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

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UAL
United Airlines Holdings, Inc.

Industrials
-8
- 13.11%
$69.05 - $110.52 $552 - $884
53 $3.66M
ADSK
Autodesk, Inc.

Technology
-4
- 11.43%
N/A
31 $8.12M
PWR
Quanta Services, Inc.

Industrials
-3
- 13.64%
$236.71 - $358.03 $710 - $1.07K
19 $4.83M
OKE
Oneok Inc

Energy
-18
- 11.84%
$89.57 - $109.85 $1.61K - $1.98K
134 $13.3M
CMI
Cummins Inc

Industrials
-3
- 11.54%
$312.92 - $386.07 $939 - $1.16K
23 $7.21M
BFB
Brown Forman Corp Cl B
-25
- 10.2%
N/A
220 $7.47M
TFC
Truist Financial Corp

Financial Services
-28
- 11.02%
$39.48 - $48.15 $1.11K - $1.35K
226 $9.28M
IRM
Iron Mountain Inc

Real Estate
-7
- 12.5%
$82.79 - $111.31 $580 - $779
49 $4.22M
AVB
Avalonbay Communities Inc

Real Estate
-3
- 1.52%
$207.86 - $228.08 $624 - $684
194 $41.7M
LEN
Lennar Corp

Consumer Cyclical
-6
- 13.04%
$113.93 - $141.54 $684 - $849
40 $4.61M
DGX
Quest Diagnostics Inc

Healthcare
-17
- 25.37%
N/A
50 $8.46M
HPE
Hewlett Packard Enterprise CO

Technology
-26
- 12.68%
$14.77 - $24.42 $384 - $635
179 $2.76M
MSCI
Msci Inc.

Financial Services
-2
- 14.29%
$541.46 - $628.34 $1.08K - $1.26K
12 $6.81M
GWW
W.W. Grainger, Inc.

Industrials
-1
- 11.11%
$953.54 - $1132.42 $954 - $1.13K
8 $7.91M
CSGP
Costar Group, Inc.

Real Estate
-22
- 68.75%
$69.29 - $80.37 $1.52K - $1.77K
10 $793K
IR
Ingersoll Rand Inc.

Industrials
-9
- 12.86%
$79.44 - $94.23 $715 - $848
61 $4.88M
CCL
Carnival Corp

Consumer Cyclical
-23
- 12.43%
$19.08 - $28.49 $439 - $655
162 $3.16M
DHI
Horton D R Inc

Consumer Cyclical
-6
- 10.91%
$125.29 - $147.65 $752 - $886
49 $6.25M
NTAP
Net App, Inc.

Technology
-4
- 10.53%
$87.84 - $126.3 $351 - $505
34 $3M
PRU
Prudential Financial Inc

Financial Services
-8
- 12.12%
$105.04 - $122.33 $840 - $979
58 $6.48M
WDC
Western Digital Corp

Technology
-6
- 12.0%
$40.43 - $72.03 $243 - $432
44 $1.78M
DFS
Discover Financial Services

Financial Services
-6
- 14.63%
$152.99 - $203.25 $918 - $1.22K
35 $5.98M
CPRT
Copart Inc

Consumer Cyclical
-16
- 11.85%
$52.3 - $59.83 $837 - $957
119 $6.74M
ROK
Rockwell Automation, Inc

Industrials
-2
- 11.11%
$255.29 - $303.75 $511 - $608
16 $4.14M
PEG
Public Service Enterprise Group Inc

Utilities
-10
- 12.5%
$78.2 - $90.39 $782 - $904
70 $5.76M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-3
- 11.11%
$157.11 - $206.52 $471 - $620
24 $4.04M
FITB
Fifth Third Bancorp

Financial Services
-15
- 12.2%
$37.48 - $44.96 $562 - $674
108 $4.23M
ANSS
Ansys Inc

Technology
-2
- 12.5%
$316.56 - $360.36 $633 - $721
14 $4.43M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-7
- 12.73%
$38.18 - $50.93 $267 - $357
48 $1.87M
CTSH
Cognizant Technology Solutions Corp

Technology
-12
- 13.64%
$75.32 - $90.7 $904 - $1.09K
76 $5.81M
FTNT
Fortinet, Inc.

Technology
-11
- 12.09%
$92.49 - $114.57 $1.02K - $1.26K
80 $7.7M
FIS
Fidelity National Information Services, Inc.

Technology
-7
- 12.96%
$68.12 - $83.42 $477 - $584
47 $3.51M
BMY
Bristol Myers Squibb CO

Healthcare
-36
- 11.58%
$53.9 - $63.11 $1.94K - $2.27K
275 $16.8M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-3
- 10.71%
$161.13 - $209.29 $483 - $628
25 $4.14M
RMD
Resmed Inc

Healthcare
-3
- 10.71%
$219.7 - $257.65 $659 - $773
25 $5.61M
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 12.5%
$460.39 - $552.64 $460 - $553
7 $3.35M
Te Connectivity PLC
-5
- 11.36%
N/A
39 $5.51M
PNR
Pentair PLC

Industrials
-4
- 12.12%
$84.0 - $105.35 $336 - $421
29 $2.54M
EFX
Equifax Inc

Industrials
-2
- 10.53%
$235.63 - $278.34 $471 - $557
17 $4.14M
IFF
International Flavors & Fragrances Inc

Basic Materials
-5
- 12.2%
$76.48 - $87.72 $382 - $439
36 $2.79M
Labcorp Holdings Inc
-3
- 23.08%
N/A
10 $2.33M
EXR
Extra Space Storage Inc.

Real Estate
-4
- 11.76%
$143.8 - $161.28 $575 - $645
30 $4.46M
FTV
Fortive Corp

Technology
-7
- 12.28%
$71.82 - $82.98 $503 - $581
50 $3.66M
NDAQ
Nasdaq, Inc.

Financial Services
-7
- 12.73%
$72.17 - $83.76 $505 - $586
48 $3.64M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-8
- 11.94%
$18.53 - $29.07 $148 - $233
59 $1.12M
CFG
Citizens Financial Group Inc

Financial Services
-9
- 11.54%
$39.73 - $48.36 $358 - $435
69 $2.81M
HAL
Halliburton CO

Energy
-15
- 12.5%
$24.15 - $29.9 $362 - $449
105 $2.66M
MET
Metlife Inc

Financial Services
-1
- 0.32%
$77.7 - $87.0 $77.7 - $87
313 $25.1M
CDAY
Ceridian Hcm Holding Inc.

Technology
-3
- 11.54%
N/A
23 $1.34M
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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