Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $69.6 Billion distributed in 213 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 $14.8B, Proshares S&P 500 Dividend Ari with a value of $9.18B, Dimensional ETF Tr U S Core Eq with a value of $7.12B, Ishares Tr Fltg Rate Nt ETF with a value of $5.5B, and Leuthold Fds Inc Core ETF with a value of $3.75B.
Examining the 13F form we can see an increase of $17.7B in the current position value, from $51.9B to 69.6B.
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.
Portfolio value
$69.6 Billion
ETFs: $49.9 Billion
Technology: $5.14 Billion
Healthcare: $4.39 Billion
Financial Services: $3.36 Billion
Communication Services: $1.23 Billion
Consumer Defensive: $1.12 Billion
Consumer Cyclical: $1.08 Billion
Basic Materials: $818 Million
Other: $1.99 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions