Mosaic Family Wealth Partners, LLC Sells in Q3 2025

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Servicetitan Inc Shs Cl A
-45.7K
- 50.78%
N/A
44.3K $4.56B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.64K
- 75.77%
$567.77 - $614.76 $2.63M - $2.85M
1.48K $905M
VO
Vanguard Mid Cap ETF

ETFs
-1.68K
- 19.83%
$279.83 - $293.74 $470K - $494K
6.8K $1.99B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-13.1K
- 46.44%
$24.14 - $24.34 $317K - $319K
15.1K $368M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.6K
- 26.83%
$181.56 - $190.33 $290K - $304K
4.36K $825M
VB
Vanguard Small Cap ETF

ETFs
-1.42K
- 22.98%
$237.58 - $259.17 $337K - $368K
4.76K $1.21B
NKE
Nike, Inc.

Consumer Cyclical
-2.45K
- 7.02%
$69.24 - $79.24 $169K - $194K
32.4K $2.25B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-8.07K
- 17.9%
N/A
37K $899M
OKE
Oneok Inc

Energy
-1.15K
- 9.54%
$71.36 - $83.47 $82.1K - $96K
10.9K $797M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-11.3K
- 4.99%
$14.8 - $15.15 $168K - $172K
216K $3.23B
PM
Philip Morris International Inc.

Consumer Defensive
-543
- 28.08%
$157.77 - $183.27 $85.7K - $99.5K
1.39K $227M
COST
Costco Wholesale Corp

Consumer Defensive
-13
- 0.85%
$915.95 - $994.57 $11.9K - $12.9K
1.52K $1.39B
Dimensional Global Real Estate ETF
-6.1K
- 4.51%
N/A
129K $3.51B
AMZN
Amazon Com Inc

Consumer Cyclical
-791
- 3.75%
$211.65 - $238.24 $167K - $188K
20.3K $4.51B
V
Visa Inc.

Financial Services
-212
- 10.74%
$332.09 - $358.86 $70.4K - $76.1K
1.76K $599M
ACN
Accenture PLC

Technology
-85
- 6.09%
$232.56 - $304.78 $19.8K - $25.9K
1.31K $324M
IVV
Ishares Core S&P 500 ETF

ETFs
-275
- 13.78%
$620.67 - $670.08 $171K - $184K
1.72K $1.15B
DFAU
Dimensional ETF Tr

ETFs
-2.6K
- 12.55%
$42.42 - $45.96 $110K - $120K
18.2K $828M
CSCO
Cisco Systems, Inc.

Technology
-438
- 3.71%
$66.2 - $71.79 $29K - $31.4K
11.4K $770M
DIS
Walt Disney CO

Communication Services
-60
- 1.68%
$112.25 - $124.0 $6.74K - $7.44K
3.52K $404M
VGT
Vanguard Information Technolog

ETFs
-110
- 20.48%
$656.44 - $753.15 $72.2K - $82.8K
427 $318M
CMCSA
Comcast Corp

Communication Services
-246
- 3.55%
$31.41 - $36.33 $7.73K - $8.94K
6.69K $211M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-215
- 5.74%
$60.9 - $70.75 $13.1K - $15.2K
3.53K $221M
ET
Energy Transfer LP

Energy
-638
- 3.05%
$17.11 - $18.16 $10.9K - $11.6K
20.3K $349M
DHR
Danaher Corp

Healthcare
-60
- 3.91%
$181.46 - $212.2 $10.9K - $12.7K
1.47K $274M
MMM
3 M CO

Industrials
-196
- 10.85%
$144.41 - $160.2 $28.3K - $31.4K
1.61K $248M
TRGP
Targa Resources Corp.

Energy
-20
- 0.68%
$160.52 - $174.4 $3.21K - $3.49K
2.91K $492M
BMY
Bristol Myers Squibb CO

Healthcare
-103
- 2.14%
$43.31 - $48.98 $4.46K - $5.04K
4.71K $208M
MA
Mastercard Inc

Financial Services
-45
- 2.45%
$550.18 - $598.96 $24.8K - $27K
1.79K $1.02B
EPD
Enterprise Products Partners L.P.

Energy
-533
- 1.64%
$30.74 - $32.14 $16.4K - $17.1K
31.9K $997M
CIF
Mfs Intermediate High Income Fund

Financial Services
-5.45K
- 4.7%
$1.72 - $1.8 $9.38K - $9.81K
111K $195M
ORCL
Oracle Corp

Technology
-526
- 22.69%
$218.96 - $328.33 $115K - $173K
1.79K $507M
NOC
Northrop Grumman Corp

Industrials
-99
- 14.82%
$498.9 - $609.32 $49.4K - $60.3K
569 $338M
RTX
Raytheon Technologies Corp

Industrials
-285
- 9.62%
$144.19 - $167.33 $41.1K - $47.7K
2.68K $438M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-45
- 0.97%
$52.12 - $55.33 $2.35K - $2.49K
4.58K $253M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-436
- 2.2%
$18.02 - $19.56 $7.86K - $8.53K
19.4K $373M
VFVA
Vanguard Wellington Fd U S Val

ETFs
-8
- 0.38%
$116.21 - $129.7 $930 - $1.04K
2.11K $269M
PEP
Pepsico Inc

Consumer Defensive
-365
- 4.14%
$133.81 - $152.16 $48.8K - $55.5K
8.45K $1.18B
Grayscale Bitcoin Mini Trust ETF
-94
- 0.87%
N/A
10.7K $543M
MO
Altria Group, Inc.

Consumer Defensive
-77
- 1.63%
$57.75 - $67.68 $4.45K - $5.21K
4.66K $306M
IWN
Ishares Russell2000 Val ETF

ETFs
-1
- 0.05%
$157.1 - $178.94 $157 - $179
1.9K $336M
PSX
Phillips 66

Energy
-28
- 1.07%
$118.37 - $139.46 $3.31K - $3.9K
2.59K $356M
PFGC
Performance Food Group CO

Consumer Defensive
-38
- 1.01%
$88.19 - $102.08 $3.35K - $3.88K
3.72K $387M
AVGO
Broadcom Inc.

Technology
-79
- 4.23%
$264.74 - $369.57 $20.9K - $29.2K
1.79K $586M
MS
Morgan Stanley

Financial Services
-37
- 0.81%
$139.09 - $161.16 $5.15K - $5.96K
4.55K $733M
IWD
Ishares Russell 1000 Val ETF

ETFs
-8
- 0.06%
$192.76 - $203.86 $1.54K - $1.63K
13.6K $2.76B
MSFT
Microsoft Corp

Technology
-68
- 0.66%
$491.09 - $535.64 $33.4K - $36.4K
10.3K $5.3B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-152
- 0.35%
$87.29 - $93.61 $13.3K - $14.2K
43.7K $4.06B
GOOGL
Alphabet Inc.

Communication Services
-473
- 9.74%
$174.36 - $254.72 $82.5K - $120K
4.38K $1.07B
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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