| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | 2 | Q2 2024 | 10.4% |
| ISHARES TR | 2 | Q2 2024 | 9.3% |
| MICROSOFT CORP | 2 | Q2 2024 | 6.1% |
| UNION PAC CORP | 2 | Q2 2024 | 4.8% |
| APPLE INC | 2 | Q2 2024 | 3.6% |
| AT&T INC | 2 | Q2 2024 | 4.1% |
| INVESCO EXCHANGE TRADED FD T | 2 | Q2 2024 | 2.2% |
| ELI LILLY & CO | 2 | Q2 2024 | 2.2% |
| AMAZON COM INC | 2 | Q2 2024 | 2.0% |
| CHARTER COMMUNICATIONS INC N | 2 | Q2 2024 | 2.5% |
View MOSAIC FINANCIAL GROUP, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-15 |
| 13F-HR | 2024-05-15 |
View MOSAIC FINANCIAL GROUP, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.