Mowery & Schoenfeld Wealth Management, LLC Purchases in Q4 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $69 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8.4K
+ 39.18%
$219.27 - $238.71 $1.84M - $2.01M
29.9K $6.71B
NVDA
Nvidia Corp

Technology
5.98K
+ 31.59%
$179.83 - $207.04 $1.08M - $1.24M
24.9K $4.64B
PRF
Invesco Exchange Traded Fd Tr

ETFs
20.5K
+ 34.38%
$44.13 - $46.37 $906K - $952K
80.3K $3.77B
GOOGL
Alphabet Inc.

Communication Services
242
+ 2.46%
$236.57 - $291.31 $57.2K - $70.5K
10.1K $3.16B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 125.09%
$653.02 - $687.39 $658K - $692K
1.81K $1.24B
LLY
Eli Lilly & CO

Healthcare
89
+ 5.89%
$799.57 - $1025.28 $71.2K - $91.2K
1.6K $1.72B
GOOG
Alphabet Inc.

Communication Services
164
+ 2.57%
$237.49 - $291.74 $38.9K - $47.8K
6.54K $2.05B
ABBV
Abb Vie Inc.

Healthcare
1.99K
+ 190.32%
$211.96 - $244.38 $421K - $485K
3.03K $692M
CEG
Constellation Energy Corp

Utilities
817
+ 778.1%
$335.74 - $401.43 $274K - $328K
922 $326M
VEA
Vanguard Ftse Developed Market

ETFs
3.94K
New
$59.18 - $62.09 $233K - $245K
3.94K $246M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.34K
+ 37.19%
$63.25 - $66.24 $148K - $155K
8.64K $570M
AMZN
Amazon Com Inc

Consumer Cyclical
514
+ 15.03%
$213.04 - $254.0 $110K - $131K
3.93K $908M
WMT
Walmart Inc.

Consumer Defensive
234
+ 1.73%
$101.18 - $109.03 $23.7K - $25.5K
13.7K $1.53B
AVGO
Broadcom Inc.

Technology
337
+ 31.64%
$324.63 - $385.98 $109K - $130K
1.4K $485M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
257
+ 24.52%
$475.68 - $513.11 $122K - $132K
1.31K $656M
EXC
Exelon Corp

Utilities
2.77K
+ 347.49%
$44.97 - $48.24 $125K - $134K
3.57K $156M
CAT
Caterpillar Inc

Industrials
15
+ 1.46%
$480.82 - $585.49 $7.21K - $8.78K
1.04K $596M
COST
Costco Wholesale Corp

Consumer Defensive
130
+ 52.0%
$910.94 - $954.99 $118K - $124K
380 $328M
DVN
Devon Energy Corp

Energy
2.6K
New
$31.74 - $35.84 $82.5K - $93.2K
2.6K $95.2M
JPM
Jpmorgan Chase & CO

Financial Services
240
+ 16.02%
$294.11 - $320.41 $70.6K - $76.9K
1.74K $560M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
602
+ 1135.85%
$114.27 - $121.15 $68.8K - $72.9K
655 $78.7M
JNJ
Johnson & Johnson

Healthcare
249
+ 28.79%
$185.98 - $199.58 $46.3K - $49.7K
1.11K $231M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 193.79%
$52.54 - $55.77 $67.2K - $71.3K
1.94K $104M
BAC
Bank Of America Corp

Financial Services
566
+ 5.46%
$48.65 - $54.11 $27.5K - $30.6K
10.9K $602M
TMO
Thermo Fisher Scientific Inc.

Healthcare
106
+ 230.43%
$524.58 - $588.02 $55.6K - $62.3K
152 $88.1M
CSCO
Cisco Systems, Inc.

Technology
617
+ 30.17%
$67.46 - $78.0 $41.6K - $48.1K
2.66K $205M
CB
Chubb LTD

Financial Services
155
+ 39.14%
$268.2 - $296.22 $41.6K - $45.9K
551 $172M
JCI
Johnson Controls International PLC

Industrials
254
+ 8.44%
$105.55 - $122.66 $26.8K - $31.2K
3.26K $391M
ABT
Abbott Laboratories

Healthcare
488
+ 195.98%
$123.62 - $134.59 $60.3K - $65.7K
737 $92.3M
NEE
Nextera Energy Inc

Utilities
497
+ 22.24%
$78.18 - $86.03 $38.9K - $42.8K
2.73K $219M
TXN
Texas Instruments Inc

Technology
300
+ 107.14%
N/A
580 $101M
ADP
Automatic Data Processing Inc

Industrials
206
+ 183.93%
$250.9 - $292.94 $51.7K - $60.3K
318 $81.8M
XOM
Exxon Mobil Corp

Energy
270
+ 16.73%
$110.64 - $119.78 $29.9K - $32.3K
1.88K $227M
MA
Mastercard Inc

Financial Services
76
+ 760.0%
$536.85 - $580.45 $40.8K - $44.1K
86 $49.1M
QCOM
Qualcomm Inc

Technology
249
+ 150.91%
$153.59 - $187.68 $38.2K - $46.7K
414 $70.7M
RTX
Raytheon Technologies Corp

Industrials
125
+ 10.29%
$157.0 - $179.44 $19.6K - $22.4K
1.34K $246M
GE
General Electric CO

Industrials
128
+ 33.95%
$291.49 - $314.28 $37.3K - $40.2K
505 $156M
MCD
Mcdonalds Corp

Consumer Cyclical
137
New
$293.81 - $310.11 $40.3K - $42.5K
137 $41.9M
MRK
Merck & Co., Inc.

Healthcare
245
+ 33.84%
$82.49 - $92.93 $20.2K - $22.8K
969 $102M
OMC
Omnicom Group Inc.

Communication Services
508
New
$72.23 - $81.23 $36.7K - $41.3K
508 $41M
STZ
Constellation Brands, Inc.

Consumer Defensive
280
New
$127.65 - $142.97 $35.7K - $40K
280 $38.6M
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 3.47%
$656.2 - $690.71 $21K - $22.1K
954 $653M
SCHW
Schwab Charles Corp

Financial Services
342
+ 76.51%
$91.91 - $97.71 $31.4K - $33.4K
789 $78.8M
AXP
American Express CO

Financial Services
7
+ 0.8%
$316.26 - $372.77 $2.21K - $2.61K
884 $327M
AMD
Advanced Micro Devices Inc

Technology
46
+ 9.45%
$164.01 - $264.33 $7.54K - $12.2K
533 $114M
PEP
Pepsico Inc

Consumer Defensive
231
New
$138.84 - $153.71 $32.1K - $35.5K
231 $33.2M
CRM
Salesforce, Inc.

Technology
48
+ 6.89%
$235.69 - $263.41 $11.3K - $12.6K
745 $197M
ISRG
Intuitive Surgical Inc

Healthcare
45
+ 83.33%
$429.59 - $576.2 $19.3K - $25.9K
99 $56.1M
TSLA
Tesla, Inc.

Consumer Cyclical
56
+ 4.54%
$401.99 - $468.37 $22.5K - $26.2K
1.29K $580M
Activity Summary
Buys All Purchases 280 New Holdings 124 Increased Positions 156 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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