Mosaic Financial Group, LLC Incresed Positions in Q4 2024

Mosaic Financial Group, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
527
+ 2.33%
$570.51 - $610.59 $301K - $322K
23.1K $13.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.3K
+ 33.34%
$80.93 - $85.66 $348K - $368K
17.2K $1.39M
GOOGL
Alphabet Inc.

Communication Services
360
+ 3.38%
$161.86 - $196.66 $58.3K - $70.8K
11K $2.08M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
9.99K
+ 43.1%
$27.8 - $29.05 $278K - $290K
33.2K $925K
NVO
Novo Nordisk A S

Healthcare
3.13K
+ 180.69%
$85.0 - $120.04 $266K - $375K
4.86K $418K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.06K
+ 6.16%
$174.22 - $187.62 $185K - $200K
18.3K $3.21M
QQQ
Invesco Qqq Trust, Series 1

ETFs
36
+ 0.96%
$481.22 - $538.17 $17.3K - $19.4K
3.79K $1.94M
RTX
Raytheon Technologies Corp

Industrials
898
+ 51.58%
$114.45 - $127.21 $103K - $114K
2.64K $305K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.99K
+ 9.73%
$50.37 - $50.6 $100K - $101K
22.4K $1.13M
MS
Morgan Stanley

Financial Services
258
+ 11.25%
$104.42 - $134.99 $26.9K - $34.8K
2.55K $321K
DAL
Delta Air Lines, Inc.

Industrials
15
+ 0.23%
$47.46 - $65.77 $712 - $987
6.51K $394K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$370.24 - $418.94 $370 - $419
2.28K $917K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.38K
+ 8.8%
$44.87 - $46.86 $107K - $112K
29.4K $1.32M
QCOM
Qualcomm Inc

Technology
487
+ 30.29%
$150.4 - $178.04 $73.2K - $86.7K
2.1K $322K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 0.28%
$246.06 - $292.59 $984 - $1.17K
1.43K $399K
VFH
Vanguard Financial ETF

ETFs
10
+ 0.22%
$108.87 - $126.2 $1.09K - $1.26K
4.61K $544K
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.25%
$112.15 - $127.2 $1.68K - $1.91K
6.02K $727K
VO
Vanguard Mid Cap ETF

ETFs
43
+ 0.93%
$261.5 - $284.63 $11.2K - $12.2K
4.66K $1.23M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.13%
$264.18 - $304.19 $264 - $304
801 $224K
IWM
Ishares Russell 2000 ETF

ETFs
15
+ 0.16%
$216.13 - $242.4 $3.24K - $3.64K
9.44K $2.09M
ROST
Ross Stores, Inc.

Consumer Cyclical
4
+ 0.24%
$138.59 - $156.61 $554 - $626
1.69K $255K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
14
+ 0.35%
$113.92 - $127.38 $1.59K - $1.78K
4.03K $464K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
31
+ 1.36%
N/A
2.31K $215K
IVE
Ishares S&P 500 Value ETF

ETFs
7
+ 0.41%
$189.5 - $206.17 $1.33K - $1.44K
1.7K $325K
JCPB
J P Morgan Exchange Traded Fd

ETFs
108
+ 0.91%
$46.07 - $48.17 $4.98K - $5.2K
12K $554K
DGRO
Ishares Core Dividend Growth E

ETFs
12
+ 0.07%
$60.73 - $64.94 $729 - $779
16.7K $1.02M
IEFA
Ishares Tr

ETFs
35
+ 0.97%
$70.06 - $77.43 $2.45K - $2.71K
3.65K $257K
VNQ
Vanguard Specialized Funds Van

ETFs
107
+ 2.41%
$87.85 - $98.6 $9.4K - $10.6K
4.55K $405K
IQLT
Ishares Msci Intl Quality Fact

ETFs
59
+ 0.83%
$37.12 - $41.23 $2.19K - $2.43K
7.21K $268K
PHO
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.04%
$65.79 - $72.14 $329 - $361
11.9K $786K
COP
Conocophillips

Energy
314
+ 2.14%
$95.12 - $114.72 $29.9K - $36K
15K $1.49M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
91
+ 0.79%
$54.2 - $60.92 $4.93K - $5.54K
11.6K $628K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
414
+ 0.39%
$11.42 - $12.5 $4.73K - $5.18K
106K $1.22M
NVS
Novartis Ag

Healthcare
588
+ 4.06%
$96.78 - $117.18 $56.9K - $68.9K
15.1K $1.47M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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