A4 Wealth Advisors »

Mosaic shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth Advisors investment in Mosaic

Tip: Access up to 7 years of quarterly data

All positions including Mosaic held by A4 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mosaic by A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 7.8k 34.68

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for A4 Wealth Advisors

Top funds holding Mosaic

Vanguard Group
FMR
BlackRock
State Street Corporation
Dimensional Fund Advisors
Invesco
AQR Capital Management
Geode Capital Management
Bank of New York Mellon
Morgan Stanley
D. E. Shaw & Co
Northern Trust
Charles Schwab Investment Management
Donald Smith & Co
Citadel Advisors

View all funds holding Mosaic