Mowery & Schoenfeld Wealth Management, LLC Incresed Positions in Q2 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
33.7K
+ 2536.95%
$221.86 - $362.89 $7.48M - $12.2M
35K $11.1B
NVDA
Nvidia Corp

Technology
14.7K
+ 315.69%
$94.31 - $157.99 $1.38M - $2.31M
19.3K $3.05B
MSFT
Microsoft Corp

Technology
221
+ 4.35%
$354.56 - $497.45 $78.4K - $110K
5.31K $2.64B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.78K
+ 2.82%
$29.12 - $35.84 $80.9K - $99.6K
101K $3.63B
GOOGL
Alphabet Inc.

Communication Services
24
+ 0.22%
$144.7 - $178.6 $3.47K - $4.29K
11K $1.93B
NFLX
Netflix Inc

Communication Services
98
+ 128.95%
$855.86 - $1339.13 $83.9K - $131K
174 $233M
ROL
Rollins Inc

Consumer Cyclical
220
+ 9.24%
$50.65 - $58.58 $11.1K - $12.9K
2.6K $147M
COF
Capital One Financial Corp

Financial Services
35
+ 13.57%
$150.57 - $212.76 $5.27K - $7.45K
293 $62.3M
V
Visa Inc.

Financial Services
2
+ 0.06%
$308.27 - $373.31 $617 - $747
3.35K $1.19B
PLTR
Palantir Technologies Inc.

Technology
10
+ 4.59%
$74.01 - $144.25 $740 - $1.44K
228 $31.1M
MRNA
Moderna, Inc.

Healthcare
375
+ 115.38%
$23.65 - $28.54 $8.87K - $10.7K
700 $19.3M
SYK
Stryker Corp

Healthcare
9
+ 3.86%
$337.37 - $395.63 $3.04K - $3.56K
242 $95.8M
MRVL
Marvell Technology, Inc.

Technology
110
+ 1100.0%
$49.38 - $79.97 $5.43K - $8.8K
120 $9.29M
MU
Micron Technology Inc

Technology
20
+ 11.83%
$64.72 - $127.91 $1.29K - $2.56K
189 $23.3M
AON
Aon PLC

Financial Services
20
+ 133.33%
$335.85 - $398.81 $6.72K - $7.98K
35 $12.5M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 21.43%
$361.04 - $536.34 $2.17K - $3.22K
34 $18.2M
EMR
Emerson Electric CO

Industrials
28
+ 1400.0%
$94.15 - $133.33 $2.64K - $3.73K
30 $4.02M
FAST
Fastenal CO

Industrials
274
+ 100.0%
$40.65 - $83.16 $11.1K - $22.8K
548 $23M
MET
Metlife Inc

Financial Services
7
+ 2.24%
$68.42 - $82.49 $479 - $577
320 $25.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8
+ 2.38%
$24.32 - $27.87 $195 - $223
344 $9.11M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
406
+ 1400.0%
$87.84 - $1441.89 $35.7K - $585K
435 $39.2M
CVX
Chevron Corp

Energy
70
+ 10.29%
$133.73 - $168.51 $9.36K - $11.8K
750 $107M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
666
+ 900.0%
$105.72 - $1416.0 $70.4K - $943K
740 $82.6M
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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