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
ABT
Abbott Laboratories

Healthcare
417
+ 11.98%
$120.51 - $136.62 $50.3K - $57K
3.9K $519M
ISMD
Northern Lts Fd Tr Iv

ETFs
502
+ 7.27%
$35.1 - $39.69 $17.6K - $19.9K
7.4K $287M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
209
+ 9.41%
$113.73 - $121.28 $23.8K - $25.3K
2.43K $290M
VT
Vanguard Total World Stk Index

ETFs
3
+ 0.07%
$128.41 - $138.03 $385 - $414
4.27K $586M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
11
+ 0.28%
$85.31 - $97.03 $938 - $1.07K
3.95K $375M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
477
+ 7.52%
$38.56 - $42.17 $18.4K - $20.1K
6.82K $283M
USB
Us Bancorp \De\

Financial Services
164
+ 2.15%
$43.94 - $50.41 $7.21K - $8.27K
7.8K $382M
SR
Spire Inc

Utilities
20
+ 0.5%
$72.83 - $81.52 $1.46K - $1.63K
4.01K $326M
O
Realty Income Corp

Real Estate
8
+ 0.07%
$56.13 - $60.79 $449 - $486
11K $667M
HDV
Ishares Core High Dividend ETF

ETFs
7
+ 0.1%
$118.16 - $123.66 $827 - $866
6.72K $819M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.77%
$108.46 - $120.63 $1.74K - $1.93K
2.09K $247M
UNP
Union Pacific Corp

Industrials
10
+ 0.34%
$214.91 - $237.16 $2.15K - $2.37K
2.95K $697M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.02%
$137.51 - $145.26 $138 - $145
4.25K $608M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.04%
$92.18 - $95.14 $737 - $761
20.9K $1.98B
AXP
American Express CO

Financial Services
2
+ 0.32%
$294.27 - $342.31 $589 - $685
636 $218M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
579
+ 5.5%
$23.13 - $23.54 $13.4K - $13.6K
11.1K $261M
VZ
Verizon Communications Inc

Communication Services
344
+ 7.18%
$40.84 - $45.06 $14K - $15.5K
5.14K $222M
SBUX
Starbucks Corp

Consumer Cyclical
341
+ 12.72%
$81.9 - $96.86 $27.9K - $33K
3.02K $259M
PFE
Pfizer Inc

Healthcare
934
+ 3.74%
$23.29 - $25.88 $21.8K - $24.2K
25.9K $618M
META
Meta Platforms, Inc.

Communication Services
6
+ 0.41%
$695.21 - $791.73 $4.17K - $4.75K
1.46K $1.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.03%
$62.09 - $66.51 $62.1 - $66.5
3.64K $237M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
8
+ 0.06%
$41.17 - $43.65 $329 - $349
13.3K $570M
MMT
Mfs Multimarket Income Trust

Financial Services
383
+ 0.24%
$4.61 - $4.85 $1.77K - $1.86K
158K $748M
WMB
Williams Companies, Inc.

Energy
20
+ 0.35%
$56.52 - $64.01 $1.13K - $1.28K
5.74K $367M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
32
+ 0.75%
$97.75 - $100.75 $3.13K - $3.22K
4.32K $433M
MRK
Merck & Co., Inc.

Healthcare
92
+ 2.64%
$77.6 - $87.37 $7.14K - $8.04K
3.58K $281M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
415
+ 3.63%
$7.95 - $8.31 $3.3K - $3.45K
11.9K $97.7M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
608
+ 1.56%
$4.23 - $4.4 $2.57K - $2.68K
39.5K $171M
FF
Future Fuel Corp.

Basic Materials
9
+ 0.06%
$3.61 - $4.28 $32.5 - $38.5
15.6K $60.1M
AMGN
Amgen Inc

Healthcare
3
+ 0.21%
$271.18 - $309.22 $814 - $928
1.44K $396M
LLY
Eli Lilly & CO

Healthcare
108
+ 6.62%
$625.65 - $812.69 $67.6K - $87.8K
1.74K $1.26B
KO
Coca Cola CO

Consumer Defensive
543
+ 5.67%
$65.67 - $71.67 $35.7K - $38.9K
10.1K $668M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
4
+ 0.37%
$185.65 - $214.38 $743 - $858
1.08K $213M
TT
Trane Technologies PLC

Industrials
1
+ 0.16%
$398.96 - $472.54 $399 - $473
619 $257M
PG
Procter & Gamble CO

Consumer Defensive
159
+ 1.83%
$150.47 - $161.22 $23.9K - $25.6K
8.83K $1.36B
EMR
Emerson Electric CO

Industrials
196
+ 1.44%
$128.6 - $149.63 $25.2K - $29.3K
13.8K $1.79B
NVO
Novo Nordisk A S

Healthcare
259
+ 6.91%
$45.38 - $71.7 $11.8K - $18.6K
4.01K $222M
NFLX
Netflix Inc

Communication Services
1
+ 0.14%
$1147.87 - $1297.18 $1.15K - $1.3K
717 $865M
RGA
Reinsurance Group Of America Inc

Financial Services
4
+ 0.02%
$177.1 - $199.23 $708 - $797
21.4K $4.06B
FCX
Freeport Mcmoran Inc

Basic Materials
12
+ 0.03%
$35.34 - $47.21 $424 - $567
34.3K $1.27B
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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