StockDriftsStockDriftsTop 41 Mosaic Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | iShares Core S&P Total US Stock Mark | 11.86% | 50.5K | $7.9M | +0.00%(+0) | $139.20(+16.37%) | 2026-03-31 | |
| AAPL | Apple Inc | 9.99% | 24.5K | $6.6M | +8.01%(+1.82K) | $175.79(+70.02%) | 2026-03-31 | |
| COP | Conocophillips | 9.69% | 53.0K | $6.5M | +0.00%(+0) | $92.16(+27.38%) | 2026-03-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 7.81% | 22.9K | $5.2M | +40.17%(+6.57K) | $160.02(+42.90%) | 2026-03-31 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 6.97% | 57.7K | $4.6M | +0.00%(+0) | $69.59(+19.21%) | 2026-03-31 | |
| IWV | MFC iShares Trust Russell 3000 ETF | 5.64% | 9.2K | $3.8M | +21.65%(+1.65K) | $367.43(+14.33%) | 2026-03-31 | |
| SHW | Sherwin Williams Co | 4.89% | 9.6K | $3.3M | +18.43%(+1.50K) | $267.86(+14.37%) | 2026-03-31 | |
| WMB | Williams Companies | 3.58% | 33.0K | $2.4M | -5.71%(-2.00K) | $63.08(+20.02%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF | 3.41% | 3.2K | $2.3M | new | $663.76(+11.83%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 2.92% | 4.6K | $1.9M | +0.22%(+10) | $344.90(+20.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.03% | +33.23% |
| Top 20 Holdings Unweighted | +14.02% | +48.23% |
Sign up free to track Mosaic Advisors LLC, compare funds side by side, and get alerts the moment positions change.