Mowery & Schoenfeld Wealth Management, LLC Sells in Q4 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $69 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
-741
- 22.31%
$325.75 - $352.42 $241K - $261K
2.58K $905M
AJG
Arthur J. Gallagher & Co.

Financial Services
-116
- 9.64%
$242.98 - $310.48 $28.2K - $36K
1.09K $281M
FAST
Fastenal CO

Industrials
-1.46K
- 72.71%
$40.45 - $48.17 $59.1K - $70.3K
548 $22M
SNPS
Synopsys Inc

Technology
-78
- 72.22%
$389.83 - $489.36 $30.4K - $38.2K
30 $14.1M
CNC
Centene Corp

Healthcare
-706
- 94.13%
$33.15 - $38.7 $23.4K - $27.3K
44 $1.81M
PGR
Progressive Corp

Financial Services
-31
- 3.33%
$203.7 - $246.46 $6.31K - $7.64K
899 $205M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-475
- 1.84%
$100.8 - $103.83 $47.9K - $49.3K
25.3K $2.63B
FISV
Fiserv Inc

Technology
-85
- 45.95%
N/A
100 $6.72M
CDW
Cdw Corp

Technology
-37
- 7.41%
$141.56 - $159.42 $5.24K - $5.9K
462 $62.9M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-22
- 3.92%
$176.58 - $207.02 $3.88K - $4.55K
539 $99.9M
NTRS
Northern Trust Corp

Financial Services
-89
- 3.73%
$124.57 - $133.24 $11.1K - $11.9K
2.3K $314M
HON
Honeywell International Inc

Industrials
-5
- 1.21%
$194.07 - $220.67 $970 - $1.1K
409 $79.8M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-39
- 8.82%
$142.79 - $150.05 $5.57K - $5.85K
403 $59.9M
CTAS
Cintas Corp

Industrials
-16
- 20.78%
$182.04 - $203.64 $2.91K - $3.26K
61 $11.5M
PLTR
Palantir Technologies Inc.

Technology
-14
- 6.14%
$172.14 - $207.18 $2.41K - $2.9K
214 $38M
AVB
Avalonbay Communities Inc

Real Estate
-16
- 80.0%
$173.92 - $191.37 $2.78K - $3.06K
4 $726K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.53K
- 2.64%
$37.61 - $39.41 $95.1K - $99.7K
93.2K $3.69B
CME
Cme Group Inc.

Financial Services
-7
- 5.47%
$261.53 - $285.04 $1.83K - $2K
121 $33M
NDSN
Nordson Corp

Industrials
-5
- 23.81%
$228.16 - $238.35 $1.14K - $1.19K
16 $3.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 2.9%
$600.51 - $631.95 $1.2K - $1.26K
67 $41.9M
Managed Portfolio Series
-26
- 0.24%
N/A
11K $418M
AVY
Avery Dennison Corp

Industrials
-18
- 4.8%
$157.49 - $186.28 $2.83K - $3.35K
357 $64.9M
TJX
Tjx Companies Inc

Consumer Cyclical
-1
- 0.18%
$138.56 - $147.63 $139 - $148
547 $84M
AZN
Astrazeneca PLC

Healthcare
-417
- 11.84%
$81.15 - $89.4 $33.8K - $37.3K
3.1K $285M
DHR
Danaher Corp

Healthcare
-1
- 0.13%
$202.46 - $223.01 $202 - $223
795 $182M
AAPL
Apple Inc.

Technology
-135
- 0.91%
$245.27 - $275.25 $33.1K - $37.2K
14.7K $3.99B
Activity Summary
Buys All Purchases 280 New Holdings 124 Increased Positions 156 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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