Mowery & Schoenfeld Wealth Management, LLC Reduced Holdings in Q2 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
-9.94K
- 73.84%
$64.87 - $75.0 $645K - $745K
3.52K $246M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-6.71K
- 20.66%
$90.85 - $102.31 $609K - $686K
25.8K $2.59B
AAPL
Apple Inc.

Technology
-304
- 1.99%
$172.42 - $223.89 $52.4K - $68.1K
15K $3.08B
WEC
Wec Energy Group, Inc.

Utilities
-1.97K
- 47.98%
$102.24 - $109.76 $201K - $216K
2.13K $222M
ABBV
Abb Vie Inc.

Healthcare
-999
- 66.38%
$170.16 - $206.27 $170K - $206K
506 $94M
CSCO
Cisco Systems, Inc.

Technology
-3.12K
- 60.4%
$53.19 - $69.38 $166K - $216K
2.05K $142M
IVV
Ishares Core S&P 500 ETF

ETFs
-372
- 28.75%
$498.8 - $620.9 $186K - $231K
922 $572M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.4K
- 96.34%
$90.56 - $109.49 $127K - $153K
53 $5.75M
SCHW
Schwab Charles Corp

Financial Services
-1.74K
- 77.33%
$69.06 - $91.24 $120K - $159K
511 $46.6M
TGT
Target Corp

Consumer Defensive
-949
- 69.63%
$88.76 - $105.77 $84.2K - $100K
414 $40.8M
BMO
Bank Of Montreal

Financial Services
-899
- 99.89%
$87.54 - $110.63 $78.7K - $99.5K
1 $102K
LLY
Eli Lilly & CO

Healthcare
-8
- 0.52%
$713.71 - $898.95 $5.71K - $7.19K
1.53K $1.19B
SO
Southern CO

Utilities
-767
- 83.92%
$84.91 - $92.56 $65.1K - $71K
147 $13.5M
JPM
Jpmorgan Chase & CO

Financial Services
-567
- 26.08%
$210.28 - $289.91 $119K - $164K
1.61K $466M
CMCSA
Comcast Corp

Communication Services
-1.66K
- 30.1%
$32.84 - $36.72 $54.4K - $60.9K
3.85K $137M
ZTS
Zoetis Inc.

Healthcare
-390
- 76.47%
$144.41 - $170.3 $56.3K - $66.4K
120 $18.7M
PNW
Pinnacle West Capital Corp

Utilities
-597
- 97.55%
$88.3 - $95.43 $52.7K - $57K
15 $1.36M
ALL
Allstate Corp

Financial Services
-275
- 99.28%
$180.53 - $212.64 $49.6K - $58.5K
2 $403K
GLW
Corning Inc

Technology
-1.25K
- 77.26%
$39.07 - $52.59 $48.8K - $65.7K
368 $19.4M
AJG
Arthur J. Gallagher & Co.

Financial Services
-60
- 4.75%
$310.86 - $348.77 $18.7K - $20.9K
1.2K $385M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-414
- 46.21%
$108.12 - $135.04 $44.8K - $55.9K
482 $65.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.2K
- 14.26%
$51.16 - $62.02 $61.2K - $74.2K
7.2K $447M
IBM
International Business Machines Corp

Technology
-219
- 43.37%
$221.03 - $294.78 $48.4K - $64.6K
286 $84.4M
SHEL
Shell PLC

Energy
-427
- 99.77%
$59.75 - $73.05 $25.5K - $31.2K
1 $71K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-62
- 47.33%
$456.74 - $568.03 $28.3K - $35.2K
69 $39M
Managed Portfolio Series
-1.42K
- 11.17%
N/A
11.3K $407M
LOW
Lowes Companies Inc

Consumer Cyclical
-19
- 1.05%
$210.83 - $235.28 $4.01K - $4.47K
1.79K $396M
XOM
Exxon Mobil Corp

Energy
-6
- 0.32%
$99.93 - $119.04 $600 - $714
1.88K $202M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-23
- 3.8%
$212.1 - $244.27 $4.88K - $5.62K
582 $127M
PANW
Palo Alto Networks Inc

Technology
-118
- 76.13%
$152.44 - $204.64 $18K - $24.1K
37 $7.57M
ABT
Abbott Laboratories

Healthcare
-141
- 33.25%
$123.95 - $138.08 $17.5K - $19.5K
283 $38.5M
GE
General Electric CO

Industrials
-200
- 33.28%
$166.81 - $257.39 $33.4K - $51.5K
401 $103M
KEY
Keycorp

Financial Services
-699
- 81.75%
$13.23 - $17.42 $9.25K - $12.2K
156 $2.72M
MRK
Merck & Co., Inc.

Healthcare
-36
- 4.74%
$73.47 - $87.12 $2.64K - $3.14K
724 $57.3M
CME
Cme Group Inc.

Financial Services
-44
- 25.58%
$252.37 - $290.71 $11.1K - $12.8K
128 $35.3M
ACN
Accenture PLC

Technology
-26
- 26.0%
$279.23 - $323.21 $7.26K - $8.4K
74 $22.2M
NEE
Nextera Energy Inc

Utilities
-72
- 3.02%
$64.11 - $75.0 $4.62K - $5.4K
2.32K $161M
Ge Healthcare Technologies I
-83
- 39.52%
N/A
127 $9.41M
TYL
Tyler Technologies Inc

Technology
-13
- 28.26%
$521.68 - $592.84 $6.78K - $7.71K
33 $19.6M
COP
Conocophillips

Energy
-40
- 18.1%
$82.66 - $106.1 $3.31K - $4.24K
181 $16.3M
UNP
Union Pacific Corp

Industrials
-18
- 3.96%
$208.27 - $238.46 $3.75K - $4.29K
436 $100M
AME
Ametek Inc

Industrials
-40
- 54.05%
$151.41 - $182.75 $6.06K - $7.31K
34 $6.15M
SHW
Sherwin Williams CO

Basic Materials
-17
- 48.57%
$313.51 - $363.51 $5.33K - $6.18K
18 $6.18M
HD
Home Depot, Inc.

Consumer Cyclical
-16
- 2.89%
$335.24 - $380.78 $5.36K - $6.09K
537 $197M
VEU
Vanguard Ftse All World Ex Us

ETFs
-92
- 62.16%
$54.19 - $67.22 $4.99K - $6.18K
56 $3.75M
PM
Philip Morris International Inc.

Consumer Defensive
-125
- 16.62%
$149.23 - $184.95 $18.7K - $23.1K
627 $114M
NDSN
Nordson Corp

Industrials
-26
- 55.32%
$167.51 - $223.5 $4.36K - $5.81K
21 $4.5M
IP
International Paper CO

Consumer Cyclical
-78
- 56.93%
$43.89 - $54.46 $3.42K - $4.25K
59 $2.76M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-160
- 19.51%
$39.89 - $49.46 $6.38K - $7.91K
660 $32.6M
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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