Mosaic Financial Group, LLC Purchases and Sells in Q1 2025

Mosaic Financial Group, LLC

$123 Million
Q1 2025

Top Buys

Incresed Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	11 + 0.1%	$146.71 - $167.97 $1.61K - $1.85K	10.6K $1.77M
PIMCO ETF TR	6.79K + 29.81%	N/A	29.5K $779K
SPTI	3.71K + 11.19%	$27.64 - $28.58 $103K - $106K	36.9K $1.05M
VYMI	76 + 0.46%	$67.08 - $76.14 $5.1K - $5.79K	16.6K $1.22M
COP	6 + 0.04%	$88.6 - $105.85 $532 - $635	15K $1.57M
JPM	78 + 0.85%	$225.19 - $279.95 $17.6K - $21.8K	9.3K $2.28M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	8.61K New	$50.48 - $51.04 $434K - $439K	8.61K $436K
EFA	4.99K New	$74.85 - $84.89 $373K - $424K	4.99K $408K
CLOI	5.3K New	$52.68 - $53.16 $279K - $282K	5.3K $280K
ALC	2.23K New	$82.73 - $96.8 $185K - $216K	2.23K $210K
CCI	1.97K New	$84.33 - $106.39 $166K - $209K	1.97K $205K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	-12.2K - 15.53%	N/A	66.2K $12.8M
T	-123K - 48.96%	$21.56 - $28.28 $2.65M - $3.48M	128K $3.63M
CHTR	-5.69K - 50.0%	$334.89 - $384.77 $1.91M - $2.19M	5.69K $2.1M
MSFT	-1.1K - 5.92%	$375.39 - $447.2 $414K - $494K	17.5K $6.58M
KKR	-7K - 50.0%	$108.17 - $167.07 $757K - $1.17M	7K $809K
IVV	-484 - 2.09%	$554.06 - $615.85 $268K - $298K	22.7K $12.7M

Activity Summary All Purchases 32 New Holdings 5 Increased Positions 27 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Financial Group, LLC with notifications on news.