Mowery & Schoenfeld Wealth Management
Latest statistics and disclosures from Mowery & Schoenfeld Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FTEC, NVDA, AAPL, PRF, DFAC, and represent 33.05% of Mowery & Schoenfeld Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FTEC, NVDA, PRF, SPY, ABBV, CEG, TPL, VEA, MSFT, NFLX.
- Started 124 new stock positions in TER, BMRN, BDX, HBAN, MTB, SWKS, NKE, ED, KKR, NVS.
- Reduced shares in these 10 stocks: V, DFAC, FAST, NOBL, , AstraZeneca, AAPL, SNPS, EDGI, IPG.
- Sold out of its positions in EDGU, EDGI, EDGH, EDGF, ALK, DRLL, AMP, BXP, Ceridian Hcm Hldg, Civitas Resources.
- Mowery & Schoenfeld Wealth Management was a net buyer of stock by $9.4M.
- Mowery & Schoenfeld Wealth Management has $69M in assets under management (AUM), dropping by 18.45%.
- Central Index Key (CIK): 0002019946
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Portfolio Holdings for Mowery & Schoenfeld Wealth Management
Mowery & Schoenfeld Wealth Management holds 475 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 9.7 | $6.7M | +39% | 30k | 224.67 |
|
| NVIDIA Corporation (NVDA) | 6.7 | $4.6M | +31% | 25k | 186.50 |
|
| Apple (AAPL) | 5.8 | $4.0M | 15k | 271.86 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 5.5 | $3.8M | +34% | 80k | 46.92 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 5.3 | $3.7M | -2% | 93k | 39.59 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.6 | $3.2M | +2% | 10k | 313.01 |
|
| Microsoft Corporation (MSFT) | 4.0 | $2.8M | +7% | 5.7k | 483.64 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.8 | $2.6M | 25k | 104.07 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $2.1M | +2% | 6.5k | 313.81 |
|
| Eli Lilly & Co. (LLY) | 2.5 | $1.7M | +5% | 1.6k | 1074.91 |
|
| Wal-Mart Stores (WMT) | 2.2 | $1.5M | 14k | 111.41 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.9 | $1.3M | 13k | 96.88 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $1.2M | +125% | 1.8k | 681.92 |
|
| Amazon (AMZN) | 1.3 | $908k | +15% | 3.9k | 230.84 |
|
| Visa Com Cl A (V) | 1.3 | $905k | -22% | 2.6k | 350.76 |
|
| Oracle Corporation (ORCL) | 1.1 | $789k | +7% | 4.0k | 194.90 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 1.1 | $751k | 15k | 50.86 |
|
|
| Abbvie (ABBV) | 1.0 | $692k | +190% | 3.0k | 228.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $656k | +24% | 1.3k | 502.70 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $653k | +3% | 954.00 | 684.94 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.9 | $642k | 4.5k | 141.14 |
|
|
| Blackrock (BLK) | 0.9 | $613k | 573.00 | 1070.34 |
|
|
| Bank of America Corporation (BAC) | 0.9 | $602k | +5% | 11k | 55.00 |
|
| Caterpillar (CAT) | 0.9 | $596k | 1.0k | 572.92 |
|
|
| Tesla Motors (TSLA) | 0.8 | $580k | +4% | 1.3k | 449.78 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.8 | $570k | +37% | 8.6k | 66.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $560k | +16% | 1.7k | 322.17 |
|
| Anthem (ELV) | 0.8 | $530k | 1.5k | 350.55 |
|
|
| Broadcom (AVGO) | 0.7 | $485k | +31% | 1.4k | 346.10 |
|
| Lowe's Companies (LOW) | 0.7 | $454k | +5% | 1.9k | 241.13 |
|
| Texas Pacific Land Corp (TPL) | 0.6 | $422k | +200% | 1.5k | 287.22 |
|
| Managed Portfolio Series Leuthold Core Et (LCR) | 0.6 | $418k | 11k | 38.09 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.6 | $391k | +8% | 3.3k | 119.75 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $328k | +52% | 380.00 | 862.32 |
|
| American Express Company (AXP) | 0.5 | $327k | 884.00 | 370.02 |
|
|
| Constellation Energy (CEG) | 0.5 | $326k | +778% | 922.00 | 353.27 |
|
| Northern Trust Corporation (NTRS) | 0.5 | $314k | -3% | 2.3k | 136.59 |
|
| Astrazeneca Sponsored Adr | 0.4 | $285k | -11% | 3.1k | 91.93 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $281k | -9% | 1.1k | 258.79 |
|
| Corteva (CTVA) | 0.4 | $278k | 4.2k | 67.03 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $251k | +23% | 380.00 | 660.09 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $246k | NEW | 3.9k | 62.47 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $246k | +10% | 1.3k | 183.40 |
|
| Travelers Companies (TRV) | 0.4 | $243k | +5% | 836.00 | 290.06 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $239k | +7% | 2.5k | 95.35 |
|
| Wec Energy Group (WEC) | 0.3 | $234k | +4% | 2.2k | 105.46 |
|
| Johnson & Johnson (JNJ) | 0.3 | $231k | +28% | 1.1k | 206.95 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $227k | +16% | 1.9k | 120.35 |
|
| Linde SHS (LIN) | 0.3 | $220k | +4% | 516.00 | 426.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $220k | 358.00 | 614.31 |
|
|
| Nextera Energy (NEE) | 0.3 | $219k | +22% | 2.7k | 80.28 |
|
| Home Depot (HD) | 0.3 | $214k | +29% | 623.00 | 343.91 |
|
