Mosaic Advisors LLC Top Holdings and 13F Report (2025) About Mosaic Advisors LLCInvestment ActivityMosaic Advisors LLC has $85.14 million in total holdings as of December 31, 2024.Mosaic Advisors LLC owns shares of 17 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.30% of the portfolio was purchased this quarter.About 52.23% of the portfolio was sold this quarter.This quarter, Mosaic Advisors LLC has purchased 14 new stocks and bought additional shares in 2 stocks.Mosaic Advisors LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $40,875,525Vanguard Total International Stock ETF $22,399,262Apple $4,287,003Vanguard Small-Cap ETF $3,639,713Vanguard Tax-Exempt Bond ETF $3,361,498 Largest New Holdings this Quarter SPDR Portfolio S&P 500 ETF $1,151,850 HoldingWalmart $444,522 HoldingiShares S&P 500 Growth ETF $275,451 HoldingiShares MSCI USA Quality Factor ETF $246,285 HoldingiShares Core Total USD Bond Market ETF $241,594 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 16,708 shares (about $1.15M)Walmart 4,920 shares (about $444.52K)iShares S&P 500 Growth ETF 2,713 shares (about $275.45K)iShares MSCI USA Quality Factor ETF 1,383 shares (about $246.29K)iShares Core Total USD Bond Market ETF 5,345 shares (about $241.59K) Largest Sales this Quarter iShares National Muni Bond ETF 289,844 shares (about $30.88M)Vanguard Total International Stock ETF 36,711 shares (about $2.16M)iShares Core U.S. Aggregate Bond ETF 7,501 shares (about $726.86K)Vanguard Dividend Appreciation ETF 3,331 shares (about $652.31K)Apple 1,748 shares (about $437.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMosaic Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGVanguard Dividend Appreciation ETF$40,875,525$652,309 ▼-1.6%208,73048.0%ETFVXUSVanguard Total International Stock ETF$22,399,262$2,163,382 ▼-8.8%380,09926.3%ETFAAPLApple$4,287,003$437,741 ▼-9.3%17,1195.0%Computer and TechnologyVBVanguard Small-Cap ETF$3,639,713$10,572 ▼-0.3%15,1484.3%ETFVTEBVanguard Tax-Exempt Bond ETF$3,361,498$19,400 ▲0.6%67,0563.9%ETFSHWSherwin-Williams$2,767,3700.0%8,1413.3%Basic MaterialsAGGiShares Core U.S. Aggregate Bond ETF$1,813,722$726,865 ▼-28.6%18,7172.1%FinanceVWOVanguard FTSE Emerging Markets ETF$1,774,850$244,245 ▼-12.1%40,3012.1%ETFSPLGSPDR Portfolio S&P 500 ETF$1,151,850$1,151,850 ▲New Holding16,7081.4%ETFMUBiShares National Muni Bond ETF$1,110,082$30,884,105 ▼-96.5%10,4181.3%ETFWMTWalmart$444,522$444,522 ▲New Holding4,9200.5%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$320,496$3,929 ▲1.2%6,3630.4%ETFIVWiShares S&P 500 Growth ETF$275,451$275,451 ▲New Holding2,7130.3%ETFQUALiShares MSCI USA Quality Factor ETF$246,285$246,285 ▲New Holding1,3830.3%ETFIUSBiShares Core Total USD Bond Market ETF$241,594$241,594 ▲New Holding5,3450.3%ManufacturingDYNFiShares U.S. Equity Factor Rotation Active ETF$225,808$225,808 ▲New Holding4,4060.3%ETFEFViShares MSCI EAFE Value ETF$201,537$201,537 ▲New Holding3,8410.2%ETFVGITVanguard Intermediate-Term Treasury Index ETF$0$7,016,984 ▼-100.0%00.0%ETFMSFTMicrosoft$0$985,757 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$917,321 ▼-100.0%00.0%Computer and TechnologyDEDeere & Company$0$423,899 ▼-100.0%00.0%Industrial ProductsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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