Mosaic Advisors LLC Portfolio Holdings
Mosaic Advisors LLC
- $82.3 Million
- Q4 2024
Mosaic Advisors LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $82.3 Million distributed in 17 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Dividend Appreciation with a value of $38M, Vanguard Star Fd Vanguard Tota with a value of $22.4M, Apple Inc. with a value of $4.29M, Vanguard Small Cap ETF with a value of $3.64M, and Vanguard Mun Bd Fds Tax Exempt with a value of $3.36M.
Examining the 13F form we can see an decrease of $45M in the current position value, from $127M to 82.3M.
Mosaic Advisors LLC is based out at Houston, TX
Below you can find more details about Mosaic Advisors LLC portfolio as well as his latest detailed transactions.