Mowery & Schoenfeld Wealth Management, LLC Purchases in Q3 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
26.3K
New
$92.67 - $99.14 $2.44M - $2.61M
26.3K $2.58B
AAPL
Apple Inc.

Technology
547
+ 4.32%
$207.23 - $234.82 $113K - $128K
13.2K $3.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
175
+ 6.5%
$405.19 - $478.57 $70.9K - $83.7K
2.87K $1.32B
META
Meta Platforms, Inc.

Communication Services
224
+ 430.77%
$453.41 - $572.44 $102K - $128K
276 $158M
MSFT
Microsoft Corp

Technology
420
+ 12.94%
$395.15 - $467.56 $166K - $196K
3.67K $1.58B
PANW
Palo Alto Networks Inc

Technology
350
+ 700.0%
$294.18 - $368.01 $103K - $129K
400 $137M
ISRG
Intuitive Surgical Inc

Healthcare
220
New
$416.14 - $494.01 $91.6K - $109K
220 $108M
NFLX
Netflix Inc

Communication Services
145
New
$598.55 - $722.26 $86.8K - $105K
145 $103M
NOW
Service Now, Inc.

Technology
112
New
$730.87 - $937.36 $81.9K - $105K
112 $100M
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 79.87%
$161.02 - $200.0 $80.5K - $100K
1.13K $210M
TYL
Tyler Technologies Inc

Technology
140
New
$499.52 - $595.46 $69.9K - $83.4K
140 $81.7M
PGR
Progressive Corp

Financial Services
275
+ 200.73%
$209.46 - $259.24 $57.6K - $71.3K
412 $105M
ABBV
Abb Vie Inc.

Healthcare
20
+ 0.8%
$163.84 - $199.33 $3.28K - $3.99K
2.52K $498M
CTAS
Cintas Corp

Industrials
346
+ 5766.67%
$201.38 - $819.83 $69.7K - $284K
352 $72.5M
CME
Cme Group Inc.

Financial Services
44
+ 1.81%
$193.43 - $220.62 $8.51K - $9.71K
2.48K $546M
COST
Costco Wholesale Corp

Consumer Defensive
65
New
$801.83 - $917.05 $52.1K - $59.6K
65 $57.6M
UBER
Uber Technologies, Inc

Technology
750
+ 232.2%
$58.48 - $77.47 $43.9K - $58.1K
1.07K $80.6M
V
Visa Inc.

Financial Services
125
+ 9.54%
$253.74 - $291.56 $31.7K - $36.4K
1.44K $395M
AXP
American Express CO

Financial Services
170
New
$225.92 - $271.17 $38.4K - $46.1K
170 $46.1M
SHAK
Shake Shack Inc.

Consumer Cyclical
400
New
$78.84 - $109.49 $31.5K - $43.8K
400 $41.3M
GOOG
Alphabet Inc.

Communication Services
675
+ 14.15%
$149.54 - $192.66 $101K - $130K
5.45K $911M
IVV
Ishares Core S&P 500 ETF

ETFs
13
+ 1.39%
$520.18 - $576.82 $6.76K - $7.5K
948 $547M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
550
New
$49.83 - $62.75 $27.4K - $34.5K
550 $31.7M
ACN
Accenture PLC

Technology
85
+ 607.14%
$295.44 - $355.81 $25.1K - $30.2K
99 $35M
IDXX
Idexx Laboratories Inc

Healthcare
60
+ 750.0%
$455.08 - $517.19 $27.3K - $31K
68 $34.4M
DGRO
Ishares Core Dividend Growth E

ETFs
244
+ 10.41%
$57.47 - $62.76 $14K - $15.3K
2.59K $162M
VEEV
Veeva Systems Inc

Healthcare
125
New
$180.43 - $223.9 $22.6K - $28K
125 $26.2M
IBM
International Business Machines Corp

Technology
77
+ 47.24%
$175.1 - $223.38 $13.5K - $17.2K
240 $53.1M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
468
New
N/A
468 $23.6M
GD
General Dynamics Corp

Industrials
75
+ 7500.0%
$279.51 - $308.09 $21K - $23.1K
76 $23M
PM
Philip Morris International Inc.

Consumer Defensive
89
+ 16.21%
$101.25 - $127.45 $9.01K - $11.3K
638 $77.5M
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
New
$3305.62 - $4268.05 $16.5K - $21.3K
5 $21.1M
EXPD
Expeditors International Of Washington Inc

Industrials
150
New
$116.1 - $131.42 $17.4K - $19.7K
150 $19.7M
RTX
Raytheon Technologies Corp

Industrials
86
+ 20.09%
$99.55 - $123.34 $8.56K - $10.6K
514 $62.3M
FISV
Fiserv Inc

Technology
100
New
N/A
100 $18M
JNJ
Johnson & Johnson

Healthcare
91
+ 58.71%
$145.48 - $167.38 $13.2K - $15.2K
246 $39.9M
TECH
Bio Techne Corp

Healthcare
200
New
$70.96 - $82.35 $14.2K - $16.5K
200 $16M
BLK
Black Rock Inc.

Financial Services
14
New
$782.27 - $949.51 $11K - $13.3K
14 $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 9.77%
$194.9 - $224.8 $8.38K - $9.67K
483 $102M
DOW
Dow Inc.

Basic Materials
143
+ 4.61%
$50.15 - $55.41 $7.17K - $7.92K
3.25K $177M
FRT
Federal Realty Investment Trust

Real Estate
110
New
$100.42 - $117.38 $11K - $12.9K
110 $12.6M
VZ
Verizon Communications Inc

Communication Services
273
New
$38.89 - $45.0 $10.6K - $12.3K
273 $12.3M
ORI
Old Republic International Corp

Financial Services
335
New
$29.89 - $35.9 $10K - $12K
335 $11.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
107
New
$105.92 - $110.83 $11.3K - $11.9K
107 $11.8M
AMGN
Amgen Inc

Healthcare
35
New
$309.38 - $337.38 $10.8K - $11.8K
35 $11.3M
MRK
Merck & Co., Inc.

Healthcare
122
+ 47.47%
$111.15 - $128.97 $13.6K - $15.7K
379 $43M
HUBB
Hubbell Inc

Industrials
26
New
$355.55 - $428.48 $9.24K - $11.1K
26 $11.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
465
New
$22.38 - $23.66 $10.4K - $11K
465 $10.9M
TXN
Texas Instruments Inc

Technology
47
+ 65.28%
$194.6 - $194.6 $9.15K - $9.15K
119 $24.6M
Activity Summary
Buys All Purchases 77 New Holdings 48 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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