Mosaic Financial Group, LLC Sells in Q4 2024

Mosaic Financial Group, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-94
- 4.07%
$727.2 - $932.06 $68.4K - $87.6K
2.21K $1.71M
VIG
Vanguard Dividend Appreciation

ETFs
-696
- 0.88%
N/A
78.4K $15.3M
MSFT
Microsoft Corp

Technology
-214
- 1.13%
$406.35 - $454.46 $87K - $97.3K
18.6K $7.86M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.5K
- 20.78%
$100.22 - $100.73 $251K - $252K
9.54K $957K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.3K
- 19.29%
$38.08 - $50.82 $87.6K - $117K
9.62K $366K
XOM
Exxon Mobil Corp

Energy
-1.31K
- 15.98%
$105.51 - $125.37 $138K - $164K
6.86K $738K
JNJ
Johnson & Johnson

Healthcare
-1.15K
- 44.1%
$143.34 - $165.86 $165K - $190K
1.46K $210K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-814
- 4.7%
$67.29 - $73.38 $54.8K - $59.7K
16.5K $1.12M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.2K
- 7.69%
$77.86 - $79.27 $93.4K - $95.1K
14.4K $1.12M
PLD
Prologis, Inc.

Real Estate
-400
- 15.5%
$101.4 - $126.96 $40.6K - $50.8K
2.18K $231K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-170
- 10.68%
$442.29 - $483.08 $75.2K - $82.1K
1.42K $645K
MCHP
Microchip Technology Inc

Technology
-81
- 2.26%
$55.51 - $79.05 $4.5K - $6.4K
3.5K $201K
PG
Procter & Gamble CO

Consumer Defensive
-361
- 9.26%
$161.05 - $179.7 $58.1K - $64.9K
3.54K $593K
VCIT
Vanguard Intermediate Term Cor

ETFs
-635
- 7.19%
$80.13 - $83.77 $50.9K - $53.2K
8.19K $658K
HD
Home Depot, Inc.

Consumer Cyclical
-174
- 22.37%
$385.02 - $431.37 $67K - $75.1K
604 $235K
NEE
Nextera Energy Inc

Utilities
-421
- 12.05%
$69.77 - $85.43 $29.4K - $36K
3.07K $220K
CVX
Chevron Corp

Energy
-258
- 2.38%
$141.15 - $162.53 $36.4K - $41.9K
10.6K $1.53M
NVDA
Nvidia Corp

Technology
-1.4K
- 12.03%
$117.0 - $148.88 $164K - $209K
10.3K $1.38M
NFLX
Netflix Inc

Communication Services
-93
- 26.72%
$687.65 - $936.56 $64K - $87.1K
255 $228K
OKE
Oneok Inc

Energy
-1K
- 10.13%
$92.28 - $117.05 $92.3K - $117K
8.87K $891K
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 4.51%
$125.36 - $147.37 $12.5K - $14.7K
2.12K $278K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-12.1K
- 20.45%
$7.33 - $12.37 $88.5K - $149K
47K $496K
XLF
Financial Sector Spdr

ETFs
-111
- 1.31%
$44.89 - $51.34 $4.98K - $5.7K
8.39K $405K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.08K
- 12.96%
$180.88 - $232.93 $196K - $252K
7.27K $1.6M
VTI
Vanguard Total Stock Market Et

ETFs
-26
- 0.37%
$280.04 - $302.45 $7.28K - $7.86K
6.91K $2M
BX
Blackstone Inc.

Financial Services
-433
- 7.36%
$148.45 - $199.05 $64.3K - $86.2K
5.45K $939K
WFC
Wells Fargo & Company

Financial Services
-186
- 2.41%
$54.98 - $77.35 $10.2K - $14.4K
7.52K $528K
AAPL
Apple Inc.

Technology
-1.05K
- 4.89%
$221.69 - $259.02 $232K - $271K
20.4K $5.11M
BAC
Bank Of America Corp

Financial Services
-964
- 2.64%
$39.22 - $47.77 $37.8K - $46.1K
35.6K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
-438
- 4.54%
$205.18 - $250.29 $89.9K - $110K
9.22K $2.21M
AVGO
Broadcom Inc.

Technology
-99
- 1.28%
$159.67 - $250.0 $15.8K - $24.8K
7.66K $1.78M
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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