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.
Portfolio value
$51 Billion
ETFs: $17.9 Billion
Technology: $8.43 Billion
Financial Services: $5.3 Billion
Healthcare: $4.5 Billion
Communication Services: $3.46 Billion
Consumer Cyclical: $2.34 Billion
Industrials: $2.17 Billion
Consumer Defensive: $1.91 Billion
Other: $3.79 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
