Mowery & Schoenfeld Wealth Management, LLC Incresed Positions in Q1 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COP
Conocophillips

Energy
41
+ 22.78%
$88.6 - $105.85 $3.63K - $4.34K
221 $23.2M
ACN
Accenture PLC

Technology
26
+ 35.14%
$300.91 - $398.25 $7.82K - $10.4K
100 $31.3M
Lam Research Corp
70
+ 31.82%
N/A
290 $21.1M
NDSN
Nordson Corp

Industrials
26
+ 123.81%
$200.12 - $224.07 $5.2K - $5.83K
47 $9.48M
INTU
Intuit Inc

Technology
12
+ 7.32%
$555.63 - $630.23 $6.67K - $7.56K
176 $108M
NFLX
Netflix Inc

Communication Services
2
+ 2.7%
$828.4 - $1058.6 $1.66K - $2.12K
76 $70.9M
TJX
Tjx Companies Inc

Consumer Cyclical
36
+ 6.29%
$112.81 - $126.16 $4.06K - $4.54K
608 $74M
OTIS
Otis Worldwide Corp

Industrials
1
+ 0.23%
$90.77 - $104.01 $90.8 - $104
443 $45.8M
HON
Honeywell International Inc

Industrials
50
+ 12.02%
$202.75 - $226.52 $10.1K - $11.3K
466 $98.7M
IP
International Paper CO

Consumer Cyclical
69
+ 101.47%
$49.38 - $60.09 $3.41K - $4.15K
137 $7.31M
VLO
Valero Energy Corp

Energy
3
+ 1.01%
$121.76 - $142.99 $365 - $429
300 $39.6M
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 27.27%
$406.29 - $469.04 $2.44K - $2.81K
28 $11.8M
WFC
Wells Fargo & Company

Financial Services
7
+ 0.51%
$66.78 - $81.42 $467 - $570
1.38K $99.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.54%
$283.24 - $338.07 $566 - $676
375 $111M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 27.78%
$308.86 - $455.36 $1.54K - $2.28K
23 $8.11M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.48%
$91.75 - $115.81 $91.8 - $116
208 $20.4M
KMI
Kinder Morgan, Inc.

Energy
6
+ 0.6%
$26.1 - $31.22 $157 - $187
1K $28.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
10
+ 83.33%
$119.38 - $161.42 $1.19K - $1.61K
22 $2.63M
HUBB
Hubbell Inc

Industrials
10
+ 38.46%
$330.91 - $456.86 $3.31K - $4.57K
36 $11.9M
BK
Bank Of New York Mellon Corp

Financial Services
1
+ 0.76%
$75.42 - $88.95 $75.4 - $89
133 $11.1M
META
Meta Platforms, Inc.

Communication Services
7
+ 2.03%
$576.36 - $736.67 $4.03K - $5.16K
352 $203M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 9.09%
$4295.4 - $5141.88 $4.3K - $5.14K
12 $55.3M
PANW
Palo Alto Networks Inc

Technology
13
+ 9.15%
$167.82 - $208.28 $2.18K - $2.71K
155 $26.5M
C
Citigroup Inc

Financial Services
2
+ 0.59%
$67.23 - $84.63 $134 - $169
342 $24.3M
Cooper Cos Inc
5
+ 17.86%
N/A
33 $2.78M
APH
Amphenol Corp

Technology
10
+ 5.26%
$61.62 - $78.55 $616 - $786
200 $13.1M
ADI
Analog Devices Inc

Technology
16
+ 3.78%
$201.56 - $243.82 $3.22K - $3.9K
439 $88.5M
CEG
Constellation Energy Corp

Utilities
5
+ 4.39%
$201.63 - $347.44 $1.01K - $1.74K
119 $24M
SNPS
Synopsys Inc

Technology
9
+ 8.41%
$428.58 - $551.54 $3.86K - $4.96K
116 $49.7M
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.21%
$244.9 - $274.48 $245 - $274
482 $120M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1
+ 0.35%
$168.84 - $202.89 $169 - $203
286 $50.3M
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 3.36%
$347.25 - $424.87 $6.25K - $7.65K
553 $203M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13
+ 3.77%
$468.34 - $539.52 $6.09K - $7.01K
358 $168M
AMD
Advanced Micro Devices Inc

Technology
7
+ 1.27%
$96.63 - $129.55 $676 - $907
557 $57.2M
ADBE
Adobe Inc.

Technology
1
+ 0.63%
$377.84 - $464.11 $378 - $464
160 $61.4M
CRM
Salesforce, Inc.

Technology
40
+ 5.18%
$268.36 - $359.95 $10.7K - $14.4K
812 $218M
Blackrock Inc
6
+ 0.94%
N/A
646 $611M
AAPL
Apple Inc.

Technology
1.51K
+ 10.95%
$209.68 - $247.1 $317K - $373K
15.3K $3.4B
AVGO
Broadcom Inc.

Technology
12
+ 1.03%
$167.43 - $244.7 $2.01K - $2.94K
1.18K $198M
NVDA
Nvidia Corp

Technology
226
+ 5.12%
$106.98 - $149.43 $24.2K - $33.8K
4.64K $503M
TSLA
Tesla, Inc.

Consumer Cyclical
250
+ 23.17%
$222.15 - $428.22 $55.5K - $107K
1.33K $344M
GOOGL
Alphabet Inc.

Communication Services
1.44K
+ 15.16%
$154.33 - $206.19 $222K - $297K
10.9K $1.69B
ORCL
Oracle Corp

Technology
20
+ 0.48%
$139.81 - $186.47 $2.8K - $3.73K
4.22K $590M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
158
+ 0.16%
$32.42 - $36.13 $5.12K - $5.71K
98.4K $3.25B
Activity Summary
Buys All Purchases 175 New Holdings 80 Increased Positions 95 Sells All Sells 175 Reductions 173 Sold out 2 Options Calls 0 Puts 0
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