Mosaic Financial Group, LLC Purchases and Sells in Q4 2024

Mosaic Financial Group, LLC

$139 Million
Q4 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	527 + 2.33%	$570.51 - $610.59 $301K - $322K	23.1K $13.6M
DGRW	4.3K + 33.34%	$80.93 - $85.66 $348K - $368K	17.2K $1.39M
GOOGL	360 + 3.38%	$161.86 - $196.66 $58.3K - $70.8K	11K $2.08M
SPTI	9.99K + 43.1%	$27.8 - $29.05 $278K - $290K	33.2K $925K
NVO	3.13K + 180.69%	$85.0 - $120.04 $266K - $375K	4.86K $418K
RSP	1.06K + 6.16%	$174.22 - $187.62 $185K - $200K	18.3K $3.21M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PIMCO ETF TR	22.8K New	N/A	22.8K $590K
AZN	5.64K New	$63.2 - $79.58 $356K - $449K	5.64K $369K
META	626 New	$554.08 - $632.68 $347K - $396K	626 $367K
CRWD	866 New	$275.15 - $388.2 $238K - $336K	866 $296K
ISHARES TR	5.36K New	N/A	5.36K $284K
JSCP	5.31K New	$46.63 - $47.41 $248K - $252K	5.31K $248K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-94 - 4.07%	$727.2 - $932.06 $68.4K - $87.6K	2.21K $1.71M
VIG	-696 - 0.88%	N/A	78.4K $15.3M
MSFT	-214 - 1.13%	$406.35 - $454.46 $87K - $97.3K	18.6K $7.86M
MINT	-2.5K - 20.78%	$100.22 - $100.73 $251K - $252K	9.54K $957K
FCX	-2.3K - 19.29%	$38.08 - $50.82 $87.6K - $117K	9.62K $366K
XOM	-1.31K - 15.98%	$105.51 - $125.37 $138K - $164K	6.86K $738K

Activity Summary All Purchases 44 New Holdings 9 Increased Positions 35 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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