| Cisco Systems (CSCO) | 0.3 | $205k | +30% | 2.7k | 77.02 |
|
| Progressive Corporation (PGR) | 0.3 | $205k | -3% | 899.00 | 227.64 |
|
| Ecolab (ECL) | 0.3 | $198k | 754.00 | 262.52 |
|
|
| salesforce (CRM) | 0.3 | $197k | +6% | 745.00 | 264.91 |
|
| Tyler Technologies (TYL) | 0.3 | $192k | 423.00 | 453.95 |
|
|
| Netflix (NFLX) | 0.3 | $191k | +1136% | 2.0k | 93.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $188k | 562.00 | 335.27 |
|
|
| Eaton Corp SHS (ETN) | 0.3 | $188k | 590.00 | 318.51 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $187k | 1.9k | 96.03 |
|
|
| Danaher Corporation (DHR) | 0.3 | $182k | 795.00 | 228.92 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $179k | 844.00 | 211.79 |
|
|
| Encompass Health Corp (EHC) | 0.3 | $173k | 1.6k | 106.14 |
|
|
| Chubb (CB) | 0.2 | $172k | +39% | 551.00 | 312.12 |
|
| Qnity Electronics Common Stock (Q) | 0.2 | $171k | NEW | 2.1k | 81.65 |
|
| Dupont De Nemours (DD) | 0.2 | $169k | 4.2k | 40.20 |
|
|
| Rollins (ROL) | 0.2 | $156k | 2.6k | 60.02 |
|
|
| Exelon Corporation (EXC) | 0.2 | $156k | +347% | 3.6k | 43.59 |
|
| Ge Aerospace Com New (GE) | 0.2 | $156k | +33% | 505.00 | 308.03 |
|
| Starbucks Corporation (SBUX) | 0.2 | $149k | +7% | 1.8k | 84.21 |
|
| Kla Corp Com New (KLAC) | 0.2 | $148k | 122.00 | 1215.08 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $147k | 6.1k | 24.04 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $140k | 462.00 | 302.11 |
|
|
| Chevron Corporation (CVX) | 0.2 | $131k | +19% | 856.00 | 152.48 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $129k | 425.00 | 303.89 |
|
|
| Analog Devices (ADI) | 0.2 | $128k | +13% | 473.00 | 271.20 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $125k | 3.3k | 37.87 |
|
|
| Philip Morris International (PM) | 0.2 | $123k | +26% | 766.00 | 160.40 |
|
| Wells Fargo & Company (WFC) | 0.2 | $119k | +5% | 1.3k | 93.21 |
|
| Williams Companies (WMB) | 0.2 | $117k | 1.9k | 60.11 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $117k | +2% | 474.00 | 246.18 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $115k | +100% | 800.00 | 143.97 |
|
| Advanced Micro Devices (AMD) | 0.2 | $114k | +9% | 533.00 | 214.16 |
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.2 | $113k | 740.00 | 153.30 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $110k | -4% | 3.7k | 29.89 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $109k | 275.00 | 396.31 |
|
|
| Intuit (INTU) | 0.2 | $109k | +2% | 164.00 | 662.66 |
|
| Allstate Corporation (ALL) | 0.2 | $108k | 520.00 | 208.15 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $104k | +193% | 1.9k | 53.76 |
|
| Merck & Co (MRK) | 0.1 | $102k | +33% | 969.00 | 105.26 |
|
| UnitedHealth (UNH) | 0.1 | $101k | +3% | 305.00 | 330.11 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $101k | +107% | 580.00 | 173.36 |
|
| Marsh & McLennan Companies | 0.1 | $100k | -3% | 539.00 | 185.36 |
|
| Devon Energy Corporation (DVN) | 0.1 | $95k | NEW | 2.6k | 36.63 |
|
| Union Pacific Corporation (UNP) | 0.1 | $93k | 403.00 | 231.32 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $92k | +195% | 737.00 | 125.30 |
|
| International Business Machines (IBM) | 0.1 | $90k | +10% | 304.00 | 296.63 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $88k | +230% | 152.00 | 579.45 |
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| Simon Property (SPG) | 0.1 | $87k | 469.00 | 185.09 |
|
|
| Air Products & Chemicals (APD) | 0.1 | $86k | +6% | 349.00 | 246.92 |
|
| Ge Vernova (GEV) | 0.1 | $85k | +38% | 130.00 | 653.58 |
|
| TJX Companies (TJX) | 0.1 | $84k | 547.00 | 153.48 |
|
|
| Stryker Corporation (SYK) | 0.1 | $83k | 235.00 | 351.63 |
|
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| Automatic Data Processing (ADP) | 0.1 | $82k | +183% | 318.00 | 257.23 |
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| Honeywell International (HON) | 0.1 | $80k | 409.00 | 195.09 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $79k | +76% | 789.00 | 99.85 |
|
| Apollo Global Mgmt (APO) | 0.1 | $79k | 544.00 | 144.76 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $79k | +1135% | 655.00 | 120.11 |
|
| Dow (DOW) | 0.1 | $75k | +3% | 3.2k | 23.38 |
|
| Evergy (EVRG) | 0.1 | $73k | +3% | 1.0k | 72.49 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $73k | 1.4k | 53.84 |
|
|
| Qualcomm (QCOM) | 0.1 | $71k | +150% | 414.00 | 170.89 |
|
| Coca-Cola Company (KO) | 0.1 | $70k | +10% | 1.0k | 69.91 |
|
| American Intl Group Com New (AIG) | 0.1 | $70k | 815.00 | 85.55 |
|
|
| Booking Holdings (BKNG) | 0.1 | $70k | +30% | 13.00 | 5355.38 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $69k | 609.00 | 113.92 |
|
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| Capital One Financial (COF) | 0.1 | $69k | 286.00 | 242.36 |
