Mowery & Schoenfeld Wealth Management, LLC Options Holdings

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
CALL
$4 Billion
12.6K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 397
  • Current Value $65.9 Billion
  • Prior Value $51 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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