Mosaic Family Wealth Partners
Latest statistics and disclosures from Mosaic Family Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, DFLV, DBEF, VBK, VTV, and represent 40.59% of Mosaic Family Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$20M), MSFT (+$8.0M), BA (+$5.2M), AMD, AAPL, SPY, AGG, VT, SCHD, URI.
- Started 20 new stock positions in AGG, SCHF, URI, XMHQ, CPRT, CDW, DHI, IVOG, CRM, DHR. AEP, VT, TT, BIV, OTEX, BRBR, PFGC, IJS, SCHD, IJR.
- Reduced shares in these 10 stocks: VUG (-$5.7M), DFLV, DBEF, DFAT, DFSV, VBK, DFEM, VTV, , BSV.
- Sold out of its positions in EELV, EEM, SPDW, MDYV, GLDM, MDT.
- Mosaic Family Wealth Partners was a net buyer of stock by $30M.
- Mosaic Family Wealth Partners has $580M in assets under management (AUM), dropping by 16.18%.
- Central Index Key (CIK): 0001965241
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Portfolio Holdings for Mosaic Family Wealth Partners
Mosaic Family Wealth Partners holds 194 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 14.4 | $84M | -6% | 269k | 310.88 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 9.7 | $56M | -5% | 2.1M | 27.05 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 8.5 | $49M | -4% | 1.3M | 36.98 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 4.0 | $23M | -3% | 96k | 241.77 |
|
| Vanguard Index Fds Value Etf (VTV) | 4.0 | $23M | -2% | 154k | 149.50 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $21M | +1700% | 42k | 495.22 |
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| Dimensional Etf Trust Us Small Cap Val (DFSV) | 3.5 | $20M | -4% | 697k | 29.12 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 3.3 | $19M | -3% | 777k | 24.96 |
|
| Apple (AAPL) | 3.3 | $19M | +26% | 100k | 192.53 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 3.0 | $17M | -5% | 333k | 52.33 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.3 | $13M | -2% | 279k | 47.90 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 2.3 | $13M | 352k | 37.22 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $13M | +177% | 33k | 376.04 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 2.2 | $13M | 482k | 25.98 |
|
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 2.1 | $12M | 481k | 25.53 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.8 | $10M | 142k | 73.55 |
|
|
| Boeing Company (BA) | 1.1 | $6.4M | +420% | 25k | 260.66 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $5.0M | -3% | 34k | 145.01 |
|
| Advanced Micro Devices (AMD) | 0.8 | $4.8M | +1033% | 33k | 147.41 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $4.8M | -3% | 27k | 179.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.8 | $4.5M | 110k | 41.10 |
|
|
| Nike CL B (NKE) | 0.7 | $4.2M | 39k | 108.57 |
|
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $4.2M | -6% | 19k | 219.57 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.7 | $4.1M | -3% | 15k | 270.79 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.7 | $4.0M | +3% | 139k | 28.78 |
|
| Amazon (AMZN) | 0.6 | $3.7M | +9% | 25k | 151.94 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $3.3M | 44k | 75.35 |
|
|
| Reinsurance Grp Of America I Com New (RGA) | 0.6 | $3.3M | 20k | 161.78 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $3.2M | +54% | 6.8k | 475.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $3.2M | 11k | 303.18 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.8M | -3% | 7.8k | 356.64 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $2.6M | -5% | 46k | 56.40 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.5M | 18k | 140.93 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.4 | $2.5M | +7% | 15k | 165.25 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.4 | $2.3M | +2% | 182k | 12.80 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $2.2M | -6% | 28k | 78.03 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $2.0M | -4% | 17k | 117.22 |
|
| Emerson Electric (EMR) | 0.3 | $1.9M | -14% | 20k | 97.33 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.9M | 6.4k | 296.52 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $1.6M | 37k | 42.57 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $1.6M | -8% | 18k | 88.36 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | +2% | 10k | 156.73 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.5M | +4% | 6.6k | 232.64 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.3 | $1.5M | 9.0k | 167.97 |
|
|
| Pepsi (PEP) | 0.3 | $1.5M | -5% | 8.5k | 169.85 |
|
| Nextera Energy (NEE) | 0.2 | $1.4M | +6% | 23k | 60.74 |
|
