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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BOSTON SCIENTIFIC CORP
Shares:2.4K
Value:$238.7K
EXXON MOBIL CORP
Shares:1.9K
Value:$223.7K
Salesforce, Inc.
Shares:812
Value:$217.9K
TRAVELERS COMPANIES, INC.
Shares:790
Value:$208.9K
UNITEDHEALTH GROUP INC
Shares:395
Value:$206.9K
COMCAST CORP
Shares:5.5K
Value:$203.3K
Meta Platforms, Inc.
Shares:352
Value:$202.9K
HOME DEPOT, INC.
Shares:553
Value:$202.5K
Broadcom Inc.
Shares:1.2K
Value:$197.9K
Eaton Corp plc
Shares:674
Value:$183.2K
464287465
Shares:2.2K
Value:$181.4K
RTX Corp
Shares:1.4K
Value:$179.5K
46432F842
Shares:2.4K
Value:$178.3K
SCHWAB CHARLES CORP
Shares:2.3K
Value:$176.4K
NEXTERA ENERGY INC
Shares:2.4K
Value:$169.2K
INVESCO QQQ TRUST, SERIES 1
Shares:358
Value:$167.9K
922908611
Shares:844
Value:$157.2K
922908769
Shares:562
Value:$154.5K
464287804
Shares:1.4K
Value:$151.6K
MARSH & MCLENNAN COMPANIES, INC.
Shares:605
Value:$147.5K