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
NKE
Nike, Inc.

Consumer Cyclical
174
New
$73.36 - $89.13 $12.8K - $15.5K
174 $13.2M
MSI
Motorola Solutions, Inc.

Technology
28
New
$449.08 - $504.6 $12.6K - $14.1K
28 $12.9M
NXPI
Nxp Semiconductors N.V.

Technology
61
New
$207.27 - $255.58 $12.6K - $15.6K
61 $12.7M
Grayscale Ethereum Mini Tr E
400
New
N/A
400 $12.6M
TT
Trane Technologies PLC

Industrials
34
New
$369.35 - $419.14 $12.6K - $14.3K
34 $12.6M
WELL
Welltower Inc.

Real Estate
94
New
$123.11 - $139.3 $11.6K - $13.1K
94 $11.8M
FDX
Fedex Corp

Industrials
42
New
$260.5 - $305.15 $10.9K - $12.8K
42 $11.8M
HCA
Hca Healthcare, Inc.

Healthcare
39
New
$297.52 - $415.61 $11.6K - $16.2K
39 $11.7M
MMM
3 M CO

Industrials
89
New
$124.74 - $137.12 $11.1K - $12.2K
89 $11.5M
TDG
Trans Digm Group Inc

Industrials
9
New
$1239.0 - $1442.53 $11.2K - $13K
9 $11.4M
TFC
Truist Financial Corp

Financial Services
254
New
$41.51 - $48.1 $10.5K - $12.2K
254 $11M
PSX
Phillips 66

Energy
96
New
$110.35 - $138.93 $10.6K - $13.3K
96 $10.9M
BX
Blackstone Inc.

Financial Services
63
New
$148.45 - $199.05 $9.35K - $12.5K
63 $10.9M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
43
New
$229.83 - $258.46 $9.88K - $11.1K
43 $10.6M
ADSK
Autodesk, Inc.

Technology
35
New
N/A
35 $10.3M
MAR
Marriott International Inc

Consumer Cyclical
37
New
$246.06 - $292.59 $9.1K - $10.8K
37 $10.3M
ECL
Ecolab Inc.

Basic Materials
44
New
$234.32 - $261.43 $10.3K - $11.5K
44 $10.3M
BK
Bank Of New York Mellon Corp

Financial Services
132
New
$70.82 - $81.87 $9.35K - $10.8K
132 $10.1M
DLR
Digital Realty Trust, Inc.

Real Estate
55
New
$156.46 - $195.69 $8.61K - $10.8K
55 $9.75M
PCAR
Paccar Inc

Industrials
91
New
$97.92 - $118.41 $8.91K - $10.8K
91 $9.47M
ROST
Ross Stores, Inc.

Consumer Cyclical
61
New
$138.59 - $156.61 $8.45K - $9.55K
61 $9.23M
DELL
Dell Technologies Inc.

Technology
80
New
$111.96 - $144.21 $8.96K - $11.5K
80 $9.22M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
286
New
$31.24 - $37.15 $8.93K - $10.6K
286 $9.19M
CMI
Cummins Inc

Industrials
26
New
$324.93 - $383.42 $8.45K - $9.97K
26 $9.06M
ROP
Roper Technologies Inc

Industrials
17
New
$519.85 - $575.95 $8.84K - $9.79K
17 $8.84M
INTC
Intel Corp

Technology
434
New
$19.07 - $26.23 $8.28K - $11.4K
434 $8.7M
FTNT
Fortinet, Inc.

Technology
91
New
$76.49 - $99.21 $6.96K - $9.03K
91 $8.6M
MSCI
Msci Inc.

Financial Services
14
New
$569.09 - $635.99 $7.97K - $8.9K
14 $8.4M
SYF
Synchrony Financial

Financial Services
127
New
$49.01 - $68.55 $6.22K - $8.71K
127 $8.26M
ZTS
Zoetis Inc.

Healthcare
50
New
$162.24 - $194.42 $8.11K - $9.72K
50 $8.15M
PRU
Prudential Financial Inc

Financial Services
66
New
$114.59 - $129.52 $7.56K - $8.55K
66 $7.82M
CPRT
Copart Inc

Consumer Cyclical
135
New
$51.36 - $63.8 $6.93K - $8.61K
135 $7.75M
DHI
Horton D R Inc

Consumer Cyclical
55
New
$137.24 - $194.56 $7.55K - $10.7K
55 $7.69M
YUM
Yum Brands Inc

Consumer Cyclical
56
New
$130.36 - $139.54 $7.3K - $7.81K
56 $7.51M
PSA
Public Storage

Real Estate
25
New
$289.33 - $360.21 $7.23K - $9.01K
25 $7.49M
D
Dominion Energy, Inc

Utilities
136
New
$52.63 - $60.92 $7.16K - $8.29K
136 $7.33M
SLB
Schlumberger Limited

Energy
188
New
$36.83 - $45.59 $6.92K - $8.57K
188 $7.21M
DFS
Discover Financial Services

Financial Services
41
New
$136.3 - $182.67 $5.59K - $7.49K
41 $7.1M
AME
Ametek Inc

Industrials
39
New
$165.89 - $197.38 $6.47K - $7.7K
39 $7.03M
PWR
Quanta Services, Inc.

Industrials
22
New
$296.05 - $346.6 $6.51K - $7.63K
22 $6.95M
KMB
Kimberly Clark Corp

Consumer Defensive
53
New
$130.37 - $146.09 $6.91K - $7.74K
53 $6.95M
NEM
Newmont Corp

Basic Materials
186
New
$37.0 - $58.68 $6.88K - $10.9K
186 $6.92M
SHW
Sherwin Williams CO

Basic Materials
20
New
$338.75 - $399.71 $6.78K - $7.99K
20 $6.8M
CTSH
Cognizant Technology Solutions Corp

Technology
88
New
$74.37 - $82.32 $6.54K - $7.24K
88 $6.77M
PEG
Public Service Enterprise Group Inc

Utilities
80
New
$81.87 - $94.51 $6.55K - $7.56K
80 $6.76M
CCI
Crown Castle International Corp

Real Estate
71
New
$89.78 - $119.11 $6.37K - $8.46K
71 $6.44M
RMD
Resmed Inc

Healthcare
28
New
$228.69 - $256.07 $6.4K - $7.17K
28 $6.4M
DAL
Delta Air Lines, Inc.

Industrials
105
New
$47.46 - $65.77 $4.98K - $6.91K
105 $6.35M
IR
Ingersoll Rand Inc.

Industrials
70
New
$90.46 - $105.35 $6.33K - $7.37K
70 $6.33M
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