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| Metropcs Communications (TMUS) | 0.1 | $69k | +12% | 340.00 | 203.04 |
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| Alliant Energy Corporation (LNT) | 0.1 | $65k | 1.0k | 65.01 |
|
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| Avery Dennison Corporation (AVY) | 0.1 | $65k | -4% | 357.00 | 181.88 |
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| Sempra Energy (SRE) | 0.1 | $65k | +3% | 733.00 | 88.26 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $63k | +30% | 181.00 | 349.99 |
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| Cdw (CDW) | 0.1 | $63k | -7% | 462.00 | 136.20 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $61k | 1.1k | 58.35 |
|
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| PNC Financial Services (PNC) | 0.1 | $61k | +10% | 292.00 | 208.88 |
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| Amgen (AMGN) | 0.1 | $60k | +40% | 184.00 | 326.54 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $60k | -8% | 403.00 | 148.69 |
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| Valero Energy Corporation (VLO) | 0.1 | $59k | +37% | 359.00 | 162.91 |
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| Citigroup Com New (C) | 0.1 | $57k | +63% | 490.00 | 116.71 |
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| Procter & Gamble Company (PG) | 0.1 | $56k | +121% | 392.00 | 143.31 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $56k | +83% | 99.00 | 566.36 |
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| Goldman Sachs (GS) | 0.1 | $55k | +26% | 62.00 | 879.00 |
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| General Dynamics Corporation (GD) | 0.1 | $52k | +103% | 155.00 | 336.66 |
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| Enterprise Products Partners (EPD) | 0.1 | $51k | 1.6k | 32.06 |
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| Altria (MO) | 0.1 | $51k | +37% | 883.00 | 57.66 |
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| Target Corporation (TGT) | 0.1 | $50k | +22% | 506.00 | 97.75 |
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| Eversource Energy (ES) | 0.1 | $49k | +3% | 734.00 | 67.33 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $49k | +760% | 86.00 | 570.94 |
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| Vulcan Materials Company (VMC) | 0.1 | $49k | 172.00 | 285.22 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $49k | +48% | 286.00 | 171.18 |
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| Camden Ppty Tr Sh Ben Int (CPT) | 0.1 | $48k | +8% | 440.00 | 109.96 |
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| At&t (T) | 0.1 | $48k | +78% | 1.9k | 24.84 |
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| Micron Technology (MU) | 0.1 | $47k | +11% | 165.00 | 285.41 |
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| Servicenow (NOW) | 0.1 | $45k | +1304% | 295.00 | 153.19 |
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| DTE Energy Company (DTE) | 0.1 | $44k | 344.00 | 128.98 |
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| Carrier Global Corporation (CARR) | 0.1 | $43k | +2% | 810.00 | 52.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $42k | -2% | 67.00 | 626.07 |
|
| McDonald's Corporation (MCD) | 0.1 | $42k | NEW | 137.00 | 305.63 |
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| Omni (OMC) | 0.1 | $41k | NEW | 508.00 | 80.75 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $41k | +2% | 71.00 | 570.21 |
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| American Tower Reit (AMT) | 0.1 | $40k | +11% | 226.00 | 175.57 |
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| Corning Incorporated (GLW) | 0.1 | $39k | +37% | 442.00 | 87.56 |
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| Waste Management (WM) | 0.1 | $39k | 176.00 | 219.71 |
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| Constellation Brands Cl A (STZ) | 0.1 | $39k | NEW | 280.00 | 137.96 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $38k | -6% | 214.00 | 177.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $37k | +4% | 48.00 | 771.88 |
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| O'reilly Automotive (ORLY) | 0.1 | $37k | +3% | 405.00 | 91.21 |
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| IDEXX Laboratories (IDXX) | 0.1 | $37k | +58% | 54.00 | 676.54 |
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| CSX Corporation (CSX) | 0.1 | $37k | 1.0k | 36.25 |
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| I-80 Gold Corp (IAUX) | 0.1 | $37k | 25k | 1.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $36k | 74.00 | 487.86 |
|
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| Sap Se Spon Adr (SAP) | 0.1 | $35k | 143.00 | 242.92 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $35k | 396.00 | 87.41 |
