Mosaic Family Wealth Partners, LLC Purchases in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
1.17K
+ 4.9%
$79.29 - $84.02 $92.8K - $98.4K
25.1K $2.1B
UNH
Unitedhealth Group Inc

Healthcare
58
+ 3.16%
$488.01 - $604.18 $28.3K - $35K
1.89K $1.11B
VOOV
Vanguard S&P 500 Value ETF

ETFs
26
+ 0.29%
$175.0 - $190.72 $4.55K - $4.96K
9.06K $1.73B
XEL
Xcel Energy Inc

Utilities
163
+ 1.56%
$52.11 - $65.3 $8.49K - $10.6K
10.6K $695M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
235
+ 2.31%
$109.24 - $121.48 $25.7K - $28.5K
10.4K $1.25B
MA
Mastercard Inc

Financial Services
17
+ 0.79%
$429.6 - $500.99 $7.3K - $8.52K
2.16K $1.07B
VIG
Vanguard Dividend Appreciation

ETFs
202
+ 4.08%
$182.15 - $182.15 $36.8K - $36.8K
5.15K $1.02B
ADV
Advantage Solutions Inc.

Communication Services
15K
+ 4.84%
$3.13 - $4.09 $47K - $61.4K
325K $1.11B
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$333.64 - $405.2 $334 - $405
1.77K $716M
META
Meta Platforms, Inc.

Communication Services
19
+ 1.36%
$453.41 - $572.44 $8.61K - $10.9K
1.42K $812M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
12.1K
New
$8.04 - $8.65 $97.4K - $105K
12.1K $105M
VB
Vanguard Small Cap ETF

ETFs
17
+ 0.35%
$214.77 - $237.72 $3.65K - $4.04K
4.92K $1.17B
DFIV
Dimensional ETF Tr

ETFs
2.21K
+ 34.34%
$34.66 - $38.38 $76.7K - $84.9K
8.65K $330M
RSP
Invesco S&P 500 Equal Weight E

ETFs
81
+ 1.48%
$162.83 - $179.16 $13.2K - $14.5K
5.57K $997M
DUK
Duke Energy Corp

Utilities
442
+ 14.98%
$99.35 - $117.71 $43.9K - $52K
3.39K $391M
AVGO
Broadcom Inc.

Technology
1.85K
+ 1180.25%
$136.27 - $1745.86 $253K - $3.24M
2.01K $347M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
20.7K
New
$4.31 - $4.52 $89.3K - $93.7K
20.7K $93.5M
SO
Southern CO

Utilities
107
+ 1.67%
$77.0 - $90.52 $8.24K - $9.69K
6.51K $587M
IEMG
Ishares Inc

ETFs
180
+ 0.91%
$53.64 - $53.64 $9.66K - $9.66K
20K $1.15B
KO
Coca Cola CO

Consumer Defensive
58
+ 0.58%
$62.69 - $73.01 $3.64K - $4.23K
10K $721M
ACN
Accenture PLC

Technology
25
+ 1.76%
$295.44 - $355.81 $7.39K - $8.9K
1.45K $511M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
402
+ 8.04%
$86.19 - $95.75 $34.6K - $38.5K
5.4K $517M
ORCL
Oracle Corp

Technology
30
+ 1.26%
$125.9 - $170.35 $3.78K - $5.11K
2.42K $412M
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 0.97%
$194.9 - $224.8 $13.1K - $15.1K
6.96K $1.47B
IBM
International Business Machines Corp

Technology
1
+ 0.07%
$175.1 - $223.38 $175 - $223
1.51K $334M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
470
+ 14.12%
$82.38 - $93.84 $38.7K - $44.1K
3.8K $351M
BMY
Bristol Myers Squibb CO

Healthcare
198
+ 3.45%
$39.66 - $51.75 $7.85K - $10.2K
5.94K $307M
PFE
Pfizer Inc

Healthcare
1.4K
+ 5.56%
$27.7 - $31.39 $38.9K - $44.1K
26.6K $771M
SPYG
Spdr Portfolio

ETFs
449
+ 4.59%
$73.38 - $84.1 $32.9K - $37.8K
10.2K $848M
DFAS
Dimensional ETF Tr U S Small C

ETFs
551
+ 9.72%
$59.25 - $65.33 $32.6K - $36K
6.22K $404M
UNP
Union Pacific Corp

Industrials
5
+ 0.17%
$221.78 - $256.09 $1.11K - $1.28K
2.98K $735M
ABT
Abbott Laboratories

Healthcare
23
+ 0.42%
$100.07 - $118.13 $2.3K - $2.72K
5.56K $634M
FCX
Freeport Mcmoran Inc

Basic Materials
200
+ 0.58%
$39.52 - $51.92 $7.9K - $10.4K
34.5K $1.72B
DFAU
Dimensional ETF Tr

ETFs
421
+ 2.46%
$35.8 - $39.69 $15.1K - $16.7K
17.6K $697M
IEFA
Ishares Tr

ETFs
156
+ 2.33%
$70.09 - $78.74 $10.9K - $12.3K
6.86K $535M
IWN
Ishares Russell2000 Val ETF

ETFs
34
+ 1.21%
$150.05 - $171.34 $5.1K - $5.83K
2.84K $474M
DHR
Danaher Corp

Healthcare
37
+ 2.9%
$239.25 - $280.76 $8.85K - $10.4K
1.31K $365M
NFLX
Netflix Inc

Communication Services
18
+ 2.53%
$598.55 - $722.26 $10.8K - $13K
730 $518M
CMCSA
Comcast Corp

Communication Services
365
+ 5.11%
$37.33 - $41.78 $13.6K - $15.2K
7.51K $314M
MS
Morgan Stanley

Financial Services
4
+ 0.09%
$92.07 - $106.96 $368 - $428
4.61K $481M
MMT
Mfs Multimarket Income Trust

Financial Services
523
+ 0.33%
$4.66 - $4.87 $2.44K - $2.55K
160K $777M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
165
+ 5.8%
$94.31 - $103.26 $15.6K - $17K
3.01K $309M
WMB
Williams Companies, Inc.

Energy
170
+ 2.43%
$41.24 - $46.22 $7.01K - $7.86K
7.16K $327M
DE
Deere & CO

Industrials
1
+ 0.15%
$344.84 - $418.0 $345 - $418
673 $281M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
100
+ 2.39%
$96.25 - $101.98 $9.63K - $10.2K
4.28K $433M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
10
+ 0.87%
$256.4 - $289.78 $2.56K - $2.9K
1.16K $330M
V
Visa Inc.

Financial Services
29
+ 1.94%
$253.74 - $291.56 $7.36K - $8.46K
1.52K $419M
VXF
Vanguard Extended Market ETF

ETFs
56
+ 4.69%
$163.98 - $182.92 $9.18K - $10.2K
1.25K $227M
AMGN
Amgen Inc

Healthcare
29
+ 2.06%
$309.38 - $337.38 $8.97K - $9.78K
1.44K $464M
Activity Summary
Buys All Purchases 109 New Holdings 19 Increased Positions 90 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 1
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