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:
Search and click to pin securities to the top
Page 2 of 23
BERKSHIRE HATHAWAY INC
Shares:1.1K
Value:$572.0K
JPMORGAN CHASE & CO
Shares:2.2K
Value:$533.2K
NVIDIA CORP
Shares:4.6K
Value:$503.0K
BANK OF AMERICA CORP /DE/
Shares:11.9K
Value:$494.8K
464287507
Shares:8.4K
Value:$490.0K
CATERPILLAR INC
Shares:1.4K
Value:$453.0K
SPDR S&P 500 ETF TRUST
Shares:805
Value:$450.3K
WEC ENERGY GROUP, INC.
Shares:4.1K
Value:$446.8K
Arthur J. Gallagher & Co.
Shares:1.3K
Value:$436.0K
56167R606
Shares:12.7K
Value:$434.0K
LOWES COMPANIES INC
Shares:1.8K
Value:$420.7K
Tesla, Inc.
Shares:1.3K
Value:$344.5K
CISCO SYSTEMS, INC.
Shares:5.2K
Value:$318.7K
AbbVie Inc.
Shares:1.5K
Value:$315.3K
DuPont de Nemours, Inc.
Shares:4.2K
Value:$313.1K
NORTHERN TRUST CORP
Shares:2.9K
Value:$287.9K
Johnson Controls International plc
Shares:3.4K
Value:$275.6K
COSTCO WHOLESALE CORP /NEW
Shares:286
Value:$270.5K
PROGRESSIVE CORP/OH/
Shares:942
Value:$266.6K
Corteva, Inc.
Shares:4.2K
Value:$261.4K