Mowery & Schoenfeld Wealth Management, LLC New Holdings in Q4 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
ODFL
Old Dominion Freight Line, Inc.

Industrials
28
New
$176.4 - $231.84 $4.94K - $6.49K
28 $4.94M
EFX
Equifax Inc

Industrials
19
New
$245.03 - $293.5 $4.66K - $5.58K
19 $4.84M
HUM
Humana Inc

Healthcare
19
New
$233.89 - $304.18 $4.44K - $5.78K
19 $4.82M
TTWO
Take Two Interactive Software Inc

Communication Services
26
New
$147.66 - $190.46 $3.84K - $4.95K
26 $4.79M
NUE
Nucor Corp

Basic Materials
41
New
$115.78 - $167.74 $4.75K - $6.88K
41 $4.79M
CNC
Centene Corp

Healthcare
78
New
$56.71 - $73.94 $4.42K - $5.77K
78 $4.73M
GPN
Global Payments Inc

Industrials
42
New
$97.57 - $119.38 $4.1K - $5.01K
42 $4.71M
NTAP
Net App, Inc.

Technology
38
New
$115.31 - $131.11 $4.38K - $4.98K
38 $4.41M
HPE
Hewlett Packard Enterprise CO

Technology
205
New
$19.31 - $23.95 $3.96K - $4.91K
205 $4.38M
FIS
Fidelity National Information Services, Inc.

Technology
54
New
$80.14 - $90.95 $4.33K - $4.91K
54 $4.36M
VICI
Vici Properties Inc.

Real Estate
148
New
$28.27 - $33.19 $4.18K - $4.91K
148 $4.32M
ON
On Semiconductor Corp

Technology
68
New
$63.05 - $74.7 $4.29K - $5.08K
68 $4.29M
FTV
Fortive Corp

Technology
57
New
$71.16 - $79.68 $4.06K - $4.54K
57 $4.28M
WST
West Pharmaceutical Services Inc

Healthcare
13
New
$285.69 - $344.0 $3.71K - $4.47K
13 $4.26M
NDAQ
Nasdaq, Inc.

Financial Services
55
New
$70.87 - $83.05 $3.9K - $4.57K
55 $4.25M
MPWR
Monolithic Power Systems Inc

Technology
7
New
$560.06 - $942.58 $3.92K - $6.6K
7 $4.14M
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$516.5 - $619.58 $4.13K - $4.96K
8 $4.13M
HSY
Hershey CO

Consumer Defensive
24
New
$168.67 - $193.65 $4.05K - $4.65K
24 $4.07M
K
Kellogg CO

Consumer Defensive
50
New
$80.34 - $81.29 $4.02K - $4.06K
50 $4.05M
AWK
American Water Works Company, Inc.

Utilities
32
New
$123.83 - $146.07 $3.96K - $4.67K
32 $3.98M
LUV
Southwest Airlines CO

Industrials
116
New
$28.99 - $34.84 $3.36K - $4.04K
116 $3.9M
ATO
Atmos Energy Corp

Utilities
28
New
$136.41 - $151.43 $3.82K - $4.24K
28 $3.9M
VTR
Ventas, Inc.

Real Estate
65
New
$57.73 - $66.48 $3.75K - $4.32K
65 $3.83M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
10
New
$260.53 - $404.79 $2.61K - $4.05K
10 $3.83M
WAT
Waters Corp

Healthcare
10
New
$323.11 - $392.01 $3.23K - $3.92K
10 $3.71M
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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