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
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
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
GIS
General Mills Inc

Consumer Defensive
32
New
$62.78 - $74.62 $2.01K - $2.39K
32 $2.04M
MOH
Molina Healthcare, Inc.

Healthcare
7
New
$274.73 - $341.91 $1.92K - $2.39K
7 $2.04M
SJM
J M Smucker CO

Consumer Defensive
18
New
$106.92 - $121.75 $1.92K - $2.19K
18 $1.98M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
19
New
$101.82 - $114.06 $1.93K - $2.17K
19 $1.96M
ALLE
Allegion PLC

Industrials
15
New
$130.63 - $153.36 $1.96K - $2.3K
15 $1.96M
MGM
Mgm Resorts International

Consumer Cyclical
55
New
$33.44 - $41.99 $1.84K - $2.31K
55 $1.91M
CDAY
Ceridian Hcm Holding Inc.

Technology
26
New
N/A
26 $1.89M
TDY
Teledyne Technologies Inc

Technology
4
New
$436.59 - $489.24 $1.75K - $1.96K
4 $1.86M
AAL
American Airlines Group Inc.

Industrials
106
New
N/A
106 $1.85M
RL
Ralph Lauren Corp

Consumer Cyclical
8
New
$192.23 - $233.41 $1.54K - $1.87K
8 $1.85M
SWK
Stanley Black & Decker, Inc.

Industrials
23
New
$79.07 - $109.36 $1.82K - $2.52K
23 $1.85M
TAP
Molson Coors Beverage CO

Consumer Defensive
30
New
$53.97 - $63.88 $1.62K - $1.92K
30 $1.72M
BXP
Boston Properties Inc

Real Estate
23
New
$73.33 - $89.72 $1.69K - $2.06K
23 $1.71M
NWSA
News Corp

Communication Services
60
New
$25.68 - $29.86 $1.54K - $1.79K
60 $1.65M
UHS
Universal Health Services Inc

Healthcare
9
New
$175.8 - $236.9 $1.58K - $2.13K
9 $1.62M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
New
$396.64 - $516.74 $1.59K - $2.07K
4 $1.61M
ABNB
Airbnb, Inc.

Consumer Cyclical
12
New
$125.36 - $147.37 $1.5K - $1.77K
12 $1.58M
GL
Globe Life Inc.

Financial Services
14
New
$103.49 - $116.02 $1.45K - $1.62K
14 $1.56M
GNRC
Generac Holdings Inc.

Industrials
10
New
$154.28 - $195.11 $1.54K - $1.95K
10 $1.55M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
23
New
$62.09 - $82.32 $1.43K - $1.89K
23 $1.54M
Solventum Corp
23
New
N/A
23 $1.52M
ZION
Zions Bancorporation, National Association

Financial Services
28
New
$45.62 - $61.73 $1.28K - $1.73K
28 $1.52M
HSIC
Henry Schein Inc

Healthcare
21
New
$66.54 - $77.66 $1.4K - $1.63K
21 $1.45M
PNW
Pinnacle West Capital Corp

Utilities
17
New
$84.03 - $94.52 $1.43K - $1.61K
17 $1.44M
PAYC
Paycom Software, Inc.

Technology
7
New
$159.94 - $240.25 $1.12K - $1.68K
7 $1.44M
MTCH
Match Group, Inc.

Communication Services
43
New
$30.29 - $38.64 $1.3K - $1.66K
43 $1.41M
AES
Aes Corp

Utilities
109
New
$12.44 - $20.24 $1.36K - $2.21K
109 $1.4M
WYNN
Wynn Resorts LTD

Consumer Cyclical
16
New
$84.3 - $106.41 $1.35K - $1.7K
16 $1.38M
VRSK
Verisk Analytics, Inc.

Industrials
5
New
$262.86 - $294.75 $1.31K - $1.47K
5 $1.38M
AOS
Smith A O Corp

Industrials
20
New
$68.02 - $88.94 $1.36K - $1.78K
20 $1.37M
ALK
Alaska Air Group, Inc.

Industrials
21
New
$42.48 - $67.6 $892 - $1.42K
21 $1.36M
MKTX
Marketaxess Holdings Inc

Financial Services
6
New
$225.3 - $293.66 $1.35K - $1.76K
6 $1.36M
APA
Apa Corp

Energy
57
New
$20.47 - $27.07 $1.17K - $1.54K
57 $1.32M
BIO
Bio Rad Laboratories, Inc.

Healthcare
4
New
$313.15 - $374.28 $1.25K - $1.5K
4 $1.32M
MPC
Marathon Petroleum Corp

Energy
9
New
$131.65 - $174.84 $1.18K - $1.57K
9 $1.26M
TFX
Teleflex Inc

Healthcare
7
New
$172.66 - $245.13 $1.21K - $1.72K
7 $1.25M
CMA
Comerica Inc

Financial Services
20
New
$57.88 - $72.73 $1.16K - $1.45K
20 $1.24M
HAS
Hasbro, Inc.

Consumer Cyclical
22
New
$55.71 - $72.94 $1.23K - $1.6K
22 $1.23M
HES
Hess Corp

Energy
9
New
$127.66 - $148.65 $1.15K - $1.34K
9 $1.2M
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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