Mosaic Financial Group, LLC Incresed Positions in Q3 2024

Mosaic Financial Group, LLC

  • $141 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
73
+ 0.32%
$520.18 - $576.82 $38K - $42.1K
22.6K $13M
BX
Blackstone Inc.

Financial Services
4.2K
+ 249.23%
$120.77 - $159.66 $507K - $670K
5.88K $901K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.68K
+ 39.65%
$44.65 - $47.21 $343K - $362K
27K $1.26M
OKE
Oneok Inc

Energy
3.23K
+ 48.55%
$78.62 - $95.27 $254K - $307K
9.87K $900K
RSP
Invesco S&P 500 Equal Weight E

ETFs
101
+ 0.59%
$162.83 - $179.16 $16.4K - $18.1K
17.3K $3.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.95K
+ 17.8%
$75.88 - $83.21 $148K - $162K
12.9K $1.07M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.87K
+ 12.09%
$66.31 - $74.08 $124K - $138K
17.3K $1.27M
IWM
Ishares Russell 2000 ETF

ETFs
83
+ 0.89%
$200.87 - $224.6 $16.7K - $18.6K
9.42K $2.08M
AVGO
Broadcom Inc.

Technology
7.01K
+ 938.82%
$136.27 - $1745.86 $956K - $12.2M
7.76K $1.34M
MSFT
Microsoft Corp

Technology
945
+ 5.28%
$395.15 - $467.56 $373K - $442K
18.9K $8.11M
PHO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.03%
$63.82 - $70.54 $191 - $212
11.9K $842K
VNQ
Vanguard Specialized Funds Van

ETFs
11
+ 0.25%
$82.97 - $98.97 $913 - $1.09K
4.44K $433K
PG
Procter & Gamble CO

Consumer Defensive
169
+ 4.53%
$160.76 - $177.82 $27.2K - $30.1K
3.9K $675K
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 0.86%
$434.77 - $502.96 $13.9K - $16.1K
3.75K $1.83M
TJX
Tjx Companies Inc

Consumer Cyclical
15
+ 0.25%
$107.93 - $120.23 $1.62K - $1.8K
6K $706K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6
+ 0.15%
$105.53 - $118.34 $633 - $710
4.01K $469K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 0.49%
$459.02 - $510.25 $1.84K - $2.04K
818 $405K
XOM
Exxon Mobil Corp

Energy
157
+ 1.96%
$109.72 - $119.0 $17.2K - $18.7K
8.17K $957K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$332.02 - $382.76 $664 - $766
2.28K $857K
DAL
Delta Air Lines, Inc.

Industrials
22
+ 0.34%
$37.32 - $51.8 $821 - $1.14K
6.5K $330K
LUV
Southwest Airlines CO

Industrials
108
+ 1.18%
$23.7 - $29.93 $2.56K - $3.23K
9.26K $274K
MAR
Marriott International Inc

Consumer Cyclical
3
+ 0.21%
$211.35 - $255.11 $634 - $765
1.43K $355K
ROST
Ross Stores, Inc.

Consumer Cyclical
5
+ 0.3%
$136.06 - $155.24 $680 - $776
1.69K $254K
AMGN
Amgen Inc

Healthcare
3
+ 0.4%
$309.38 - $337.38 $928 - $1.01K
761 $245K
BAC
Bank Of America Corp

Financial Services
40
+ 0.11%
$36.65 - $44.13 $1.47K - $1.77K
36.6K $1.45M
WFC
Wells Fargo & Company

Financial Services
42
+ 0.55%
$51.58 - $60.97 $2.17K - $2.56K
7.7K $435K
DVN
Devon Energy Corp

Energy
896
+ 11.04%
$37.87 - $48.65 $33.9K - $43.6K
9.01K $352K
MCHP
Microchip Technology Inc

Technology
19
+ 0.53%
$72.0 - $95.98 $1.37K - $1.82K
3.58K $287K
CVX
Chevron Corp

Energy
194
+ 1.82%
$137.88 - $161.97 $26.7K - $31.4K
10.8K $1.6M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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