Mowery & Schoenfeld Wealth Management, LLC Reduced Holdings in Q3 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-31
- 12.4%
$38.58 - $58.24 $1.2K - $1.81K
219 $8.58M
DIS
Walt Disney CO

Communication Services
-28
- 12.44%
$112.25 - $124.0 $3.14K - $3.47K
197 $22.6M
DE
Deere & CO

Industrials
-6
- 12.24%
$457.26 - $524.37 $2.74K - $3.15K
43 $19.7M
T
At&T Inc.

Communication Services
-153
- 12.51%
$26.94 - $29.62 $4.12K - $4.53K
1.07K $30.2M
ABT
Abbott Laboratories

Healthcare
-34
- 12.01%
$120.51 - $136.62 $4.1K - $4.65K
249 $33.4M
SPGI
S&P Global Inc.

Financial Services
-5
- 10.42%
$484.94 - $564.15 $2.42K - $2.82K
43 $20.9M
WMB
Williams Companies, Inc.

Energy
-81
- 4.0%
$56.52 - $64.01 $4.58K - $5.18K
1.94K $123M
SCHW
Schwab Charles Corp

Financial Services
-64
- 12.52%
$91.03 - $98.69 $5.83K - $6.32K
447 $42.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-9
- 23.08%
$159.87 - $247.68 $1.44K - $2.23K
30 $5.34M
CEG
Constellation Energy Corp

Utilities
-14
- 11.76%
$298.82 - $354.89 $4.18K - $4.97K
105 $34.6M
KMI
Kinder Morgan, Inc.

Energy
-74
- 7.39%
$26.23 - $28.5 $1.94K - $2.11K
927 $26.3M
TDG
Trans Digm Group Inc

Industrials
-1
- 11.11%
$1271.04 - $1620.83 $1.27K - $1.62K
8 $10.5M
AMGN
Amgen Inc

Healthcare
-11
- 7.75%
$271.18 - $309.22 $2.98K - $3.4K
131 $36.8M
EQIX
Equinix Inc

Real Estate
-3
- 21.43%
$756.7 - $811.13 $2.27K - $2.43K
11 $8.62M
QCOM
Qualcomm Inc

Technology
-23
- 12.23%
$145.84 - $173.55 $3.35K - $3.99K
165 $27.5M
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 10.61%
$357.4 - $423.42 $20.4K - $24.1K
480 $194M
TMUS
T Mobile Us, Inc.

Communication Services
-11
- 3.5%
$226.02 - $259.01 $2.49K - $2.85K
303 $72.5M
TT
Trane Technologies PLC

Industrials
-4
- 11.76%
$398.96 - $472.54 $1.6K - $1.89K
30 $12.7M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-6
- 13.95%
$259.44 - $278.65 $1.56K - $1.67K
37 $9.6M
CSX
Csx Corp

Industrials
-144
- 12.51%
$32.05 - $36.52 $4.62K - $5.26K
1.01K $35.8M
COF
Capital One Financial Corp

Financial Services
-7
- 2.39%
$207.29 - $229.74 $1.45K - $1.61K
286 $60.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
-25
- 44.64%
$66.38 - $71.68 $1.66K - $1.79K
31 $2.21M
WELL
Welltower Inc.

Real Estate
-21
- 22.34%
$150.71 - $178.14 $3.16K - $3.74K
73 $13M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 11.54%
$534.91 - $598.71 $3.21K - $3.59K
46 $25.9M
COP
Conocophillips

Energy
-23
- 12.71%
$91.0 - $98.99 $2.09K - $2.28K
158 $15M
MCK
Mckesson Corp

Healthcare
-3
- 11.54%
$659.01 - $772.54 $1.98K - $2.32K
23 $17.8M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-4
- 10.53%
$301.44 - $365.84 $1.21K - $1.46K
34 $11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-40
- 8.3%
$135.0 - $146.02 $5.4K - $5.84K
442 $64.4M
GS
Goldman Sachs Group Inc

Financial Services
-7
- 12.5%
$696.56 - $806.32 $4.88K - $5.64K
49 $39M
MSI
Motorola Solutions, Inc.

Technology
-3
- 10.71%
$408.73 - $490.3 $1.23K - $1.47K
25 $11.4M
AMAT
Applied Materials Inc

Technology
-12
- 12.24%
$156.25 - $204.95 $1.88K - $2.46K
86 $17.6M
PH
Parker Hannifin Corp

Industrials
-2
- 9.09%
$697.13 - $769.67 $1.39K - $1.54K
20 $15.2M
CDNS
Cadence Design Systems Inc

Technology
-6
- 13.33%
$309.46 - $373.37 $1.86K - $2.24K
39 $13.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-21
- 7.34%
$185.88 - $207.44 $3.9K - $4.36K
265 $53.3M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-156
- 12.51%
$24.02 - $27.91 $3.75K - $4.35K
1.09K $30.5M
MET
Metlife Inc

Financial Services
-7
- 2.19%
$73.82 - $82.37 $517 - $577
313 $25.8M
BK
Bank Of New York Mellon Corp

Financial Services
-17
- 12.78%
$90.65 - $109.75 $1.54K - $1.87K
116 $12.6M
AMD
Advanced Micro Devices Inc

Technology
-63
- 11.45%
$134.8 - $184.42 $8.49K - $11.6K
487 $78.8M
C
Citigroup Inc

Financial Services
-43
- 12.57%
$85.57 - $103.49 $3.68K - $4.45K
299 $30.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 11.54%
$404.94 - $499.99 $2.43K - $3K
46 $22.3M
MU
Micron Technology Inc

Technology
-41
- 21.69%
$104.88 - $168.89 $4.3K - $6.92K
148 $24.8M
APH
Amphenol Corp

Technology
-24
- 12.63%
$97.39 - $125.4 $2.34K - $3.01K
166 $20.5M
ITW
Illinois Tool Works Inc

Industrials
-18
- 3.73%
$252.31 - $269.41 $4.54K - $4.85K
464 $121M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-45
- 10.34%
$89.32 - $107.82 $4.02K - $4.85K
390 $42M
Arista Networks Inc
-20
- 12.82%
N/A
136 $19.8M
VLO
Valero Energy Corp

Energy
-39
- 13.0%
$131.77 - $175.63 $5.14K - $6.85K
261 $44.5M
CVX
Chevron Corp

Energy
-31
- 4.13%
$145.57 - $161.83 $4.51K - $5.02K
719 $112M
Lam Research Corp
-27
- 12.27%
N/A
193 $25.8M
GLD
Spdr Gold Trust

ETFs
-30
- 9.84%
$300.96 - $355.47 $9.03K - $10.7K
275 $97.8M
Activity Summary
Buys All Purchases 29 New Holdings 12 Increased Positions 17 Sells All Sells 118 Reductions 118 Sold out 0 Options Calls 0 Puts 0
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