Mowery & Schoenfeld Wealth Management, LLC Incresed Positions 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
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
JPM
Jpmorgan Chase & CO

Financial Services
572
+ 35.71%
$225.19 - $279.95 $129K - $160K
2.17K $533M
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
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
TGT
Target Corp

Consumer Defensive
876
+ 179.88%
$103.65 - $142.5 $90.8K - $125K
1.36K $142M
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
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
NKE
Nike, Inc.

Consumer Cyclical
861
+ 494.83%
$63.29 - $81.72 $54.5K - $70.4K
1.04K $65.7M
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
65
+ 98.48%
$507.05 - $563.67 $33K - $36.6K
131 $67.2M
CAT
Caterpillar Inc

Industrials
206
+ 17.65%
$326.75 - $407.63 $67.3K - $84K
1.37K $453M
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
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
UNH
Unitedhealth Group Inc

Healthcare
30
+ 8.22%
$461.52 - $548.18 $13.8K - $16.4K
395 $207M
Ge Vernova Inc
53
+ 115.22%
N/A
99 $30.2M
NTRS
Northern Trust Corp

Financial Services
247
+ 9.25%
$96.09 - $113.81 $23.7K - $28.1K
2.92K $288M
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
KEY
Keycorp

Financial Services
677
+ 380.34%
$15.15 - $18.3 $10.3K - $12.4K
855 $13.7M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.35%
$890.62 - $1076.86 $891 - $1.08K
286 $270M
INTC
Intel Corp

Technology
321
+ 73.96%
$19.1 - $27.39 $6.13K - $8.79K
755 $17.2M
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
T
At&T Inc.

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

Healthcare
11
+ 4.95%
$355.18 - $399.9 $3.91K - $4.4K
233 $86.8M
AME
Ametek Inc

Industrials
35
+ 89.74%
$170.39 - $190.43 $5.96K - $6.67K
74 $12.7M
SHW
Sherwin Williams CO

Basic Materials
15
+ 75.0%
$330.16 - $365.55 $4.95K - $5.48K
35 $12.2M
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