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 7 of 23
ALLSTATE CORP
Shares:277
Value:$57.4K
KIMBERLY CLARK CORP
Shares:403
Value:$57.3K
ADVANCED MICRO DEVICES INC
Shares:557
Value:$57.2K
ABBOTT LABORATORIES
Shares:424
Value:$56.2K
CARRIER GLOBAL Corp
Shares:882
Value:$55.9K
Booking Holdings Inc.
Shares:12
Value:$55.3K
46429B291
Shares:1.1K
Value:$54.5K
92206C102
Shares:910
Value:$53.4K
POTLATCHDELTIC CORP
Shares:1.2K
Value:$52.0K
316092782
Shares:861
Value:$51.3K
PNC FINANCIAL SERVICES GROUP, INC.
Shares:286
Value:$50.3K
Shares:705
Value:$50.3K
SYNOPSYS INC
Shares:116
Value:$49.7K
CAMDEN PROPERTY TRUST
Shares:404
Value:$49.4K
DTE ENERGY CO
Shares:344
Value:$47.6K
CAPITAL ONE FINANCIAL CORP
Shares:258
Value:$46.3K
Otis Worldwide Corp
Shares:443
Value:$45.8K
CME GROUP INC.
Shares:172
Value:$45.6K
AMGEN INC
Shares:142
Value:$44.1K
EVERSOURCE ENERGY
Shares:708
Value:$44.0K