Mosaic Financial Group, LLC Purchases and Sells in Q3 2025

Mosaic Financial Group, LLC

$141 Million
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	529 + 2.3%	$620.67 - $670.08 $328K - $354K	23.6K $15.8M
PIMCO ETF TR	39.3K + 110.81%	N/A	74.7K $2.01M
VIG	590 + 0.89%	N/A	66.8K $14.4M
GOOGL	4 + 0.04%	$174.36 - $254.72 $697 - $1.02K	9.95K $2.42M
JPM	11 + 0.12%	$282.78 - $316.06 $3.11K - $3.48K	9.29K $2.93M
WBD	342 + 1.45%	$10.78 - $19.82 $3.69K - $6.78K	23.9K $467K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEI	2.75K New	$117.65 - $120.08 $323K - $330K	2.75K $329K
FIDELITY COVINGTON TRUST	8.94K New	N/A	8.94K $323K
EATON VANCE	4.83K New	N/A	4.83K $248K
CRH.L	2.07K New	N/A	2.07K $248K
MU	1.44K New	$104.88 - $168.89 $151K - $243K	1.44K $241K
JNJ	1.28K New	$155.17 - $185.42 $198K - $236K	1.28K $236K

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLOT	-3.55K - 22.6%	$50.82 - $51.09 $180K - $181K	12.2K $621K
LLY	-148 - 6.7%	$625.65 - $812.69 $92.6K - $120K	2.06K $1.57M
JPST	-1.1K - 5.63%	$50.47 - $50.74 $55.6K - $55.9K	18.5K $936K
MINT	-249 - 2.67%	$100.16 - $100.7 $24.9K - $25.1K	9.09K $915K
PBA	-300 - 4.26%	$35.5 - $40.58 $10.7K - $12.2K	6.75K $273K
AVGO	-490 - 6.66%	$264.74 - $369.57 $130K - $181K	6.87K $2.27M

Activity Summary All Purchases 56 New Holdings 12 Increased Positions 44 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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