Mosaic Financial Group, LLC Incresed Positions in Q3 2025

Mosaic Financial Group, LLC

  • $141 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
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
Vanguard Dividend Appreciation

ETFs
590
+ 0.89%
N/A
66.8K $14.4M
GOOGL
Alphabet Inc.

Communication Services
4
+ 0.04%
$174.36 - $254.72 $697 - $1.02K
9.95K $2.42M
JPM
Jpmorgan Chase & CO

Financial Services
11
+ 0.12%
$282.78 - $316.06 $3.11K - $3.48K
9.29K $2.93M
WBD
Warner Bros. Discovery, Inc.

Communication Services
342
+ 1.45%
$10.78 - $19.82 $3.69K - $6.78K
23.9K $467K
IWM
Ishares Russell 2000 ETF

ETFs
7
+ 0.1%
$214.92 - $244.84 $1.5K - $1.71K
6.97K $1.69M
QQQ
Invesco Qqq Trust, Series 1

ETFs
18
+ 0.52%
$546.99 - $602.2 $9.85K - $10.8K
3.51K $2.11M
VTI
Vanguard Total Stock Market Et

ETFs
7
+ 0.1%
$303.93 - $329.86 $2.13K - $2.31K
6.93K $2.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
22
+ 0.11%
$181.56 - $190.33 $3.99K - $4.19K
19.4K $3.68M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
909
+ 29.35%
$132.9 - $142.03 $121K - $129K
4.01K $565K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.71K
+ 9.16%
$45.26 - $46.63 $122K - $126K
32.3K $1.49M
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.26%
$121.35 - $144.54 $1.82K - $2.17K
5.85K $846K
CVX
Chevron Corp

Energy
10
+ 0.1%
$145.57 - $161.83 $1.46K - $1.62K
10.2K $1.58M
BX
Blackstone Inc.

Financial Services
8
+ 0.15%
$152.77 - $188.68 $1.22K - $1.51K
5.42K $926K
BAC
Bank Of America Corp

Financial Services
33
+ 0.14%
$44.92 - $52.42 $1.48K - $1.73K
23.5K $1.21M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.04%
$420.11 - $472.68 $420 - $473
2.29K $1.07M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
104
+ 0.53%
$79.76 - $85.78 $8.3K - $8.92K
19.8K $1.68M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
37
+ 0.23%
$84.28 - $89.46 $3.12K - $3.31K
16.3K $1.45M
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.5%
$696.56 - $806.32 $2.79K - $3.23K
807 $643K
COP
Conocophillips

Energy
6
+ 0.04%
$91.0 - $98.99 $546 - $594
15K $1.42M
DGRO
Ishares Core Dividend Growth E

ETFs
11
+ 0.07%
$64.12 - $68.08 $705 - $749
16.7K $1.14M
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.11%
$279.83 - $293.74 $1.4K - $1.47K
4.67K $1.37M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
326
+ 0.33%
$11.15 - $11.87 $3.63K - $3.87K
98.6K $1.14M
DAL
Delta Air Lines, Inc.

Industrials
19
+ 0.32%
$49.0 - $61.97 $931 - $1.18K
6.03K $342K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5
+ 0.12%
$108.46 - $120.63 $542 - $603
4.04K $480K
AZN
Astrazeneca PLC

Healthcare
33
+ 0.64%
$68.72 - $82.11 $2.27K - $2.71K
5.21K $399K
XOM
Exxon Mobil Corp

Energy
21
+ 0.34%
$105.83 - $117.22 $2.22K - $2.46K
6.22K $701K
WFC
Wells Fargo & Company

Financial Services
14
+ 0.19%
$77.05 - $85.16 $1.08K - $1.19K
7.56K $634K
QCOM
Qualcomm Inc

Technology
60
+ 2.73%
$145.84 - $173.55 $8.75K - $10.4K
2.26K $375K
IVE
Ishares S&P 500 Value ETF

ETFs
5
+ 0.29%
$194.44 - $206.51 $972 - $1.03K
1.72K $355K
VFH
Vanguard Financial ETF

ETFs
3
+ 0.07%
$125.23 - $132.78 $376 - $398
4.62K $606K
PHO
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.08%
$69.62 - $73.99 $418 - $444
7.95K $574K
XLF
Financial Sector Spdr

ETFs
16
+ 0.19%
$51.37 - $54.25 $822 - $868
8.42K $454K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.2%
$88.47 - $93.24 $796 - $839
4.49K $410K
JCPB
J P Morgan Exchange Traded Fd

ETFs
110
+ 0.9%
$46.37 - $47.77 $5.1K - $5.25K
12.3K $587K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
221
+ 0.6%
$28.38 - $29.05 $6.27K - $6.42K
37.3K $1.08M
CLOI
Vaneck ETF Tr

ETFs
78
+ 1.1%
$52.8 - $53.1 $4.12K - $4.14K
7.14K $379K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
67
+ 0.77%
$50.53 - $50.82 $3.39K - $3.4K
8.75K $444K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.21%
$255.35 - $282.87 $511 - $566
956 $249K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.23%
$150.47 - $161.22 $1.2K - $1.29K
3.56K $547K
T
At&T Inc.

Communication Services
1.42K
+ 1.1%
$26.94 - $29.62 $38.1K - $41.9K
130K $3.66M
CHTR
Charter Communications, Inc.

Communication Services
170
+ 2.99%
$256.57 - $418.22 $43.6K - $71.1K
5.86K $1.61M
Activity Summary
Buys All Purchases 56 New Holdings 12 Increased Positions 44 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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