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 14 of 23
Bank of New York Mellon Corp
Shares:133
Value:$11.1K
lululemon athletica inc.
Shares:39
Value:$11.0K
CHURCH & DWIGHT CO INC /DE/
Shares:100
Value:$11.0K
464287515
Shares:122
Value:$10.9K
81369Y852
Shares:109
Value:$10.5K
NXP Semiconductors N.V.
Shares:53
Value:$10.1K
Hilton Worldwide Holdings Inc.
Shares:43
Value:$9.8K
NORDSON CORP
Shares:47
Value:$9.5K
808524797
Shares:336
Value:$9.4K
TRUIST FINANCIAL CORP
Shares:226
Value:$9.3K
Moderna, Inc.
Shares:325
Value:$9.2K
WATSCO INC
Shares:18
Value:$9.2K
FEDEX CORP
Shares:37
Value:$9.0K
922042775
Shares:148
Value:$9.0K
ROPER TECHNOLOGIES INC
Shares:15
Value:$8.9K
QUEST DIAGNOSTICS INC
Shares:50
Value:$8.5K
Autodesk, Inc.
Shares:31
Value:$8.1K
CrowdStrike Holdings, Inc.
Shares:23
Value:$8.1K
81369Y886
Shares:101
Value:$8.0K
W.W. GRAINGER, INC.
Shares:8
Value:$7.9K