MOSAIC FINANCIAL GROUP, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Chicago, IL
CIK
0002011050
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 124 140,863 VIG, IVV, MSFT, UNP 13F-HR 11/15/2024 000201105024000006
Q2 2024 126 139,256 VIG, IVV, MSFT, T 13F-HR 8/15/2024 000201105024000004
Q1 2024 129 124,833 VIG, IVV, MSFT, UNP 13F-HR 5/15/2024 000201105024000003