Mowery & Schoenfeld Wealth Management, LLC Portfolio Holdings

Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $51 Billion distributed in 456 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $4.13B, Apple Inc. with a value of $3.4B, Proshares S&P 500 Dividend Ari with a value of $3.32B, Dimensional ETF Tr U S Core Eq with a value of $3.25B, and Microsoft Corp with a value of $1.91B.

Examining the 13F form we can see an decrease of $382M in the current position value, from $51.4B to 51B. Also it can be appreciated an additional of 80 stocks purchases and 2 closed positions.

Mowery & Schoenfeld Wealth Management, LLC is based out at Lincolnshire, IL

Below you can find more details about Mowery & Schoenfeld Wealth Management, LLC portfolio as well as his latest detailed transactions.