Mosaic Family Wealth Partners, LLC Incresed Positions in Q3 2025

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
VNQ
Vanguard Specialized Funds Van

ETFs
141
+ 1.83%
$88.47 - $93.24 $12.5K - $13.1K
7.85K $715M
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
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
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email