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 19 of 23
ESSEX PROPERTY TRUST, INC.
Shares:10
Value:$3.1K
464287523
Shares:16
Value:$3.1K
IDEX CORP /DE/
Shares:17
Value:$3.1K
Fortune Brands Innovations, Inc.
Shares:50
Value:$3.0K
Warner Bros. Discovery, Inc.
Shares:283
Value:$3.0K
NetApp, Inc.
Shares:34
Value:$3.0K
464286509
Shares:72
Value:$2.9K
922908512
Shares:18
Value:$2.9K
INSULET CORP
Shares:11
Value:$2.9K
TAPESTRY, INC.
Shares:41
Value:$2.9K
CITIZENS FINANCIAL GROUP INC/RI
Shares:69
Value:$2.8K
INTERNATIONAL FLAVORS & FRAGRANCES INC
Shares:36
Value:$2.8K
COOPER COMPANIES, INC.
Shares:33
Value:$2.8K
Hewlett Packard Enterprise Co
Shares:179
Value:$2.8K
HALLIBURTON CO
Shares:105
Value:$2.7K
Airbnb, Inc.
Shares:22
Value:$2.6K
NISOURCE INC.
Shares:64
Value:$2.6K
Seagate Technology Holdings plc
Shares:30
Value:$2.5K
PENTAIR plc
Shares:29
Value:$2.5K
Live Nation Entertainment, Inc.
Shares:19
Value:$2.5K