MOSAIC FAMILY WEALTH PARTNERS, LLC Q4 2024 Filing
Filed February 18, 2025
Portfolio Value
$693.3B
Holdings
213
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | WABWABTEC COM | 1,082 | $205.1M | 0.03% | |
| 202 | MOALTRIA GROUP INC COM | 3,899 | $203.9M | 0.03% | |
| 203 | GLDMSPDR GOLD MINISHARES TRUST | 3,918 | $203.7M | 0.03% | |
| 204 | IBDINSPIRE CORPORATE BOND ETF | 8,650 | $202.8M | 0.03% | |
| 205 | HONHONEYWELL INTL INC COM | 897 | $202.5M | 0.03% | |
| 206 | PTLINSPIRE 500 ETF | 938 | $200.1M | 0.03% | |
| 207 | FISVFISERV INC COM | 974 | $200.1M | 0.03% | |
| 208 | HIXWESTERN ASSET HIGH INCOM FD II COM | 37,881 | $159.5M | 0.02% | |
| 209 | KYNKAYNE ANDERSON ENERGY INFRSTR COM | 10,576 | $134.4M | 0.02% | |
| 210 | PFOFLAHERTY & CRUMRINE PFD INCOME COM | 11,824 | $106.5M | 0.02% | |
| 211 | BDJBLACKROCK ENHANCED EQUITY DIVI COM | 12,236 | $101.3M | 0.01% | |
| 212 | CLMCORNERSTONE STRATEGIC INVESTME COM | 10,102 | $86.8M | 0.01% | |
| 213 | FFFUTUREFUEL CORP COM | 10,530 | $55.7M | 0.01% |
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