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
FMC
Fmc Corp

Basic Materials
21
New
$47.86 - $66.62 $1.01K - $1.4K
21 $1.02M
Corpay Inc
3
New
N/A
3 $1.02M
ETSY
Etsy Inc

Consumer Cyclical
19
New
$47.48 - $61.61 $902 - $1.17K
19 $1.01M
MHK
Mohawk Industries Inc

Consumer Cyclical
8
New
$116.82 - $161.27 $935 - $1.29K
8 $954K
LNT
Alliant Energy Corp

Utilities
42
+ 4.18%
$56.24 - $63.63 $2.36K - $2.67K
1.05K $61.9M
BLDR
Builders First Source, Inc.

Industrials
6
New
$142.93 - $198.25 $858 - $1.19K
6 $858K
LNC
Lincoln National Corp

Financial Services
27
New
$30.46 - $36.84 $822 - $995
27 $857K
MTB
M&T Bank Corp

Financial Services
2
+ 4.35%
$172.48 - $221.95 $345 - $444
48 $9.03M
HRL
Hormel Foods Corp

Consumer Defensive
26
New
$29.21 - $33.55 $759 - $872
26 $816K
MCHP
Microchip Technology Inc

Technology
14
New
$55.51 - $79.05 $777 - $1.11K
14 $803K
EIX
Edison International

Utilities
69
+ 10.62%
$77.93 - $88.36 $5.38K - $6.1K
719 $57.4M
TSCO
Tractor Supply CO

Consumer Cyclical
15
New
$52.59 - $303.74 $789 - $4.56K
15 $796K
SEE
Sealed Air Corp

Consumer Cyclical
23
New
$33.59 - $37.3 $773 - $858
23 $779K
HWM
Howmet Aerospace Inc.

Industrials
7
New
$99.72 - $120.09 $698 - $841
7 $766K
PHM
Pultegroup Inc

Consumer Cyclical
7
New
$108.86 - $149.04 $762 - $1.04K
7 $763K
CPB
Campbell Soup CO

Consumer Defensive
17
New
$41.42 - $48.71 $704 - $828
17 $712K
URI
United Rentals, Inc.

Industrials
1
New
$704.44 - $880.32 $704 - $880
1 $705K
LDOS
Leidos Holdings, Inc.

Technology
4
New
$143.17 - $201.39 $573 - $806
4 $577K
DOV
Dover Corp

Industrials
3
New
$184.72 - $206.51 $554 - $620
3 $563K
FFIV
F5, Inc.

Technology
2
New
$213.56 - $263.36 $427 - $527
2 $503K
MCO
Moodys Corp

Financial Services
1
New
$454.04 - $500.88 $454 - $501
1 $474K
ALL
Allstate Corp

Financial Services
2
New
$181.25 - $208.2 $363 - $416
2 $386K
RE
Everest Re Group LTD

Financial Services
1
New
N/A
1 $363K
EOG
Eog Resources Inc

Energy
3
+ 5.0%
$118.22 - $136.54 $355 - $410
63 $7.72M
TSN
Tyson Foods, Inc.

Consumer Defensive
6
New
$57.14 - $64.54 $343 - $387
6 $345K
JBHT
Hunt J B Transport Services Inc

Industrials
2
New
$164.22 - $197.19 $328 - $394
2 $342K
SNA
Snap On Inc

Industrials
1
New
$285.44 - $371.35 $285 - $371
1 $340K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7
New
$28.38 - $39.27 $199 - $275
7 $272K
Fortrea Hldgs Inc
13
New
N/A
13 $243K
DXCM
Dexcom Inc

Healthcare
3
New
$65.68 - $81.01 $197 - $243
3 $234K
BR
Broadridge Financial Solutions, Inc.

Technology
1
New
$209.64 - $236.44 $210 - $236
1 $227K
PVH
Pvh Corp.

Consumer Cyclical
2
New
$92.92 - $112.86 $186 - $226
2 $212K
AEE
Ameren Corp

Utilities
1
New
$85.81 - $94.98 $85.8 - $95
1 $90K
Grail Inc
4
New
N/A
4 $72K
OXY
Occidental Petroleum Corp

Energy
1
New
$45.36 - $55.91 $45.4 - $55.9
1 $50K
Phinia Inc
1
New
N/A
1 $49K
BWA
Borgwarner Inc

Consumer Cyclical
1
New
$31.48 - $35.49 $31.5 - $35.5
1 $32K
CPT
Camden Property Trust

Real Estate
18
+ 4.46%
$112.52 - $127.03 $2.03K - $2.29K
422 $48.9M
BFB
Brown Forman Corp Cl B
25
+ 11.36%
N/A
245 $9.31M
PPG
Ppg Industries Inc

Basic Materials
4
+ 2.23%
$119.09 - $131.37 $476 - $525
183 $21.9M
EXPD
Expeditors International Of Washington Inc

Industrials
1
+ 0.67%
$110.5 - $128.26 $111 - $128
151 $16.7M
DHR
Danaher Corp

Healthcare
11
+ 9.09%
$226.16 - $274.52 $2.49K - $3.02K
132 $30.3M
ES
Eversource Energy

Utilities
58
+ 8.19%
$55.9 - $67.73 $3.24K - $3.93K
766 $44M
CTVA
Corteva, Inc.

Basic Materials
36
+ 0.87%
$55.21 - $64.13 $1.99K - $2.31K
4.16K $237M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.83K
+ 86.02%
$18.41 - $40.87 $52.1K - $116K
6.12K $113M
CDW
Cdw Corp

Technology
22
+ 4.41%
$171.49 - $225.64 $3.77K - $4.96K
521 $90.7M
LLY
Eli Lilly & CO

Healthcare
157
+ 11.43%
$727.2 - $932.06 $114K - $146K
1.53K $1.18B
DD
Du Pont De Nemours, Inc.

Basic Materials
80
+ 1.94%
$75.95 - $88.05 $6.08K - $7.04K
4.2K $320M
ELV
Elevance Health, Inc.

Healthcare
33
+ 2.18%
$365.96 - $514.62 $12.1K - $17K
1.54K $570M
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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