Mosaic Family Wealth Partners, LLC Purchases in Q2 2025

Mosaic Family Wealth Partners, LLC

  • $785 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
122
+ 2.58%
$144.7 - $178.6 $17.7K - $21.8K
4.86K $856M
MS
Morgan Stanley

Financial Services
43
+ 0.95%
$99.83 - $140.86 $4.29K - $6.06K
4.59K $646M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
412
+ 1.5%
$27.43 - $34.32 $11.3K - $14.1K
28K $958M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.06K
+ 16.79%
$23.96 - $24.27 $97.3K - $98.5K
28.2K $685M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
189
+ 1.81%
$93.75 - $114.45 $17.7K - $21.6K
10.6K $1.21B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.03K
+ 3.49%
$77.74 - $78.78 $80.1K - $81.2K
30.6K $2.41B
WELL
Welltower Inc.

Real Estate
600
+ 24.0%
$136.49 - $155.22 $81.9K - $93.1K
3.1K $477M
Inspire 500 ETF
138
+ 6.13%
N/A
2.39K $548M
RSP
Invesco S&P 500 Equal Weight E

ETFs
179
+ 3.1%
$152.93 - $181.74 $27.4K - $32.5K
5.96K $1.08B
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.04%
$22.27 - $29.21 $178 - $234
17.8K $520M
GE
General Electric CO

Industrials
25
+ 2.32%
$166.81 - $257.39 $4.17K - $6.43K
1.1K $284M
RTX
Raytheon Technologies Corp

Industrials
200
+ 7.24%
$113.75 - $148.48 $22.8K - $29.7K
2.96K $433M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
23
+ 0.23%
$73.0 - $85.5 $1.68K - $1.97K
9.95K $836M
VT
Vanguard Total World Stk Index

ETFs
10
+ 0.24%
$103.16 - $128.52 $1.03K - $1.29K
4.26K $548M
WFC
Wells Fargo & Company

Financial Services
129
+ 2.51%
$60.98 - $80.12 $7.87K - $10.3K
5.27K $422M
VOOV
Vanguard S&P 500 Value ETF

ETFs
28
+ 0.3%
$162.65 - $188.71 $4.55K - $5.28K
9.28K $1.75B
PM
Philip Morris International Inc.

Consumer Defensive
9
+ 0.47%
$149.23 - $184.95 $1.34K - $1.66K
1.93K $352M
LLY
Eli Lilly & CO

Healthcare
147
+ 9.9%
$713.71 - $898.95 $105K - $132K
1.63K $1.27B
CSQ
Calamos Strategic Total Return Fund

Financial Services
203
+ 1.03%
$13.86 - $18.24 $2.81K - $3.7K
19.9K $362M
NVO
Novo Nordisk A S

Healthcare
550
+ 17.2%
$58.08 - $81.05 $31.9K - $44.6K
3.75K $259M
RGA
Reinsurance Group Of America Inc

Financial Services
1
+ 0.0%
$168.32 - $209.71 $168 - $210
21.4K $4.24B
USB
Us Bancorp \De\

Financial Services
84
+ 1.11%
$36.4 - $45.76 $3.06K - $3.84K
7.64K $346M
ISMD
Northern Lts Fd Tr Iv

ETFs
473
+ 7.36%
$29.72 - $35.6 $14.1K - $16.8K
6.9K $245M
EEMV
Ishares Msci Emerging Markets

ETFs
7
+ 0.13%
$54.12 - $62.8 $379 - $440
5.44K $342M
ICE
Intercontinental Exchange, Inc.

Financial Services
42
+ 3.2%
$151.62 - $183.47 $6.37K - $7.71K
1.36K $249M
TPHD
Timothy Plan High Divid Stk Et

ETFs
462
+ 2.31%
$32.99 - $38.01 $15.2K - $17.6K
20.5K $774M
FF
Future Fuel Corp.

Basic Materials
5.01K
+ 47.53%
$3.85 - $4.3 $19.3K - $21.5K
15.5K $60.3M
LMT
Lockheed Martin Corp

Industrials
2
+ 0.2%
$430.82 - $486.45 $862 - $973
1.01K $466M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
186
+ 3.02%
$32.77 - $38.72 $6.1K - $7.2K
6.35K $245M
ADV
Advantage Solutions Inc.

Communication Services
75K
+ 17.44%
$1.09 - $1.65 $81.8K - $124K
505K $667M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
833
+ 7.85%
$6.66 - $8.12 $5.55K - $6.76K
11.4K $93M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 1.75%
$335.24 - $380.78 $11.4K - $12.9K
1.98K $725M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
6
+ 0.05%
$37.87 - $42.54 $227 - $255
13.3K $559M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
8
+ 0.2%
$71.94 - $86.02 $576 - $688
3.94K $337M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
606
+ 1.58%
$3.75 - $4.3 $2.27K - $2.61K
38.9K $167M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.04%
$85.42 - $94.39 $683 - $755
20.9K $1.96B
MDLZ
Mondelez International, Inc.

Consumer Defensive
15
+ 0.4%
$63.54 - $68.5 $953 - $1.03K
3.74K $252M
CMCSA
Comcast Corp

Communication Services
6
+ 0.09%
$32.84 - $36.72 $197 - $220
6.93K $247M
DHR
Danaher Corp

Healthcare
15
+ 0.99%
$174.64 - $205.16 $2.62K - $3.08K
1.53K $303M
PSX
Phillips 66

Energy
17
+ 0.65%
$92.87 - $125.73 $1.58K - $2.14K
2.61K $312M
ET
Energy Transfer LP

Energy
12
+ 0.06%
$15.65 - $18.93 $188 - $227
20.9K $379M
DVY
Ishares Tr

ETFs
112
+ 0.63%
$118.37 - $134.86 $13.3K - $15.1K
18K $2.39B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
9.04K
+ 4.14%
$13.74 - $15.66 $124K - $142K
227K $3.38B
SR
Spire Inc

Utilities
18
+ 0.45%
$71.03 - $79.07 $1.28K - $1.42K
3.99K $291M
AEE
Ameren Corp

Utilities
250
+ 1.84%
$94.23 - $101.68 $23.6K - $25.4K
13.8K $1.33B
TRGP
Targa Resources Corp.

Energy
20
+ 0.69%
$157.32 - $205.72 $3.15K - $4.11K
2.93K $510M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
531
+ 6.99%
$483.48 - $539.8 $257K - $287K
8.13K $3.95B
Activity Summary
Buys All Purchases 98 New Holdings 19 Increased Positions 79 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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