $419K
29.6K $2.32B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.46K
+ 54.43%
$77.91 - $92.26 $503K - $596K
18.3K $1.46B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.45K
+ 18.76%
$333.37 - $384.99 $818K - $945K
15.5K $5.2B
NVDA
Nvidia Corp

Technology
10K
+ 36.8%
$106.98 - $149.43 $1.07M - $1.5M
37.2K $4.03B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.06K
New
$49.25 - $50.66 $348K - $358K
7.06K $350M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.35K
+ 102.06%
$58.81 - $68.2 $373K - $433K
12.6K $751M
Inspire 500 ETF
1.31K
+ 139.87%
N/A
2.25K $462M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4.4K
+ 27.09%
$80.73 - $94.96 $355K - $417K
20.6K $1.71B
FCNCA
First Citizens Bancshares Inc

Financial Services
129
New
$1728.36 - $2231.14 $223K - $288K
129 $239M
GLD
Spdr Gold Trust

ETFs
565
+ 34.66%
$243.19 - $288.14 $137K - $163K
2.2K $633M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.37K
+ 29.1%
$32.42 - $36.13 $271K - $302K
37.1K $1.22B
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.16K
New
$36.14 - $40.81 $223K - $251K
6.16K $228M
IVV
Ishares Core S&P 500 ETF

ETFs
502
+ 22.99%
$554.06 - $615.85 $278K - $309K
2.69K $1.51B
ISMD
Northern Lts Fd Tr Iv

ETFs
6.43K
New
$33.87 - $38.9 $218K - $250K
6.43K $219M
GE
General Electric CO

Industrials
1.08K
New
$168.59 - $212.13 $182K - $228K
1.08K $216M
AEP
American Electric Power CO Inc

Utilities
1.95K
New
$90.32 - $109.27 $176K - $213K
1.95K $213M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.83K
+ 34.7%
N/A
30.4K $736M
AEE
Ameren Corp

Utilities
439
+ 3.34%
$86.87 - $103.67 $38.1K - $45.5K
13.6K $1.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
624
+ 11.41%
$507.05 - $563.67 $316K - $352K
6.09K $3.13B
IBM
International Business Machines Corp

Technology
537
+ 35.4%
$217.4 - $264.74 $117K - $142K
2.05K $511M
V
Visa Inc.

Financial Services
289
+ 15.67%
$306.92 - $362.71 $88.7K - $105K
2.13K $748M
MCD
Mcdonalds Corp

Consumer Cyclical
138
+ 2.61%
$279.74 - $321.29 $38.6K - $44.3K
5.42K $1.69B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.47K
+ 0.43%
$39.96 - $43.3 $58.9K - $63.8K
346K $14.3B
MO
Altria Group, Inc.

Consumer Defensive
2.16K
+ 55.5%
$50.81 - $60.02 $110K - $130K
6.06K $364M
Dimensional World Equity ETF
2.68K
+ 16.98%
N/A
18.4K $1.13B
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
10.2K
New
$13.21 - $14.63 $135K - $149K
10.2K $135M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.12K
+ 2.94%
$156.61 - $168.02 $175K - $188K
39.2K $6.29B
WM
Waste Management Inc

Industrials
85
+ 2.59%
$200.54 - $233.78 $17K - $19.9K
3.37K $781M
IAU
Ishares Gold Trust

ETFs
173
+ 1.55%
$49.74 - $58.96 $8.61K - $10.2K
11.3K $669M
QQQ
Invesco Qqq Trust, Series 1

ETFs
370
+ 26.77%
$468.34 - $539.52 $173K - $200K
1.75K $822M
IEFA
Ishares Tr

ETFs
949
+ 13.17%
$69.57 - $78.65 $66K - $74.6K
8.16K $617M
FISV
Fiserv Inc

Technology
397
+ 40.76%
N/A
1.37K $303M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7
+ 0.03%
$87.68 - $94.52 $614 - $662
20.9K $1.96B
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 11.59%
$117.15 - $158.79 $23.4K - $31.8K
1.93K $305M
EPD
Enterprise Products Partners L.P.

Energy
16
+ 0.05%
$31.75 - $34.14 $508 - $546
32.6K $1.11B
O
Realty Income Corp

Real Estate
579
+ 4.69%
$51.67 - $58.49 $29.9K - $33.9K
12.9K $749M
Activity Summary
Buys All Purchases 113 New Holdings 9 Increased Positions 104 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 1 Puts 0
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