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:
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Page 10 of 23
46654Q732
Shares:398
Value:$26.7K
Palo Alto Networks Inc
Shares:155
Value:$26.4K
46434V621
Shares:422
Value:$26.1K
THERMO FISHER SCIENTIFIC INC.
Shares:52
Value:$25.9K
METLIFE INC
Shares:313
Value:$25.1K
DT Midstream, Inc.
Shares:256
Value:$24.7K
S&P Global Inc.
Shares:48
Value:$24.4K
CITIGROUP INC
Shares:342
Value:$24.3K
464287432
Shares:265
Value:$24.1K
Constellation Energy Corp
Shares:119
Value:$24.0K
GOLUB CAPITAL BDC, Inc.
Shares:1.6K
Value:$23.8K
AMERICAN EXPRESS CO
Shares:88
Value:$23.7K
EDISON INTERNATIONAL
Shares:403
Value:$23.7K
CONOCOPHILLIPS
Shares:221
Value:$23.2K
DEERE & CO
Shares:49
Value:$23.1K
Walt Disney Co
Shares:225
Value:$22.2K
464287598
Shares:118
Value:$22.2K
78463X202
Shares:407
Value:$22.1K
ServiceNow, Inc.
Shares:27
Value:$21.5K
NATIONAL PRESTO INDUSTRIES INC
Shares:242
Value:$21.3K