StockDriftsStockDriftsTop 50 Mosaic Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.06% | 23.9K | $15.6M | -1.78%(-432) | $513.85(+45.65%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 11.01% | 72.1K | $15.5M | +0.27%(+194) | $180.65(+32.09%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.28% | 16.3K | $6.0M | +0.04%(+6) | $400.41(-2.48%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.04% | 23.5K | $5.7M | -1.15%(-274) | $245.39(+15.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.36% | 18.7K | $4.7M | -2.73%(-524) | $183.40(+68.28%) | 2026-03-31 | |
| T | AT&T INC | 2.66% | 129.1K | $3.7M | +0.03%(+45) | $17.88(+15.08%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.65% | 19.5K | $3.7M | +0.11%(+22) | $164.93(+30.30%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.02% | 9.9K | $2.8M | +0.39%(+38) | $149.33(+141.01%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.93% | 9.2K | $2.7M | -0.17%(-16) | $185.82(+80.00%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 1.85% | 99.5K | $2.6M | +6.83%(+6.36K) | $26.54(-0.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.61% | +24.63% |
| Top 20 Holdings Unweighted | +5.92% | +18.82% |
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