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
ESS
Essex Property Trust, Inc.

Real Estate
11
New
N/A
11 $3.14M
PODD
Insulet Corp

Healthcare
12
New
$227.79 - $275.7 $2.73K - $3.31K
12 $3.13M
TPR
Tapestry, Inc.

Consumer Cyclical
47
New
$43.54 - $66.18 $2.05K - $3.11K
47 $3.07M
Veralto Corp
30
New
N/A
30 $3.06M
KEY
Keycorp

Financial Services
178
New
$16.21 - $19.97 $2.89K - $3.55K
178 $3.05M
MKC
Mccormick & CO Inc

Consumer Defensive
40
New
$73.97 - $84.09 $2.96K - $3.36K
40 $3.05M
TER
Teradyne, Inc

Technology
24
New
$102.58 - $133.62 $2.46K - $3.21K
24 $3.02M
WDC
Western Digital Corp

Technology
50
New
$59.62 - $73.43 $2.98K - $3.67K
50 $2.98M
Labcorp Holdings Inc
13
New
N/A
13 $2.98M
INVH
Invitation Homes Inc.

Real Estate
93
New
$31.4 - $34.69 $2.92K - $3.23K
93 $2.97M
STX
Seagate Technology Holdings PLC

Technology
34
New
$86.31 - $112.64 $2.93K - $3.83K
34 $2.94M
LYV
Live Nation Entertainment, Inc.

Communication Services
22
New
$109.06 - $140.54 $2.4K - $3.09K
22 $2.85M
LVS
Las Vegas Sands Corp

Consumer Cyclical
55
New
$47.96 - $55.17 $2.64K - $3.03K
55 $2.83M
BALL
Ball Corp

Consumer Cyclical
51
New
$54.84 - $67.94 $2.8K - $3.46K
51 $2.81M
CNP
Centerpoint Energy Inc

Utilities
87
New
$28.58 - $32.66 $2.49K - $2.84K
87 $2.76M
NI
Nisource Inc.

Utilities
73
New
$33.74 - $38.25 $2.46K - $2.79K
73 $2.68M
Aptiv PLC
44
New
N/A
44 $2.66M
BBY
Best Buy CO Inc

Consumer Cyclical
31
New
$85.2 - $101.35 $2.64K - $3.14K
31 $2.66M
L
Loews Corp

Financial Services
31
New
$76.49 - $87.05 $2.37K - $2.7K
31 $2.63M
DVN
Devon Energy Corp

Energy
80
New
$30.52 - $42.96 $2.44K - $3.44K
80 $2.62M
Cooper Cos Inc
28
New
N/A
28 $2.58M
DLTR
Dollar Tree, Inc.

Consumer Defensive
34
New
$61.21 - $76.19 $2.08K - $2.59K
34 $2.55M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
26
New
$97.29 - $122.68 $2.53K - $3.19K
26 $2.54M
KIM
Kimco Realty Corp

Real Estate
108
New
$22.75 - $25.78 $2.46K - $2.78K
108 $2.53M
ALGN
Align Technology Inc

Healthcare
12
New
$205.03 - $245.32 $2.46K - $2.94K
12 $2.5M
NLOK
Norton Life Lock Inc.

Technology
91
New
N/A
91 $2.49M
WEC
Wec Energy Group, Inc.

Utilities
75
+ 3.52%
$92.94 - $101.82 $6.97K - $7.64K
2.21K $208M
VRSN
Verisign Inc

Technology
12
New
$176.68 - $206.96 $2.12K - $2.48K
12 $2.48M
BAX
Baxter International Inc

Healthcare
83
New
$28.63 - $37.84 $2.38K - $3.14K
83 $2.42M
VTRS
Viatris Inc

Healthcare
192
New
$11.32 - $13.37 $2.17K - $2.57K
192 $2.39M
HOLX
Hologic Inc

Healthcare
33
New
$70.76 - $83.72 $2.34K - $2.76K
33 $2.38M
AIZ
Assurant, Inc.

Financial Services
11
New
$186.6 - $228.68 $2.05K - $2.52K
11 $2.35M
DGX
Quest Diagnostics Inc

Healthcare
17
+ 34.0%
N/A
67 $10.1M
EPAM
Epam Systems, Inc.

Technology
10
New
N/A
10 $2.34M
PEAK
Healthpeak Properties, Inc.

Real Estate
115
New
N/A
115 $2.33M
CI
Cigna Corp

Healthcare
30
+ 35.29%
$265.59 - $358.58 $7.97K - $10.8K
115 $31.8M
KMX
Carmax Inc

Consumer Cyclical
28
New
$71.11 - $87.2 $1.99K - $2.44K
28 $2.29M
MAS
Masco Corp

Industrials
31
New
$72.52 - $85.73 $2.25K - $2.66K
31 $2.25M
AMCR
Amcor PLC

Consumer Cyclical
238
New
$9.34 - $11.37 $2.22K - $2.71K
238 $2.24M
STE
Steris PLC

Healthcare
15
+ 65.22%
$204.34 - $235.7 $3.07K - $3.54K
38 $7.81M
SWKS
Skyworks Solutions, Inc.

Technology
25
New
$83.18 - $99.15 $2.08K - $2.48K
25 $2.22M
CAG
Conagra Brands Inc.

Consumer Defensive
78
New
$26.48 - $32.72 $2.07K - $2.55K
78 $2.17M
INCY
Incyte Corp

Healthcare
31
New
$65.08 - $83.38 $2.02K - $2.58K
31 $2.14M
PKI
Perkinelmer Inc

Healthcare
19
New
N/A
19 $2.12M
JKHY
Henry Jack & Associates Inc

Technology
12
New
$171.12 - $186.18 $2.05K - $2.23K
12 $2.1M
ROL
Rollins Inc

Consumer Cyclical
45
New
$46.35 - $51.59 $2.09K - $2.32K
45 $2.09M
UDR
Udr, Inc.

Real Estate
48
New
$41.3 - $46.33 $1.98K - $2.22K
48 $2.08M
POOL
Pool Corp

Industrials
6
New
$339.32 - $390.03 $2.04K - $2.34K
6 $2.05M
GIS
General Mills Inc

Consumer Defensive
32
New
$62.78 - $74.62 $2.01K - $2.39K
32 $2.04M
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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