Mosaic Family Wealth Partners, LLC Incresed Positions in Q4 2024

Mosaic Family Wealth Partners, LLC

  • $693 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.62K
+ 2.21%
$378.79 - $428.11 $2.51M - $2.83M
307K $126B
AAPL
Apple Inc.

Technology
3.63K
+ 5.36%
$221.69 - $259.02 $806K - $941K
71.5K $17.9B
VBK
Vanguard Small Cap Growth ETF

ETFs
1.59K
+ 1.38%
$264.18 - $304.19 $421K - $484K
117K $32.8B
Dimensional Us Large Cap Value ETF
124K
+ 4.93%
N/A
2.63M $79.1B
DFSV
Dimensional ETF Tr Dimensional

ETFs
39.8K
+ 4.82%
$30.18 - $33.87 $1.2M - $1.35M
865K $26.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
18.1K
+ 4.4%
$54.54 - $61.04 $985K - $1.1M
429K $23.9B
AMZN
Amazon Com Inc

Consumer Cyclical
268
+ 1.25%
$180.88 - $232.93 $48.5K - $62.4K
21.8K $4.78B
EFSC
Enterprise Financial Services Corp

Financial Services
9K
+ 37.98%
$49.0 - $61.38 $441K - $552K
32.7K $1.84B
GOOG
Alphabet Inc.

Communication Services
353
+ 2.03%
$163.08 - $198.16 $57.6K - $70K
17.7K $3.38B
SPY
Spdr S&P 500 ETF Trust

ETFs
638
+ 8.06%
$567.81 - $607.81 $362K - $388K
8.56K $5.01B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.26K
+ 56.06%
$86.65 - $94.9 $369K - $404K
11.9K $1.03B
RGA
Reinsurance Group Of America Inc

Financial Services
1.95K
+ 9.59%
$201.26 - $231.95 $393K - $453K
22.3K $4.76B
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 0.94%
$213.65 - $479.86 $4.49K - $10.1K
2.26K $912M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
13.3K
+ 142.8%
N/A
22.6K $543M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.3K
+ 143.39%
$23.88 - $24.32 $318K - $324K
22.6K $542M
JPM
Jpmorgan Chase & CO

Financial Services
374
+ 5.38%
$205.18 - $250.29 $76.7K - $93.6K
7.33K $1.76B
MSFT
Microsoft Corp

Technology
898
+ 8.38%
$406.35 - $454.46 $365K - $408K
11.6K $4.9B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2
+ 0.02%
$340.59 - $380.5 $681 - $761
13.1K $4.79B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.6K
+ 704.39%
$25.93 - $105.3 $404K - $1.64M
17.8K $495M
GOOGL
Alphabet Inc.

Communication Services
734
+ 16.61%
$161.86 - $196.66 $119K - $144K
5.15K $976M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.93K
+ 22.08%
$89.9 - $100.66 $264K - $295K
16.2K $1.47B
V
Visa Inc.

Financial Services
321
+ 21.08%
$273.87 - $320.91 $87.9K - $103K
1.84K $583M
BAC
Bank Of America Corp

Financial Services
28
+ 0.07%
$39.22 - $47.77 $1.1K - $1.34K
37.5K $1.65B
CSCO
Cisco Systems, Inc.

Technology
1.35K
+ 11.87%
$52.45 - $60.02 $71K - $81.3K
12.8K $755M
COST
Costco Wholesale Corp

Consumer Defensive
113
+ 8.08%
$873.59 - $994.69 $98.7K - $112K
1.51K $1.39B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
24.9K
+ 1.73%
$40.97 - $42.66 $1.02M - $1.06M
1.46M $60.7B
NFLX
Netflix Inc

Communication Services
3
+ 0.41%
$687.65 - $936.56 $2.06K - $2.81K
733 $653M
TXN
Texas Instruments Inc

Technology
803
+ 66.92%
N/A
2K $376M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
4.56K
+ 70.18%
$28.76 - $32.28 $131K - $147K
11.1K $321M
CRM
Salesforce, Inc.

Technology
102
+ 9.5%
$270.87 - $367.87 $27.6K - $37.5K
1.18K $393M
ACN
Accenture PLC

Technology
280
+ 19.38%
$343.9 - $376.86 $96.3K - $106K
1.73K $607M
ABT
Abbott Laboratories

Healthcare
813
+ 14.63%
$111.93 - $119.39 $91K - $97.1K
6.37K $721M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 0.87%
$521.84 - $558.82 $24.5K - $26.3K
5.47K $2.95B
T
At&T Inc.

Communication Services
3.18K
+ 19.33%
$21.22 - $23.88 $67.5K - $75.9K
19.6K $447M
WFC
Wells Fargo & Company

Financial Services
88
+ 1.67%
$54.98 - $77.35 $4.84K - $6.81K
5.37K $377M
DFAU
Dimensional ETF Tr

ETFs
1.54K
+ 8.78%
$39.27 - $42.38 $60.6K - $65.3K
19.1K $774M
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
17.2K
+ 82.76%
$4.18 - $4.53 $71.7K - $77.7K
37.9K $159M
SPYG
Spdr Portfolio

ETFs
146
+ 1.43%
$81.74 - $91.38 $11.9K - $13.3K
10.4K $912M
VGSH
Vanguard

ETFs
1.49K
+ 5.08%
$58.02 - $58.88 $86.2K - $87.5K
30.8K $1.79B
QUAL
Ishares Msci Usa Quality Facto

ETFs
375
+ 6.77%
$176.42 - $186.91 $66.2K - $70.1K
5.92K $1.05B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.2K
+ 5.19%
$77.02 - $78.58 $92K - $93.9K
24.2K $1.87B
LOW
Lowes Companies Inc

Consumer Cyclical
605
+ 16.14%
$244.52 - $284.07 $148K - $172K
4.35K $1.07B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
5.93K
+ 3.93%
$28.6 - $29.27 $170K - $174K
157K $4.5B
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 0.48%
$280.04 - $302.45 $8.96K - $9.68K
6.76K $1.96B
MRK
Merck & Co., Inc.

Healthcare
1.02K
+ 30.1%
$96.31 - $114.76 $98.6K - $118K
4.43K $440M
XEL
Xcel Energy Inc

Utilities
337
+ 3.17%
$62.16 - $72.92 $20.9K - $24.6K
11K $741M
ORCL
Oracle Corp

Technology
332
+ 13.72%
$165.41 - $192.43 $54.9K - $63.9K
2.75K $458M
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 1.62%
$481.22 - $538.17 $10.6K - $11.8K
1.38K $707M
RSP
Invesco S&P 500 Equal Weight E

ETFs
358
+ 6.43%
$174.22 - $187.62 $62.4K - $67.2K
5.92K $1.04B
Activity Summary
Buys All Purchases 130 New Holdings 13 Increased Positions 117 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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