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
UNH
Unitedhealth Group Inc

Healthcare
73
+ 25.0%
$485.52 - $625.25 $35.4K - $45.6K
365 $185M
SO
Southern CO

Utilities
168
New
$81.5 - $94.15 $13.7K - $15.8K
168 $13.8M
CDNS
Cadence Design Systems Inc

Technology
45
New
$249.1 - $324.54 $11.2K - $14.6K
45 $13.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
89
New
$148.29 - $166.93 $13.2K - $14.9K
89 $13.3M
PFE
Pfizer Inc

Healthcare
575
+ 68.53%
$24.8 - $30.19 $14.3K - $17.4K
1.41K $37.5M
PPL
Ppl Corp

Utilities
407
New
$31.47 - $35.0 $12.8K - $14.2K
407 $13.2M
EQIX
Equinix Inc

Real Estate
14
New
$865.69 - $985.0 $12.1K - $13.8K
14 $13.2M
APH
Amphenol Corp

Technology
190
New
$62.07 - $75.35 $11.8K - $14.3K
190 $13.2M
NKE
Nike, Inc.

Consumer Cyclical
174
New
$73.36 - $89.13 $12.8K - $15.5K
174 $13.2M
MSI
Motorola Solutions, Inc.

Technology
28
New
$449.08 - $504.6 $12.6K - $14.1K
28 $12.9M
NXPI
Nxp Semiconductors N.V.

Technology
61
New
$207.27 - $255.58 $12.6K - $15.6K
61 $12.7M
Grayscale Ethereum Mini Tr E
400
New
N/A
400 $12.6M
TT
Trane Technologies PLC

Industrials
34
New
$369.35 - $419.14 $12.6K - $14.3K
34 $12.6M
WELL
Welltower Inc.

Real Estate
94
New
$123.11 - $139.3 $11.6K - $13.1K
94 $11.8M
FDX
Fedex Corp

Industrials
42
New
$260.5 - $305.15 $10.9K - $12.8K
42 $11.8M
GD
General Dynamics Corp

Industrials
56
+ 73.68%
$260.28 - $314.03 $14.6K - $17.6K
132 $34.8M
HCA
Hca Healthcare, Inc.

Healthcare
39
New
$297.52 - $415.61 $11.6K - $16.2K
39 $11.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
128
+ 128.0%
$77.25 - $91.3 $9.89K - $11.7K
228 $19.5M
SPG
Simon Property Group Inc

Real Estate
59
+ 14.11%
$167.23 - $183.84 $9.87K - $10.8K
477 $82.1M
MMM
3 M CO

Industrials
89
New
$124.74 - $137.12 $11.1K - $12.2K
89 $11.5M
TDG
Trans Digm Group Inc

Industrials
9
New
$1239.0 - $1442.53 $11.2K - $13K
9 $11.4M
PAYX
Paychex Inc

Industrials
81
New
$135.86 - $148.73 $11K - $12K
81 $11.4M
TFC
Truist Financial Corp

Financial Services
254
New
$41.51 - $48.1 $10.5K - $12.2K
254 $11M
FAST
Fastenal CO

Industrials
152
+ 108.57%
$69.99 - $84.35 $10.6K - $12.8K
292 $21M
PSX
Phillips 66

Energy
96
New
$110.35 - $138.93 $10.6K - $13.3K
96 $10.9M
SNPS
Synopsys Inc

Technology
26
+ 32.1%
$485.36 - $588.0 $12.6K - $15.3K
107 $51.9M
BX
Blackstone Inc.

Financial Services
63
New
$148.45 - $199.05 $9.35K - $12.5K
63 $10.9M
EXC
Exelon Corp

Utilities
326
+ 63.55%
$36.22 - $40.97 $11.8K - $13.4K
839 $31.6M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
43
New
$229.83 - $258.46 $9.88K - $11.1K
43 $10.6M
ADSK
Autodesk, Inc.

Technology
35
New
N/A
35 $10.3M
MAR
Marriott International Inc

Consumer Cyclical
37
New
$246.06 - $292.59 $9.1K - $10.8K
37 $10.3M
ECL
Ecolab Inc.

Basic Materials
44
New
$234.32 - $261.43 $10.3K - $11.5K
44 $10.3M
BK
Bank Of New York Mellon Corp

Financial Services
132
New
$70.82 - $81.87 $9.35K - $10.8K
132 $10.1M
DLR
Digital Realty Trust, Inc.

Real Estate
55
New
$156.46 - $195.69 $8.61K - $10.8K
55 $9.75M
VZ
Verizon Communications Inc

Communication Services
273
+ 100.0%
$39.6 - $45.21 $10.8K - $12.3K
546 $21.8M
GE
General Electric CO

Industrials
72
+ 62.61%
$159.95 - $194.23 $11.5K - $14K
187 $31.2M
PCAR
Paccar Inc

Industrials
91
New
$97.92 - $118.41 $8.91K - $10.8K
91 $9.47M
WM
Waste Management Inc

Industrials
50
+ 37.88%
$201.79 - $228.46 $10.1K - $11.4K
182 $36.7M
ROST
Ross Stores, Inc.

Consumer Cyclical
61
New
$138.59 - $156.61 $8.45K - $9.55K
61 $9.23M
DELL
Dell Technologies Inc.

Technology
80
New
$111.96 - $144.21 $8.96K - $11.5K
80 $9.22M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
286
New
$31.24 - $37.15 $8.93K - $10.6K
286 $9.19M
CMI
Cummins Inc

Industrials
26
New
$324.93 - $383.42 $8.45K - $9.97K
26 $9.06M
ROP
Roper Technologies Inc

Industrials
17
New
$519.85 - $575.95 $8.84K - $9.79K
17 $8.84M
INTC
Intel Corp

Technology
434
New
$19.07 - $26.23 $8.28K - $11.4K
434 $8.7M
FTNT
Fortinet, Inc.

Technology
91
New
$76.49 - $99.21 $6.96K - $9.03K
91 $8.6M
MSCI
Msci Inc.

Financial Services
14
New
$569.09 - $635.99 $7.97K - $8.9K
14 $8.4M
SYF
Synchrony Financial

Financial Services
127
New
$49.01 - $68.55 $6.22K - $8.71K
127 $8.26M
ZTS
Zoetis Inc.

Healthcare
50
New
$162.24 - $194.42 $8.11K - $9.72K
50 $8.15M
NOC
Northrop Grumman Corp

Industrials
23
+ 46.94%
$466.52 - $543.88 $10.7K - $12.5K
72 $33.8M
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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