Mowery--Schoenfeld-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "OSBC", "MPWR", "ODD", null, "SNDR", "EXAS", "RBA.TO", "ATKR", "SNOW", "MU", "ACN", null, "MMM", "ABNB", "ABT", "ABBV", "ADBE", "A", "APD", "ALL", "GOOGL", null, "AXP", "AIG", "ASML", "T", "BLK", null, "CAT", "AVGO", "LOW", "KMX", "CP.TO", "BSX", "CRON", "COF", "CMI", "LNC", null, "ESS", "EHC", "EBAY", "RL", "QNST", "FRT", "EXPE", "EXPD", null, "PNR", null, null, "FCX", "FITB", "GD", "GILD", null, "HLT", "HON", "HD", null, "AZN", "MCD", "INTU", "RPM", "FBIN", "UNP", "QCOM", null, "ISRG", "HUBB", "HWM", "LEN", "ITW", "AMAT", "EMR", "BKNG", "ICE", "META", null, "IVW", "IJH", "TCX", "IONQ", "KMI", "LRCX", "LIN", "MGIC", null, "L", null, "MPC", "MMC", "TLRY", "PWR", "MRVL", "MA", "PODD", "MSFT", "MDLZ", "MS", "TMUS", "NDAQ", "ELF", "EQIX", "EQT", "EXC", "EVRG", "FICO", "FIS", "FTV", "GE", "GWRE", "NTRS", "NI", "INCY", "HES", "ODFL", "ORLY", "ICLR", null, "PCAR", "ALK", "BX", "AMP", "FAST", "ANSS", "IJR", "EFG", "ANET", "KLAC", "IWD", "ORCL", "NOC", "OKE", null, "VGIT", null, "IWF", "PANW", "PYPL", "PEP", "PNC", "IRM", "VGSH", "PGR", "IEMG", "IJK", "GBDC", "IVV", "PHM", "DOW", null, "UNH", "AAPL", "SPY", null, null, "ECL", "NVDA", "GS", "HPE", "INTC", "LDOS", "GEHC", "PLTR", "PRU", "PFE", "PG", "MRK", "VZ", null, "MDB", "AMGN", "DGX", "PPG", "REGN", "ROK", null, "IEFA", "SPGI", "NOW", "SHW", "SHOP", "SLB", "SPG", "ROP", "SRE", "O", "ROST", "SNA", "SHEL", "RTX", "GLD", "STX", "SAP", null, "AMT", "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TPR", "TXN", "TGT", "TMO", "TJX", "TDG", "TFC", "TRV", "TYL", "UBER", "UAL", "MET", "DTM", "PCH", "RCL", "NPK", "VOE", "MRNA", "SCHW", "PHIN", "PNW", "VWO", "BTG", "PRF", null, "UVV", "TSCO", "ULTA", "MTD", "GL", null, "RMD", "ETR", "VTR", "DD", "VRTX", null, "K", "EW", "TT", "VRSK", "RYAN", "ONB", "ATO", "ADSK", "AON", "GM", "HAL", "AVY", "APH", "AMD", "AVB", "SDY", "FI", "CPAY", "DRI", "DOV", "WSO", "IP", "GNRC", "WEC", "AJG", "WM", "FTNT", "EFX", "IR", "AIZ", "NCLH", "CAH", "BKR", "ES", "FTRE", "IPG", "IFF", "IDXX", null, "IEX", "PEG", "NVO", "DHI", "AMZN", "MSI", "TTWO", "IVE", "HCA", "PLUG", "DKS", "TPL", null, "NWSA", null, "VEU", "USB", "VLO", "VEA", "VGK", null, null, "VOOV", "VOOG", "VBK", "BNDX", "VBR", "VOO", "VEEV", "V", "VFF", "WBD", "WMT", "WBA", "WAT", "WDC", "WFC", "WST", "WELL", "WMB", "YUM", "SOLV", "LNT", "BBEU", "DTE", "GRMN", "PTC", "GNTX", "MTB", "GEN", "SCHD", "DVY", "SCHF", "MSCI", "LVS", "EIX", "KEY", "NDSN", "JCI", "NXPI", "LH", "SO", "TTD", "OTIS", "ROL", "CRM", null, "TDY", "SYY", "ORI", null, "LYV", null, "ZION", "IUSV", null, "GEV", "DGRO", "MCK", "EXR", "GWW", "NTAP", "SYF", "NRG", "EG", "PAYC", "FDX", "AME", "STE", "KMB", "LULU", "ADP", "AZO", "BAC", "BBWI", "BMO", "BK", "BRK-B", "TECH", "BA", "BMY", "BCO", "BF-B", "BR", "CHRW", "BXP", "CDNS", "CPT", "CARR", "CCL", "CDW", "CVX", "CB", "CMG", "CHD", "CTAS", "CSCO", "CFG", "C", "CME", "COKE", "KO", "CMA", "CMCSA", "CTSH", "COP", "COMP", "COO", "CEG", "CPRT", "COST", "GLW", "CTVA", "CSGP", "CRWD", "CSX", "DHR", "DELL", "DAY", "DE", "FANG", "DAL", "DFAC", "DFS", "DLR", "DCI", "EFA", "ADI", "MCO", "VMC", "IWB", "NEE", "NKE", "MAR", "QQQ", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "APO", "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified420 identified36 unidentified
Holdings
456 positions
Manager:
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Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.4K | YoY +4.18% (+95) | All Managers (Combined) | $238.7K | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 1.9K | All Managers (Combined) | $223.7K | ||
Salesforce, Inc.(CRMcusip79466L302) | 812 | QoQ +5.18% (-40)YoY NEW(+812) | All Managers (Combined) | $217.9K | YoY NEW(+$217.9K) |
790 | QoQ -1.98% (-16) | All Managers (Combined) | $208.9K | ||
395 | All Managers (Combined) | $206.9K | |||
COMCAST CORP(CMCSAcusip20030N101) | 5.5K | All Managers (Combined) | $203.3K | ||
352 | All Managers (Combined) | $202.9K | |||
HOME DEPOT, INC.(HDcusip437076102) | 553 | All Managers (Combined) | $202.5K | ||
Broadcom Inc.(AVGOcusip11135F101) | 1.2K | QoQ +1.02% (-12)YoY NEW(+1.2K) | All Managers (Combined) | $197.9K | YoY NEW(+$197.9K) |
Eaton Corp plc(ETNcusipG29183103) | 674 | QoQ 0.00% (-0)YoY NEW(+674) | All Managers (Combined) | $183.2K | YoY NEW(+$183.2K) |
2.2K | QoQ 0.00% (+0)YoY NEW(+2.2K) | All Managers (Combined) | $181.4K | YoY NEW(+$181.4K) | |
1.4K | All Managers (Combined) | $179.5K | |||
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $178.3K | QoQ NEW(+$178.3K) YoY NEW(+$178.3K) | |
2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $176.4K | YoY NEW(+$176.4K) | |
2.4K | QoQ +3.11% (+72) | All Managers (Combined) | $169.2K | ||
358 | QoQ +3.76% (-13)YoY +3.76% (+13) | All Managers (Combined) | $167.9K | ||
844 | All Managers (Combined) | $157.2K | |||
562 | All Managers (Combined) | $154.5K | |||
1.4K | QoQ NEW(+1.4K) YoY NEW(+1.4K) | All Managers (Combined) | $151.6K | QoQ NEW(+$151.6K) YoY NEW(+$151.6K) | |
605 | QoQ +4.13% (+24) | All Managers (Combined) | $147.5K |