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
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
ADI
Analog Devices Inc

Technology
52
+ 14.02%
$206.35 - $236.48 $10.7K - $12.3K
423 $89.9M
NTAP
Net App, Inc.

Technology
38
New
$115.31 - $131.11 $4.38K - $4.98K
38 $4.41M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
8
+ 40.0%
$338.38 - $446.21 $2.71K - $3.57K
28 $12.2M
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
FCX
Freeport Mcmoran Inc

Basic Materials
226
+ 61.41%
$38.08 - $50.82 $8.61K - $11.5K
594 $22.6M
MPWR
Monolithic Power Systems Inc

Technology
7
New
$560.06 - $942.58 $3.92K - $6.6K
7 $4.14M
AVB
Avalonbay Communities Inc

Real Estate
23
+ 13.22%
$216.28 - $237.81 $4.97K - $5.47K
197 $43.3M
MLM
Martin Marietta Materials Inc

Basic Materials
8
New
$516.5 - $619.58 $4.13K - $4.96K
8 $4.13M
CHD
Church & Dwight CO Inc

Consumer Defensive
39
+ 39.0%
$99.11 - $112.25 $3.87K - $4.38K
139 $14.6M
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
ATO
Atmos Energy Corp

Utilities
28
New
$136.41 - $151.43 $3.82K - $4.24K
28 $3.9M
LUV
Southwest Airlines CO

Industrials
116
New
$28.99 - $34.84 $3.36K - $4.04K
116 $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
ADM
Archer Daniels Midland CO

Consumer Defensive
73
New
$49.38 - $59.52 $3.6K - $4.34K
73 $3.69M
MTD
Mettler Toledo International Inc

Healthcare
3
New
$1160.67 - $1498.12 $3.48K - $4.49K
3 $3.67M
NRG
Nrg Energy, Inc.

Utilities
40
New
$85.3 - $101.61 $3.41K - $4.06K
40 $3.61M
GM
General Motors CO

Consumer Cyclical
17
+ 5.38%
$44.82 - $60.2 $762 - $1.02K
333 $17.7M
CMCSA
Comcast Corp

Communication Services
557
+ 13.6%
$37.39 - $45.14 $20.8K - $25.1K
4.65K $175M
ZBRA
Zebra Technologies Corp

Technology
9
New
$360.09 - $411.94 $3.24K - $3.71K
9 $3.48M
ILMN
Illumina, Inc.

Healthcare
26
New
$128.99 - $155.15 $3.35K - $4.03K
26 $3.48M
IFF
International Flavors & Fragrances Inc

Basic Materials
41
New
$83.96 - $106.19 $3.44K - $4.35K
41 $3.47M
SBAC
Sba Communications Corp

Real Estate
17
New
$198.24 - $249.31 $3.37K - $4.24K
17 $3.47M
FE
Firstenergy Corp

Utilities
87
New
$39.14 - $44.52 $3.41K - $3.87K
87 $3.46M
WBD
Warner Bros. Discovery, Inc.

Communication Services
323
New
$7.33 - $12.37 $2.37K - $4K
323 $3.42M
CFG
Citizens Financial Group Inc

Financial Services
78
New
$39.92 - $48.46 $3.11K - $3.78K
78 $3.41M
CLX
Clorox CO

Consumer Defensive
21
New
$156.51 - $169.74 $3.29K - $3.56K
21 $3.41M
DRI
Darden Restaurants Inc

Consumer Cyclical
18
New
$155.96 - $188.66 $2.81K - $3.4K
18 $3.36M
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 31.82%
$83.95 - $97.9 $2.35K - $2.74K
116 $10.7M
PNR
Pentair PLC

Industrials
33
New
$95.0 - $109.21 $3.14K - $3.6K
33 $3.32M
MA
Mastercard Inc

Financial Services
6
+ 150.0%
$491.3 - $536.15 $2.95K - $3.22K
10 $5.27M
HAL
Halliburton CO

Energy
120
New
$25.77 - $31.99 $3.09K - $3.84K
120 $3.26M
AZO
Autozone Inc

Consumer Cyclical
1
New
$2981.19 - $3370.27 $2.98K - $3.37K
1 $3.2M
CMS
Cms Energy Corp

Utilities
48
New
$65.76 - $71.94 $3.16K - $3.45K
48 $3.2M
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