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| Pepsi (PEP) | 0.0 | $33k | NEW | 231.00 | 143.52 |
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| Cme (CME) | 0.0 | $33k | -5% | 121.00 | 273.08 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $33k | +300% | 280.00 | 117.21 |
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| Truist Financial Corp equities (TFC) | 0.0 | $32k | +190% | 657.00 | 49.17 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $32k | +80% | 36.00 | 880.22 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $31k | NEW | 696.00 | 45.02 |
|
| Morgan Stanley Com New (MS) | 0.0 | $31k | +1855% | 176.00 | 177.60 |
|
| Msci (MSCI) | 0.0 | $30k | +341% | 53.00 | 574.13 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $30k | NEW | 183.00 | 160.97 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $29k | 422.00 | 69.42 |
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| General Motors Company (GM) | 0.0 | $29k | +13% | 360.00 | 81.32 |
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| Edison International (EIX) | 0.0 | $27k | +12% | 453.00 | 59.96 |
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| Deere & Company (DE) | 0.0 | $27k | +34% | 58.00 | 466.78 |
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| MetLife (MET) | 0.0 | $27k | +9% | 342.00 | 78.94 |
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| S&p Global (SPGI) | 0.0 | $26k | +13% | 49.00 | 522.59 |
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| Kinder Morgan (KMI) | 0.0 | $26k | 927.00 | 27.50 |
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| Walt Disney Company (DIS) | 0.0 | $24k | +8% | 213.00 | 113.77 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $24k | NEW | 171.00 | 137.87 |
|
| Cigna Corp (CI) | 0.0 | $23k | 85.00 | 275.24 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $23k | NEW | 211.00 | 106.70 |
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| Amphenol Corp Cl A (APH) | 0.0 | $22k | 166.00 | 135.14 |
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| Expeditors International of Washington (EXPD) | 0.0 | $22k | 150.00 | 149.01 |
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| Gilead Sciences (GILD) | 0.0 | $22k | +60% | 181.00 | 122.74 |
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| Applied Materials (AMAT) | 0.0 | $22k | 86.00 | 257.00 |
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| Fastenal Company (FAST) | 0.0 | $22k | -72% | 548.00 | 40.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $21k | +464% | 79.00 | 268.30 |
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| Moderna (MRNA) | 0.0 | $21k | 700.00 | 29.49 |
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| Compass Cl A (COMP) | 0.0 | $20k | 1.9k | 10.57 |
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| McKesson Corporation (MCK) | 0.0 | $20k | +4% | 24.00 | 820.29 |
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| Medtronic SHS (MDT) | 0.0 | $19k | NEW | 196.00 | 96.06 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $19k | 368.00 | 50.79 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $18k | 80.00 | 223.24 |
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| Arista Networks Com Shs (ANET) | 0.0 | $18k | 136.00 | 131.04 |
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| Hca Holdings (HCA) | 0.0 | $17k | +5% | 37.00 | 466.86 |
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| Us Bancorp Del Com New (USB) | 0.0 | $17k | 320.00 | 53.40 |
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| AutoZone (AZO) | 0.0 | $17k | 5.00 | 3391.60 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $17k | +459% | 123.00 | 135.72 |
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| Fortive (FTV) | 0.0 | $17k | 302.00 | 55.21 |
|
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| Bank of New York Mellon Corporation (BK) | 0.0 | $17k | +23% | 143.00 | 115.79 |
|
| 3M Company (MMM) | 0.0 | $16k | +29% | 101.00 | 160.72 |
|
| FedEx Corporation (FDX) | 0.0 | $16k | +45% | 54.00 | 288.87 |
|
| Aon Shs Cl A (AON) | 0.0 | $16k | +25% | 44.00 | 353.09 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $16k | +90% | 418.00 | 37.00 |
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| Old Republic International Corporation (ORI) | 0.0 | $15k | 335.00 | 45.64 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $15k | 120.00 | 125.83 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $15k | NEW | 229.00 | 65.40 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $15k | 275.00 | 53.91 |
|
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| ConocoPhillips (COP) | 0.0 | $15k | 158.00 | 93.76 |
|
