Mosaic Advisors LLC Portfolio Holdings by Sector
Mosaic Advisors LLC
- $82.3 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VIG VXUS VB VTEB AGG VWO SPLG MUB 14 stocks |
$74,775
90.89% of portfolio
|
8
|
6
|
6
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4,286
5.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$2,767
3.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$444
0.54% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|