Mowery & Schoenfeld Wealth Management, LLC Purchases in Q4 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
New
$1146.59 - $1270.6 $33.3K - $36.8K
29 $34.4M
ITW
Illinois Tool Works Inc

Industrials
145
+ 43.15%
$253.56 - $278.5 $36.8K - $40.4K
481 $122M
PNC
Pnc Financial Services Group, Inc.

Financial Services
171
+ 150.0%
$178.39 - $215.0 $30.5K - $36.8K
285 $55M
OTIS
Otis Worldwide Corp

Industrials
372
+ 531.43%
$92.57 - $106.01 $34.4K - $39.4K
442 $40.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 120.0%
$4100.99 - $5300.34 $24.6K - $31.8K
11 $54.7M
TRV
Travelers Companies, Inc.

Financial Services
119
+ 17.32%
$225.97 - $266.66 $26.9K - $31.7K
806 $194M
LMT
Lockheed Martin Corp

Industrials
66
New
$479.66 - $614.62 $31.7K - $40.6K
66 $32.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
168
+ 40.68%
$209.89 - $233.24 $35.3K - $39.2K
581 $123M
SRE
Sempra Energy

Utilities
303
+ 42.98%
$80.81 - $94.77 $24.5K - $28.7K
1.01K $88.4M
Linde PLC
84
+ 83.17%
N/A
185 $77.5M
CSCO
Cisco Systems, Inc.

Technology
301
+ 16.91%
$52.45 - $60.02 $15.8K - $18.1K
2.08K $123M
T
At&T Inc.

Communication Services
1.21K
New
$21.22 - $23.88 $25.7K - $28.9K
1.21K $27.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
New
$501.29 - $612.85 $26.1K - $31.9K
52 $27.1M
CEG
Constellation Energy Corp

Utilities
114
New
$224.28 - $285.52 $25.6K - $32.5K
114 $25.5M
TJX
Tjx Companies Inc

Consumer Cyclical
201
+ 54.18%
$112.15 - $127.2 $22.5K - $25.6K
572 $69.1M
INTU
Intuit Inc

Technology
39
+ 31.2%
$602.01 - $706.25 $23.5K - $27.5K
164 $103M
DIS
Walt Disney CO

Communication Services
225
New
$92.39 - $117.6 $20.8K - $26.5K
225 $25.1M
NEE
Nextera Energy Inc

Utilities
635
+ 37.8%
$69.77 - $85.43 $44.3K - $54.2K
2.32K $166M
C
Citigroup Inc

Financial Services
340
New
$61.31 - $72.5 $20.8K - $24.7K
340 $23.9M
SPGI
S&P Global Inc.

Financial Services
48
New
$480.36 - $529.17 $23.1K - $25.4K
48 $23.9M
FISV
Fiserv Inc

Technology
98
+ 98.0%
N/A
198 $40.7M
TMUS
T Mobile Us, Inc.

Communication Services
88
+ 38.94%
$206.1 - $246.94 $18.1K - $21.7K
314 $69.3M
PM
Philip Morris International Inc.

Consumer Defensive
188
+ 29.47%
$118.38 - $133.06 $22.3K - $25K
826 $99.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
98
New
$219.66 - $257.62 $21.5K - $25.2K
98 $21.7M
PLD
Prologis, Inc.

Real Estate
200
New
$101.4 - $126.96 $20.3K - $25.4K
200 $21.1M
DE
Deere & CO

Industrials
49
New
$389.45 - $466.0 $19.1K - $22.8K
49 $20.8M
AMGN
Amgen Inc

Healthcare
86
+ 245.71%
$258.78 - $328.31 $22.3K - $28.2K
121 $31.5M
SBUX
Starbucks Corp

Consumer Cyclical
207
New
$87.44 - $102.5 $18.1K - $21.2K
207 $18.9M
KO
Coca Cola CO

Consumer Defensive
382
+ 66.67%
$61.74 - $71.71 $23.6K - $27.4K
955 $59.5M
KMI
Kinder Morgan, Inc.

Energy
585
+ 142.68%
$22.59 - $28.54 $13.2K - $16.7K
995 $27.3M
COP
Conocophillips

Energy
180
New
$95.12 - $114.72 $17.1K - $20.6K
180 $17.9M
BMY
Bristol Myers Squibb CO

Healthcare
311
New
$51.92 - $59.94 $16.1K - $18.6K
311 $17.6M
GLW
Corning Inc

Technology
368
New
$44.11 - $49.76 $16.2K - $18.3K
368 $17.5M
USB
Us Bancorp \De\

Financial Services
362
New
$43.98 - $53.66 $15.9K - $19.4K
362 $17.3M
Arista Networks Inc
156
New
N/A
156 $17.2M
O
Realty Income Corp

Real Estate
349
+ 174.5%
$51.76 - $64.71 $18.1K - $22.6K
549 $29.3M
IBM
International Business Machines Corp

Technology
76
+ 31.67%
$204.9 - $238.04 $15.6K - $18.1K
316 $69.5M
COF
Capital One Financial Corp

Financial Services
60
+ 30.3%
$145.19 - $192.01 $8.71K - $11.5K
258 $46M
AMAT
Applied Materials Inc

Technology
98
New
$161.44 - $213.89 $15.8K - $21K
98 $15.9M
Lam Research Corp
220
New
N/A
220 $15.9M
BA
Boeing CO

Industrials
88
+ 1466.67%
$138.14 - $180.72 $12.2K - $15.9K
94 $16.6M
OKE
Oneok Inc

Energy
152
New
$92.28 - $117.05 $14K - $17.8K
152 $15.3M
Ge Vernova Inc
46
New
N/A
46 $15.1M
SYK
Stryker Corp

Healthcare
42
+ 23.33%
$345.14 - $392.15 $14.5K - $16.5K
222 $79.9M
MCK
Mckesson Corp

Healthcare
26
New
$482.27 - $628.5 $12.5K - $16.3K
26 $14.8M
MDT
Medtronic PLC

Healthcare
182
New
$79.61 - $92.24 $14.5K - $16.8K
182 $14.5M
CB
Chubb LTD

Financial Services
67
+ 19.88%
$271.57 - $301.89 $18.2K - $20.2K
404 $112M
MU
Micron Technology Inc

Technology
169
New
$84.16 - $113.41 $14.2K - $19.2K
169 $14.2M
PH
Parker Hannifin Corp

Industrials
22
New
$621.74 - $709.46 $13.7K - $15.6K
22 $14M
Activity Summary
Buys All Purchases 400 New Holdings 288 Increased Positions 112 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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