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| Cadence Design Systems (CDNS) | 0.0 | $15k | +20% | 47.00 | 312.60 |
|
| Emerson Electric (EMR) | 0.0 | $14k | +256% | 107.00 | 132.73 |
|
| Synopsys (SNPS) | 0.0 | $14k | -72% | 30.00 | 469.73 |
|
| Spdr Series Trust State Street Spd (SDY) | 0.0 | $14k | 100.00 | 139.16 |
|
|
| Cummins (CMI) | 0.0 | $14k | +17% | 27.00 | 510.48 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $14k | 73.00 | 185.62 |
|
|
| Southern Company (SO) | 0.0 | $13k | 147.00 | 87.20 |
|
|
| World Acceptance (WRLD) | 0.0 | $13k | NEW | 90.00 | 140.40 |
|
| Intercontinental Exchange (ICE) | 0.0 | $13k | 78.00 | 161.96 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $12k | NEW | 136.00 | 89.46 |
|
| W.W. Grainger (GWW) | 0.0 | $12k | +50% | 12.00 | 1009.92 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $12k | NEW | 125.00 | 96.16 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $12k | NEW | 120.00 | 99.85 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $12k | +38% | 69.00 | 173.54 |
|
| Western Digital (WDC) | 0.0 | $12k | +56% | 69.00 | 172.28 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $12k | NEW | 200.00 | 59.43 |
|
| EQT Corporation (EQT) | 0.0 | $12k | 221.00 | 53.60 |
|
|
| D.R. Horton (DHI) | 0.0 | $12k | +67% | 82.00 | 144.30 |
|
| Trane Technologies SHS (TT) | 0.0 | $12k | 30.00 | 389.20 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $12k | +40% | 42.00 | 275.40 |
|
| Hubbell (HUBB) | 0.0 | $12k | 26.00 | 444.12 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $12k | 53.00 | 217.08 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $12k | -20% | 61.00 | 188.41 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $12k | +10% | 140.00 | 82.04 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $12k | +32% | 74.00 | 155.16 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $12k | NEW | 77.00 | 148.99 |
|
| Ross Stores (ROST) | 0.0 | $11k | +18% | 63.00 | 180.14 |
|
| Realty Income (O) | 0.0 | $11k | 200.00 | 56.37 |
|
|
| Ventas (VTR) | 0.0 | $11k | +154% | 145.00 | 77.62 |
|
| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.0 | $11k | NEW | 300.00 | 37.10 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $11k | 8.00 | 1329.88 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $11k | 37.00 | 287.27 |
|
|
| Autodesk (ADSK) | 0.0 | $10k | +12% | 35.00 | 296.03 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $10k | 33.00 | 310.24 |
|
|
| Marvell Technology (MRVL) | 0.0 | $10k | 120.00 | 84.98 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $10k | +48% | 55.00 | 184.20 |
|
| Paccar (PCAR) | 0.0 | $10k | +15% | 92.00 | 109.83 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $9.6k | 25.00 | 383.32 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $9.5k | +425% | 21.00 | 453.38 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $9.5k | 34.00 | 278.94 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $9.4k | 344.00 | 27.40 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $9.4k | +25% | 20.00 | 468.80 |
|
| Synchrony Financial (SYF) | 0.0 | $9.2k | 110.00 | 83.75 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $9.1k | NEW | 47.00 | 194.09 |
|
| Phillips 66 (PSX) | 0.0 | $9.0k | NEW | 70.00 | 129.04 |
|
| Cardinal Health (CAH) | 0.0 | $8.9k | 43.00 | 206.35 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $8.9k | 39.00 | 227.51 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $8.8k | 70.00 | 126.41 |
|
|
| Brink's Company (BCO) | 0.0 | $8.8k | 75.00 | 116.73 |
|
|
| eBay (EBAY) | 0.0 | $8.7k | 100.00 | 87.10 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $8.5k | +30% | 146.00 | 58.38 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $8.5k | +34% | 122.00 | 69.40 |
|
| Prudential Financial (PRU) | 0.0 | $8.5k | +29% | 75.00 | 112.88 |
|
| Equinix (EQIX) | 0.0 | $8.4k | 11.00 | 766.18 |
|
|
| Church & Dwight (CHD) | 0.0 | $8.4k | 100.00 | 83.85 |
|
|
| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $8.3k | NEW | 104.00 | 80.22 |
|
| Lululemon Athletica (LULU) | 0.0 | $8.3k | +33% | 40.00 | 207.82 |
|
| L3harris Technologies (LHX) | 0.0 | $8.2k | NEW | 28.00 | 293.57 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $8.2k | +50% | 9.00 | 907.78 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $8.2k | 283.00 | 28.82 |
|
|
| Quanta Services (PWR) | 0.0 | $8.0k | 19.00 | 422.21 |
|
|
| Donaldson Company (DCI) | 0.0 | $8.0k | 90.00 | 88.67 |
|
|
| Ul Solutions Class A Com Shs (ULS) | 0.0 | $7.9k | 100.00 | 78.86 |
|
|
| AmerisourceBergen (COR) | 0.0 | $7.8k | 23.00 | 338.52 |
|
|
| Rockwell Automation (ROK) | 0.0 | $7.8k | +25% | 20.00 | 389.10 |
|
| Digital Realty Trust (DLR) | 0.0 | $7.4k | 48.00 | 154.73 |
|
|
