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
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
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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