The Analysis of Mowery & Schoenfeld Wealth Management, LLC's Holdings


Currently, Mowery & Schoenfeld Wealth Management, LLC holds 383 types of securities in its portfolio with a total value $58.2M. In the most recent quarter, they have increased their positions in PRF (+56.2K shares, valued at $2.5M), WMT (+3.6K shares, valued at $369.2K), AXP (+789 shares, valued at $262.1K); decreased their positions in TSLA (-33.8K shares, valued at $15.0M), GOOGL (-1.1K shares, valued at $272.5K), DFAC (-5.4K shares, valued at $209.9K); initiated new positions in TSM (+425 shares, valued at $118.7K), SMG (+1.1K shares, valued at $59.8K), EPD (+1.6K shares, valued at $50.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
FTEC FIDELITY COVINGTON TRUST21.4K shares1.33%2025-09-302025-10-27history
AAPL APPLE INC14.8K shares-1.21%2025-09-302025-10-27history
DFAC DIMENSIONAL ETF TRUST95.7K shares-5.38%2025-09-302025-10-27history
NVDA NVIDIA CORPORATION18.9K shares-1.91%2025-09-302025-10-27history
MSFT MICROSOFT CORP5.3K shares0.00%2025-09-302025-10-27history
PRF INVESCO EXCHANGE TRADED FD T59.7K shares1606.49%2025-09-302025-10-27history
NOBL PROSHARES TR25.8K shares-0.01%2025-09-302025-10-27history
GOOGL ALPHABET INC9.8K shares-10.22%2025-09-302025-10-27history
Sponsored
GOOG ALPHABET INC6.4K shares-0.50%2025-09-302025-10-27history
WMT WALMART INC13.5K shares36.09%2025-09-302025-10-27history
IJK ISHARES TR13.2K shares0.00%2025-09-302025-10-27history
LLY ELI LILLY & CO1.5K shares-1.31%2025-09-302025-10-27history
V VISA INC3.3K shares-0.81%2025-09-302025-10-27history
ORCL ORACLE CORP3.8K shares-10.76%2025-09-302025-10-27history
FLOT ISHARES TR14.8K shares0.00%2025-09-302025-10-27history
AMZN AMAZON COM INC3.4K shares-4.04%2025-09-302025-10-27history
Sponsored
BLK BLACKROCK INC562 shares-12.19%2025-09-302025-10-27history
DVY ISHARES TR4.5K shares0.00%2025-09-302025-10-27history
IVV ISHARES TR922 shares0.00%2025-09-302025-10-27history
TSLA TESLA INC1.2K shares-96.48%2025-09-302025-10-27history
SPY SPDR S&P 500 ETF TR805 shares0.00%2025-09-302025-10-27history
BAC BANK AMERICA CORP10.4K shares-12.51%2025-09-302025-10-27history
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares-12.59%2025-09-302025-10-27history
CAT CATERPILLAR INC1.0K shares-12.54%2025-09-302025-10-27history
Sponsored
ELV ELEVANCE HEALTH INC FORMERLY1.5K shares0.00%2025-09-302025-10-27history
JPM JPMORGAN CHASE & CO.1.5K shares-6.78%2025-09-302025-10-27history
TPL TEXAS PACIFIC LAND CORPORATI490 shares0.00%2025-09-302025-10-27history
LOW LOWES COS INC1.8K shares0.00%2025-09-302025-10-27history
LCR MANAGED PORTFOLIO SERIES11.0K shares-2.22%2025-09-302025-10-27history
IJH ISHARES TR6.3K shares-12.50%2025-09-302025-10-27history
AJG GALLAGHER ARTHUR J & CO1.2K shares0.00%2025-09-302025-10-27history
AVGO BROADCOM INC1.1K shares-8.97%2025-09-302025-10-27history
Sponsored
JCI JOHNSON CTLS INTL PLC3.0K shares-12.50%2025-09-302025-10-27history
DD DUPONT DE NEMOURS INC4.2K shares0.00%2025-09-302025-10-27history
NTRS NORTHERN TR CORP2.4K shares-18.16%2025-09-302025-10-27history
AXP AMERICAN EXPRESS CO877 shares896.59%2025-09-302025-10-27history
CTVA CORTEVA INC4.2K shares0.00%2025-09-302025-10-27history
AZN ASTRAZENECA PLC3.5K shares0.00%2025-09-302025-10-27history
WEC WEC ENERGY GROUP INC2.1K shares0.00%2025-09-302025-10-27history
ABBV ABBVIE INC1.0K shares106.13%2025-09-302025-10-27history
Sponsored
LIN LINDE PLC495 shares167.57%2025-09-302025-10-27history
COST COSTCO WHSL CORP NEW250 shares-12.59%2025-09-302025-10-27history
PGR PROGRESSIVE CORP930 shares-1.27%2025-09-302025-10-27history
BSX BOSTON SCIENTIFIC CORP2.3K shares-1.94%2025-09-302025-10-27history
