Mowery & Schoenfeld Wealth Management, LLC New Holdings in Q4 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
640
New
N/A
640 $656M
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
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
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.22K
New
$75.1 - $82.99 $167K - $184K
2.22K $168M
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
KLAC
Kla Corp

Technology
139
New
$614.46 - $829.55 $85.4K - $115K
139 $87.6M
MCD
Mcdonalds Corp

Consumer Cyclical
187
New
$288.47 - $316.54 $53.9K - $59.2K
187 $54.2M
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
VLO
Valero Energy Corp

Energy
297
New
$118.59 - $144.02 $35.2K - $42.8K
297 $36.4M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
1.25K
New
$27.09 - $32.06 $33.8K - $40K
1.25K $34.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
New
$1146.59 - $1270.6 $33.3K - $36.8K
29 $34.4M
LMT
Lockheed Martin Corp

Industrials
66
New
$479.66 - $614.62 $31.7K - $40.6K
66 $32.1M
QCOM
Qualcomm Inc

Technology
188
New
$150.4 - $178.04 $28.3K - $33.5K
188 $28.9M
T
At&T Inc.

Communication Services
1.21K
New
$21.22 - $23.88 $25.7K - $28.9K
1.21K $27.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
52
New
$501.29 - $612.85 $26.1K - $31.9K
52 $27.1M
CEG
Constellation Energy Corp

Utilities
114
New
$224.28 - $285.52 $25.6K - $32.5K
114 $25.5M
DIS
Walt Disney CO

Communication Services
225
New
$92.39 - $117.6 $20.8K - $26.5K
225 $25.1M
C
Citigroup Inc

Financial Services
340
New
$61.31 - $72.5 $20.8K - $24.7K
340 $23.9M
SPGI
S&P Global Inc.

Financial Services
48
New
$480.36 - $529.17 $23.1K - $25.4K
48 $23.9M
STZ
Constellation Brands, Inc.

Consumer Defensive
98
New
$219.66 - $257.62 $21.5K - $25.2K
98 $21.7M
PLD
Prologis, Inc.

Real Estate
200
New
$101.4 - $126.96 $20.3K - $25.4K
200 $21.1M
DE
Deere & CO

Industrials
49
New
$389.45 - $466.0 $19.1K - $22.8K
49 $20.8M
SBUX
Starbucks Corp

Consumer Cyclical
207
New
$87.44 - $102.5 $18.1K - $21.2K
207 $18.9M
COP
Conocophillips

Energy
180
New
$95.12 - $114.72 $17.1K - $20.6K
180 $17.9M
BMY
Bristol Myers Squibb CO

Healthcare
311
New
$51.92 - $59.94 $16.1K - $18.6K
311 $17.6M
GLW
Corning Inc

Technology
368
New
$44.11 - $49.76 $16.2K - $18.3K
368 $17.5M
USB
Us Bancorp \De\

Financial Services
362
New
$43.98 - $53.66 $15.9K - $19.4K
362 $17.3M
Arista Networks Inc
156
New
N/A
156 $17.2M
AMAT
Applied Materials Inc

Technology
98
New
$161.44 - $213.89 $15.8K - $21K
98 $15.9M
Lam Research Corp
220
New
N/A
220 $15.9M
OKE
Oneok Inc

Energy
152
New
$92.28 - $117.05 $14K - $17.8K
152 $15.3M
Ge Vernova Inc
46
New
N/A
46 $15.1M
MCK
Mckesson Corp

Healthcare
26
New
$482.27 - $628.5 $12.5K - $16.3K
26 $14.8M
MDT
Medtronic PLC

Healthcare
182
New
$79.61 - $92.24 $14.5K - $16.8K
182 $14.5M
MU
Micron Technology Inc

Technology
169
New
$84.16 - $113.41 $14.2K - $19.2K
169 $14.2M
PH
Parker Hannifin Corp

Industrials
22
New
$621.74 - $709.46 $13.7K - $15.6K
22 $14M
SO
Southern CO

Utilities
168
New
$81.5 - $94.15 $13.7K - $15.8K
168 $13.8M
CDNS
Cadence Design Systems Inc

Technology
45
New
$249.1 - $324.54 $11.2K - $14.6K
45 $13.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
89
New
$148.29 - $166.93 $13.2K - $14.9K
89 $13.3M
PPL
Ppl Corp

Utilities
407
New
$31.47 - $35.0 $12.8K - $14.2K
407 $13.2M
EQIX
Equinix Inc

Real Estate
14
New
$865.69 - $985.0 $12.1K - $13.8K
14 $13.2M
APH
Amphenol Corp

Technology
190
New
$62.07 - $75.35 $11.8K - $14.3K
190 $13.2M
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
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