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
DVY
Ishares Tr

ETFs
235
+ 1.33%
$128.58 - $138.1 $30.2K - $32.5K
17.9K $2.4B
DFIV
Dimensional ETF Tr

ETFs
1.29K
+ 14.88%
$35.33 - $40.77 $45.5K - $52.5K
9.94K $391M
CSCO
Cisco Systems, Inc.

Technology
805
+ 6.31%
$58.74 - $64.87 $47.3K - $52.2K
13.6K $837M
XOM
Exxon Mobil Corp

Energy
195
+ 3.87%
$105.44 - $118.93 $20.6K - $23.2K
5.23K $622M
SO
Southern CO

Utilities
137
+ 2.14%
$80.96 - $92.96 $11.1K - $12.7K
6.54K $601M
DUK
Duke Energy Corp

Utilities
207
+ 6.29%
$105.87 - $121.97 $21.9K - $25.2K
3.5K $427M
HDV
Ishares Core High Dividend ETF

ETFs
6
+ 0.08%
$110.86 - $121.12 $665 - $727
7.36K $891M
UNH
Unitedhealth Group Inc

Healthcare
63
+ 3.42%
$461.52 - $548.18 $29.1K - $34.5K
1.9K $996M
RTX
Raytheon Technologies Corp

Industrials
119
+ 4.5%
$114.1 - $135.66 $13.6K - $16.1K
2.76K $366M
ORCL
Oracle Corp

Technology
897
+ 32.61%
$139.81 - $186.47 $125K - $167K
3.65K $510M
DFAU
Dimensional ETF Tr

ETFs
2.26K
+ 11.81%
$37.84 - $42.29 $85.4K - $95.4K
21.4K $821M
PG
Procter & Gamble CO

Consumer Defensive
135
+ 1.55%
$158.56 - $176.26 $21.4K - $23.8K
8.83K $1.51B
META
Meta Platforms, Inc.

Communication Services
100
+ 6.97%
$576.36 - $736.67 $57.6K - $73.7K
1.54K $885M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.58K
+ 6.99%
$23.9 - $24.18 $37.8K - $38.2K
24.2K $585M
SR
Spire Inc

Utilities
21
+ 0.53%
$65.62 - $78.25 $1.38K - $1.64K
3.97K $311M
SPYG
Spdr Portfolio

ETFs
1.47K
+ 14.21%
$80.05 - $92.39 $118K - $136K
11.8K $952M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
860
+ 22.79%
$57.21 - $65.8 $49.2K - $56.6K
4.63K $270M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28
+ 0.29%
$58.01 - $64.46 $1.62K - $1.8K
9.55K $593M
DE
Deere & CO

Industrials
1
+ 0.15%
$408.57 - $509.27 $409 - $509
674 $316M
SBUX
Starbucks Corp

Consumer Cyclical
110
+ 3.9%
$91.75 - $115.81 $10.1K - $12.7K
2.93K $287M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
184
+ 6.73%
$196.12 - $229.48 $36.1K - $42.2K
2.92K $590M
BAC
Bank Of America Corp

Financial Services
2.53K
+ 6.76%
$39.61 - $47.74 $100K - $121K
40K $1.67B
IRM
Iron Mountain Inc

Real Estate
673
+ 32.99%
$82.79 - $111.31 $55.7K - $74.9K
2.71K $233M
VGT
Vanguard Information Technolog

ETFs
81
+ 23.28%
$542.38 - $646.34 $43.9K - $52.4K
429 $233M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20
+ 0.47%
$95.85 - $99.25 $1.92K - $1.99K
4.3K $425M
VTI
Vanguard Total Stock Market Et

ETFs
403
+ 5.96%
$271.18 - $303.12 $109K - $122K
7.17K $1.97B
LMT
Lockheed Martin Corp

Industrials
99
+ 10.95%
$423.19 - $506.29 $41.9K - $50.1K
1K $448M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
265
+ 12.14%
$102.49 - $119.96 $27.2K - $31.8K
2.45K $256M
NEE
Nextera Energy Inc

Utilities
279
+ 1.45%
$66.96 - $76.16 $18.7K - $21.2K
19.5K $1.38B
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
36
+ 0.42%
$23.28 - $23.95 $838 - $862
8.69K $206M
OKE
Oneok Inc

Energy
178
+ 1.45%
$89.57 - $109.85 $15.9K - $19.6K
12.5K $1.24B
VOOV
Vanguard S&P 500 Value ETF

ETFs
28
+ 0.3%
$179.71 - $192.06 $5.03K - $5.38K
9.25K $1.7B
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
377
+ 1.0%
$4.18 - $4.41 $1.58K - $1.66K
38.3K $160M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
7
+ 0.05%
$40.38 - $42.65 $283 - $299
13.3K $551M
CIF
Mfs Intermediate High Income Fund

Financial Services
1.17K
+ 0.97%
$1.68 - $1.75 $1.97K - $2.05K
121K $207M
GS
Goldman Sachs Group Inc

Financial Services
14
+ 3.44%
$524.81 - $672.19 $7.35K - $9.41K
421 $230M
MMT
Mfs Multimarket Income Trust

Financial Services
559
+ 0.35%
$4.6 - $4.74 $2.57K - $2.65K
161K $747M
VOT
Vanguard Mid Cap Growth Index

ETFs
671
+ 3.58%
$237.72 - $276.98 $160K - $186K
19.4K $4.75B
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
513
+ 5.08%
$7.39 - $9.09 $3.79K - $4.66K
10.6K $78.9M
VO
Vanguard Mid Cap ETF

ETFs
140
+ 1.64%
$251.87 - $277.95 $35.3K - $38.9K
8.67K $2.24B
FF
Future Fuel Corp.

Basic Materials
9
+ 0.09%
$3.9 - $5.65 $35.1 - $50.9
10.5K $41.1M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 3.57%
$347.25 - $424.87 $23.3K - $28.5K
1.94K $712M
PFGC
Performance Food Group CO

Consumer Defensive
29
+ 0.78%
$74.86 - $90.93 $2.17K - $2.64K
3.76K $295M
BA
Boeing CO

Industrials
11
+ 0.26%
$148.15 - $186.25 $1.63K - $2.05K
4.21K $718M
CSQ
Calamos Strategic Total Return Fund

Financial Services
189
+ 0.97%
$15.97 - $18.5 $3.02K - $3.5K
19.6K $318M
NVO
Novo Nordisk A S

Healthcare
257
+ 8.74%
$69.3 - $90.95 $17.8K - $23.4K
3.2K $222M
QUAL
Ishares Msci Usa Quality Facto

ETFs
42
+ 0.71%
$168.16 - $186.21 $7.06K - $7.82K
5.96K $1.02B
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
6
+ 0.15%
$82.81 - $96.53 $497 - $579
3.93K $330M
DIS
Walt Disney CO

Communication Services
10
+ 0.27%
$96.87 - $114.0 $969 - $1.14K
3.67K $362M
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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