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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921943858
Shares:320
Value:$16.3K
46641Q217
Shares:289
Value:$16.2K
CINTAS CORP
Shares:77
Value:$15.8K
46654Q203
Shares:301
Value:$15.6K
78464A789
Shares:255
Value:$15.4K
OLD NATIONAL BANCORP /IN/
Shares:719
Value:$15.2K
53656F623
Shares:372
Value:$15.1K
General Motors Co
Shares:316
Value:$14.9K
RYAN SPECIALTY HOLDINGS, INC.
Shares:200
Value:$14.8K
MICRON TECHNOLOGY INC
Shares:169
Value:$14.7K
Walgreens Boots Alliance, Inc.
Shares:1.3K
Value:$14.6K
WELLTOWER INC.
Shares:94
Value:$14.4K
APPLIED MATERIALS INC /DE
Shares:98
Value:$14.2K
FREEPORT-MCMORAN INC
Shares:368
Value:$13.9K
PayPal Holdings, Inc.
Shares:212
Value:$13.8K
KEYCORP /NEW/
Shares:855
Value:$13.7K
78464A763
Shares:100
Value:$13.6K
US BANCORP \DE\
Shares:320
Value:$13.5K
Intercontinental Exchange, Inc.
Shares:78
Value:$13.5K
Parker-Hannifin Corp
Shares:22
Value:$13.4K