Mosaic Family Wealth Partners, LLC Reduced Holdings in Q2 2025

Mosaic Family Wealth Partners, LLC

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

Technology
-1.84K
- 2.56%
$172.42 - $223.89 $318K - $413K
70.2K $14.4B
SF
Stifel Financial Corp

Financial Services
-12.9K
- 80.94%
$76.49 - $103.78 $988K - $1.34M
3.04K $316M
UNH
Unitedhealth Group Inc

Healthcare
-70
- 3.68%
$274.35 - $599.47 $19.2K - $42K
1.83K $572M
Dimensional Global Real Estate ETF
-16.5K
- 10.89%
N/A
135K $3.63B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-6.35K
- 50.51%
$52.31 - $63.72 $332K - $405K
6.22K $396M
ABBV
Abb Vie Inc.

Healthcare
-1.03K
- 16.73%
$170.16 - $206.27 $175K - $212K
5.12K $950M
IVV
Ishares Core S&P 500 ETF

ETFs
-691
- 25.73%
$498.8 - $620.9 $345K - $429K
2K $1.24B
OKE
Oneok Inc

Energy
-438
- 3.51%
$78.71 - $100.37 $34.5K - $44K
12.1K $984M
CNC
Centene Corp

Healthcare
-2.7K
- 33.57%
$53.4 - $64.29 $144K - $174K
5.34K $290M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.94K
- 20.11%
$79.79 - $91.42 $155K - $177K
7.71K $687M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
-11.7K
- 25.5%
$9.57 - $10.35 $112K - $121K
34.3K $339M
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 1.55%
$285.55 - $321.23 $24K - $27K
5.33K $1.56B
ABT
Abbott Laboratories

Healthcare
-1.07K
- 23.47%
$123.95 - $138.08 $132K - $147K
3.48K $474M
PG
Procter & Gamble CO

Consumer Defensive
-163
- 1.85%
$157.66 - $172.39 $25.7K - $28.1K
8.67K $1.38B
JNJ
Johnson & Johnson

Healthcare
-114
- 1.43%
$146.36 - $159.82 $16.7K - $18.2K
7.89K $1.2B
GLD
Spdr Gold Trust

ETFs
-503
- 22.92%
$273.71 - $316.29 $138K - $159K
1.69K $516M
O
Realty Income Corp

Real Estate
-1.91K
- 14.8%
$52.27 - $58.52 $99.9K - $112K
11K $634M
CVX
Chevron Corp

Energy
-57
- 1.31%
$133.73 - $168.51 $7.62K - $9.61K
4.3K $615M
EPD
Enterprise Products Partners L.P.

Energy
-209
- 0.64%
$28.95 - $34.22 $6.05K - $7.15K
32.4K $1.01B
HDV
Ishares Core High Dividend ETF

ETFs
-648
- 8.8%
$108.41 - $120.51 $70.2K - $78.1K
6.71K $786M
XOM
Exxon Mobil Corp

Energy
-302
- 5.78%
$99.93 - $119.04 $30.2K - $36K
4.93K $531M
MO
Altria Group, Inc.

Consumer Defensive
-1.33K
- 21.87%
$55.56 - $60.91 $73.7K - $80.8K
4.74K $278M
IBM
International Business Machines Corp

Technology
-603
- 29.36%
$221.03 - $294.78 $133K - $178K
1.45K $428M
BMY
Bristol Myers Squibb CO

Healthcare
-62
- 1.27%
$44.12 - $59.6 $2.74K - $3.7K
4.82K $223M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-692
- 11.61%
$152.42 - $182.82 $105K - $127K
5.27K $963M
AMGN
Amgen Inc

Healthcare
-18
- 1.23%
$262.28 - $309.85 $4.72K - $5.58K
1.44K $402M
T
At&T Inc.

Communication Services
-2.09K
- 13.73%
$26.33 - $28.94 $55K - $60.5K
13.1K $380M
V
Visa Inc.

Financial Services
-159
- 7.45%
$308.27 - $373.31 $49K - $59.4K
1.97K $701M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-999
- 21.56%
$51.16 - $62.02 $51.1K - $62K
3.63K $225M
SBUX
Starbucks Corp

Consumer Cyclical
-247
- 8.44%
$79.69 - $99.41 $19.7K - $24.6K
2.68K $246M
ACN
Accenture PLC

Technology
-73
- 4.97%
$279.23 - $323.21 $20.4K - $23.6K
1.4K $417M
DUK
Duke Energy Corp

Utilities
-215
- 6.15%
$112.46 - $124.05 $24.2K - $26.7K
3.28K $387M
MRK
Merck & Co., Inc.

Healthcare
-3
- 0.09%
$73.47 - $87.12 $220 - $261
3.49K $276M
KO
Coca Cola CO

Consumer Defensive
-399
- 4.0%
$68.37 - $73.9 $27.3K - $29.5K
9.57K $677M
PFE
Pfizer Inc

Healthcare
-202
- 0.8%
$21.59 - $24.84 $4.36K - $5.02K
25K $605M
NEE
Nextera Energy Inc

Utilities
-52
- 0.27%
$64.11 - $75.0 $3.33K - $3.9K
19.4K $1.35B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-378
- 15.45%
$90.56 - $109.49 $34.2K - $41.4K
2.07K $226M
WM
Waste Management Inc

Industrials
-85
- 2.52%
$216.47 - $242.1 $18.4K - $20.6K
3.29K $752M
IRM
Iron Mountain Inc

Real Estate
-673
- 24.81%
$76.93 - $105.25 $51.8K - $70.8K
2.04K $209M
UNP
Union Pacific Corp

Industrials
-23
- 0.78%
$208.27 - $238.46 $4.79K - $5.48K
2.94K $676M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-301
- 17.18%
$416.06 - $551.64 $125K - $166K
1.45K $800M
TT
Trane Technologies PLC

Industrials
-247
- 28.55%
$315.21 - $437.41 $77.9K - $108K
618 $270M
CSCO
Cisco Systems, Inc.

Technology
-1.76K
- 12.95%
$53.19 - $69.38 $93.5K - $122K
11.8K $819M
IWD
Ishares Russell 1000 Val ETF

ETFs
-532
- 3.77%
$166.82 - $194.23 $88.7K - $103K
13.6K $2.64B
SO
Southern CO

Utilities
-179
- 2.74%
$84.91 - $92.56 $15.2K - $16.6K
6.36K $584M
FCNCA
First Citizens Bancshares Inc

Financial Services
-14
- 10.85%
$1561.69 - $1966.55 $21.9K - $27.5K
115 $225M
IEFA
Ishares Tr

ETFs
-907
- 11.12%
$67.83 - $84.09 $61.5K - $76.3K
7.25K $605M
MMT
Mfs Multimarket Income Trust

Financial Services
-3.57K
- 2.22%
$4.36 - $4.7 $15.5K - $16.8K
157K $739M
CIF
Mfs Intermediate High Income Fund

Financial Services
-5.21K
- 4.3%
$1.54 - $1.74 $8.02K - $9.06K
116K $202M
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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