Mosaic Financial Group, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $12.8M, Ishares Core S&P 500 ETF with a value of $12.7M, Microsoft Corp with a value of $6.58M, Union Pacific Corp with a value of $5.66M, and Apple Inc. with a value of $4.26M.
Examining the 13F form we can see an decrease of $16.4M in the current position value, from $139M to 123M.
Mosaic Financial Group, LLC is based out at Chicago, IL
Below you can find more details about Mosaic Financial Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
ETFs: $58 Million
Technology: $14.2 Million
Financial Services: $12.4 Million
Communication Services: $8.63 Million
Industrials: $7.49 Million
Energy: $6.22 Million
Healthcare: $5.85 Million
Consumer Cyclical: $4.16 Million
Other: $4.44 Million
Stock Holdings Table Market Cap. of $200 Billions or more
