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 6 of 23
46138E420
Shares:1.6K
Value:$76.3K
CORNING INC /NY
Shares:1.6K
Value:$74.1K
TJX COMPANIES INC /DE/
Shares:608
Value:$74.0K
Apollo Global Management, Inc.
Shares:534
Value:$73.1K
NETFLIX INC
Shares:76
Value:$70.9K
464288885
Shares:696
Value:$69.6K
e.l.f. Beauty, Inc.
Shares:1.1K
Value:$69.1K
COCA COLA CO
Shares:955
Value:$68.4K
Merck & Co., Inc.
Shares:760
Value:$68.2K
Evergy, Inc.
Shares:976
Value:$67.3K
922908363
Shares:131
Value:$67.2K
ECOLAB INC.
Shares:264
Value:$66.9K
Avery Dennison Corp
Shares:375
Value:$66.7K
NIKE, Inc.
Shares:1.0K
Value:$65.7K
ALLIANT ENERGY CORP
Shares:1.0K
Value:$64.6K
TEXAS INSTRUMENTS INC
Shares:349
Value:$62.7K
ADOBE INC.
Shares:160
Value:$61.4K
92206C706
Shares:1.0K
Value:$60.2K
46432F339
Shares:349
Value:$59.6K
PINNACLE WEST CAPITAL CORP
Shares:612
Value:$58.3K