Mosaic Financial Group, LLC Purchases in Q2 2025

Mosaic Financial Group, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
399
+ 1.76%
$498.8 - $620.9 $199K - $248K
23.1K $14.3M
NVDA
Nvidia Corp

Technology
1
+ 0.01%
$94.31 - $157.99 $94.3 - $158
8.55K $1.35M
META
Meta Platforms, Inc.

Communication Services
411
+ 65.55%
$484.66 - $738.09 $199K - $303K
1.04K $766K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.11K
+ 18.76%
$65.84 - $80.81 $205K - $251K
19.7K $1.58M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.06%
$416.06 - $551.64 $832 - $1.1K
3.49K $1.93M
RSP
Invesco S&P 500 Equal Weight E

ETFs
581
+ 3.09%
$152.93 - $181.74 $88.9K - $106K
19.4K $3.52M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3.08K
New
$57.14 - $72.68 $176K - $224K
3.08K $224K
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.04%
$144.7 - $178.6 $579 - $714
9.95K $1.75M
HON
Honeywell International Inc

Industrials
920
New
$182.86 - $232.88 $168K - $214K
920 $214K
GD
General Dynamics Corp

Industrials
728
New
$247.68 - $291.66 $180K - $212K
728 $212K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$320.42 - $424.58 $320 - $425
2.29K $971K
BAC
Bank Of America Corp

Financial Services
166
+ 0.71%
$34.39 - $47.46 $5.71K - $7.88K
23.5K $1.11M
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.38%
$462.22 - $707.75 $1.39K - $2.12K
803 $569K
EFA
Ishares Tr Msci Eafe ETF

ETFs
840
+ 16.84%
$72.96 - $90.39 $61.3K - $75.9K
5.83K $521K
CLOI
Vaneck ETF Tr

ETFs
1.76K
+ 33.27%
$51.16 - $53.02 $90.2K - $93.5K
7.06K $374K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
42
+ 0.26%
$71.28 - $83.74 $2.99K - $3.52K
16.3K $1.36M
WFC
Wells Fargo & Company

Financial Services
15
+ 0.2%
$60.98 - $80.12 $915 - $1.2K
7.55K $604K
BX
Blackstone Inc.

Financial Services
8
+ 0.15%
$120.07 - $151.11 $961 - $1.21K
5.41K $810K
PHO
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.08%
$58.13 - $69.92 $349 - $420
7.95K $556K
DGRO
Ishares Core Dividend Growth E

ETFs
10
+ 0.06%
$55.22 - $63.94 $552 - $639
16.7K $1.07M
VFH
Vanguard Financial ETF

ETFs
4
+ 0.09%
$104.87 - $127.3 $419 - $509
4.62K $587K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.21%
$211.12 - $274.14 $422 - $548
954 $261K
IEFA
Ishares Tr

ETFs
40
+ 1.1%
$67.83 - $84.09 $2.71K - $3.36K
3.69K $308K
IQLT
Ishares Msci Intl Quality Fact

ETFs
73
+ 1.01%
$35.9 - $43.76 $2.62K - $3.19K
7.28K $315K
QCOM
Qualcomm Inc

Technology
70
+ 3.29%
$124.66 - $159.48 $8.73K - $11.2K
2.2K $350K
XLF
Financial Sector Spdr

ETFs
17
+ 0.2%
$43.92 - $52.37 $747 - $890
8.41K $440K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.12%
$90.56 - $109.49 $453 - $547
4.04K $441K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
222
+ 0.6%
$28.21 - $28.85 $6.26K - $6.4K
37.1K $1.07M
IVE
Ishares S&P 500 Value ETF

ETFs
6
+ 0.35%
$168.34 - $195.42 $1.01K - $1.17K
1.71K $335K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
124
+ 0.42%
$44.68 - $45.96 $5.54K - $5.7K
29.6K $1.35M
JCPB
J P Morgan Exchange Traded Fd

ETFs
110
+ 0.91%
$45.9 - $47.2 $5.05K - $5.19K
12.2K $576K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
72
+ 0.84%
$49.79 - $50.75 $3.58K - $3.65K
8.68K $440K
CCI
Crown Castle International Corp

Real Estate
43
+ 2.19%
$94.83 - $107.06 $4.08K - $4.6K
2.01K $206K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.2%
$79.79 - $91.42 $718 - $823
4.48K $399K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
320
+ 0.33%
$10.78 - $11.28 $3.45K - $3.61K
98.3K $1.09M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.2%
$157.66 - $172.39 $1.1K - $1.21K
3.55K $566K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.05%
$713.71 - $898.95 $714 - $899
2.21K $1.72M
AAPL
Apple Inc.

Technology
478
+ 2.5%
$172.42 - $223.89 $82.4K - $107K
19.6K $4.03M
COP
Conocophillips

Energy
6
+ 0.04%
$82.66 - $106.1 $496 - $637
15K $1.35M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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