Mosaic Family Wealth Partners, LLC Purchases in Q4 2024

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
17.2K
+ 82.76%
$4.18 - $4.53 $71.7K - $77.7K
37.9K $159M
SPYG
Spdr Portfolio

ETFs
146
+ 1.43%
$81.74 - $91.38 $11.9K - $13.3K
10.4K $912M
VGSH
Vanguard

ETFs
1.49K
+ 5.08%
$58.02 - $58.88 $86.2K - $87.5K
30.8K $1.79B
QUAL
Ishares Msci Usa Quality Facto

ETFs
375
+ 6.77%
$176.42 - $186.91 $66.2K - $70.1K
5.92K $1.05B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.2K
+ 5.19%
$77.02 - $78.58 $92K - $93.9K
24.2K $1.87B
LOW
Lowes Companies Inc

Consumer Cyclical
605
+ 16.14%
$244.52 - $284.07 $148K - $172K
4.35K $1.07B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.93K
+ 3.93%
$28.6 - $29.27 $170K - $174K
157K $4.5B
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.48%
$280.04 - $302.45 $8.96K - $9.68K
6.76K $1.96B
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 30.1%
$96.31 - $114.76 $98.6K - $118K
4.43K $440M
XEL
Xcel Energy Inc

Utilities
337
+ 3.17%
$62.16 - $72.92 $20.9K - $24.6K
11K $741M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.62%
$481.22 - $538.17 $10.6K - $11.8K
1.38K $707M
RSP
Invesco S&P 500 Equal Weight E

ETFs
358
+ 6.43%
$174.22 - $187.62 $62.4K - $67.2K
5.92K $1.04B
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$116.4 - $138.52 $116 - $139
4.3K $544M
VV
Vanguard Large Cap ETF

ETFs
21
+ 0.41%
$260.27 - $280.65 $5.47K - $5.89K
5.1K $1.37B
AEE
Ameren Corp

Utilities
149
+ 1.15%
$85.81 - $94.98 $12.8K - $14.2K
13.1K $1.17B
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.25%
$486.1 - $608.57 $486 - $609
407 $233M
ITOT
Ishares Core S&P Total U.S. St

ETFs
40
+ 0.45%
$124.26 - $134.12 $4.97K - $5.36K
8.99K $1.16B
META
Meta Platforms, Inc.

Communication Services
17
+ 1.2%
$554.08 - $632.68 $9.42K - $10.8K
1.44K $840M
PFGC
Performance Food Group CO

Consumer Defensive
9
+ 0.24%
$78.03 - $90.57 $702 - $815
3.73K $315M
VBR
Vanguard Small Cap Value ETF

ETFs
534
+ 1.69%
$197.36 - $217.3 $105K - $116K
32.2K $6.38B
VEA
Vanguard Ftse Developed Market

ETFs
33.7K
+ 10.57%
$47.57 - $52.44 $1.6M - $1.77M
352K $16.8B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
45
+ 1.67%
$201.32 - $217.44 $9.06K - $9.78K
2.74K $566M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
222
+ 1.7%
$40.26 - $44.35 $8.94K - $9.85K
13.3K $551M
AMGN
Amgen Inc

Healthcare
406
+ 28.19%
$258.78 - $328.31 $105K - $133K
1.85K $481M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
130
+ 3.42%
$89.88 - $101.38 $11.7K - $13.2K
3.93K $367M
NOC
Northrop Grumman Corp

Industrials
102
+ 17.96%
$466.52 - $543.88 $47.6K - $55.5K
670 $314M
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 6.23%
$385.02 - $431.37 $42.4K - $47.5K
1.88K $730M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.26K
+ 5.01%
$80.13 - $83.77 $101K - $105K
26.3K $2.11B
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
150
+ 2.78%
$94.54 - $104.98 $14.2K - $15.7K
5.55K $531M
SCHX
Schwab Strategic Tr Us Large C

ETFs
81.9K
+ 194.08%
$22.4 - $68.28 $1.83M - $5.59M
124K $2.88B
VO
Vanguard Mid Cap ETF

ETFs
41
+ 0.48%
$261.5 - $284.63 $10.7K - $11.7K
8.53K $2.25B
GLD
Spdr Gold Trust

ETFs
58
+ 3.69%
$236.59 - $257.5 $13.7K - $14.9K
1.63K $395M
CSQ
Calamos Strategic Total Return Fund

Financial Services
181
+ 0.94%
$17.14 - $18.44 $3.1K - $3.34K
19.5K $345M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
113
+ 5.46%
$113.92 - $127.38 $12.9K - $14.4K
2.18K $251M
DHR
Danaher Corp

Healthcare
302
+ 23.04%
$226.16 - $274.52 $68.3K - $82.9K
1.61K $370M
ICE
Intercontinental Exchange, Inc.

Financial Services
134
+ 10.76%
$148.29 - $166.93 $19.9K - $22.4K
1.38K $206M
SR
Spire Inc

Utilities
21
+ 0.53%
$62.24 - $73.38 $1.31K - $1.54K
3.95K $268M
IBM
International Business Machines Corp

Technology
6
+ 0.4%
$204.9 - $238.04 $1.23K - $1.43K
1.52K $334M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
13
+ 0.59%
$112.69 - $123.97 $1.46K - $1.61K
2.22K $250M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
120
+ 0.99%
$8.1 - $9.04 $972 - $1.08K
12.2K $101M
MMM
3 M CO

Industrials
70
+ 4.03%
$124.74 - $137.12 $8.73K - $9.6K
1.81K $233M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
79
+ 2.62%
$98.47 - $109.35 $7.78K - $8.64K
3.09K $304M
FF
Future Fuel Corp.

Basic Materials
8
+ 0.08%
$5.0 - $6.29 $40 - $50.3
10.5K $55.7M
VIG
Vanguard Dividend Appreciation

ETFs
30
+ 0.58%
N/A
5.18K $1.01B
NVO
Novo Nordisk A S

Healthcare
704
+ 31.47%
$85.0 - $120.04 $59.8K - $84.5K
2.94K $253M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.04%
$114.45 - $127.21 $114 - $127
2.65K $306M
XOM
Exxon Mobil Corp

Energy
274
+ 5.76%
$105.51 - $125.37 $28.9K - $34.4K
5.03K $541M
AFL
Aflac Inc

Financial Services
3
+ 0.13%
$100.37 - $115.27 $301 - $346
2.27K $235M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
323
+ 1.57%
$88.59 - $94.57 $28.6K - $30.5K
20.9K $1.85B
Activity Summary
Buys All Purchases 130 New Holdings 13 Increased Positions 117 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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