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Mosaic Advisors LLC Buys Tesla Inc, Goosehead Insurance Inc, S&P 500 ETF TRUST ETF, Sells Apple Inc, Microsoft Corp, Alphabet Inc

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Nov 02, 2021
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Investment company Mosaic Advisors LLC (Current Portfolio) buys Tesla Inc, Goosehead Insurance Inc, S&P 500 ETF TRUST ETF, Abbott Laboratories, sells Apple Inc, Microsoft Corp, Alphabet Inc, Vanguard Total World Stock ETF, NVIDIA Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mosaic Advisors LLC. As of 2021Q3, Mosaic Advisors LLC owns 36 stocks with a total value of $150 million. These are the details of the buys and sells.

For the details of Mosaic Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mosaic+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of Mosaic Advisors LLC
  1. Vanguard Dividend Appreciation FTF (VIG) - 288,761 shares, 29.53% of the total portfolio. Shares added by 0.40%
  2. iShares Core U.S. Aggregate Bond ETF (AGG) - 248,010 shares, 18.96% of the total portfolio. Shares added by 0.64%
  3. Vanguard Total International Stock (VXUS) - 435,500 shares, 18.34% of the total portfolio. Shares added by 0.63%
  4. Vanguard Small Cap ETF (VB) - 39,220 shares, 5.71% of the total portfolio. Shares added by 0.77%
  5. Vanguard FTSE Emerging Markets ETF (VWO) - 130,767 shares, 4.35% of the total portfolio. Shares added by 1.06%
New Purchase: Goosehead Insurance Inc (GSHD)

Mosaic Advisors LLC initiated holding in Goosehead Insurance Inc. The purchase prices were between $111.74 and $161.3, with an estimated average price of $134.97. The stock is now traded at around $138.030000. The impact to a portfolio due to this purchase was 1.32%. The holding were 13,000 shares as of 2021-09-30.

New Purchase: S&P 500 ETF TRUST ETF (SPY)

Mosaic Advisors LLC initiated holding in S&P 500 ETF TRUST ETF. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $461.270000. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,000 shares as of 2021-09-30.

New Purchase: Abbott Laboratories (ABT)

Mosaic Advisors LLC initiated holding in Abbott Laboratories. The purchase prices were between $116.66 and $129.06, with an estimated average price of $122.86. The stock is now traded at around $129.260000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,717 shares as of 2021-09-30.

Added: Tesla Inc (TSLA)

Mosaic Advisors LLC added to a holding in Tesla Inc by 957.22%. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $1190.450000. The impact to a portfolio due to this purchase was 1.75%. The holding were 3,732 shares as of 2021-09-30.

Sold Out: Vanguard Total World Stock ETF (VT)

Mosaic Advisors LLC sold out a holding in Vanguard Total World Stock ETF. The sale prices were between $101.12 and $107.23, with an estimated average price of $104.47.

Sold Out: NVIDIA Corp (NVDA)

Mosaic Advisors LLC sold out a holding in NVIDIA Corp. The sale prices were between $181.61 and $228.43, with an estimated average price of $207.92.

Sold Out: Visa Inc (V)

Mosaic Advisors LLC sold out a holding in Visa Inc. The sale prices were between $220.05 and $250.93, with an estimated average price of $234.41.

Sold Out: Berkshire Hathaway Inc (BRK.B)

Mosaic Advisors LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $272.66 and $291.28, with an estimated average price of $280.85.

Sold Out: 3M Co (MMM)

Mosaic Advisors LLC sold out a holding in 3M Co. The sale prices were between $175.42 and $202.83, with an estimated average price of $193.88.

Sold Out: Raytheon Technologies Corp (RTX)

Mosaic Advisors LLC sold out a holding in Raytheon Technologies Corp. The sale prices were between $81.05 and $88.62, with an estimated average price of $85.51.



Here is the complete portfolio of Mosaic Advisors LLC. Also check out:

1. Mosaic Advisors LLC's Undervalued Stocks
2. Mosaic Advisors LLC's Top Growth Companies, and
3. Mosaic Advisors LLC's High Yield stocks
4. Stocks that Mosaic Advisors LLC keeps buying
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