Mowery & Schoenfeld Wealth Management, LLC New Holdings in Q1 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Managed Portfolio Series
12.7K
New
N/A
12.7K $434M
IEFA
Ishares Tr

ETFs
2.36K
New
$69.57 - $78.65 $164K - $185K
2.36K $178M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.45K
New
$102.49 - $119.96 $149K - $174K
1.45K $152M
EMLP
First Tr Exchange Traded Iv

ETFs
3.31K
New
$35.79 - $38.28 $118K - $127K
3.31K $124M
ITOT
Ishares Core S&P Total U.S. St

ETFs
896
New
$120.29 - $134.6 $108K - $121K
896 $109M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
953
New
$90.0 - $96.32 $85.8K - $91.8K
953 $88M
EHC
Encompass Health Corp

Healthcare
860
New
$91.05 - $102.2 $78.3K - $87.9K
860 $87.1M
BMO
Bank Of Montreal

Financial Services
900
New
$94.92 - $104.14 $85.4K - $93.7K
900 $86M
EQAL
Invesco ETF

ETFs
1.61K
New
$46.28 - $50.51 $74.7K - $81.5K
1.61K $76.3M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.1K
New
$62.41 - $133.91 $68.7K - $147K
1.1K $69.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
349
New
$168.16 - $186.21 $58.7K - $65K
349 $59.6M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.15K
New
$46.18 - $47.84 $53K - $54.9K
1.15K $54.5M
VGSH
Vanguard

ETFs
910
New
$58.07 - $58.69 $52.8K - $53.4K
910 $53.4M
PCH
Potlatchdeltic Corp

Real Estate
1.15K
New
$38.35 - $47.34 $44.3K - $54.6K
1.15K $52M
FVAL
Fidelity Covington Tr Value Fa

ETFs
861
New
$58.79 - $65.0 $50.6K - $56K
861 $51.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.51K
New
$25.69 - $26.89 $38.8K - $40.6K
1.51K $40.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
353
New
$92.45 - $106.69 $32.6K - $37.7K
353 $32.8M
IEMG
Ishares Inc

ETFs
590
New
N/A
590 $31.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
87
New
$360.07 - $417.26 $31.3K - $36.3K
87 $31.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
298
New
$97.25 - $104.79 $29K - $31.2K
298 $30.9M
BNDX
Vanguard Total International B

ETFs
613
New
$48.33 - $49.5 $29.6K - $30.3K
613 $29.9M
JEPI
J P Morgan Exchange Traded Fd

ETFs
511
New
$56.17 - $59.71 $28.7K - $30.5K
511 $29.2M
IVE
Ishares S&P 500 Value ETF

ETFs
151
New
$185.78 - $198.58 $28.1K - $30K
151 $28.8M
J P Morgan Exchange Traded F
398
New
N/A
398 $26.7M
DTM
Dt Midstream, Inc.

Energy
256
New
$86.95 - $113.75 $22.3K - $29.1K
256 $24.7M
TLT
Ishares Barclays 20+ Year Trea

ETFs
265
New
$85.29 - $92.57 $22.6K - $24.5K
265 $24.1M
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.57K
New
$14.46 - $15.96 $22.7K - $25.1K
1.57K $23.8M
IWD
Ishares Russell 1000 Val ETF

ETFs
118
New
$182.82 - $196.21 $21.6K - $23.2K
118 $22.2M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
407
New
$47.66 - $57.45 $19.4K - $23.4K
407 $22.1M
NPK
National Presto Industries Inc

Industrials
242
New
$87.85 - $103.12 $21.3K - $25K
242 $21.3M
RPM
Rpm International Inc

Basic Materials
178
New
$114.03 - $128.31 $20.3K - $22.8K
178 $20.6M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
322
New
$55.23 - $64.6 $17.8K - $20.8K
322 $19.9M
GNTX
Gentex Corp

Consumer Cyclical
847
New
$23.3 - $28.48 $19.7K - $24.1K
847 $19.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
276
New
$63.07 - $73.5 $17.4K - $20.3K
276 $19.4M
VEEV
Veeva Systems Inc

Healthcare
80
New
$210.58 - $246.8 $16.8K - $19.7K
80 $18.5M
PLTR
Palantir Technologies Inc.

Technology
218
New
$64.98 - $124.62 $14.2K - $27.2K
218 $18.4M
EDV
Vanguard Extended Duration Tre

ETFs
248
New
$65.05 - $73.43 $16.1K - $18.2K
248 $17.6M
COMP
Compass, Inc.

Technology
1.87K
New
$5.35 - $10.24 $9.99K - $19.1K
1.87K $16.3M
VEA
Vanguard Ftse Developed Market

ETFs
320
New
$47.4 - $52.99 $15.2K - $17K
320 $16.3M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
289
New
$53.35 - $58.68 $15.4K - $17K
289 $16.2M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
301
New
$51.45 - $58.51 $15.5K - $17.6K
301 $15.6M
KIE
Spdr S&P Insurance ETF

ETFs
255
New
$54.24 - $60.81 $13.8K - $15.5K
255 $15.4M
ONB
Old National Bancorp

Financial Services
719
New
$20.11 - $24.45 $14.5K - $17.6K
719 $15.2M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
372
New
$38.54 - $41.5 $14.3K - $15.4K
372 $15.1M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.31K
New
$9.19 - $12.93 $12K - $16.9K
1.31K $14.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
100
New
$128.74 - $138.67 $12.9K - $13.9K
100 $13.6M
IGV
Ishares Expanded Tech Software

ETFs
122
New
$88.3 - $107.83 $10.8K - $13.2K
122 $10.9M
XLC
Select Sector Spdr Tr Communic

ETFs
109
New
$94.84 - $105.31 $10.3K - $11.5K
109 $10.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
336
New
$27.01 - $28.54 $9.08K - $9.59K
336 $9.4M
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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