Holdings

Mosaic Financial Group, LLC

As of Jun 30, 2026, Mosaic Financial Group, LLC reported 69 positions worth US$73.4M. Largest: Union Pacific Corporation, Microsoft Corp. and Apple Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Union Pacific Corporation22,763US$6.19M−696Jun 30, 2026
Microsoft Corp.15,684US$5.85M−623Jun 30, 2026
Apple Inc18,088US$5.23M−590Jun 30, 2026
Alphabet Inc (google) Class C12,439US$4.45M−700Jun 30, 2026
At&t Inc.153KUS$3.17M+23,838Jun 30, 2026
Jp Morgan Chase & Co.9,540US$3.12M+301Jun 30, 2026
Eli Lilly And Company2,072US$2.48M+4Jun 30, 2026
Novartis Ag14,973US$2.35M−13Jun 30, 2026
Broadcom Inc.5,412US$2.04M−459Jun 30, 2026
Nvidia Corporation9,918US$1.98M+945Jun 30, 2026