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 17 of 23
37954Y442
Shares:245
Value:$5.1K
46435U135
Shares:109
Value:$5.1K
FEDERAL REALTY INVESTMENT TRUST
Shares:52
Value:$5.1K
Ingersoll Rand Inc.
Shares:61
Value:$4.9K
QUANTA SERVICES, INC.
Shares:19
Value:$4.8K
Diamondback Energy, Inc.
Shares:30
Value:$4.8K
GARMIN LTD
Shares:22
Value:$4.8K
M&T BANK CORP
Shares:26
Value:$4.6K
LENNAR CORP /NEW/
Shares:40
Value:$4.6K
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:22
Value:$4.6K
Extra Space Storage Inc.
Shares:30
Value:$4.5K
ANSYS INC
Shares:14
Value:$4.4K
IonQ, Inc.
Shares:200
Value:$4.4K
EXACT SCIENCES CORP
Shares:100
Value:$4.3K
FIFTH THIRD BANCORP
Shares:108
Value:$4.2K
IRON MOUNTAIN INC
Shares:49
Value:$4.2K
EQUIFAX INC
Shares:17
Value:$4.1K
OLD DOMINION FREIGHT LINE, INC.
Shares:25
Value:$4.1K
ROCKWELL AUTOMATION, INC
Shares:16
Value:$4.1K
MONOLITHIC POWER SYSTEMS INC
Shares:7
Value:$4.1K