| Yum! Brands (YUM) | 0.0 | $7.4k | 49.00 | 151.29 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $7.4k | NEW | 139.00 | 52.88 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $7.3k | NEW | 92.00 | 79.37 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $7.3k | NEW | 15.00 | 483.73 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $7.2k | +250% | 14.00 | 510.79 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $7.1k | +22% | 22.00 | 324.05 |
|
| Ametek (AME) | 0.0 | $7.0k | 34.00 | 205.32 |
|
|
| Paychex (PAYX) | 0.0 | $7.0k | NEW | 62.00 | 112.19 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $6.8k | NEW | 100.00 | 68.11 |
|
| Expedia Group Com New (EXPE) | 0.0 | $6.8k | 24.00 | 283.33 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $6.7k | NEW | 61.00 | 110.28 |
|
| Fiserv (FI) | 0.0 | $6.7k | -45% | 100.00 | 67.17 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $6.7k | +16% | 257.00 | 26.06 |
|
| Roper Industries (ROP) | 0.0 | $6.7k | 15.00 | 445.87 |
|
|
| International Paper Company (IP) | 0.0 | $6.6k | +183% | 167.00 | 39.40 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $6.5k | 31.00 | 210.35 |
|
|
| Entergy Corporation (ETR) | 0.0 | $6.4k | 69.00 | 93.07 |
|
|
| Microchip Technology (MCHP) | 0.0 | $6.4k | NEW | 100.00 | 63.72 |
|
| Fortinet (FTNT) | 0.0 | $6.4k | 80.00 | 79.41 |
|
|
| SLB Com Stk (SLB) | 0.0 | $6.3k | 165.00 | 38.38 |
|
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.0 | $6.3k | 76.00 | 83.00 |
|
|
| NetApp (NTAP) | 0.0 | $6.2k | +70% | 58.00 | 107.36 |
|
| Martin Marietta Materials (MLM) | 0.0 | $6.2k | +42% | 10.00 | 622.70 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $6.1k | 31.00 | 198.00 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $6.1k | 135.00 | 45.43 |
|
|
| Apa Corporation (APA) | 0.0 | $6.1k | NEW | 249.00 | 24.46 |
|
| ResMed (RMD) | 0.0 | $6.0k | 25.00 | 241.48 |
|
|
| Hldgs (UAL) | 0.0 | $5.9k | 53.00 | 111.83 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $5.8k | NEW | 29.00 | 201.48 |
|
| Nrg Energy Com New (NRG) | 0.0 | $5.8k | 36.00 | 159.92 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $5.8k | NEW | 58.00 | 99.21 |
|
| QuinStreet (QNST) | 0.0 | $5.7k | 397.00 | 14.37 |
|
|
| ON Semiconductor (ON) | 0.0 | $5.7k | NEW | 105.00 | 54.15 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $5.6k | 22.00 | 256.05 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $5.6k | 70.00 | 80.30 |
|
|
| Mettler-Toledo International (MTD) | 0.0 | $5.6k | +33% | 4.00 | 1394.25 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $5.5k | 245.00 | 22.62 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $5.4k | NEW | 69.00 | 78.36 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $5.3k | NEW | 120.00 | 44.17 |
|
| Ishares Tr Cybersecurity (IHAK) | 0.0 | $5.2k | 109.00 | 48.13 |
|
|
| Tapestry (TPR) | 0.0 | $5.2k | 41.00 | 127.78 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $5.1k | NEW | 43.00 | 119.37 |
|
| Albemarle Corporation (ALB) | 0.0 | $5.1k | NEW | 36.00 | 141.44 |
|
| Everest Re Group (EG) | 0.0 | $5.1k | NEW | 15.00 | 339.40 |
|
| Fifth Third Ban (FITB) | 0.0 | $5.1k | 108.00 | 46.79 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $5.0k | NEW | 102.00 | 48.59 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $4.9k | 162.00 | 30.54 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $4.9k | 16.00 | 308.00 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $4.9k | NEW | 73.00 | 67.23 |
|
| Ingersoll Rand (IR) | 0.0 | $4.8k | 61.00 | 79.23 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $4.7k | 48.00 | 97.15 |
|
|
| Copart (CPRT) | 0.0 | $4.7k | 119.00 | 39.15 |
|
|
| Teradyne (TER) | 0.0 | $4.6k | NEW | 24.00 | 193.58 |
|
| Ishares Msci Mexico Etf (EWW) | 0.0 | $4.6k | 66.00 | 69.33 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $4.6k | NEW | 72.00 | 63.42 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.0 | $4.5k | +64% | 28.00 | 160.79 |
|
| Garmin SHS (GRMN) | 0.0 | $4.5k | 22.00 | 202.86 |
|
|
| Public Storage (PSA) | 0.0 | $4.4k | NEW | 17.00 | 259.53 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.3k | 179.00 | 24.02 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $4.3k | NEW | 27.00 | 159.22 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $4.3k | NEW | 42.00 | 101.69 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $4.2k | 25.00 | 167.64 |
|
|
| Regency Centers Corporation (REG) | 0.0 | $4.1k | NEW | 60.00 | 69.03 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $4.1k | 40.00 | 103.22 |
|
|
| Iron Mountain (IRM) | 0.0 | $4.1k | 49.00 | 82.96 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $4.1k | NEW | 14.00 | 290.21 |
|
| Diamondback Energy (FANG) | 0.0 | $4.1k | NEW | 27.00 | 150.33 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $4.0k | NEW | 6.00 | 673.83 |
|
