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 15 of 23
Blackstone Inc.
Shares:56
Value:$7.9K
MARRIOTT INTERNATIONAL INC /MD/
Shares:33
Value:$7.9K
PACCAR INC
Shares:80
Value:$7.8K
ROYAL CARIBBEAN CRUISES LTD
Shares:38
Value:$7.8K
YUM BRANDS INC
Shares:49
Value:$7.7K
Fortinet, Inc.
Shares:80
Value:$7.7K
BROWN FORMAN CORP
Shares:220
Value:$7.5K
Ulta Beauty, Inc.
Shares:20
Value:$7.3K
INTERNATIONAL PAPER CO /NEW/
Shares:137
Value:$7.3K
Uber Technologies, Inc
Shares:100
Value:$7.3K
CUMMINS INC
Shares:23
Value:$7.2K
QUINSTREET, INC
Shares:397
Value:$7.1K
SCHLUMBERGER LIMITED/NV
Shares:165
Value:$6.9K
DIGITAL REALTY TRUST, INC.
Shares:48
Value:$6.9K
MSCI Inc.
Shares:12
Value:$6.8K
ROSS STORES, INC.
Shares:53
Value:$6.8K
EBAY INC
Shares:100
Value:$6.8K
464287622
Shares:22
Value:$6.7K
COPART INC
Shares:119
Value:$6.7K
OLD SECOND BANCORP INC
Shares:400
Value:$6.7K