Mosaic Advisors LLC Top Holdings and 13F Report (2025) About Mosaic Advisors LLCInvestment ActivityMosaic Advisors LLC has $66.43 million in total holdings as of March 31, 2025.Mosaic Advisors LLC owns shares of 14 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 2.93% of the portfolio was purchased this quarter.About 31.83% of the portfolio was sold this quarter.This quarter, Mosaic Advisors LLC has purchased 17 new stocks and bought additional shares in 3 stocks.Mosaic Advisors LLC sold shares of 7 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Dividend Appreciation ETF $37,679,931Vanguard Total International Stock ETF $20,712,121Vanguard Small-Cap ETF $2,433,928Vanguard FTSE Emerging Markets ETF $1,458,111Vanguard Tax-Exempt Bond ETF $733,185 Largest New Holdings this Quarter 92537N108 - Vertiv $641,136 Holding464287549 - iShares Expanded Tech Sector ETF $268,419 Holding464287101 - iShares S&P 100 ETF $226,522 Holding464287721 - iShares U.S. Technology ETF $221,895 Holding Largest Purchases this Quarter Vertiv 8,880 shares (about $641.14K)iShares MSCI USA Quality Factor ETF 1,830 shares (about $312.77K)iShares Expanded Tech Sector ETF 2,960 shares (about $268.42K)iShares S&P 100 ETF 836 shares (about $226.52K)iShares U.S. Technology ETF 1,580 shares (about $221.90K) Largest Sales this Quarter Vanguard Total International Stock ETF 46,570 shares (about $2.89M)Vanguard Dividend Appreciation ETF 14,494 shares (about $2.81M)Vanguard Tax-Exempt Bond ETF 52,280 shares (about $2.59M)iShares Core U.S. Aggregate Bond ETF 16,299 shares (about $1.61M)Vanguard Small-Cap ETF 4,172 shares (about $925.14K) 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$37,679,931$2,811,698 ▼-6.9%194,23656.7%ETFVXUSVanguard Total International Stock ETF$20,712,121$2,891,993 ▼-12.3%333,52931.2%ETFVBVanguard Small-Cap ETF$2,433,928$925,141 ▼-27.5%10,9763.7%ETFVWOVanguard FTSE Emerging Markets ETF$1,458,111$365,931 ▼-20.1%32,2162.2%ETFVTEBVanguard Tax-Exempt Bond ETF$733,185$2,594,133 ▼-78.0%14,7761.1%ETFVRTVertiv$641,136$641,136 ▲New Holding8,8801.0%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$549,138$312,768 ▲132.3%3,2130.8%ETFSPLGSPDR Portfolio S&P 500 ETF$526,080$572,638 ▼-52.1%8,0000.8%ETFIVWiShares S&P 500 Growth ETF$455,944$204,117 ▲81.1%4,9120.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$287,557$72,706 ▲33.8%5,8970.4%ETFIGMiShares Expanded Tech Sector ETF$268,419$268,419 ▲New Holding2,9600.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$239,238$1,612,630 ▼-87.1%2,4180.4%FinanceOEFiShares S&P 100 ETF$226,522$226,522 ▲New Holding8360.3%ETFIYWiShares U.S. Technology ETF$221,895$221,895 ▲New Holding1,5800.3%ManufacturingAAPLApple$0$4,287,003 ▼-100.0%00.0%Computer and TechnologySHWSherwin-Williams$0$2,767,370 ▼-100.0%00.0%Basic MaterialsMUBiShares National Muni Bond ETF$0$1,110,082 ▼-100.0%00.0%ETFWMTWalmart$0$444,522 ▼-100.0%00.0%Retail/WholesaleJPSTJPMorgan Ultra-Short Income ETF$0$320,496 ▼-100.0%00.0%ETFIUSBiShares Core Total USD Bond Market ETF$0$241,594 ▼-100.0%00.0%ManufacturingEFViShares MSCI EAFE Value ETF$0$201,537 ▼-100.0%00.0%ETFShowing 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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