Mosaic Family Wealth Partners, LLC Purchases in Q3 2025

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VONE
Vanguard Russell 1000 ETF

ETFs
700
New
$280.68 - $303.97 $196K - $213K
700 $211M
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
5.92K
New
$30.39 - $35.78 $180K - $212K
5.92K $207M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.43K
New
$131.47 - $143.64 $188K - $205K
1.43K $202M
VOT
Vanguard Mid Cap Growth Index

ETFs
53
+ 0.27%
$282.75 - $294.19 $15K - $15.6K
19.5K $5.72B
HPE
Hewlett Packard Enterprise CO

Technology
134
+ 0.27%
$19.81 - $25.24 $2.65K - $3.38K
50.1K $1.21B
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
16.6K
+ 48.33%
$9.82 - $10.43 $163K - $173K
50.8K $525M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
11.6K
New
$14.8 - $15.89 $172K - $185K
11.6K $181M
AMAT
Applied Materials Inc

Technology
87
+ 1.18%
$156.25 - $204.95 $13.6K - $17.8K
7.49K $1.53B
Dimensional World Equity ETF
1.12K
+ 5.54%
N/A
21.3K $1.52B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.1K
New
$16.46 - $17.1 $166K - $173K
10.1K $172M
SO
Southern CO

Utilities
1.5K
+ 23.53%
$90.83 - $96.0 $136K - $144K
7.86K $738M
IEMG
Ishares Inc

ETFs
585
+ 2.91%
N/A
20.7K $1.36B
CVX
Chevron Corp

Energy
585
+ 13.62%
$145.57 - $161.83 $85.2K - $94.7K
4.88K $762M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
100
+ 1.72%
$50.79 - $76.4 $5.08K - $7.64K
5.91K $447M
QQQ
Invesco Qqq Trust, Series 1

ETFs
122
+ 8.41%
$546.99 - $602.2 $66.7K - $73.5K
1.57K $942M
NEE
Nextera Energy Inc

Utilities
37
+ 0.19%
$69.77 - $77.54 $2.58K - $2.87K
19.5K $1.48B
MCD
Mcdonalds Corp

Consumer Cyclical
246
+ 4.61%
$291.67 - $316.99 $71.8K - $78K
5.58K $1.69B
SPYG
Spdr Portfolio

ETFs
401
+ 3.95%
$94.33 - $105.31 $37.8K - $42.2K
10.6K $1.1B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.04K
+ 1.27%
$28.95 - $29.73 $59K - $60.6K
163K $4.84B
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 0.21%
$215.01 - $273.02 $1.72K - $2.18K
3.86K $977M
LMT
Lockheed Martin Corp

Industrials
175
+ 17.41%
$410.74 - $499.21 $71.9K - $87.4K
1.18K $581M
XOM
Exxon Mobil Corp

Energy
731
+ 14.84%
$105.83 - $117.22 $77.4K - $85.7K
5.66K $646M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
360
+ 1.0%
$36.04 - $38.78 $13K - $14K
36.5K $1.4B
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 3.64%
$357.4 - $423.42 $25.7K - $30.5K
2.05K $833M
AEE
Ameren Corp

Utilities
30
+ 0.22%
$95.0 - $104.38 $2.85K - $3.13K
13.9K $1.44B
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
+ 0.32%
$187.97 - $199.47 $5.64K - $5.98K
9.31K $1.85B
DFAS
Dimensional ETF Tr U S Small C

ETFs
1K
+ 16.12%
$63.41 - $69.69 $63.6K - $69.9K
7.22K $493M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
2.07K
+ 7.42%
$33.76 - $35.55 $70K - $73.7K
30K $1.05B
TPHD
Timothy Plan High Divid Stk Et

ETFs
1.58K
+ 7.72%
$38.0 - $39.42 $60.1K - $62.4K
22.1K $868M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.4K
+ 31.7%
$25.24 - $25.56 $85.9K - $87K
14.1K $361M
GD
General Dynamics Corp

Industrials
97
+ 7.2%
$293.92 - $341.0 $28.5K - $33.1K
1.44K $480M
Inspire 500 ETF
148
+ 6.2%
N/A
2.54K $630M
GE
General Electric CO

Industrials
133
+ 12.07%
$244.75 - $305.63 $32.6K - $40.6K
1.24K $363M
VTWO
Vanguard Russell 2000 ETF

ETFs
58
+ 0.85%
$86.92 - $99.32 $5.04K - $5.76K
6.91K $675M
HPQ
Hp Inc

Technology
136
+ 0.46%
$24.45 - $29.35 $3.33K - $3.99K
29.4K $792M
DE
Deere & CO

Industrials
217
+ 34.78%
$457.26 - $524.37 $99.2K - $114K
841 $391M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
2
+ 0.02%
$113.22 - $123.86 $226 - $248
10.6K $1.29B
T
At&T Inc.

Communication Services
3.01K
+ 22.92%
$26.94 - $29.62 $81.1K - $89.2K
16.1K $453M
WELL
Welltower Inc.

Real Estate
17
+ 0.55%
$150.71 - $178.14 $2.56K - $3.03K
3.12K $549M
IJS
Ishares S&P Smallcap 600 Value

ETFs
21
+ 0.34%
$98.99 - $112.2 $2.08K - $2.36K
6.21K $685M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
10K
New
$6.47 - $6.7 $64.7K - $67K
10K $65.3M
WFC
Wells Fargo & Company

Financial Services
469
+ 8.9%
$77.05 - $85.16 $36.1K - $39.9K
5.74K $486M
AMD
Advanced Micro Devices Inc

Technology
78
+ 3.06%
$134.8 - $184.42 $10.5K - $14.4K
2.63K $424M
DUK
Duke Energy Corp

Utilities
352
+ 10.73%
$116.31 - $125.93 $40.9K - $44.3K
3.63K $446M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1
+ 0.02%
$182.33 - $194.5 $182 - $195
5.27K $1.02B
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.01%
$132.83 - $140.61 $133 - $141
7.39K $1.03B
GLDM
World Gold Trust

ETFs
56
+ 1.29%
$64.73 - $76.45 $3.62K - $4.28K
4.41K $334M
IEFA
Ishares Tr

ETFs
277
+ 3.82%
$81.7 - $87.53 $22.6K - $24.2K
7.53K $654M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9
+ 0.05%
$28.92 - $32.19 $260 - $290
17.8K $566M
Activity Summary
Buys All Purchases 141 New Holdings 19 Increased Positions 122 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 1 Puts 1
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