Mosaic Family Wealth Partners, LLC Reduced Holdings in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NOC
Northrop Grumman Corp

Industrials
-3
- 0.53%
$423.73 - $533.14 $1.27K - $1.6K
568 $300M
RTX
Raytheon Technologies Corp

Industrials
-22
- 0.83%
$99.55 - $123.34 $2.19K - $2.71K
2.64K $320M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.5K
- 3.43%
$61.11 - $67.85 $91.7K - $102K
42.2K $2.86B
WELL
Welltower Inc.

Real Estate
-30
- 1.19%
$104.0 - $129.74 $3.12K - $3.89K
2.5K $320M
CNC
Centene Corp

Healthcare
-200
- 2.41%
$64.89 - $80.23 $13K - $16K
8.1K $610M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.17%
$160.76 - $177.82 $2.41K - $2.67K
8.68K $1.5B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-90
- 0.88%
$332.02 - $382.76 $29.9K - $34.4K
10.1K $3.8B
O
Realty Income Corp

Real Estate
-888
- 6.64%
$52.36 - $63.42 $46.5K - $56.3K
12.5K $792M
LMT
Lockheed Martin Corp

Industrials
-2
- 0.22%
$460.3 - $584.56 $921 - $1.17K
902 $527M
IWD
Ishares Russell 1000 Val ETF

ETFs
-32
- 0.22%
$173.36 - $189.8 $5.55K - $6.07K
14.6K $2.76B
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.09%
$245.82 - $304.51 $1.23K - $1.52K
5.28K $1.61B
WMT
Walmart Inc.

Consumer Defensive
-43
- 0.18%
$66.91 - $81.4 $2.88K - $3.5K
23.7K $1.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-10
- 0.13%
$405.19 - $478.57 $4.05K - $4.79K
7.55K $3.48B
NKE
Nike, Inc.

Consumer Cyclical
-392
- 1.03%
$71.09 - $89.44 $27.9K - $35.1K
37.6K $3.32B
AAPL
Apple Inc.

Technology
-3.23K
- 4.55%
$207.23 - $234.82 $670K - $759K
67.9K $15.8B
Activity Summary
Buys All Purchases 109 New Holdings 19 Increased Positions 90 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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