Mowery--Schoenfeld-Wealth-Management

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-05
Total Holdings
456
Total Value
51045049
Accession Number
0002019946-25-000003
Form Type
13F-HR
Manager Name
Mowery--Schoenfeld-Wealth-Management
Data Enrichment
92% identified
420 identified36 unidentified

Holdings

456 positions
Manager:
Search and click to pin securities to the top
Page 1 of 23
316092808
Shares:25.6K
Value:$4.1M
Apple Inc.
Shares:15.3K
Value:$3.4M
74348A467
Shares:32.5K
Value:$3.3M
25434V708
Shares:98.4K
Value:$3.2M
MICROSOFT CORP
Shares:5.1K
Value:$1.9M
Alphabet Inc.
Shares:10.9K
Value:$1.7M
ELI LILLY & Co
Shares:1.5K
Value:$1.3M
VISA INC.
Shares:3.3K
Value:$1.2M
464287606
Shares:13.2K
Value:$1.1M
Alphabet Inc.
Shares:6.4K
Value:$1.0M
ASTRAZENECA PLC
Shares:13.5K
Value:$989.1K
Walmart Inc.
Shares:9.9K
Value:$871.4K
46429B655
Shares:14.8K
Value:$753.9K
464287200
Shares:1.3K
Value:$727.1K
AMAZON COM INC
Shares:3.6K
Value:$692.6K
Elevance Health, Inc.
Shares:1.5K
Value:$657.2K
Texas Pacific Land Corp
Shares:490
Value:$649.2K
BlackRock, Inc.
Shares:646
Value:$611.4K
464287168
Shares:4.5K
Value:$610.3K
ORACLE CORP
Shares:4.2K
Value:$590.4K