Mosaic Advisors
Latest statistics and disclosures from Mosaic Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, VXUS, AAPL, VB, VTEB, and represent 87.58% of Mosaic Advisors's stock portfolio.
- Added to shares of these 9 stocks: SPLG, WMT, IVW, QUAL, IUSB, DYNF, EFV, VTEB, JPST.
- Started 7 new stock positions in WMT, IVW, SPLG, EFV, IUSB, DYNF, QUAL.
- Reduced shares in these 10 stocks: MUB (-$31M), , VXUS, MSFT, NVDA, AGG, VIG, AAPL, DE, VWO.
- Sold out of its positions in DE, MSFT, NVDA, VGIT.
- Mosaic Advisors was a net seller of stock by $-42M.
- Mosaic Advisors has $85M in assets under management (AUM), dropping by -34.83%.
- Central Index Key (CIK): 0001808523
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Portfolio Holdings for Mosaic Advisors
Mosaic Advisors holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Past Filings by Mosaic Advisors
SEC 13F filings are viewable for Mosaic Advisors going back to 2021
- Mosaic Advisors 2024 Q4 filed Feb. 12, 2025
- Mosaic Advisors 2024 Q3 filed Oct. 30, 2024
- Mosaic Advisors 2024 Q2 filed July 30, 2024
- Mosaic Advisors 2024 Q1 filed April 19, 2024
- Mosaic Advisors 2023 Q4 filed Feb. 1, 2024
- Mosaic Advisors 2023 Q3 filed Oct. 26, 2023
- Mosaic Advisors 2023 Q2 filed July 26, 2023
- Mosaic Advisors 2023 Q1 filed April 24, 2023
- Mosaic Advisors 2022 Q4 filed Jan. 30, 2023
- Mosaic Advisors 2022 Q3 filed Nov. 10, 2022
- Mosaic Advisors 2022 Q2 filed Aug. 11, 2022
- Mosaic Advisors 2022 Q1 filed May 13, 2022
- Mosaic Advisors 2021 Q4 filed Feb. 2, 2022
- Mosaic Advisors 2021 Q3 filed Nov. 2, 2021
- Mosaic Advisors 2021 Q2 filed July 30, 2021
- Mosaic Advisors 2020 Q4 filed April 23, 2021