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Mosaic shares owned by Lake Hills Wealth Management

Quarter-by-quarter ownership of Mosaic (MOS) shares owned by Lake Hills Wealth Management from 13F filings

Historical chart of Lake Hills Wealth Management investment in Mosaic

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All positions including Mosaic held by Lake Hills Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mosaic by Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $235k 8.7k 27.01
2024-12-31 $221k 9.0k 24.58
2023-12-31 $205k 5.7k 35.73
2023-06-30 $203k 5.8k 35.00

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Silver Tr Ishares (SLV)
Alps Etf Tr Alerian Mlp (AMLP)
Kraneshares Trust Csi Chi Internet (KWEB)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Apple (AAPL)
Ishares Ethereum Tr SHS (ETHA)

View all positions for Lake Hills Wealth Management

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