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 5 of 23
WELLS FARGO & COMPANY/MN
Shares:1.4K
Value:$99.1K
HONEYWELL INTERNATIONAL INC
Shares:466
Value:$98.7K
KLA CORP
Shares:139
Value:$94.5K
Mondelez International, Inc.
Shares:1.4K
Value:$92.0K
VERIZON COMMUNICATIONS INC
Shares:2.0K
Value:$91.6K
ANALOG DEVICES INC
Shares:439
Value:$88.5K
464287663
Shares:953
Value:$88.0K
SPDR GOLD TRUST
Shares:305
Value:$87.9K
Encompass Health Corp
Shares:860
Value:$87.1K
STRYKER CORP
Shares:233
Value:$86.8K
LINDE PLC
Shares:185
Value:$86.1K
BANK OF MONTREAL /CAN/
Shares:900
Value:$86.0K
AMERICAN TOWER CORP /MA/
Shares:387
Value:$84.2K
SOUTHERN CO
Shares:914
Value:$84.0K
Zoetis Inc.
Shares:510
Value:$84.0K
T-Mobile US, Inc.
Shares:314
Value:$83.7K
81369Y803
Shares:400
Value:$82.6K
CDW Corp
Shares:499
Value:$80.0K
AMERICAN INTERNATIONAL GROUP, INC.
Shares:904
Value:$78.6K
SIMON PROPERTY GROUP INC /DE/
Shares:469
Value:$77.9K