| Vaneck Etf Trust Morningstar Smid (SMOT) | 0.0 | $4.0k | NEW | 111.00 | 36.21 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $4.0k | +60% | 16.00 | 250.94 |
|
| Citizens Financial (CFG) | 0.0 | $4.0k | 69.00 | 58.10 |
|
|
| T. Rowe Price (TROW) | 0.0 | $4.0k | NEW | 39.00 | 102.38 |
|
| Extra Space Storage (EXR) | 0.0 | $3.9k | 30.00 | 130.23 |
|
|
| State Street Corporation (STT) | 0.0 | $3.9k | NEW | 30.00 | 129.03 |
|
| Nordson Corporation (NDSN) | 0.0 | $3.8k | -23% | 16.00 | 240.44 |
|
| Humana (HUM) | 0.0 | $3.8k | NEW | 15.00 | 256.13 |
|
| Equifax (EFX) | 0.0 | $3.7k | 17.00 | 217.00 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $3.7k | NEW | 60.00 | 61.37 |
|
| Iqvia Holdings (IQV) | 0.0 | $3.6k | NEW | 16.00 | 225.44 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $3.5k | NEW | 74.00 | 47.08 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $3.4k | NEW | 75.00 | 45.99 |
|
| Peak (DOC) | 0.0 | $3.4k | NEW | 214.00 | 16.08 |
|
| Essex Property Trust (ESS) | 0.0 | $3.4k | +30% | 13.00 | 263.46 |
|
| Waters Corporation (WAT) | 0.0 | $3.4k | 9.00 | 379.89 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $3.4k | NEW | 91.00 | 37.40 |
|
| EOG Resources (EOG) | 0.0 | $3.4k | NEW | 32.00 | 105.03 |
|
| Hp (HPQ) | 0.0 | $3.3k | NEW | 150.00 | 22.28 |
|
| Sandisk Corp (SNDK) | 0.0 | $3.3k | 14.00 | 237.43 |
|
|
| Uber Technologies (UBER) | 0.0 | $3.3k | NEW | 40.00 | 81.72 |
|
| Key (KEY) | 0.0 | $3.2k | 156.00 | 20.64 |
|
|
| Las Vegas Sands (LVS) | 0.0 | $3.1k | 48.00 | 65.48 |
|
|
| Insulet Corporation (PODD) | 0.0 | $3.1k | 11.00 | 284.27 |
|
|
| Intel Corporation (INTC) | 0.0 | $3.1k | NEW | 84.00 | 36.90 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $3.1k | +137% | 19.00 | 162.63 |
|
| Nortonlifelock (GEN) | 0.0 | $3.0k | +38% | 111.00 | 27.29 |
|
| Pentair SHS (PNR) | 0.0 | $3.0k | 29.00 | 104.41 |
|
|
| CBOE Holdings (CBOE) | 0.0 | $3.0k | NEW | 12.00 | 251.00 |
|
| Darden Restaurants (DRI) | 0.0 | $3.0k | 16.00 | 185.38 |
|
|
| Jabil Circuit (JBL) | 0.0 | $3.0k | NEW | 13.00 | 228.08 |
|
| Loews Corporation (L) | 0.0 | $2.8k | 27.00 | 105.33 |
|
|
| Ameren Corporation (AEE) | 0.0 | $2.8k | NEW | 28.00 | 99.89 |
|
| Paycom Software (PAYC) | 0.0 | $2.7k | +183% | 17.00 | 159.41 |
|
| Live Nation Entertainment (LYV) | 0.0 | $2.7k | 19.00 | 142.53 |
|
|
| NiSource (NI) | 0.0 | $2.7k | 64.00 | 42.06 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $2.7k | NEW | 12.00 | 223.25 |
|
| Verisign (VRSN) | 0.0 | $2.7k | NEW | 11.00 | 243.00 |
|
| Incyte Corporation (INCY) | 0.0 | $2.7k | 27.00 | 98.78 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $2.6k | NEW | 46.00 | 57.50 |
|
| Magic Software Enterprises L Ord (MGIC) | 0.0 | $2.6k | 100.00 | 25.75 |
|
|
| Nike CL B (NKE) | 0.0 | $2.5k | NEW | 40.00 | 63.73 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.0 | $2.5k | NEW | 101.00 | 24.82 |
|
| Assurant (AIZ) | 0.0 | $2.4k | 10.00 | 241.80 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $2.3k | 31.00 | 73.58 |
|
|
| Kenvue (KVUE) | 0.0 | $2.2k | NEW | 129.00 | 17.26 |
|
| MGM Resorts International. (MGM) | 0.0 | $2.2k | NEW | 60.00 | 36.50 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $2.2k | NEW | 43.00 | 50.72 |
|
| Enbridge (ENB) | 0.0 | $2.2k | 45.00 | 47.84 |
|
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $2.1k | 6.00 | 353.67 |
|
|
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $2.1k | 17.00 | 123.53 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $2.0k | NEW | 32.00 | 63.06 |
|
| Centene Corporation (CNC) | 0.0 | $1.8k | -94% | 44.00 | 41.16 |
|
| AES Corporation (AES) | 0.0 | $1.8k | NEW | 126.00 | 14.34 |
|
| Global Payments (GPN) | 0.0 | $1.8k | NEW | 23.00 | 77.43 |
|
| Biogen Idec (BIIB) | 0.0 | $1.8k | NEW | 10.00 | 176.00 |
|
| LKQ Corporation (LKQ) | 0.0 | $1.8k | NEW | 58.00 | 30.21 |
|
| Workday Cl A (WDAY) | 0.0 | $1.7k | NEW | 8.00 | 214.88 |
|
| Globe Life (GL) | 0.0 | $1.7k | 12.00 | 140.17 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.7k | NEW | 63.00 | 26.33 |
|
| West Pharmaceutical Services (WST) | 0.0 | $1.7k | NEW | 6.00 | 275.17 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.6k | 20.00 | 79.25 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.6k | NEW | 11.00 | 143.36 |
|
| Pfizer (PFE) | 0.0 | $1.6k | NEW | 63.00 | 24.90 |
|
| Verisk Analytics (VRSK) | 0.0 | $1.6k | +40% | 7.00 | 223.71 |
|
| Comerica Incorporated | 0.0 | $1.6k | 18.00 | 86.94 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $1.6k | NEW | 8.00 | 194.38 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $1.5k | 7.00 | 219.43 |
|
|
| Moody's Corporation (MCO) | 0.0 | $1.5k | NEW | 3.00 | 511.00 |
|
| F5 Networks (FFIV) | 0.0 | $1.5k | NEW | 6.00 | 255.33 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.0 | $1.5k | NEW | 56.00 | 26.43 |
