Mosaic Family Wealth Partners, LLC Purchases in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
26.1K
+ 9.52%
$341.08 - $391.94 $8.9M - $10.2M
300K $115B
Dimensional Us Large Cap Value ETF
160K
+ 6.82%
N/A
2.51M $77.3B
VBK
Vanguard Small Cap Growth ETF

ETFs
13.6K
+ 13.36%
$240.48 - $267.94 $3.27M - $3.65M
115K $30.9B
DFSV
Dimensional ETF Tr Dimensional

ETFs
48K
+ 6.18%
$28.25 - $31.7 $1.36M - $1.52M
825K $25.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
24.1K
+ 6.23%
$51.0 - $57.07 $1.23M - $1.38M
411K $22.9B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
46.3K
+ 5.02%
$25.21 - $28.46 $1.17M - $1.32M
970K $27.3B
VTV
Vanguard Value ETF

ETFs
524
+ 0.32%
$159.75 - $174.57 $83.7K - $91.5K
164K $28.6B
VEA
Vanguard Ftse Developed Market

ETFs
24.7K
+ 8.41%
$47.6 - $53.31 $1.18M - $1.32M
318K $16.8B
DFIC
Dimensional ETF Tr Dimensional

ETFs
25.8K
+ 4.71%
$25.36 - $28.37 $654K - $732K
574K $16.1B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
20.4K
+ 1.43%
$38.33 - $42.48 $781K - $865K
1.44M $60.5B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.07K
+ 1.18%
$38.51 - $41.69 $157K - $170K
349K $14.5B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.17K
+ 6.62%
$41.9 - $48.26 $342K - $394K
132K $6.3B
VOE
Vanguard Mid Cap Value Index F

ETFs
47
+ 0.12%
$149.02 - $167.67 $7K - $7.88K
38K $6.37B
VBR
Vanguard Small Cap Value ETF

ETFs
276
+ 0.88%
$179.99 - $201.6 $49.7K - $55.6K
31.7K $6.36B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
16.7K
+ 8.45%
$14.94 - $15.76 $250K - $264K
215K $3.39B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.25K
+ 126.56%
$81.1 - $89.18 $344K - $379K
7.6K $667M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.71K
+ 4.64%
$28.11 - $29.42 $189K - $197K
151K $4.44B
Dimensional World Equity ETF
4.74K
+ 37.56%
N/A
17.3K $1.1B
DVY
Ishares Tr

ETFs
480
+ 2.8%
$119.99 - $135.74 $57.6K - $65.2K
17.6K $2.38B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
298
+ 5.82%
$475.2 - $527.7 $142K - $157K
5.42K $2.86B
SBUX
Starbucks Corp

Consumer Cyclical
3.05K
New
$72.51 - $98.6 $221K - $300K
3.05K $297M
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 0.85%
$517.38 - $573.86 $34.7K - $38.4K
7.92K $4.54B
NEE
Nextera Energy Inc

Utilities
10
+ 0.05%
$69.9 - $84.97 $699 - $850
19.2K $1.62B
EFA
Ishares Tr Msci Eafe ETF

ETFs
347
+ 0.79%
$75.32 - $84.37 $26.1K - $29.3K
44.5K $3.72B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.83K
+ 15.98%
$85.03 - $94.56 $156K - $173K
13.3K $1.24B
IRM
Iron Mountain Inc

Real Estate
2.04K
New
$89.69 - $119.32 $183K - $243K
2.04K $242M
VTI
Vanguard Total Stock Market Et

ETFs
494
+ 7.92%
$255.18 - $283.2 $126K - $140K
6.73K $1.91B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.95K
+ 19.16%
$56.04 - $62.2 $165K - $184K
18.4K $1.14B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.29K
New
$23.63 - $24.42 $219K - $227K
9.29K $226M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
9.3K
New
$23.75 - $23.75 $221K - $221K
9.3K $226M
CME
Cme Group Inc.

Financial Services
1.01K
New
$193.43 - $220.62 $195K - $223K
1.01K $223M
PM
Philip Morris International Inc.

Consumer Defensive
1.79K
New
$101.25 - $127.45 $182K - $229K
1.79K $218M
AEE
Ameren Corp

Utilities
42
+ 0.32%
$70.45 - $87.46 $2.96K - $3.67K
13K $1.14B
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.99K
New
$95.81 - $109.03 $191K - $217K
1.99K $214M
CL
Colgate Palmolive CO

Consumer Defensive
2.06K
New
$95.54 - $108.77 $196K - $224K
2.06K $213M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
6.5K
New
$28.91 - $32.54 $188K - $212K
6.5K $210M
Linde PLC Shs
438
New
N/A
438 $209M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.5K
New
$127.29 - $141.5 $190K - $212K
1.5K $209M
VGSH
Vanguard

ETFs
3.08K
+ 11.75%
$57.74 - $59.13 $178K - $182K
29.3K $1.73B
GLDM
World Gold Trust

ETFs
3.96K
New
$46.2 - $53.01 $183K - $210K
3.96K $206M
AEP
American Electric Power CO Inc

Utilities
2.01K
New
$87.11 - $104.95 $175K - $211K
2.01K $206M
VO
Vanguard Mid Cap ETF

ETFs
84
+ 1.0%
$237.84 - $263.83 $20K - $22.2K
8.49K $2.24B
GE
General Electric CO

Industrials
1.09K
New
$156.66 - $189.66 $170K - $206K
1.09K $205M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.95K
New
$49.93 - $51.15 $197K - $202K
3.95K $202M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
4.14K
New
$47.7 - $48.54 $197K - $201K
4.14K $201M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$136.93 - $162.81 $170K - $203K
1.25K $200M
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 0.75%
$213.3 - $270.78 $5.97K - $7.58K
3.75K $1.02B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.92K
+ 9.11%
$76.38 - $78.87 $147K - $152K
23K $1.81B
ABBV
Abb Vie Inc.

Healthcare
109
+ 1.68%
$163.84 - $199.33 $17.9K - $21.7K
6.61K $1.3B
Activity Summary
Buys All Purchases 109 New Holdings 19 Increased Positions 90 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email