Mowery & Schoenfeld Wealth Management, LLC Portfolio Holdings

Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $51.4 Billion distributed in 491 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 $6.71B, Proshares S&P 500 Dividend Ari with a value of $4.32B, Apple Inc. with a value of $3.46B, Dimensional ETF Tr U S Core Eq with a value of $3.4B, and Alphabet Inc. with a value of $1.8B.

Examining the 13F form we can see an decrease of $11.9B in the current position value, from $63.3B to 51.4B.

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.