|
| Zions Bancorporation (ZION) | 0.0 | $1.5k | 25.00 | 59.00 |
|
|
| Best Buy (BBY) | 0.0 | $1.5k | NEW | 22.00 | 66.95 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $1.5k | NEW | 6.00 | 242.83 |
|
| Textron (TXT) | 0.0 | $1.4k | NEW | 16.00 | 87.19 |
|
| Ford Motor Company (F) | 0.0 | $1.4k | NEW | 106.00 | 13.12 |
|
| News Corp Cl A (NWSA) | 0.0 | $1.4k | 53.00 | 26.13 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $1.4k | NEW | 6.00 | 226.17 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $1.4k | NEW | 7.00 | 193.57 |
|
| Principal Financial (PFG) | 0.0 | $1.3k | NEW | 15.00 | 88.27 |
|
| Wynn Resorts (WYNN) | 0.0 | $1.3k | NEW | 11.00 | 120.36 |
|
| Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $1.3k | 59.00 | 22.32 |
|
|
| ConAgra Foods (CAG) | 0.0 | $1.3k | NEW | 76.00 | 17.32 |
|
| Boeing Company (BA) | 0.0 | $1.3k | 6.00 | 217.17 |
|
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $1.3k | NEW | 30.00 | 43.30 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $1.3k | 13.00 | 99.85 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $1.3k | NEW | 13.00 | 99.85 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $1.3k | 20.00 | 64.45 |
|
|
| Kkr & Co (KKR) | 0.0 | $1.3k | NEW | 10.00 | 127.50 |
|
| Hershey Company (HSY) | 0.0 | $1.3k | NEW | 7.00 | 182.00 |
|
| Atkore Intl (ATKR) | 0.0 | $1.3k | 20.00 | 63.25 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $1.2k | 6.00 | 205.33 |
|
|
| Generac Holdings (GNRC) | 0.0 | $1.2k | 9.00 | 136.44 |
|
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.2k | NEW | 9.00 | 136.11 |
|
| Baxter International (BAX) | 0.0 | $1.2k | NEW | 64.00 | 19.12 |
|
| Molina Healthcare (MOH) | 0.0 | $1.2k | NEW | 7.00 | 173.57 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.2k | NEW | 2.00 | 605.50 |
|
| Charles River Laboratories (CRL) | 0.0 | $1.2k | NEW | 6.00 | 199.50 |
|
| Dex (DXCM) | 0.0 | $1.1k | NEW | 17.00 | 66.41 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $1.1k | NEW | 62.00 | 17.35 |
|
| Lamb Weston Hldgs (LW) | 0.0 | $1.0k | NEW | 25.00 | 41.92 |
|
| Stanley Black & Decker (SWK) | 0.0 | $1.0k | NEW | 14.00 | 74.29 |
|
| Lincoln National Corporation (LNC) | 0.0 | $1.0k | 23.00 | 45.13 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $979.999900 | NEW | 11.00 | 89.09 |
|
| Victory Portfolios Ii Core Intermediat (UITB) | 0.0 | $948.000000 | NEW | 20.00 | 47.40 |
|
| Bio-techne Corporation (TECH) | 0.0 | $941.000000 | NEW | 16.00 | 58.81 |
|
| Block Cl A (XYZ) | 0.0 | $912.000600 | NEW | 14.00 | 65.14 |
|
| B2gold Corp (BTG) | 0.0 | $902.000000 | 200.00 | 4.51 |
|
|
| Verizon Communications (VZ) | 0.0 | $896.999400 | NEW | 22.00 | 40.77 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $880.999200 | NEW | 18.00 | 48.94 |
|
| Dominion Resources (D) | 0.0 | $879.000000 | NEW | 15.00 | 58.60 |
|
| Oddity Tech Shs Cl A (ODD) | 0.0 | $844.000500 | 21.00 | 40.19 |
|
|
| United Rentals (URI) | 0.0 | $812.000000 | 1.00 | 812.00 |
|
|
| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $808.997700 | NEW | 51.00 | 15.86 |
|
| Guidewire Software (GWRE) | 0.0 | $805.000000 | 4.00 | 201.25 |
|
|
| Consolidated Edison (ED) | 0.0 | $795.000000 | NEW | 8.00 | 99.38 |
|
| American Water Works (AWK) | 0.0 | $783.000000 | NEW | 6.00 | 130.50 |
|
| SYSCO Corporation (SYY) | 0.0 | $737.000000 | 10.00 | 73.70 |
|
|
| AvalonBay Communities (AVB) | 0.0 | $726.000000 | -80% | 4.00 | 181.50 |
|
| Leidos Holdings (LDOS) | 0.0 | $722.000000 | 4.00 | 180.50 |
|
|
| CoStar (CSGP) | 0.0 | $673.000000 | 10.00 | 67.30 |
|
|
| Universal Corporation (UVV) | 0.0 | $633.000000 | 12.00 | 52.75 |
|
|
| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.0 | $627.000800 | NEW | 17.00 | 36.88 |
|
| Plug Power Com New (PLUG) | 0.0 | $161.999200 | 82.00 | 1.98 |
|
|
| Schneider National CL B (SNDR) | 0.0 | $133.000000 | 5.00 | 26.60 |
|
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $121.000000 | 1.00 | 121.00 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $74.000000 | 1.00 | 74.00 |
|
|
| Cronos Group (CRON) | 0.0 | $53.000000 | 20.00 | 2.65 |
|
|
| Tilray Brands (TLRY) | 0.0 | $19.000000 | NEW | 2.00 | 9.50 |
|
Past Filings by Mowery & Schoenfeld Wealth Management
SEC 13F filings are viewable for Mowery & Schoenfeld Wealth Management going back to 2024
- Mowery & Schoenfeld Wealth Management 2025 Q4 filed Jan. 28, 2026
- Mowery & Schoenfeld Wealth Management 2025 Q3 filed Oct. 27, 2025
- Mowery & Schoenfeld Wealth Management 2025 Q2 filed July 28, 2025
- Mowery & Schoenfeld Wealth Management 2025 Q1 filed May 5, 2025
- Mowery & Schoenfeld Wealth Management 2024 Q4 filed Feb. 10, 2025
- Mowery & Schoenfeld Wealth Management 2024 Q3 filed Oct. 23, 2024
- Mowery & Schoenfeld Wealth Management 2024 Q2 filed Aug. 14, 2024