MOSAIC FAMILY WEALTH PARTNERS, LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$693.3M

Holdings

213

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (213 positions)

StockValue
WABWABTEC COM
$205K
MOALTRIA GROUP INC COM
$204K
GLDMSPDR GOLD MINISHARES TRUST
$204K
IBDINSPIRE CORPORATE BOND ETF
$203K
HONHONEYWELL INTL INC COM
$203K
PTLINSPIRE 500 ETF
$200K
FISVFISERV INC COM
$200K
HIXWESTERN ASSET HIGH INCOM FD II COM
$159K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$134K
PFOFLAHERTY & CRUMRINE PFD INCOME COM
$107K
BDJBLACKROCK ENHANCED EQUITY DIVI COM
$101K
CLMCORNERSTONE STRATEGIC INVESTME COM
$87K
FFFUTUREFUEL CORP COM
$56K
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