Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $51.4 Billion distributed in 491 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Msci Inf with a value of $6.71B, Proshares S&P 500 Dividend Ari with a value of $4.32B, Apple Inc. with a value of $3.46B, Dimensional ETF Tr U S Core Eq with a value of $3.4B, and Alphabet Inc. with a value of $1.8B.
Examining the 13F form we can see an decrease of $11.9B in the current position value, from $63.3B to 51.4B.
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
$51.4 Billion
ETFs: $22.3 Billion
Technology: $7.93 Billion
Healthcare: $3.84 Billion
Financial Services: $3.82 Billion
Communication Services: $3.39 Billion
Industrials: $2.14 Billion
Consumer Defensive: $1.9 Billion
Consumer Cyclical: $1.85 Billion
Other: $3.31 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