| Applied Materials (AMAT) | 0.2 | $1.4M | +25% | 8.7k | 162.07 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.4M | 12k | 111.63 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $1.3M | 39k | 33.67 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $1.3M | 5.9k | 218.14 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.3M | +33% | 5.4k | 237.23 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.3M | -15% | 16k | 81.28 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | 7.9k | 157.66 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.2M | +36% | 2.6k | 477.63 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.2M | +34% | 2.9k | 426.54 |
|
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.2 | $1.2M | +3% | 11k | 107.60 |
|
| UnitedHealth (UNH) | 0.2 | $1.2M | +21% | 2.2k | 526.45 |
|
| Abbvie (ABBV) | 0.2 | $1.1M | +14% | 7.3k | 154.97 |
|
| Tesla Motors (TSLA) | 0.2 | $1.1M | -2% | 4.5k | 248.48 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.6k | 146.54 |
|
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| Stifel Financial (SF) | 0.2 | $1.1M | 16k | 69.15 |
|
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| Micron Technology (MU) | 0.2 | $1.1M | 13k | 85.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | +3% | 1.9k | 583.04 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $1.1M | -25% | 14k | 77.02 |
|
| Enterprise Financial Services (EFSC) | 0.2 | $1.1M | 24k | 44.65 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.0M | +12% | 21k | 50.58 |
|
| Ameren Corporation (AEE) | 0.2 | $1.0M | -3% | 14k | 72.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.0M | +9% | 6.1k | 170.10 |
|
| Hp (HPQ) | 0.2 | $1.0M | 34k | 30.09 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.0M | 6.9k | 147.14 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $955k | +31% | 6.8k | 139.69 |
|
| Enterprise Products Partners (EPD) | 0.2 | $950k | 36k | 26.35 |
|
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.2 | $948k | -2% | 208k | 4.55 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $942k | 9.0k | 105.23 |
|
|
| Advantage Solutions Com Cl A (ADV) | 0.2 | $923k | +13% | 255k | 3.62 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $915k | +3% | 1.4k | 659.97 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $911k | -7% | 8.9k | 101.99 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $889k | -9% | 15k | 58.33 |
|
| Oneok (OKE) | 0.2 | $888k | 13k | 70.22 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $884k | -2% | 11k | 83.63 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $849k | 50k | 16.98 |
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| Chevron Corporation (CVX) | 0.1 | $841k | +4% | 5.6k | 149.15 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $839k | 4.9k | 170.41 |
|
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| Us Bancorp Del Com New (USB) | 0.1 | $832k | 19k | 43.28 |
|
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| Lowe's Companies (LOW) | 0.1 | $826k | 3.7k | 222.56 |
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| Realty Income (O) | 0.1 | $825k | -23% | 14k | 57.42 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $821k | -22% | 3.9k | 213.33 |
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| Cisco Systems (CSCO) | 0.1 | $787k | 16k | 50.52 |
|
|
| Home Depot (HD) | 0.1 | $763k | +23% | 2.2k | 346.62 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $758k | -2% | 4.8k | 157.79 |
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| Pfizer (PFE) | 0.1 | $729k | 25k | 28.79 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $715k | 2.9k | 245.60 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $710k | -10% | 10k | 69.34 |
|
| Abbott Laboratories (ABT) | 0.1 | $655k | +6% | 6.0k | 110.06 |
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| Xcel Energy (XEL) | 0.1 | $650k | 11k | 61.91 |
|
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $626k | 21k | 29.23 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.1 | $617k | 9.5k | 65.06 |
|
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| Coca-Cola Company (KO) | 0.1 | $606k | +3% | 10k | 58.93 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $605k | -7% | 17k | 35.69 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $603k | 5.2k | 116.29 |
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|
| Visa Com Cl A (V) | 0.1 | $599k | +56% | 2.3k | 260.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $598k | 3.8k | 155.33 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $593k | 7.3k | 81.10 |
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| Waste Management (WM) | 0.1 | $571k | 3.2k | 179.10 |
