Mosaic Financial Group, LLC Reduced Holdings in Q2 2025

Mosaic Financial Group, LLC

  • $131 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-405
- 3.83%
$133.73 - $168.51 $54.2K - $68.2K
10.2K $1.46M
UNP
Union Pacific Corp

Industrials
-251
- 1.05%
$208.27 - $238.46 $52.3K - $59.9K
23.7K $5.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.86K
- 12.77%
$50.36 - $50.68 $144K - $145K
19.6K $991K
XOM
Exxon Mobil Corp

Energy
-427
- 6.45%
$99.93 - $119.04 $42.7K - $50.8K
6.19K $668K
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.41%
$285.55 - $321.23 $4.85K - $5.46K
4.1K $1.2M
RTX
Raytheon Technologies Corp

Industrials
-742
- 28.12%
$113.75 - $148.48 $84.4K - $110K
1.9K $277K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-700
- 6.97%
$100.04 - $100.54 $70K - $70.4K
9.34K $939K
PBA
Pembina Pipeline Corp

Energy
-200
- 2.76%
$35.16 - $40.88 $7.03K - $8.18K
7.05K $264K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-277
- 7.59%
$85.42 - $94.39 $23.7K - $26.1K
3.37K $317K
PLD
Prologis, Inc.

Real Estate
-41
- 2.04%
$89.76 - $112.34 $3.68K - $4.61K
1.97K $207K
IWM
Ishares Russell 2000 ETF

ETFs
-596
- 7.88%
$174.82 - $215.79 $104K - $129K
6.96K $1.5M
NVO
Novo Nordisk A S

Healthcare
-30
- 0.61%
$58.08 - $81.05 $1.74K - $2.43K
4.89K $337K
AMT
American Tower Corp

Real Estate
-22
- 2.05%
$203.96 - $228.19 $4.49K - $5.02K
1.05K $233K
TJX
Tjx Companies Inc

Consumer Cyclical
-17
- 0.29%
$119.13 - $135.03 $2.03K - $2.3K
5.84K $721K
DAL
Delta Air Lines, Inc.

Industrials
-521
- 7.98%
$35.88 - $52.99 $18.7K - $27.6K
6.01K $296K
ABNB
Airbnb, Inc.

Consumer Cyclical
-86
- 4.07%
$105.69 - $140.64 $9.09K - $12.1K
2.03K $268K
PM
Philip Morris International Inc.

Consumer Defensive
-32
- 1.78%
$149.23 - $184.95 $4.78K - $5.92K
1.77K $322K
MS
Morgan Stanley

Financial Services
-27
- 1.23%
$99.83 - $140.86 $2.7K - $3.8K
2.17K $305K
GOOG
Alphabet Inc.

Communication Services
-47
- 1.42%
$146.58 - $180.01 $6.89K - $8.46K
3.26K $578K
CRWD
Crowd Strike Holdings, Inc.

Technology
-24
- 2.77%
$321.63 - $509.31 $7.72K - $12.2K
842 $429K
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.16%
$210.28 - $289.91 $3.15K - $4.35K
9.28K $2.69M
AVGO
Broadcom Inc.

Technology
-109
- 1.46%
$146.29 - $275.65 $15.9K - $30K
7.36K $2.03M
MSFT
Microsoft Corp

Technology
-54
- 0.31%
$354.56 - $497.45 $19.1K - $26.9K
17.5K $8.7M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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