Mosaic Family Wealth Partners, LLC Incresed Positions in Q3 2024

Mosaic Family Wealth Partners, LLC

  • $674 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
CIF
Mfs Intermediate High Income Fund

Financial Services
1.09K
+ 0.68%
$1.7 - $1.8 $1.85K - $1.96K
161K $286M
CSQ
Calamos Strategic Total Return Fund

Financial Services
186
+ 0.97%
$15.71 - $17.51 $2.92K - $3.26K
19.3K $334M
TIP
Ishares Tr Tips Bd ETF

ETFs
2
+ 0.09%
$105.92 - $110.83 $212 - $222
2.25K $248M
FF
Future Fuel Corp.

Basic Materials
6
+ 0.06%
$4.71 - $6.32 $28.3 - $37.9
10.5K $60.5M
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
269
+ 1.38%
$7.48 - $8.24 $2.01K - $2.22K
19.7K $162M
ET
Energy Transfer LP

Energy
21
+ 0.1%
$15.43 - $16.44 $324 - $345
22K $353M
NVDA
Nvidia Corp

Technology
412
+ 1.49%
$98.91 - $134.91 $40.8K - $55.6K
28K $3.4B
NVO
Novo Nordisk A S

Healthcare
301
+ 15.55%
$119.07 - $145.42 $35.8K - $43.8K
2.24K $266M
AMAT
Applied Materials Inc

Technology
82
+ 1.12%
$174.88 - $254.97 $14.3K - $20.9K
7.4K $1.5B
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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