Mowery & Schoenfeld Wealth Management, LLC Portfolio Holdings

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024

Mowery & Schoenfeld Wealth Management, LLC has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $63.3 Billion distributed in 235 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 $11.3B, Proshares S&P 500 Dividend Ari with a value of $7.81B, Dimensional ETF Tr U S Core Eq with a value of $7.41B, Leuthold Fds Inc Core ETF with a value of $3.27B, and Apple Inc. with a value of $3.08B.

Examining the 13F form we can see an decrease of $6.35B in the current position value, from $69.6B to 63.3B.

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 $63.3 Billion
ETFs: $40.6 Billion
Technology: $5.96 Billion
Healthcare: $4.72 Billion
Financial Services: $4.01 Billion
Communication Services: $1.46 Billion
Consumer Cyclical: $1.39 Billion
Consumer Defensive: $1.29 Billion
Basic Materials: $868 Million
Other: $2.27 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $63.3 Billion
  • Prior Value $69.6 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 48 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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