Mosaic Family Wealth Partners, LLC Reduced Holdings in Q1 2025

Mosaic Family Wealth Partners, LLC

  • $704 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-580
- 4.99%
$375.39 - $447.2 $218K - $259K
11K $4.14B
AMZN
Amazon Com Inc

Consumer Cyclical
-274
- 1.26%
$190.26 - $242.06 $52.1K - $66.3K
21.5K $4.09B
GOOG
Alphabet Inc.

Communication Services
-480
- 2.7%
$156.06 - $207.71 $74.9K - $99.7K
17.3K $2.7B
RGA
Reinsurance Group Of America Inc

Financial Services
-893
- 4.01%
$186.01 - $231.1 $166K - $206K
21.4K $4.21B
NKE
Nike, Inc.

Consumer Cyclical
-888
- 2.48%
$63.29 - $81.72 $56.2K - $72.6K
35K $2.22B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-63
- 0.64%
$360.07 - $417.26 $22.7K - $26.3K
9.8K $3.54B
TSLA
Tesla, Inc.

Consumer Cyclical
-164
- 7.26%
$222.15 - $428.22 $36.4K - $70.2K
2.1K $543M
Dimensional Global Real Estate ETF
-16.4K
- 9.75%
N/A
152K $3.99B
GOOGL
Alphabet Inc.

Communication Services
-421
- 8.17%
$154.33 - $206.19 $65K - $86.8K
4.73K $732M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.49K
- 3.62%
$21.75 - $24.28 $97.6K - $109K
120K $2.64B
LOW
Lowes Companies Inc

Consumer Cyclical
-505
- 11.6%
$222.66 - $268.42 $112K - $136K
3.85K $898M
IWN
Ishares Russell2000 Val ETF

ETFs
-841
- 30.64%
$149.27 - $169.4 $126K - $142K
1.9K $287M
HPQ
Hp Inc

Technology
-245
- 0.83%
$27.69 - $34.72 $6.78K - $8.51K
29.3K $812M
ACN
Accenture PLC

Technology
-257
- 14.9%
$300.91 - $398.25 $77.3K - $102K
1.47K $458M
TXN
Texas Instruments Inc

Technology
-678
- 33.85%
N/A
1.33K $238M
AMAT
Applied Materials Inc

Technology
-9
- 0.12%
$145.06 - $195.51 $1.31K - $1.76K
7.4K $1.07B
MRK
Merck & Co., Inc.

Healthcare
-937
- 21.17%
$83.01 - $101.02 $77.8K - $94.7K
3.49K $313M
CRM
Salesforce, Inc.

Technology
-158
- 13.44%
$268.36 - $359.95 $42.4K - $56.9K
1.02K $273M
ABT
Abbott Laboratories

Healthcare
-1.82K
- 28.58%
$111.1 - $140.22 $202K - $255K
4.55K $604M
FCX
Freeport Mcmoran Inc

Basic Materials
-2.4K
- 6.54%
$34.5 - $43.01 $82.8K - $103K
34.3K $1.3B
WMT
Walmart Inc.

Consumer Defensive
-268
- 1.04%
$84.5 - $105.05 $22.6K - $28.2K
25.4K $2.23B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.02K
- 9.53%
$85.55 - $94.34 $87K - $95.9K
9.65K $874M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.59K
- 2.28%
$28.55 - $29.09 $102K - $104K
153K $4.43B
VV
Vanguard Large Cap ETF

ETFs
-21
- 0.41%
$253.32 - $282.66 $5.32K - $5.94K
5.08K $1.3B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 0.44%
$120.29 - $134.6 $4.81K - $5.38K
8.95K $1.09B
DHR
Danaher Corp

Healthcare
-95
- 5.89%
$201.62 - $250.59 $19.2K - $23.8K
1.52K $311M
USB
Us Bancorp \De\

Financial Services
-139
- 1.81%
$40.92 - $50.9 $5.69K - $7.08K
7.56K $319M
AMD
Advanced Micro Devices Inc

Technology
-9
- 0.35%
$96.63 - $129.55 $870 - $1.17K
2.55K $262M
PFE
Pfizer Inc

Healthcare
-635
- 2.46%
$25.01 - $27.13 $15.9K - $17.2K
25.2K $638M
PEP
Pepsico Inc

Consumer Defensive
-176
- 1.96%
$142.64 - $156.42 $25.1K - $27.5K
8.82K $1.32B
IWP
Ishares Russell Mid Cap Growth

ETFs
-45
- 1.05%
$114.9 - $139.6 $5.17K - $6.28K
4.25K $499M
MS
Morgan Stanley

Financial Services
-2
- 0.04%
$111.68 - $141.08 $223 - $282
4.54K $530M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11
- 0.95%
$254.58 - $302.92 $2.8K - $3.33K
1.15K $294M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-422
- 3.58%
$126.11 - $135.06 $53.2K - $57K
11.4K $1.47B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-145
- 2.45%
$169.43 - $182.84 $24.6K - $26.5K
5.78K $1B
LLY
Eli Lilly & CO

Healthcare
-147
- 9.01%
$725.72 - $929.72 $107K - $137K
1.49K $1.23B
ET
Energy Transfer LP

Energy
-665
- 3.08%
$17.26 - $21.08 $11.5K - $14K
20.9K $389M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-112
- 3.62%
$89.18 - $104.04 $9.99K - $11.7K
2.98K $273M
BMY
Bristol Myers Squibb CO

Healthcare
-928
- 15.98%
$53.9 - $63.11 $50K - $58.6K
4.88K $298M
WMB
Williams Companies, Inc.

Energy
-1.13K
- 16.2%
$54.02 - $61.09 $61.3K - $69.3K
5.87K $351M
AMGN
Amgen Inc

Healthcare
-387
- 20.96%
$258.59 - $327.36 $100K - $127K
1.46K $455M
IWS
Ishares Russell Midcap Value E

ETFs
-75
- 1.51%
$122.59 - $135.24 $9.19K - $10.1K
4.89K $616M
T
At&T Inc.

Communication Services
-4.4K
- 22.42%
$21.56 - $28.28 $94.9K - $124K
15.2K $431M
AFL
Aflac Inc

Financial Services
-269
- 11.86%
$100.99 - $111.19 $27.2K - $29.9K
2K $222M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-24
- 1.12%
$111.86 - $124.32 $2.68K - $2.98K
2.12K $242M
CMCSA
Comcast Corp

Communication Services
-183
- 2.57%
$33.19 - $38.23 $6.07K - $7K
6.93K $256M
WFC
Wells Fargo & Company

Financial Services
-226
- 4.21%
$66.78 - $81.42 $15.1K - $18.4K
5.14K $369M
COST
Costco Wholesale Corp

Consumer Defensive
-51
- 3.37%
$890.62 - $1076.86 $45.4K - $54.9K
1.46K $1.38B
CNC
Centene Corp

Healthcare
-61
- 0.75%
$55.93 - $65.89 $3.41K - $4.02K
8.04K $488M
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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