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
BNDX
Vanguard Total International B

ETFs
613
New
$48.33 - $49.5 $29.6K - $30.3K
613 $29.9M
CAT
Caterpillar Inc

Industrials
206
+ 17.65%
$326.75 - $407.63 $67.3K - $84K
1.37K $453M
JEPI
J P Morgan Exchange Traded Fd

ETFs
511
New
$56.17 - $59.71 $28.7K - $30.5K
511 $29.2M
IVE
Ishares S&P 500 Value ETF

ETFs
151
New
$185.78 - $198.58 $28.1K - $30K
151 $28.8M
CMCSA
Comcast Corp

Communication Services
857
+ 18.42%
$33.19 - $38.23 $28.4K - $32.8K
5.51K $203M
RTX
Raytheon Technologies Corp

Industrials
40
+ 3.04%
$114.1 - $135.66 $4.56K - $5.43K
1.36K $179M
J P Morgan Exchange Traded F
398
New
N/A
398 $26.7M
DTM
Dt Midstream, Inc.

Energy
256
New
$86.95 - $113.75 $22.3K - $29.1K
256 $24.7M
ABT
Abbott Laboratories

Healthcare
142
+ 50.35%
$111.1 - $140.22 $15.8K - $19.9K
424 $56.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
24
+ 4.13%
$208.48 - $244.03 $5K - $5.86K
605 $148M
TYL
Tyler Technologies Inc

Technology
41
+ 820.0%
$553.41 - $646.74 $22.7K - $26.5K
46 $26.7M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.57K
New
$14.46 - $15.96 $22.7K - $25.1K
1.57K $23.8M
UNH
Unitedhealth Group Inc

Healthcare
30
+ 8.22%
$461.52 - $548.18 $13.8K - $16.4K
395 $207M
IWD
Ishares Russell 1000 Val ETF

ETFs
118
New
$182.82 - $196.21 $21.6K - $23.2K
118 $22.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
407
New
$47.66 - $57.45 $19.4K - $23.4K
407 $22.1M
NPK
National Presto Industries Inc

Industrials
242
New
$87.85 - $103.12 $21.3K - $25K
242 $21.3M
RPM
Rpm International Inc

Basic Materials
178
New
$114.03 - $128.31 $20.3K - $22.8K
178 $20.6M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
322
New
$55.23 - $64.6 $17.8K - $20.8K
322 $19.9M
GNTX
Gentex Corp

Consumer Cyclical
847
New
$23.3 - $28.48 $19.7K - $24.1K
847 $19.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
276
New
$63.07 - $73.5 $17.4K - $20.3K
276 $19.4M
VEEV
Veeva Systems Inc

Healthcare
80
New
$210.58 - $246.8 $16.8K - $19.7K
80 $18.5M
PLTR
Palantir Technologies Inc.

Technology
218
New
$64.98 - $124.62 $14.2K - $27.2K
218 $18.4M
EDV
Vanguard Extended Duration Tre

ETFs
248
New
$65.05 - $73.43 $16.1K - $18.2K
248 $17.6M
COMP
Compass, Inc.

Technology
1.87K
New
$5.35 - $10.24 $9.99K - $19.1K
1.87K $16.3M
VEA
Vanguard Ftse Developed Market

ETFs
320
New
$47.4 - $52.99 $15.2K - $17K
320 $16.3M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
289
New
$53.35 - $58.68 $15.4K - $17K
289 $16.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
301
New
$51.45 - $58.51 $15.5K - $17.6K
301 $15.6M
KIE
Spdr S&P Insurance ETF

ETFs
255
New
$54.24 - $60.81 $13.8K - $15.5K
255 $15.4M
ONB
Old National Bancorp

Financial Services
719
New
$20.11 - $24.45 $14.5K - $17.6K
719 $15.2M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
372
New
$38.54 - $41.5 $14.3K - $15.4K
372 $15.1M
Ge Vernova Inc
53
+ 115.22%
N/A
99 $30.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.31K
New
$9.19 - $12.93 $12K - $16.9K
1.31K $14.6M
NTRS
Northern Trust Corp

Financial Services
247
+ 9.25%
$96.09 - $113.81 $23.7K - $28.1K
2.92K $288M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$128.74 - $138.67 $12.9K - $13.9K
100 $13.6M
AMGN
Amgen Inc

Healthcare
21
+ 17.36%
$258.59 - $327.36 $5.43K - $6.87K
142 $44.1M
Ge Healthcare Technologies I
146
+ 228.13%
N/A
210 $17M
DHR
Danaher Corp

Healthcare
71
+ 53.79%
$201.62 - $250.59 $14.3K - $17.8K
203 $41.6M
IGV
Ishares Expanded Tech Software

ETFs
122
New
$88.3 - $107.83 $10.8K - $13.2K
122 $10.9M
KEY
Keycorp

Financial Services
677
+ 380.34%
$15.15 - $18.3 $10.3K - $12.4K
855 $13.7M
XLC
Select Sector Spdr Tr Communic

ETFs
109
New
$94.84 - $105.31 $10.3K - $11.5K
109 $10.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
336
New
$27.01 - $28.54 $9.08K - $9.59K
336 $9.4M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.35%
$890.62 - $1076.86 $891 - $1.08K
286 $270M
VEU
Vanguard Ftse All World Ex Us

ETFs
148
New
$56.51 - $62.98 $8.36K - $9.32K
148 $8.95M
INTC
Intel Corp

Technology
321
+ 73.96%
$19.1 - $27.39 $6.13K - $8.79K
755 $17.2M
XLU
Utilities Sector Spdr

ETFs
101
New
$74.7 - $80.27 $7.54K - $8.11K
101 $7.96M
UNP
Union Pacific Corp

Industrials
18
+ 4.13%
$225.21 - $254.42 $4.05K - $4.58K
454 $107M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
29
+ 290.0%
$283.06 - $421.16 $8.21K - $12.2K
39 $11M
QNST
Quinstreet, Inc

Communication Services
397
New
$17.0 - $25.17 $6.75K - $9.99K
397 $7.08M
T
At&T Inc.

Communication Services
14
+ 1.16%
$21.56 - $28.28 $302 - $396
1.22K $34.6M
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
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