Mowery & Schoenfeld Wealth Management, LLC Purchases in Q1 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
1.8K
+ 115.66%
$306.92 - $362.71 $551K - $651K
3.35K $1.17B
MSFT
Microsoft Corp

Technology
2.03K
+ 66.45%
$375.39 - $447.2 $762K - $908K
5.09K $1.91B
Managed Portfolio Series
12.7K
New
N/A
12.7K $434M
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 143.64%
$190.26 - $242.06 $408K - $519K
3.64K $693M
WEC
Wec Energy Group, Inc.

Utilities
1.89K
+ 85.69%
$92.12 - $108.98 $174K - $206K
4.1K $447M
ABBV
Abb Vie Inc.

Healthcare
1K
+ 199.8%
$169.2 - $216.66 $170K - $217K
1.51K $315M
PGR
Progressive Corp

Financial Services
706
+ 299.15%
$235.61 - $291.22 $166K - $206K
942 $267M
CSCO
Cisco Systems, Inc.

Technology
3.08K
+ 148.15%
$58.74 - $64.87 $181K - $200K
5.16K $319M
IEFA
Ishares Tr

ETFs
2.36K
New
$69.57 - $78.65 $164K - $185K
2.36K $178M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.45K
New
$102.49 - $119.96 $149K - $174K
1.45K $152M
SCHW
Schwab Charles Corp

Financial Services
1.75K
+ 342.83%
$71.24 - $83.64 $124K - $146K
2.25K $176M
ROL
Rollins Inc

Consumer Cyclical
2.34K
+ 5191.11%
$45.65 - $54.03 $107K - $126K
2.38K $129M
EMLP
First Tr Exchange Traded Iv

ETFs
3.31K
New
$35.79 - $38.28 $118K - $127K
3.31K $124M
ITOT
Ishares Core S&P Total U.S. St

ETFs
896
New
$120.29 - $134.6 $108K - $121K
896 $109M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 2.19%
$442.66 - $534.52 $10.2K - $12.3K
1.07K $572M
LLY
Eli Lilly & CO

Healthcare
8
+ 0.52%
$725.72 - $929.72 $5.81K - $7.44K
1.54K $1.27B
GE
General Electric CO

Industrials
414
+ 221.39%
$168.59 - $212.13 $69.8K - $87.8K
601 $120M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
953
New
$90.0 - $96.32 $85.8K - $91.8K
953 $88M
EHC
Encompass Health Corp

Healthcare
860
New
$91.05 - $102.2 $78.3K - $87.9K
860 $87.1M
BMO
Bank Of Montreal

Financial Services
900
New
$94.92 - $104.14 $85.4K - $93.7K
900 $86M
TGT
Target Corp

Consumer Defensive
876
+ 179.88%
$103.65 - $142.5 $90.8K - $125K
1.36K $142M
EQAL
Invesco ETF

ETFs
1.61K
New
$46.28 - $50.51 $74.7K - $81.5K
1.61K $76.3M
ZTS
Zoetis Inc.

Healthcare
460
+ 920.0%
$156.48 - $175.67 $72K - $80.8K
510 $84M
MCD
Mcdonalds Corp

Consumer Cyclical
213
+ 113.9%
$279.74 - $321.29 $59.6K - $68.4K
400 $125M
SO
Southern CO

Utilities
746
+ 444.05%
$80.96 - $92.96 $60.4K - $69.3K
914 $84M
VZ
Verizon Communications Inc

Communication Services
1.47K
+ 269.96%
$37.81 - $46.49 $55.7K - $68.5K
2.02K $91.6M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.1K
New
$62.41 - $133.91 $68.7K - $147K
1.1K $69.1M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.01K
New
$57.44 - $59.4 $58.2K - $60.2K
1.01K $60.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
349
New
$168.16 - $186.21 $58.7K - $65K
349 $59.6M
GOOG
Alphabet Inc.

Communication Services
1.47K
+ 29.53%
$156.06 - $207.71 $229K - $305K
6.43K $1B
ALL
Allstate Corp

Financial Services
275
+ 13750.0%
$180.99 - $210.18 $49.8K - $57.8K
277 $57.4M
PNW
Pinnacle West Capital Corp

Utilities
595
+ 3500.0%
$81.76 - $95.25 $48.6K - $56.7K
612 $58.3M
ECL
Ecolab Inc.

Basic Materials
220
+ 500.0%
$229.72 - $269.82 $50.5K - $59.4K
264 $66.9M
GLW
Corning Inc

Technology
1.25K
+ 339.67%
$44.91 - $54.25 $56.1K - $67.8K
1.62K $74.1M
IBM
International Business Machines Corp

Technology
189
+ 59.81%
$217.4 - $264.74 $41.1K - $50K
505 $126M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.15K
New
$46.18 - $47.84 $53K - $54.9K
1.15K $54.5M
VGSH
Vanguard

ETFs
910
New
$58.07 - $58.69 $52.8K - $53.4K
910 $53.4M
NKE
Nike, Inc.

Consumer Cyclical
861
+ 494.83%
$63.29 - $81.72 $54.5K - $70.4K
1.04K $65.7M
PCH
Potlatchdeltic Corp

Real Estate
1.15K
New
$38.35 - $47.34 $44.3K - $54.6K
1.15K $52M
FVAL
Fidelity Covington Tr Value Fa

ETFs
861
New
$58.79 - $65.0 $50.6K - $56K
861 $51.3M
KMB
Kimberly Clark Corp

Consumer Defensive
350
+ 660.38%
$124.46 - $147.4 $43.6K - $51.6K
403 $57.3M
XOM
Exxon Mobil Corp

Energy
217
+ 13.04%
$105.44 - $118.93 $22.9K - $25.8K
1.88K $224M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.2K
+ 16.63%
$57.21 - $65.8 $68.5K - $78.8K
8.4K $490M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.51K
New
$25.69 - $26.89 $38.8K - $40.6K
1.51K $40.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
353
New
$92.45 - $106.69 $32.6K - $37.7K
353 $32.8M
IEMG
Ishares Inc

ETFs
590
New
N/A
590 $31.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 98.48%
$507.05 - $563.67 $33K - $36.6K
131 $67.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
87
New
$360.07 - $417.26 $31.3K - $36.3K
87 $31.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
298
New
$97.25 - $104.79 $29K - $31.2K
298 $30.9M
Activity Summary
Buys All Purchases 175 New Holdings 80 Increased Positions 95 Sells All Sells 175 Reductions 173 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email