MOSAIC FAMILY WEALTH PARTNERS, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$854.7M
Holdings
237
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (237 positions)
| Stock | Value |
|---|---|
MMM3M CO COM | $248K |
IJRISHARES CORE S&P SMALL CAP ETF | $247K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $242K |
IJHISHARES CORE S&P MID-CAP ETF | $237K |
CATCATERPILLAR INC COM | $230K |
DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $230K |
4I1PHILIP MORRIS INTL INC COM | $227K |
AFLAFLAC INC COM | $223K |
NVONOVO-NORDISK A S ADR | $222K |
BACVERIZON COMMUNICATIONS INC COM | $222K |
MDLZMONDELEZ INTL INC CL A | $221K |
LINLINDE PLC SHS | $219K |
AXPAMERICAN EXPRESS CO COM | $218K |
PDTHANCOCK JOHN PREM DIVID FD COM SH BEN INT | $215K |
AEPAMERICAN ELEC PWR CO INC COM | $214K |
ITWILLINOIS TOOL WKS INC COM | $214K |
IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF | $213K |
WABWABTEC COM | $213K |
ENBENBRIDGE INC COM | $212K |
VONEVANGUARD RUSSELL 1000 ETF | $211K |
CMCSACOMCAST CORP NEW CL A | $211K |
BMYBRISTOL-MYERS SQUIBB CO COM | $208K |
STKCOLUMBIA SELIGM PREM TECH GRW COM | $207K |
FCNCAFIRST CTZNS BANCSHARES INC DEL CL A | $207K |
IRMIRON MTN INC DEL COM | $205K |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $202K |
CIFMFS INTER HIGH INCOME FD SH BEN INT | $195K |
GBABGUGGENHEIM TAXABLE MUNICP BOND COM | $181K |
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF | $172K |
HIXWESTERN ASSET HIGH INCOM FD II COM | $171K |
ETVEATON VANCE TAX-MANAGED BUY- W COM | $145K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $131K |
PFOFLAHERTY & CRUMRINE PFD INCOME COM | $115K |
BDJBLACKROCK ENHANCED EQUITY DIVI COM | $111K |
CLMCORNERSTONE STRATEGIC INVESTME COM | $98K |
EHIWESTERN ASSET GBL HIGH INC FD COM | $65K |
FFFUTUREFUEL CORP COM | $60K |
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