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| Western Asset Managed Municipals Fnd (MMU) | 0.1 | $565k | 56k | 10.17 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $562k | -6% | 3.6k | 156.87 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $553k | 1.4k | 409.61 |
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|
| Centene Corporation (CNC) | 0.1 | $545k | -19% | 7.3k | 74.21 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $543k | 1.00 | 542625.00 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $541k | +10% | 16k | 33.25 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $518k | -2% | 77k | 6.76 |
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| Phillips 66 (PSX) | 0.1 | $516k | -2% | 3.9k | 133.15 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $496k | 2.9k | 169.28 |
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| Intel Corporation (INTC) | 0.1 | $488k | 9.7k | 50.25 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $487k | 4.7k | 104.46 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $478k | +16% | 6.8k | 70.35 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $474k | NEW | 4.8k | 99.25 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $473k | NEW | 4.6k | 102.88 |
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| Meta Platforms Cl A (META) | 0.1 | $464k | 1.3k | 353.96 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $456k | +2% | 1.3k | 350.80 |
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| Morgan Stanley Com New (MS) | 0.1 | $449k | +2% | 4.8k | 93.25 |
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| Southern Company (SO) | 0.1 | $447k | -2% | 6.4k | 70.12 |
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| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $440k | 5.1k | 87.18 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $439k | 11k | 39.03 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $420k | 926.00 | 453.01 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $402k | 5.1k | 79.22 |
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| Amgen (AMGN) | 0.1 | $402k | 1.4k | 288.02 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $384k | NEW | 5.0k | 76.13 |
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| Automatic Data Processing (ADP) | 0.1 | $365k | +2% | 1.6k | 232.97 |
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| General Dynamics Corporation (GD) | 0.1 | $354k | -2% | 1.4k | 259.67 |
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| United Rentals (URI) | 0.1 | $341k | NEW | 595.00 | 573.42 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $339k | +14% | 7.7k | 43.85 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $337k | +3% | 3.4k | 99.97 |
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| Netflix (NFLX) | 0.1 | $337k | 692.00 | 486.88 |
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| At&t (T) | 0.1 | $333k | -18% | 20k | 16.78 |
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| Merck & Co (MRK) | 0.1 | $327k | +4% | 3.0k | 109.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $325k | 1.7k | 191.16 |
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| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $321k | 7.3k | 44.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $318k | -12% | 3.8k | 84.14 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $318k | NEW | 8.6k | 36.96 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $315k | NEW | 4.1k | 76.38 |
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| Church & Dwight (CHD) | 0.1 | $315k | 3.3k | 94.56 |
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| Bristol Myers Squibb (BMY) | 0.1 | $306k | 6.0k | 51.31 |
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| D.R. Horton (DHI) | 0.1 | $305k | NEW | 2.0k | 151.98 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $304k | 1.2k | 252.13 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $303k | 22k | 13.80 |
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| First Financial Corporation (THFF) | 0.1 | $302k | 7.0k | 43.03 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $294k | 4.1k | 72.42 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.1 | $294k | 3.3k | 88.50 |
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| Hancock John Prem Divid Com Sh Ben Int (PDT) | 0.1 | $294k | 28k | 10.65 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $286k | 3.0k | 96.43 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $285k | -9% | 5.1k | 55.59 |
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| Vanguard Wellington Us Value Factr (VFVA) | 0.0 | $284k | -13% | 2.5k | 112.69 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $281k | 2.9k | 97.05 |
