Mowery & Schoenfeld Wealth Management, LLC Sells in Q4 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.4 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-28.2K
- 43.73%
$170.03 - $192.78 $4.79M - $5.44M
36.3K $6.71B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-118K
- 54.53%
$33.92 - $36.6 $3.99M - $4.31M
98.2K $3.4B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-29.7K
- 40.64%
$99.2 - $108.47 $2.95M - $3.23M
43.4K $4.32B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-24.1K
- 56.54%
$50.73 - $51.08 $1.22M - $1.23M
18.5K $941M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.82K
- 63.35%
$442.29 - $483.08 $804K - $878K
1.05K $476M
CME
Cme Group Inc.

Financial Services
-2.29K
- 92.44%
$221.17 - $246.02 $506K - $563K
187 $43.4M
ABBV
Abb Vie Inc.

Healthcare
-2.02K
- 80.11%
$164.99 - $203.87 $334K - $412K
502 $89.2M
DFIV
Dimensional ETF Tr

ETFs
-8.15K
- 88.56%
$34.86 - $37.97 $284K - $310K
1.05K $37.4M
MSFT
Microsoft Corp

Technology
-611
- 16.67%
$406.35 - $454.46 $248K - $278K
3.06K $1.29B
ABT
Abbott Laboratories

Healthcare
-1.02K
- 78.36%
$111.93 - $119.39 $114K - $122K
282 $31.9M
AZN
Astrazeneca PLC

Healthcare
-76
- 0.56%
$63.2 - $79.58 $4.8K - $6.05K
13.5K $882M
PANW
Palo Alto Networks Inc

Technology
-258
- 64.5%
$181.96 - $405.9 $46.9K - $105K
142 $25.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.5K
- 58.04%
$60.73 - $64.94 $91.2K - $97.5K
1.09K $66.6M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 1.9%
$244.52 - $284.07 $8.56K - $9.94K
1.81K $447M
TYL
Tyler Technologies Inc

Technology
-135
- 96.43%
$576.64 - $635.69 $77.8K - $85.8K
5 $2.88M
ISRG
Intuitive Surgical Inc

Healthcare
-159
- 72.27%
$471.27 - $550.62 $74.9K - $87.5K
61 $31.8M
NOW
Service Now, Inc.

Technology
-85
- 75.89%
$867.18 - $1148.42 $73.7K - $97.6K
27 $28.6M
CTAS
Cintas Corp

Industrials
-268
- 76.14%
$182.7 - $226.47 $49K - $60.7K
84 $15.3M
UBER
Uber Technologies, Inc

Technology
-605
- 56.38%
$59.93 - $86.34 $36.3K - $52.2K
468 $28.2M
DOW
Dow Inc.

Basic Materials
-29
- 0.89%
$39.1 - $55.34 $1.13K - $1.6K
3.22K $129M
PGR
Progressive Corp

Financial Services
-176
- 42.72%
$239.6 - $268.88 $42.2K - $47.3K
236 $56.5M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-252
- 86.9%
$173.13 - $258.09 $43.6K - $65K
38 $8.77M
NFLX
Netflix Inc

Communication Services
-71
- 48.97%
$687.65 - $936.56 $48.8K - $66.5K
74 $66M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.82K
- 96.44%
$19.44 - $28.35 $35.3K - $51.5K
67 $1.72M
MRNA
Moderna, Inc.

Healthcare
-340
- 48.57%
$36.85 - $63.93 $12.5K - $21.7K
360 $15M
GS
Goldman Sachs Group Inc

Financial Services
-69
- 55.2%
$486.1 - $608.57 $33.5K - $42K
56 $32.1M
F
Ford Motor CO

Consumer Cyclical
-2.62K
- 93.77%
$9.69 - $11.4 $25.4K - $29.9K
174 $1.72M
IDXX
Idexx Laboratories Inc

Healthcare
-46
- 67.65%
$406.92 - $495.42 $18.7K - $22.8K
22 $9.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-97
- 6.06%
$278.49 - $315.16 $27K - $30.6K
1.5K $427M
AXP
American Express CO

Financial Services
-82
- 48.24%
$267.35 - $305.57 $21.9K - $25.1K
88 $26.1M
CCL
Carnival Corp

Consumer Cyclical
-1.03K
- 84.76%
$17.34 - $26.8 $17.8K - $27.6K
185 $4.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-300
- 54.55%
$55.73 - $66.16 $16.7K - $19.8K
250 $15.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-127
- 2.7%
$91.29 - $91.8 $11.6K - $11.7K
4.57K $418M
ACN
Accenture PLC

Technology
-25
- 25.25%
$343.9 - $376.86 $8.6K - $9.42K
74 $26M
MS
Morgan Stanley

Financial Services
-30
- 75.0%
$104.42 - $134.99 $3.13K - $4.05K
10 $1.26M
IP
International Paper CO

Consumer Cyclical
-56
- 45.16%
$46.64 - $59.57 $2.61K - $3.34K
68 $3.66M
GOOG
Alphabet Inc.

Communication Services
-482
- 8.85%
$163.08 - $198.16 $78.6K - $95.5K
4.96K $945M
TSLA
Tesla, Inc.

Consumer Cyclical
-69
- 6.01%
$213.65 - $479.86 $14.7K - $33.1K
1.08K $436M
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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