Mosaic Family Wealth Partners, LLC has filed its 13F form on June 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $607 Billion distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $93.9B, Dimensional Us Large Cap Value ETF with a value of $68.6B, Xtrackers Msci Eafe Hedged Equ with a value of $57.6B, Vanguard Value ETF with a value of $26.2B, and Vanguard Small Cap Growth ETF with a value of $26.2B.
Examining the 13F form we can see an increase of $27.5B in the current position value, from $580B to 607B.
Mosaic Family Wealth Partners, LLC is based out at St. Louis, MO
Below you can find more details about Mosaic Family Wealth Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$607 Billion
ETFs: $415 Billion
Technology: $29.8 Billion
Financial Services: $23.8 Billion
Consumer Cyclical: $12.4 Billion
Healthcare: $9.56 Billion
Consumer Defensive: $7.37 Billion
Industrials: $7.23 Billion
Communication Services: $6.81 Billion
Other: $12 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions