Mosaic Family Wealth Partners, LLC Purchases in Q4 2024

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 11.65%
$61.74 - $71.71 $72.2K - $83.9K
11.2K $698M
EEMV
Ishares Msci Emerging Markets

ETFs
13
+ 0.24%
$57.85 - $63.11 $752 - $820
5.43K $315M
HDV
Ishares Core High Dividend ETF

ETFs
118
+ 1.63%
$110.82 - $121.28 $13.1K - $14.3K
7.35K $826M
VOOV
Vanguard S&P 500 Value ETF

ETFs
165
+ 1.82%
$184.21 - $199.29 $30.4K - $32.9K
9.22K $1.7B
MMT
Mfs Multimarket Income Trust

Financial Services
554
+ 0.35%
$4.57 - $4.88 $2.53K - $2.7K
160K $751M
IEFA
Ishares Tr

ETFs
351
+ 5.12%
$70.06 - $77.43 $24.6K - $27.2K
7.21K $507M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.56%
$442.29 - $483.08 $18.6K - $20.3K
7.6K $3.44B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.6K
+ 100.0%
$18.41 - $40.87 $158K - $351K
17.2K $318M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2
+ 0.02%
$115.64 - $129.74 $231 - $259
10.4K $1.21B
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
4.09K
+ 1.9%
$15.05 - $16.03 $61.6K - $65.6K
219K $3.34B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.3K
+ 7.85%
$44.04 - $49.49 $455K - $511K
142K $6.25B
UNP
Union Pacific Corp

Industrials
9
+ 0.3%
$223.15 - $249.32 $2.01K - $2.24K
2.99K $682M
IEMG
Ishares Inc

ETFs
944
+ 4.73%
N/A
20.9K $1.09B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
14
+ 0.14%
$70.1 - $76.53 $981 - $1.07K
9.93K $702M
DVY
Ishares Tr

ETFs
24
+ 0.14%
$129.55 - $143.41 $3.11K - $3.44K
17.6K $2.31B
ADV
Advantage Solutions Inc.

Communication Services
35K
+ 10.77%
$2.91 - $3.73 $102K - $131K
360K $1.05B
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.04%
$288.47 - $316.54 $577 - $633
5.28K $1.53B
LMT
Lockheed Martin Corp

Industrials
2
+ 0.22%
$479.66 - $614.62 $959 - $1.23K
904 $439M
HPQ
Hp Inc

Technology
41
+ 0.14%
$32.46 - $39.3 $1.33K - $1.61K
29.6K $964M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.97K
+ 3.66%
$71.75 - $75.11 $500K - $524K
197K $14.2B
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.35%
$118.88 - $172.8 $1.07K - $1.56K
2.56K $309M
JNJ
Johnson & Johnson

Healthcare
168
+ 2.14%
$143.34 - $165.86 $24.1K - $27.9K
8K $1.16B
LLY
Eli Lilly & CO

Healthcare
10
+ 0.62%
$727.2 - $932.06 $7.27K - $9.32K
1.63K $1.26B
VOE
Vanguard Mid Cap Value Index F

ETFs
111
+ 0.29%
$160.89 - $176.18 $17.9K - $19.6K
38.1K $6.16B
NEE
Nextera Energy Inc

Utilities
31
+ 0.16%
$69.77 - $85.43 $2.16K - $2.65K
19.2K $1.38B
AMAT
Applied Materials Inc

Technology
9
+ 0.12%
$161.44 - $213.89 $1.45K - $1.93K
7.41K $1.21B
FCX
Freeport Mcmoran Inc

Basic Materials
2.2K
+ 6.38%
$38.08 - $50.82 $83.8K - $112K
36.7K $1.4B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
43.9K
+ 4.53%
$26.16 - $28.82 $1.15M - $1.27M
1.01M $26.6B
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.6K
+ 3.59%
$25.61 - $28.0 $527K - $576K
594K $15.4B
Activity Summary
Buys All Purchases 130 New Holdings 13 Increased Positions 117 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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