Mosaic Advisors LLC Portfolio Holdings by Sector
Mosaic Advisors LLC
- $40.3 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT VEU IWV VIG VXUS SPTM VGT SPY 8 stocks |
$21,798
54.07% of portfolio
|
  6  
|
  2  
|
  5  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,246
15.49% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$5,010
12.43% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$3,338
8.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB 1 stocks |
$2,217
5.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$949
2.35% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
VRT 1 stocks |
$480
1.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
ORCL 1 stocks |
$278
0.69% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|