Mowery & Schoenfeld Wealth Management, LLC Reduced Holdings in Q3 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-33.8K
- 96.48%
$293.94 - $444.72 $9.94M - $15M
1.23K $548M
Advisors Inner Circle Fd Ii
-4.04K
- 95.3%
N/A
199 $4.95M
Advisors Inner Circle Fd Ii
-3.11K
- 71.94%
N/A
1.21K $33.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-151
- 12.59%
$459.11 - $506.91 $69.3K - $76.5K
1.05K $527M
Advisors Inner Circle Fd Ii
-2.16K
- 81.67%
N/A
484 $13.5M
V
Visa Inc.

Financial Services
-27
- 0.81%
$332.09 - $358.86 $8.97K - $9.69K
3.32K $1.13B
COST
Costco Wholesale Corp

Consumer Defensive
-36
- 12.59%
$915.95 - $994.57 $33K - $35.8K
250 $231M
CRM
Salesforce, Inc.

Technology
-96
- 12.11%
$231.66 - $273.65 $22.2K - $26.3K
697 $165M
Advisors Inner Circle Fd Ii
-1.95K
- 82.04%
N/A
427 $12.3M
NTRS
Northern Trust Corp

Financial Services
-530
- 18.16%
$123.6 - $134.6 $65.5K - $71.3K
2.39K $321M
LLY
Eli Lilly & CO

Healthcare
-20
- 1.31%
$625.65 - $812.69 $12.5K - $16.3K
1.51K $1.15B
AVB
Avalonbay Communities Inc

Real Estate
-174
- 89.69%
$182.72 - $204.51 $31.8K - $35.6K
20 $3.89M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-900
- 12.5%
$62.09 - $66.51 $55.9K - $59.9K
6.3K $411M
NFLX
Netflix Inc

Communication Services
-9
- 5.17%
$1147.87 - $1297.18 $10.3K - $11.7K
165 $198M
JCI
Johnson Controls International PLC

Industrials
-430
- 12.5%
$103.24 - $111.73 $44.4K - $48K
3.01K $331M
AMZN
Amazon Com Inc

Consumer Cyclical
-144
- 4.04%
$211.65 - $238.24 $30.5K - $34.3K
3.42K $751M
META
Meta Platforms, Inc.

Communication Services
-38
- 11.01%
$695.21 - $791.73 $26.4K - $30.1K
307 $225M
BSX
Boston Scientific Corp

Healthcare
-46
- 1.94%
$97.03 - $108.14 $4.46K - $4.97K
2.32K $227M
BAC
Bank Of America Corp

Financial Services
-1.48K
- 12.51%
$44.92 - $52.42 $66.6K - $77.7K
10.4K $535M
PGR
Progressive Corp

Financial Services
-12
- 1.27%
$238.61 - $264.3 $2.86K - $3.17K
930 $230M
HON
Honeywell International Inc

Industrials
-52
- 11.16%
$207.7 - $240.4 $10.8K - $12.5K
414 $87.1M
XOM
Exxon Mobil Corp

Energy
-261
- 13.92%
$105.83 - $117.22 $27.6K - $30.6K
1.61K $182M
INTU
Intuit Inc

Technology
-4
- 2.44%
$646.03 - $807.39 $2.58K - $3.23K
160 $109M
ETN
Eaton Corp PLC

Industrials
-84
- 12.46%
$342.99 - $392.76 $28.8K - $33K
590 $221M
ACN
Accenture PLC

Technology
-60
- 81.08%
$232.56 - $304.78 $14K - $18.3K
14 $3.45M
CARR
Carrier Global Corp

Industrials
-93
- 10.54%
$58.75 - $80.73 $5.46K - $7.51K
789 $47.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-277
- 12.48%
$87.29 - $93.61 $24.2K - $25.9K
1.94K $181M
Blackrock Inc
-78
- 12.19%
N/A
562 $655M
PM
Philip Morris International Inc.

Consumer Defensive
-23
- 3.67%
$157.77 - $183.27 $3.63K - $4.22K
604 $98M
APD
Air Products & Chemicals, Inc.

Basic Materials
-46
- 12.27%
$265.78 - $299.3 $12.2K - $13.8K
329 $89.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-21
- 3.61%
$196.15 - $217.83 $4.12K - $4.57K
561 $113M
AIG
American International Group, Inc.

Financial Services
-89
- 9.85%
$76.34 - $85.87 $6.79K - $7.64K
815 $64M
TXN
Texas Instruments Inc

Technology
-30
- 9.68%
N/A
280 $51.4M
ADBE
Adobe Inc.

Technology
-20
- 12.58%
$333.65 - $392.1 $6.67K - $7.84K
139 $49M
UNH
Unitedhealth Group Inc

Healthcare
-70
- 19.18%
$237.77 - $353.61 $16.6K - $24.8K
295 $102M
FISV
Fiserv Inc

Technology
-13
- 6.57%
N/A
185 $23.9M
PG
Procter & Gamble CO

Consumer Defensive
-55
- 23.71%
$150.47 - $161.22 $8.28K - $8.87K
177 $27.2M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 9.09%
$5364.25 - $5815.92 $5.36K - $5.82K
10 $54M
WFC
Wells Fargo & Company

Financial Services
-172
- 12.46%
$77.05 - $85.16 $13.3K - $14.6K
1.21K $101M
ISRG
Intuitive Surgical Inc

Healthcare
-7
- 11.48%
$433.66 - $544.47 $3.04K - $3.81K
54 $24.2M
SYK
Stryker Corp

Healthcare
-7
- 2.89%
$368.57 - $403.53 $2.58K - $2.82K
235 $86.9M
EFG
Msci Eafe Growth ETF

ETFs
-87
- 12.5%
$106.99 - $114.46 $9.31K - $9.96K
609 $69.4M
NOW
Service Now, Inc.

Technology
-6
- 22.22%
$850.86 - $1044.69 $5.11K - $6.27K
21 $19.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-100
- 47.17%
$65.64 - $78.22 $6.56K - $7.82K
112 $7.51M
OTIS
Otis Worldwide Corp

Industrials
-47
- 10.61%
$84.93 - $101.07 $3.99K - $4.75K
396 $36.2M
KO
Coca Cola CO

Consumer Defensive
-48
- 5.03%
$65.67 - $71.67 $3.15K - $3.44K
907 $60.2M
ADP
Automatic Data Processing Inc

Industrials
-16
- 12.5%
$288.69 - $310.94 $4.62K - $4.98K
112 $32.9M
IBM
International Business Machines Corp

Technology
-10
- 3.5%
$234.77 - $292.47 $2.35K - $2.92K
276 $78M
UNP
Union Pacific Corp

Industrials
-36
- 8.26%
$214.91 - $237.16 $7.74K - $8.54K
400 $94.5M
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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