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
O
Realty Income Corp

Real Estate
349
+ 174.5%
$51.76 - $64.71 $18.1K - $22.6K
549 $29.3M
IBM
International Business Machines Corp

Technology
76
+ 31.67%
$204.9 - $238.04 $15.6K - $18.1K
316 $69.5M
COF
Capital One Financial Corp

Financial Services
60
+ 30.3%
$145.19 - $192.01 $8.71K - $11.5K
258 $46M
BA
Boeing CO

Industrials
88
+ 1466.67%
$138.14 - $180.72 $12.2K - $15.9K
94 $16.6M
SYK
Stryker Corp

Healthcare
42
+ 23.33%
$345.14 - $392.15 $14.5K - $16.5K
222 $79.9M
CB
Chubb LTD

Financial Services
67
+ 19.88%
$271.57 - $301.89 $18.2K - $20.2K
404 $112M
UNH
Unitedhealth Group Inc

Healthcare
73
+ 25.0%
$485.52 - $625.25 $35.4K - $45.6K
365 $185M
PFE
Pfizer Inc

Healthcare
575
+ 68.53%
$24.8 - $30.19 $14.3K - $17.4K
1.41K $37.5M
MO
Altria Group, Inc.

Consumer Defensive
228
+ 28.5%
$49.06 - $57.74 $11.2K - $13.2K
1.03K $53.8M
GD
General Dynamics Corp

Industrials
56
+ 73.68%
$260.28 - $314.03 $14.6K - $17.6K
132 $34.8M
SPG
Simon Property Group Inc

Real Estate
59
+ 14.11%
$167.23 - $183.84 $9.87K - $10.8K
477 $82.1M
FAST
Fastenal CO

Industrials
152
+ 108.57%
$69.99 - $84.35 $10.6K - $12.8K
292 $21M
SNPS
Synopsys Inc

Technology
26
+ 32.1%
$485.36 - $588.0 $12.6K - $15.3K
107 $51.9M
EXC
Exelon Corp

Utilities
326
+ 63.55%
$36.22 - $40.97 $11.8K - $13.4K
839 $31.6M
VZ
Verizon Communications Inc

Communication Services
273
+ 100.0%
$39.6 - $45.21 $10.8K - $12.3K
546 $21.8M
GE
General Electric CO

Industrials
72
+ 62.61%
$159.95 - $194.23 $11.5K - $14K
187 $31.2M
WM
Waste Management Inc

Industrials
50
+ 37.88%
$201.79 - $228.46 $10.1K - $11.4K
182 $36.7M
NOC
Northrop Grumman Corp

Industrials
23
+ 46.94%
$466.52 - $543.88 $10.7K - $12.5K
72 $33.8M
UPS
United Parcel Service Inc

Industrials
66
+ 59.46%
$122.65 - $138.35 $8.09K - $9.13K
177 $22.3M
JNJ
Johnson & Johnson

Healthcare
78
+ 31.71%
$143.34 - $165.86 $11.2K - $12.9K
324 $46.9M
VMC
Vulcan Materials CO

Basic Materials
21
+ 13.64%
$237.95 - $292.31 $5K - $6.14K
175 $45M
GWW
W.W. Grainger, Inc.

Industrials
6
+ 200.0%
$1023.06 - $1220.93 $6.14K - $7.33K
9 $9.49M
SYY
Sysco Corp

Consumer Defensive
81
+ 810.0%
$73.63 - $81.77 $5.96K - $6.62K
91 $6.96M
EW
Edwards Lifesciences Corp

Healthcare
65
+ 141.3%
$64.54 - $75.92 $4.2K - $4.93K
111 $8.22M
ADI
Analog Devices Inc

Technology
52
+ 14.02%
$206.35 - $236.48 $10.7K - $12.3K
423 $89.9M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 40.0%
$338.38 - $446.21 $2.71K - $3.57K
28 $12.2M
FCX
Freeport Mcmoran Inc

Basic Materials
226
+ 61.41%
$38.08 - $50.82 $8.61K - $11.5K
594 $22.6M
AVB
Avalonbay Communities Inc

Real Estate
23
+ 13.22%
$216.28 - $237.81 $4.97K - $5.47K
197 $43.3M
CHD
Church & Dwight CO Inc

Consumer Defensive
39
+ 39.0%
$99.11 - $112.25 $3.87K - $4.38K
139 $14.6M
GM
General Motors CO

Consumer Cyclical
17
+ 5.38%
$44.82 - $60.2 $762 - $1.02K
333 $17.7M
CMCSA
Comcast Corp

Communication Services
557
+ 13.6%
$37.39 - $45.14 $20.8K - $25.1K
4.65K $175M
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 31.82%
$83.95 - $97.9 $2.35K - $2.74K
116 $10.7M
MA
Mastercard Inc

Financial Services
6
+ 150.0%
$491.3 - $536.15 $2.95K - $3.22K
10 $5.27M
WEC
Wec Energy Group, Inc.

Utilities
75
+ 3.52%
$92.94 - $101.82 $6.97K - $7.64K
2.21K $208M
DGX
Quest Diagnostics Inc

Healthcare
17
+ 34.0%
N/A
67 $10.1M
CI
Cigna Corp

Healthcare
30
+ 35.29%
$265.59 - $358.58 $7.97K - $10.8K
115 $31.8M
STE
Steris PLC

Healthcare
15
+ 65.22%
$204.34 - $235.7 $3.07K - $3.54K
38 $7.81M
EVRG
Evergy, Inc.

Utilities
38
+ 3.89%
$59.06 - $65.0 $2.24K - $2.47K
1.01K $62.4M
XOM
Exxon Mobil Corp

Energy
152
+ 10.05%
$105.51 - $125.37 $16K - $19.1K
1.66K $179M
CSGP
Costar Group, Inc.

Real Estate
22
+ 220.0%
$69.7 - $81.97 $1.53K - $1.8K
32 $2.29M
TGT
Target Corp

Consumer Defensive
74
+ 17.92%
$121.59 - $160.69 $9K - $11.9K
487 $65.8M
Kenvue Inc
81
+ 35.53%
N/A
309 $6.6M
DTE
Dte Energy CO

Utilities
32
+ 9.3%
$117.04 - $129.77 $3.75K - $4.15K
376 $45.4M
FRT
Federal Realty Investment Trust

Real Estate
13
+ 11.82%
$109.55 - $117.53 $1.42K - $1.53K
123 $13.8M
LNT
Alliant Energy Corp

Utilities
42
+ 4.18%
$56.24 - $63.63 $2.36K - $2.67K
1.05K $61.9M
MTB
M&T Bank Corp

Financial Services
2
+ 4.35%
$172.48 - $221.95 $345 - $444
48 $9.03M
MET
Metlife Inc

Financial Services
12
+ 3.97%
$78.15 - $88.25 $938 - $1.06K
314 $25.7M
EIX
Edison International

Utilities
69
+ 10.62%
$77.93 - $88.36 $5.38K - $6.1K
719 $57.4M
EOG
Eog Resources Inc

Energy
3
+ 5.0%
$118.22 - $136.54 $355 - $410
63 $7.72M
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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