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| Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.0 | $278k | 19k | 14.87 |
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| Cdw (CDW) | 0.0 | $275k | NEW | 1.2k | 227.32 |
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| Danaher Corporation (DHR) | 0.0 | $275k | NEW | 1.2k | 231.37 |
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| Spire (SR) | 0.0 | $271k | -10% | 4.4k | 62.35 |
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| Deere & Company (DE) | 0.0 | $269k | 671.00 | 400.14 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $264k | 563.00 | 468.14 |
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| International Business Machines (IBM) | 0.0 | $263k | -7% | 1.6k | 163.52 |
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| Wells Fargo & Company (WFC) | 0.0 | $262k | 5.3k | 49.22 |
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| Performance Food (PFGC) | 0.0 | $257k | NEW | 3.7k | 69.15 |
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| salesforce (CRM) | 0.0 | $257k | NEW | 977.00 | 263.14 |
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| Targa Res Corp (TRGP) | 0.0 | $253k | 2.9k | 86.87 |
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| Oracle Corporation (ORCL) | 0.0 | $249k | -4% | 2.4k | 105.43 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $244k | 2.3k | 107.47 |
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| Williams Companies (WMB) | 0.0 | $243k | 7.0k | 34.83 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.0 | $241k | NEW | 2.7k | 88.71 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.0 | $239k | 5.9k | 40.53 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $238k | -11% | 1.4k | 170.46 |
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| Kayne Anderson MLP Investment (KYN) | 0.0 | $234k | +8% | 27k | 8.78 |
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| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $232k | -30% | 3.1k | 75.67 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $231k | 6.3k | 36.72 |
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| 3M Company (MMM) | 0.0 | $231k | -6% | 2.1k | 109.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $230k | NEW | 2.1k | 108.27 |
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| Welltower Inc Com reit (WELL) | 0.0 | $225k | -28% | 2.5k | 90.17 |
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| Starbucks Corporation (SBUX) | 0.0 | $224k | -7% | 2.3k | 96.03 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $223k | 4.0k | 56.14 |
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| Trane Technologies SHS (TT) | 0.0 | $220k | NEW | 900.00 | 243.90 |
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| Bellring Brands Common Stock (BRBR) | 0.0 | $220k | NEW | 4.0k | 55.43 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $217k | NEW | 2.2k | 98.23 |
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| Open Text Corp (OTEX) | 0.0 | $213k | NEW | 5.1k | 42.02 |
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| Cme (CME) | 0.0 | $211k | 1.0k | 210.60 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $210k | NEW | 2.0k | 103.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $209k | -19% | 753.00 | 277.15 |
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| American Electric Power Company (AEP) | 0.0 | $208k | NEW | 2.6k | 81.21 |
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| Copart (CPRT) | 0.0 | $208k | NEW | 4.2k | 49.00 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $206k | +3% | 2.9k | 72.22 |
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| Walt Disney Company (DIS) | 0.0 | $203k | -11% | 2.2k | 90.30 |
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| Fidelity National Information Services (FIS) | 0.0 | $202k | -14% | 3.4k | 60.07 |
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| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $112k | 24k | 4.60 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $94k | 12k | 7.96 |
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| Blackberry (BB) | 0.0 | $57k | 16k | 3.54 |
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Past Filings by Mosaic Family Wealth Partners
SEC 13F filings are viewable for Mosaic Family Wealth Partners going back to 2022
- Mosaic Family Wealth Partners 2023 Q4 filed Jan. 29, 2024
- Mosaic Family Wealth Partners 2023 Q3 filed Nov. 1, 2023
- Mosaic Family Wealth Partners 2023 Q2 filed Aug. 8, 2023
- Mosaic Family Wealth Partners 2023 Q1 filed April 10, 2023
- Mosaic Family Wealth Partners 2022 Q4 filed Feb. 14, 2023