Mowery & Schoenfeld Wealth Management, LLC Incresed Positions in Q3 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
AMZN
Amazon Com Inc

Consumer Cyclical
500
+ 79.87%
$161.02 - $200.0 $80.5K - $100K
1.13K $210M
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
V
Visa Inc.

Financial Services
125
+ 9.54%
$253.74 - $291.56 $31.7K - $36.4K
1.44K $395M
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
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
IBM
International Business Machines Corp

Technology
77
+ 47.24%
$175.1 - $223.38 $13.5K - $17.2K
240 $53.1M
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
RTX
Raytheon Technologies Corp

Industrials
86
+ 20.09%
$99.55 - $123.34 $8.56K - $10.6K
514 $62.3M
JNJ
Johnson & Johnson

Healthcare
91
+ 58.71%
$145.48 - $167.38 $13.2K - $15.2K
246 $39.9M
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
MRK
Merck & Co., Inc.

Healthcare
122
+ 47.47%
$111.15 - $128.97 $13.6K - $15.7K
379 $43M
TXN
Texas Instruments Inc

Technology
47
+ 65.28%
$194.6 - $194.6 $9.15K - $9.15K
119 $24.6M
GLD
Spdr Gold Trust

ETFs
19
+ 32.76%
$215.56 - $246.98 $4.1K - $4.69K
77 $18.7M
CVX
Chevron Corp

Energy
66
+ 17.14%
$137.88 - $161.97 $9.1K - $10.7K
451 $66.4M
AVGO
Broadcom Inc.

Technology
297
+ 900.0%
$136.27 - $1745.86 $40.5K - $519K
330 $56.9M
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
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