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
GOOGL
Alphabet Inc.

Communication Services
9.17K
+ 2746.11%
$161.86 - $196.66 $1.48M - $1.8M
9.51K $1.8B
GLD
Spdr Gold Trust

ETFs
3.87K
+ 5031.17%
$236.59 - $257.5 $917K - $998K
3.95K $957M
Blackrock Inc
640
New
N/A
640 $656M
IVV
Ishares Core S&P 500 ETF

ETFs
1.05K
+ 110.44%
$570.51 - $610.59 $597K - $639K
2K $1.17B
ORCL
Oracle Corp

Technology
3.62K
+ 614.8%
$165.41 - $192.43 $598K - $696K
4.2K $700M
NVDA
Nvidia Corp

Technology
3.84K
+ 661.21%
$117.0 - $148.88 $449K - $571K
4.42K $593M
BAC
Bank Of America Corp

Financial Services
11.9K
New
$39.22 - $47.77 $465K - $566K
11.9K $521M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.2K
New
$61.68 - $67.87 $444K - $489K
7.2K $449M
CAT
Caterpillar Inc

Industrials
1.17K
+ 116600.0%
$360.37 - $416.88 $420K - $486K
1.17K $423M
AAPL
Apple Inc.

Technology
578
+ 4.37%
$221.69 - $259.02 $128K - $150K
13.8K $3.46B
JCI
Johnson Controls International PLC

Industrials
3.44K
New
$74.23 - $86.6 $255K - $298K
3.44K $272M
CRM
Salesforce, Inc.

Technology
772
New
$270.87 - $367.87 $209K - $284K
772 $258M
ETN
Eaton Corp PLC

Industrials
674
New
$326.96 - $377.52 $220K - $254K
674 $224M
AVGO
Broadcom Inc.

Technology
840
+ 254.55%
$159.67 - $250.0 $134K - $210K
1.17K $271M
COST
Costco Wholesale Corp

Consumer Defensive
220
+ 338.46%
$873.59 - $994.69 $192K - $219K
285 $261M
HD
Home Depot, Inc.

Consumer Cyclical
457
+ 585.9%
$385.02 - $431.37 $176K - $197K
535 $208M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.22K
New
$75.1 - $82.99 $167K - $184K
2.22K $168M
WMT
Walmart Inc.

Consumer Defensive
588
+ 6.3%
$79.1 - $95.7 $46.5K - $56.3K
9.93K $897M
AMZN
Amazon Com Inc

Consumer Cyclical
368
+ 32.68%
$180.88 - $232.93 $66.6K - $85.7K
1.49K $328M
APD
Air Products & Chemicals, Inc.

Basic Materials
373
New
$285.5 - $335.62 $106K - $125K
373 $108M
WFC
Wells Fargo & Company

Financial Services
1.37K
New
$54.98 - $77.35 $75.5K - $106K
1.37K $96.4M
V
Visa Inc.

Financial Services
117
+ 8.15%
$273.87 - $320.91 $32K - $37.5K
1.55K $490M
HON
Honeywell International Inc

Industrials
412
+ 10300.0%
$202.84 - $236.0 $83.6K - $97.2K
416 $94M
RTX
Raytheon Technologies Corp

Industrials
801
+ 155.84%
$114.45 - $127.21 $91.7K - $102K
1.32K $152M
KLAC
Kla Corp

Technology
139
New
$614.46 - $829.55 $85.4K - $115K
139 $87.6M
PG
Procter & Gamble CO

Consumer Defensive
442
+ 249.72%
$161.05 - $179.7 $71.2K - $79.4K
619 $104M
ADBE
Adobe Inc.

Technology
155
+ 3875.0%
$437.39 - $552.96 $67.8K - $85.7K
159 $70.7M
EFG
Msci Eafe Growth ETF

ETFs
696
New
$96.83 - $106.88 $67.4K - $74.4K
696 $67.4M
UNP
Union Pacific Corp

Industrials
290
+ 198.63%
$223.15 - $249.32 $64.7K - $72.3K
436 $99.4M
AMD
Advanced Micro Devices Inc

Technology
510
+ 1275.0%
$118.88 - $172.8 $60.6K - $88.1K
550 $66.4M
MCD
Mcdonalds Corp

Consumer Cyclical
187
New
$288.47 - $316.54 $53.9K - $59.2K
187 $54.2M
AIG
American International Group, Inc.

Financial Services
707
+ 358.88%
$70.0 - $79.22 $49.5K - $56K
904 $65.8M
CARR
Carrier Global Corp

Industrials
742
+ 530.0%
$66.69 - $82.65 $49.5K - $61.3K
882 $60.2M
WMB
Williams Companies, Inc.

Energy
650
+ 47.34%
$46.37 - $59.74 $30.1K - $38.8K
2.02K $109M
BSX
Boston Scientific Corp

Healthcare
366
+ 16.12%
$83.62 - $91.5 $30.6K - $33.5K
2.64K $236M
META
Meta Platforms, Inc.

Communication Services
69
+ 25.0%
$554.08 - $632.68 $38.2K - $43.7K
345 $202M
TXN
Texas Instruments Inc

Technology
236
+ 198.32%
N/A
355 $66.6M
MDLZ
Mondelez International, Inc.

Consumer Defensive
837
+ 109.41%
$59.25 - $72.99 $49.6K - $61.1K
1.6K $95.7M
CVX
Chevron Corp

Energy
271
+ 60.09%
$141.15 - $162.53 $38.3K - $44K
722 $105M
SCHW
Schwab Charles Corp

Financial Services
509
New
$63.31 - $82.85 $32.2K - $42.2K
509 $37.7M
ADP
Automatic Data Processing Inc

Industrials
128
New
$280.08 - $307.97 $35.9K - $39.4K
128 $37.5M
CSX
Csx Corp

Industrials
1.15K
New
$31.58 - $36.88 $36.3K - $42.4K
1.15K $37.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
52
New
$701.85 - $1046.91 $36.5K - $54.4K
52 $37M
PEP
Pepsico Inc

Consumer Defensive
266
+ 124.3%
$151.29 - $176.1 $40.2K - $46.8K
480 $73M
VLO
Valero Energy Corp

Energy
297
New
$118.59 - $144.02 $35.2K - $42.8K
297 $36.4M
MRK
Merck & Co., Inc.

Healthcare
412
+ 108.71%
$96.31 - $114.76 $39.7K - $47.3K
791 $78.7M
NTRS
Northern Trust Corp

Financial Services
20
+ 0.75%
$88.4 - $111.16 $1.77K - $2.22K
2.67K $274M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.25K
New
$27.09 - $32.06 $33.8K - $40K
1.25K $34.9M
AMT
American Tower Corp

Real Estate
230
+ 146.5%
$179.4 - $232.01 $41.3K - $53.4K
387 $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
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email