Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $65.9 Billion distributed in 397 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tesla, Inc. with a value of $11.1B, Fidelity Covington Tr Msci Inf with a value of $4.17B, Dimensional ETF Tr U S Core Eq with a value of $3.63B, Apple Inc. with a value of $3.08B, and Nvidia Corp with a value of $3.05B.
Examining the 13F form we can see an increase of $14.8B in the current position value, from $51B to 65.9B.
Mowery & Schoenfeld Wealth Management, LLC is based out at Lincolnshire, IL
Below you can find more details about Mowery & Schoenfeld Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$65.9 Billion
Consumer Cyclical: $17 Billion
ETFs: $16.3 Billion
Technology: $11.6 Billion
Financial Services: $5.02 Billion
Communication Services: $3.88 Billion
Healthcare: $3.22 Billion
Industrials: $2.31 Billion
Consumer Defensive: $1.74 Billion
Other: $3.14 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
