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
PRU
Prudential Financial Inc

Financial Services
66
New
$114.59 - $129.52 $7.56K - $8.55K
66 $7.82M
CPRT
Copart Inc

Consumer Cyclical
135
New
$51.36 - $63.8 $6.93K - $8.61K
135 $7.75M
DHI
Horton D R Inc

Consumer Cyclical
55
New
$137.24 - $194.56 $7.55K - $10.7K
55 $7.69M
YUM
Yum Brands Inc

Consumer Cyclical
56
New
$130.36 - $139.54 $7.3K - $7.81K
56 $7.51M
PSA
Public Storage

Real Estate
25
New
$289.33 - $360.21 $7.23K - $9.01K
25 $7.49M
D
Dominion Energy, Inc

Utilities
136
New
$52.63 - $60.92 $7.16K - $8.29K
136 $7.33M
SLB
Schlumberger Limited

Energy
188
New
$36.83 - $45.59 $6.92K - $8.57K
188 $7.21M
UPS
United Parcel Service Inc

Industrials
66
+ 59.46%
$122.65 - $138.35 $8.09K - $9.13K
177 $22.3M
DFS
Discover Financial Services

Financial Services
41
New
$136.3 - $182.67 $5.59K - $7.49K
41 $7.1M
AME
Ametek Inc

Industrials
39
New
$165.89 - $197.38 $6.47K - $7.7K
39 $7.03M
PWR
Quanta Services, Inc.

Industrials
22
New
$296.05 - $346.6 $6.51K - $7.63K
22 $6.95M
KMB
Kimberly Clark Corp

Consumer Defensive
53
New
$130.37 - $146.09 $6.91K - $7.74K
53 $6.95M
NEM
Newmont Corp

Basic Materials
186
New
$37.0 - $58.68 $6.88K - $10.9K
186 $6.92M
SHW
Sherwin Williams CO

Basic Materials
20
New
$338.75 - $399.71 $6.78K - $7.99K
20 $6.8M
CTSH
Cognizant Technology Solutions Corp

Technology
88
New
$74.37 - $82.32 $6.54K - $7.24K
88 $6.77M
PEG
Public Service Enterprise Group Inc

Utilities
80
New
$81.87 - $94.51 $6.55K - $7.56K
80 $6.76M
VMC
Vulcan Materials CO

Basic Materials
21
+ 13.64%
$237.95 - $292.31 $5K - $6.14K
175 $45M
CCI
Crown Castle International Corp

Real Estate
71
New
$89.78 - $119.11 $6.37K - $8.46K
71 $6.44M
RMD
Resmed Inc

Healthcare
28
New
$228.69 - $256.07 $6.4K - $7.17K
28 $6.4M
GWW
W.W. Grainger, Inc.

Industrials
6
+ 200.0%
$1023.06 - $1220.93 $6.14K - $7.33K
9 $9.49M
DAL
Delta Air Lines, Inc.

Industrials
105
New
$47.46 - $65.77 $4.98K - $6.91K
105 $6.35M
IR
Ingersoll Rand Inc.

Industrials
70
New
$90.46 - $105.35 $6.33K - $7.37K
70 $6.33M
A
Agilent Technologies, Inc.

Healthcare
47
New
$125.69 - $146.56 $5.91K - $6.89K
47 $6.31M
LHX
L3 Harris Technologies, Inc.

Industrials
30
New
$208.94 - $264.22 $6.27K - $7.93K
30 $6.31M
MNST
Monster Beverage Corp

Consumer Defensive
120
New
$49.24 - $56.38 $5.91K - $6.77K
120 $6.31M
Te Connectivity PLC
44
New
N/A
44 $6.29M
BKR
Baker Hughes CO

Energy
153
New
$35.98 - $44.88 $5.5K - $6.87K
153 $6.28M
LEN
Lennar Corp

Consumer Cyclical
46
New
$136.2 - $188.96 $6.27K - $8.69K
46 $6.27M
SYY
Sysco Corp

Consumer Defensive
81
+ 810.0%
$73.63 - $81.77 $5.96K - $6.62K
91 $6.96M
CRWD
Crowd Strike Holdings, Inc.

Technology
18
New
$275.15 - $388.2 $4.95K - $6.99K
18 $6.16M
AON
Aon PLC

Financial Services
17
New
$344.14 - $393.31 $5.85K - $6.69K
17 $6.11M
HPQ
Hp Inc

Technology
185
New
$32.46 - $39.3 $6.01K - $7.27K
185 $6.04M
UAL
United Airlines Holdings, Inc.

Industrials
61
New
$55.62 - $102.44 $3.39K - $6.25K
61 $5.92M
ETR
Entergy Corp

Utilities
78
New
$73.19 - $156.4 $5.71K - $12.2K
78 $5.91M
IRM
Iron Mountain Inc

Real Estate
56
New
$101.62 - $128.14 $5.69K - $7.18K
56 $5.89M
ABC
Amerisourcebergen Corp

Healthcare
26
New
N/A
26 $5.84M
CAH
Cardinal Health Inc

Healthcare
49
New
$107.89 - $125.33 $5.29K - $6.14K
49 $5.8M
IQV
Iqvia Holdings Inc.

Healthcare
29
New
$190.97 - $236.63 $5.54K - $6.86K
29 $5.7M
CHTR
Charter Communications, Inc.

Communication Services
16
New
$315.38 - $408.02 $5.05K - $6.53K
16 $5.49M
ANSS
Ansys Inc

Technology
16
New
$313.05 - $361.45 $5.01K - $5.78K
16 $5.4M
CVS
Cvs Health Corp

Healthcare
120
New
$43.78 - $67.46 $5.25K - $8.1K
120 $5.39M
FITB
Fifth Third Bancorp

Financial Services
123
New
$41.76 - $48.44 $5.14K - $5.96K
123 $5.2M
EW
Edwards Lifesciences Corp

Healthcare
65
+ 141.3%
$64.54 - $75.92 $4.2K - $4.93K
111 $8.22M
GRMN
Garmin LTD

Technology
25
New
$161.91 - $220.77 $4.05K - $5.52K
25 $5.16M
ROK
Rockwell Automation, Inc

Industrials
18
New
$264.65 - $302.92 $4.76K - $5.45K
18 $5.15M
EXR
Extra Space Storage Inc.

Real Estate
34
New
$142.35 - $178.32 $4.84K - $6.06K
34 $5.09M
EXPE
Expedia Group, Inc.

Consumer Cyclical
27
New
$146.47 - $191.01 $3.95K - $5.16K
27 $5.03M
Ge Healthcare Technologies I
64
New
N/A
64 $5M
ED
Consolidated Edison Inc

Utilities
56
New
$88.87 - $107.38 $4.98K - $6.01K
56 $5M
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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