The Analysis of Mosaic Advisors LLC's Holdings
Currently, Mosaic Advisors LLC holds 15 types of securities in its portfolio with a total value $41.3M. In the most recent quarter, they have increased their positions in ITOT (+45.8K shares, valued at $6.7M), AAPL (+24.5K shares, valued at $6.2M), COP (+53.0K shares, valued at $5.0M); decreased their positions in VIG (-170.5K shares, valued at $36.8M), VXUS (-283.1K shares, valued at $20.8M); initiated new positions in AAPL (+24.5K shares, valued at $6.2M), COP (+53.0K shares, valued at $5.0M), VEU (+52.3K shares, valued at $3.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT iShares Core S&P Total US Stock Mark50.5K shares958.82%2025-09-302025-11-13
AAPL Apple Inc24.5K sharesnew addition2025-09-302025-11-13 COP Conocophillips53.0K sharesnew addition2025-09-302025-11-13 VIG Vanguard Dividend Appreciation ETF17.4K shares-90.76%2025-09-302025-11-13 VEU Vanguard FTSE All-World Ex-US ETF52.3K sharesnew addition2025-09-302025-11-13 SHW Sherwin Williams Co9.6K sharesnew addition2025-09-302025-11-13 IWV MFC iShares Trust Russell 3000 ETF8.7K sharesnew addition2025-09-302025-11-13 WMB Williams Companies35.0K sharesnew addition2025-09-302025-11-13 VXUS Vanguard Total International STK ETF24.9K shares-91.93%2025-09-302025-11-13 SPTM SPDR Port S&P 1500 Comps Stk Mkt ETF19.9K sharesnew addition2025-09-302025-11-13 WMT Wal-Mart9.2K sharesnew addition2025-09-302025-11-13 VRT Vertiv Holdings Co5.5K shares0.00%2025-09-302025-11-13 VGT Vanguard Information Technology ETF808 sharesnew addition2025-09-302025-11-13 ORCL Oracle Corp990 sharesnew addition2025-09-302025-11-13 SPY SPDR S&P 500 ETF312 sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available