MOSAIC FAMILY WEALTH PARTNERS, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$703.7M
Holdings
215
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
NVONOVO-NORDISK A S ADR | $222K |
ISMDINSPIRE SMALL/MID CAP ETF | $219K |
GEGE AEROSPACE COM NEW | $216K |
AEPAMERICAN ELEC PWR CO INC COM | $213K |
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT | $212K |
CIFMFS INTER HIGH INCOME FD SH BEN INT | $207K |
IBDINSPIRE CORPORATE BOND ETF | $206K |
VXFVANGUARD EXTENDED MARKET ETF | $206K |
HIXWESTERN ASSET HIGH INCOM FD II COM | $160K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $136K |
ETVEATON VANCE TAX-MANAGED BUY- W COM | $135K |
PFOFLAHERTY & CRUMRINE PFD INCOME COM | $109K |
BDJBLACKROCK ENHANCED EQUITY DIVI COM | $105K |
CLMCORNERSTONE STRATEGIC INVESTME COM | $79K |
FFFUTUREFUEL CORP COM | $41K |
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