MOSAIC FINANCIAL GROUP, LLC Top 13F Holdings

Mosaic Financial Group is based out of Chicago. Mosaic Financial Group is a large advisory firm with 130 clients and discretionary assets under management (AUM) of $413,498,789 (Form …

$413498789
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MOSAIC FINANCIAL GROUP, LLC Top 13F Holdings

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Mosaic Financial Group is based out of Chicago. Mosaic Financial Group is a large advisory firm with 130 clients and discretionary assets under management (AUM) of $413,498,789 (Form …

whalewisdom.com

$141
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MOSAIC FINANCIAL GROUP, LLC - 13F

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May 15, 2024 · Mosaic Financial Group, LLC reported 124 holdings with total value $141 M as of Q3 2024. Top holdings included VIG, IVV, MSFT, UNP, and T

13f.info

$141
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Mosaic Financial Group, LLC Q3 2024 13F Top Portfolio Holdings

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Aug 15, 2024 · Mosaic Financial Group, LLC reported 124 holdings with total value $141 M as of Q3 2024. Top holdings included VIG, IVV, MSFT, UNP, and T

13f.info

$141
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$141Million MOSAIC FINANCIAL GROUP, LLC Q3 2024 13F …

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MOSAIC FINANCIAL GROUP, LLC reported 124 stock holdings with total value $141M as of Q3 2024. Top holdings included VIG, IVV, MSFT, UNP, and T.

portfoliosavvy.com

$125
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MOSAIC FINANCIAL GROUP, LLC Portfolio Filings

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13F Portfolio Filings Latest 13F report Q1 2024 - May 15, 2024 Value $ $125M Signature - Title Joseph G Hetland - Compliance Manager Location 303 E. Wacker Drive Suite 1675, Suite …

portfoliosavvy.com

6%
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Mosaic Financial Group LLC Decreases Holdings In Amazon

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1 day ago · Mosaic Financial Group LLC lessened its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 41.6% in the third quarter, according to its most recent …

marketbeat.com

3%
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Mosaic Financial Group LLC Has $2.05 Million Stock Holdings

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Dec 8, 2024 · Mosaic Financial Group LLC lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 30.3% in the third quarter, according to its most recent 13F filing …

techdows.com

$2
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At&t Shares Owned By Mosaic Financial Group - Stockzoa.com

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Quarterly reported holdings in At&t by Mosaic Financial Group Quarter filed Position value Share count Share price at filing 2024-03-31 $2.7M 152k 17.60

stockzoa.com