Mosaic Financial Group, LLC Incresed Positions in Q1 2025

Mosaic Financial Group, LLC

  • $123 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
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
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.71K
+ 11.19%
$27.64 - $28.58 $103K - $106K
36.9K $1.05M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
76
+ 0.46%
$67.08 - $76.14 $5.1K - $5.79K
16.6K $1.22M
COP
Conocophillips

Energy
6
+ 0.04%
$88.6 - $105.85 $532 - $635
15K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 0.85%
$225.19 - $279.95 $17.6K - $21.8K
9.3K $2.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.27K
+ 8.82%
$50.87 - $51.09 $64.8K - $65K
15.7K $802K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
495
+ 5.19%
$100.32 - $100.76 $49.7K - $49.9K
10K $1.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
471
+ 2.57%
$169.43 - $182.84 $79.8K - $86.1K
18.8K $3.26M
MDT
Medtronic PLC

Healthcare
53
+ 1.55%
$79.84 - $94.5 $4.23K - $5.01K
3.47K $312K
JCPB
J P Morgan Exchange Traded Fd

ETFs
107
+ 0.89%
$45.56 - $47.23 $4.87K - $5.05K
12.1K $570K
WFC
Wells Fargo & Company

Financial Services
13
+ 0.17%
$66.78 - $81.42 $868 - $1.06K
7.53K $541K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.2%
$158.56 - $176.26 $1.11K - $1.23K
3.54K $604K
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.07%
$60.46 - $64.42 $665 - $709
16.7K $1.03M
VFH
Vanguard Financial ETF

ETFs
4
+ 0.09%
$114.07 - $127.34 $456 - $509
4.61K $551K
QCOM
Qualcomm Inc

Technology
30
+ 1.43%
$151.94 - $175.86 $4.56K - $5.28K
2.13K $326K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.29%
$185.78 - $198.58 $929 - $993
1.71K $325K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.16%
$576.36 - $736.67 $576 - $737
627 $361K
PFE
Pfizer Inc

Healthcare
62
+ 0.79%
$25.01 - $27.13 $1.55K - $1.68K
7.92K $201K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.15%
$251.87 - $277.95 $1.76K - $1.95K
4.67K $1.21M
ROST
Ross Stores, Inc.

Consumer Cyclical
5
+ 0.3%
$123.3 - $154.95 $617 - $775
1.69K $216K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.12%
$102.49 - $119.96 $512 - $600
4.03K $421K
NVO
Novo Nordisk A S

Healthcare
63
+ 1.3%
$69.3 - $90.95 $4.37K - $5.73K
4.92K $342K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$360.07 - $417.26 $720 - $835
2.29K $825K
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.13%
$271.18 - $303.12 $2.44K - $2.73K
6.92K $1.9M
DAL
Delta Air Lines, Inc.

Industrials
19
+ 0.29%
$43.6 - $69.06 $828 - $1.31K
6.53K $285K
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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