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Leuthold Fds Inc core etf shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Leuthold Fds Inc core etf (LCR) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Leuthold Fds Inc core etf

Tip: Access up to 7 years of quarterly data

All positions including Leuthold Fds Inc core etf held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Leuthold Fds Inc core etf by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.3M 92k 35.43
2024-06-30 $3.7M 111k 33.68

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Proshares Tr S&p 500 Dv Arist (NOBL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Leuthold Fds Core Etf (LCR)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Astrazeneca Sponsored Adr (AZN)
Alphabet Cap Stk Cl C (GOOG)
Anthem (ELV)
Wal-Mart Stores (WMT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Leuthold Fds Inc core etf

Savant Capital Management
Legend Financial Advisors
Spire Wealth Management
Mowery & Schoenfeld Wealth Management
Capital Investment Advisory Services
Koshinski Asset Management
Arcus Capital Partners
David R. Rahn Inc. dba Avalon Capital Management
Envestnet Asset Management
Raymond James Financial Services Advisors
Onyx Bridge Wealth Group
LPL Financial
Susquehanna International
Dynamic Advisors Solutions
Bond & Devick Financial Network

View all funds holding Leuthold Fds Inc core etf