Mowery & Schoenfeld Wealth Management, LLC Purchases in Q3 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
202
New
$46.2 - $53.01 $9.33K - $10.7K
202 $10.5M
CHD
Church & Dwight CO Inc

Consumer Defensive
100
New
$98.01 - $106.59 $9.8K - $10.7K
100 $10.5M
FAST
Fastenal CO

Industrials
140
New
$62.09 - $71.83 $8.69K - $10.1K
140 $10M
Grayscale Ethereum Mini Tr E
4K
New
N/A
4K $9.76M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
92
New
$98.99 - $101.51 $9.11K - $9.34K
92 $9.32M
KMI
Kinder Morgan, Inc.

Energy
410
New
$19.72 - $22.22 $8.09K - $9.11K
410 $9.06M
WSO
Watsco Inc

Industrials
18
New
$448.73 - $519.89 $8.08K - $9.36K
18 $8.85M
MTB
M&T Bank Corp

Financial Services
46
New
$146.49 - $179.85 $6.74K - $8.27K
46 $8.19M
PYPL
Pay Pal Holdings, Inc.

Financial Services
100
New
$57.22 - $80.08 $5.72K - $8.01K
100 $7.8M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
20
New
$320.55 - $412.94 $6.41K - $8.26K
20 $7.78M
EOG
Eog Resources Inc

Energy
60
New
$117.9 - $132.65 $7.07K - $7.96K
60 $7.38M
VIG
Vanguard Dividend Appreciation

ETFs
36
New
$182.15 - $182.15 $6.56K - $6.56K
36 $7.13M
DCI
Donaldson CO Inc

Industrials
90
New
$69.34 - $74.86 $6.24K - $6.74K
90 $6.63M
FANG
Diamondback Energy, Inc.

Energy
38
New
$168.46 - $210.94 $6.4K - $8.02K
38 $6.55M
EBAY
Ebay Inc

Consumer Cyclical
100
New
$52.61 - $65.44 $5.26K - $6.54K
100 $6.51M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
31
New
$194.69 - $239.18 $6.04K - $7.41K
31 $6.47M
GLD
Spdr Gold Trust

ETFs
19
+ 32.76%
$215.56 - $246.98 $4.1K - $4.69K
77 $18.7M
CVX
Chevron Corp

Energy
66
+ 17.14%
$137.88 - $161.97 $9.1K - $10.7K
451 $66.4M
IP
International Paper CO

Consumer Cyclical
124
New
$42.55 - $49.98 $5.28K - $6.2K
124 $6.06M
HBAN
Huntington Bancshares Inc

Financial Services
398
New
$12.84 - $15.15 $5.11K - $6.03K
398 $5.85M
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
113
New
N/A
113 $5.64M
Global X Fds
142
New
N/A
142 $5.29M
INDA
Ishares Msci India Index Fund

ETFs
87
New
$54.86 - $59.22 $4.77K - $5.15K
87 $5.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
27
New
$162.64 - $179.3 $4.39K - $4.84K
27 $4.84M
AVGO
Broadcom Inc.

Technology
297
+ 900.0%
$136.27 - $1745.86 $40.5K - $519K
330 $56.9M
HGER
Harbor ETF Tr All Weather Infl
104
New
$21.29 - $22.98 $2.21K - $2.39K
104 $2.35M
Activity Summary
Buys All Purchases 77 New Holdings 48 Increased Positions 29 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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