Mosaic Financial Group, LLC

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-14
Total Holdings
117
Total Value
122980
Accession Number
0002011050-25-000002
Form Type
13F-HR
Manager Name
Mosaic Financial Group, LLC
Data Enrichment
82% identified
96 identified21 unidentified

Holdings

117 positions
Manager:
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EXXON MOBIL CORP
Shares:6.6K
Value:$787.0K
72201R585
Shares:29.5K
Value:$779.0K
BERKSHIRE HATHAWAY INC
Shares:1.4K
Value:$757.0K
Blackstone Inc.
Shares:5.4K
Value:$756.0K
TJX COMPANIES INC /DE/
Shares:5.9K
Value:$713.0K
92206C870
Shares:8.2K
Value:$670.0K
Merck & Co., Inc.
Shares:7.5K
Value:$669.0K
PROCTER & GAMBLE Co
Shares:3.5K
Value:$604.0K
46641Q670
Shares:12.1K
Value:$570.0K
92204A405
Shares:4.6K
Value:$551.0K
KIMBERLY CLARK CORP
Shares:3.8K
Value:$544.0K
WELLS FARGO & COMPANY/MN
Shares:7.5K
Value:$541.0K
Alphabet Inc.
Shares:3.3K
Value:$517.0K
Atlanta Braves Holdings, Inc.
Shares:12.9K
Value:$516.0K
GENERAL MILLS INC
Shares:8.6K
Value:$513.0K
46137V142
Shares:7.9K
Value:$512.0K
922908736
Shares:1.3K
Value:$488.0K
BHP Group Ltd
Shares:10.0K
Value:$485.0K
LOCKHEED MARTIN CORP
Shares:1.0K
Value:$447.0K
33734X143
Shares:4.3K
Value:$445.0K