Mowery & Schoenfeld Wealth Management, LLC Incresed Positions in Q4 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
9.17K
+ 2746.11%
$161.86 - $196.66 $1.48M - $1.8M
9.51K $1.8B
GLD
Spdr Gold Trust

ETFs
3.87K
+ 5031.17%
$236.59 - $257.5 $917K - $998K
3.95K $957M
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 110.44%
$570.51 - $610.59 $597K - $639K
2K $1.17B
ORCL
Oracle Corp

Technology
3.62K
+ 614.8%
$165.41 - $192.43 $598K - $696K
4.2K $700M
NVDA
Nvidia Corp

Technology
3.84K
+ 661.21%
$117.0 - $148.88 $449K - $571K
4.42K $593M
CAT
Caterpillar Inc

Industrials
1.17K
+ 116600.0%
$360.37 - $416.88 $420K - $486K
1.17K $423M
AAPL
Apple Inc.

Technology
578
+ 4.37%
$221.69 - $259.02 $128K - $150K
13.8K $3.46B
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 231.68%
$205.18 - $250.29 $230K - $280K
1.6K $384M
AVGO
Broadcom Inc.

Technology
840
+ 254.55%
$159.67 - $250.0 $134K - $210K
1.17K $271M
COST
Costco Wholesale Corp

Consumer Defensive
220
+ 338.46%
$873.59 - $994.69 $192K - $219K
285 $261M
WMT
Walmart Inc.

Consumer Defensive
588
+ 6.3%
$79.1 - $95.7 $46.5K - $56.3K
9.93K $897M
AMZN
Amazon Com Inc

Consumer Cyclical
368
+ 32.68%
$180.88 - $232.93 $66.6K - $85.7K
1.49K $328M
V
Visa Inc.

Financial Services
117
+ 8.15%
$273.87 - $320.91 $32K - $37.5K
1.55K $490M
HON
Honeywell International Inc

Industrials
412
+ 10300.0%
$202.84 - $236.0 $83.6K - $97.2K
416 $94M
RTX
Raytheon Technologies Corp

Industrials
801
+ 155.84%
$114.45 - $127.21 $91.7K - $102K
1.32K $152M
PG
Procter & Gamble CO

Consumer Defensive
442
+ 249.72%
$161.05 - $179.7 $71.2K - $79.4K
619 $104M
ADBE
Adobe Inc.

Technology
155
+ 3875.0%
$437.39 - $552.96 $67.8K - $85.7K
159 $70.7M
UNP
Union Pacific Corp

Industrials
290
+ 198.63%
$223.15 - $249.32 $64.7K - $72.3K
436 $99.4M
AMD
Advanced Micro Devices Inc

Technology
510
+ 1275.0%
$118.88 - $172.8 $60.6K - $88.1K
550 $66.4M
AIG
American International Group, Inc.

Financial Services
707
+ 358.88%
$70.0 - $79.22 $49.5K - $56K
904 $65.8M
CARR
Carrier Global Corp

Industrials
742
+ 530.0%
$66.69 - $82.65 $49.5K - $61.3K
882 $60.2M
WMB
Williams Companies, Inc.

Energy
650
+ 47.34%
$46.37 - $59.74 $30.1K - $38.8K
2.02K $109M
BSX
Boston Scientific Corp

Healthcare
366
+ 16.12%
$83.62 - $91.5 $30.6K - $33.5K
2.64K $236M
META
Meta Platforms, Inc.

Communication Services
69
+ 25.0%
$554.08 - $632.68 $38.2K - $43.7K
345 $202M
TXN
Texas Instruments Inc

Technology
236
+ 198.32%
N/A
355 $66.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
837
+ 109.41%
$59.25 - $72.99 $49.6K - $61.1K
1.6K $95.7M
CVX
Chevron Corp

Energy
271
+ 60.09%
$141.15 - $162.53 $38.3K - $44K
722 $105M
PEP
Pepsico Inc

Consumer Defensive
266
+ 124.3%
$151.29 - $176.1 $40.2K - $46.8K
480 $73M
MRK
Merck & Co., Inc.

Healthcare
412
+ 108.71%
$96.31 - $114.76 $39.7K - $47.3K
791 $78.7M
NTRS
Northern Trust Corp

Financial Services
20
+ 0.75%
$88.4 - $111.16 $1.77K - $2.22K
2.67K $274M
AMT
American Tower Corp

Real Estate
230
+ 146.5%
$179.4 - $232.01 $41.3K - $53.4K
387 $71M
ITW
Illinois Tool Works Inc

Industrials
145
+ 43.15%
$253.56 - $278.5 $36.8K - $40.4K
481 $122M
PNC
Pnc Financial Services Group, Inc.

Financial Services
171
+ 150.0%
$178.39 - $215.0 $30.5K - $36.8K
285 $55M
OTIS
Otis Worldwide Corp

Industrials
372
+ 531.43%
$92.57 - $106.01 $34.4K - $39.4K
442 $40.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 120.0%
$4100.99 - $5300.34 $24.6K - $31.8K
11 $54.7M
TRV
Travelers Companies, Inc.

Financial Services
119
+ 17.32%
$225.97 - $266.66 $26.9K - $31.7K
806 $194M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
168
+ 40.68%
$209.89 - $233.24 $35.3K - $39.2K
581 $123M
SRE
Sempra Energy

Utilities
303
+ 42.98%
$80.81 - $94.77 $24.5K - $28.7K
1.01K $88.4M
Linde PLC
84
+ 83.17%
N/A
185 $77.5M
CSCO
Cisco Systems, Inc.

Technology
301
+ 16.91%
$52.45 - $60.02 $15.8K - $18.1K
2.08K $123M
TJX
Tjx Companies Inc

Consumer Cyclical
201
+ 54.18%
$112.15 - $127.2 $22.5K - $25.6K
572 $69.1M
INTU
Intuit Inc

Technology
39
+ 31.2%
$602.01 - $706.25 $23.5K - $27.5K
164 $103M
NEE
Nextera Energy Inc

Utilities
635
+ 37.8%
$69.77 - $85.43 $44.3K - $54.2K
2.32K $166M
FISV
Fiserv Inc

Technology
98
+ 98.0%
N/A
198 $40.7M
TMUS
T Mobile Us, Inc.

Communication Services
88
+ 38.94%
$206.1 - $246.94 $18.1K - $21.7K
314 $69.3M
PM
Philip Morris International Inc.

Consumer Defensive
188
+ 29.47%
$118.38 - $133.06 $22.3K - $25K
826 $99.4M
AMGN
Amgen Inc

Healthcare
86
+ 245.71%
$258.78 - $328.31 $22.3K - $28.2K
121 $31.5M
KO
Coca Cola CO

Consumer Defensive
382
+ 66.67%
$61.74 - $71.71 $23.6K - $27.4K
955 $59.5M
KMI
Kinder Morgan, Inc.

Energy
585
+ 142.68%
$22.59 - $28.54 $13.2K - $16.7K
995 $27.3M
Activity Summary
Buys All Purchases 400 New Holdings 288 Increased Positions 112 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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