META META PLATFORMS INC307 shares-11.01%2025-09-302025-10-27history
TYL TYLER TECHNOLOGIES INC423 shares1181.82%2025-09-302025-10-27history
ETN EATON CORP PLC590 shares-12.46%2025-09-302025-10-27history
TRV TRAVELERS COMPANIES INC790 shares0.00%2025-09-302025-10-27history
Sponsored
QQQ INVESCO QQQ TR358 shares0.00%2025-09-302025-10-27history
EHC ENCOMPASS HEALTH CORP1.6K shares89.53%2025-09-302025-10-27history
ECL ECOLAB INC754 shares185.61%2025-09-302025-10-27history
RTX RTX CORPORATION1.2K shares-7.60%2025-09-302025-10-27history
NFLX NETFLIX INC165 shares-5.17%2025-09-302025-10-27history
HD HOME DEPOT INC480 shares-10.61%2025-09-302025-10-27history
VTI VANGUARD INDEX FDS562 shares0.00%2025-09-302025-10-27history
XOM EXXON MOBIL CORP1.6K shares-13.92%2025-09-302025-10-27history
Sponsored
EFA ISHARES TR1.9K shares-12.48%2025-09-302025-10-27history
VBR VANGUARD INDEX FDS844 shares0.00%2025-09-302025-10-27history
NEE NEXTERA ENERGY INC2.2K shares-3.46%2025-09-302025-10-27history
CRM SALESFORCE INC697 shares-12.11%2025-09-302025-10-27history
JNJ JOHNSON & JOHNSON865 shares311.90%2025-09-302025-10-27history
DHR DANAHER CORPORATION796 shares316.75%2025-09-302025-10-27history
ROL ROLLINS INC2.6K shares0.00%2025-09-302025-10-27history
SCHF SCHWAB STRATEGIC TR6.1K shares0.00%2025-09-302025-10-27history
Sponsored
CSCO CISCO SYS INC2.0K shares0.00%2025-09-302025-10-27history
SBUX STARBUCKS CORP1.6K shares686.06%2025-09-302025-10-27history
VBK VANGUARD INDEX FDS462 shares0.00%2025-09-302025-10-27history
KLAC KLA CORP122 shares-12.23%2025-09-302025-10-27history
EMLP FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-09-302025-10-27history
WMB WILLIAMS COS INC1.9K shares-4.00%2025-09-302025-10-27history
CMCSA COMCAST CORP NEW3.9K shares0.00%2025-09-302025-10-27history
ITW ILLINOIS TOOL WKS INC464 shares-3.73%2025-09-302025-10-27history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD425 sharesnew addition2025-09-302025-10-27history
GE GE AEROSPACE377 shares-5.99%2025-09-302025-10-27history
MMC MARSH & MCLENNAN COS INC561 shares-3.61%2025-09-302025-10-27history
XLK SELECT SECTOR SPDR TR400 shares0.00%2025-09-302025-10-27history
CB CHUBB LIMITED396 shares0.00%2025-09-302025-10-27history
CVX CHEVRON CORP NEW719 shares-4.13%2025-09-302025-10-27history
ALL ALLSTATE CORP520 shares25900.00%2025-09-302025-10-27history
INTU INTUIT160 shares-2.44%2025-09-302025-10-27history
Sponsored
ADI ANALOG DEVICES INC417 shares0.00%2025-09-302025-10-27history
UNH UNITEDHEALTH GROUP INC295 shares-19.18%2025-09-302025-10-27history
WFC WELLS FARGO CO NEW1.2K shares-12.46%2025-09-302025-10-27history
FAST FASTENAL CO2.0K shares266.42%2025-09-302025-10-27history
PM PHILIP MORRIS INTL INC604 shares-3.67%2025-09-302025-10-27history
GLD SPDR GOLD TR275 shares-9.84%2025-09-302025-10-27history
UNP UNION PAC CORP400 shares-8.26%2025-09-302025-10-27history
APD AIR PRODS & CHEMS INC329 shares-12.27%2025-09-302025-10-27history
Sponsored
SPG SIMON PPTY GROUP INC NEW469 shares0.00%2025-09-302025-10-27history
HON HONEYWELL INTL INC414 shares-11.16%2025-09-302025-10-27history
SYK STRYKER CORPORATION235 shares-2.89%2025-09-302025-10-27history
COKE COCA COLA CONS INC740 shares0.00%2025-09-302025-10-27history
MDLZ MONDELEZ INTL INC1.4K shares0.00%2025-09-302025-10-27history
CDW CDW CORP499 shares0.00%2025-09-302025-10-27history
TJX TJX COS INC NEW548 shares-4.36%2025-09-302025-10-27history
AMD ADVANCED MICRO DEVICES INC487 shares-11.45%2025-09-302025-10-27history
Sponsored
IBM INTERNATIONAL BUSINESS MACHS276 shares-3.50%2025-09-302025-10-27history
EVRG EVERGY INC976 shares0.00%2025-09-302025-10-27history
TMUS T-MOBILE US INC303 shares-3.50%2025-09-302025-10-27history
APO APOLLO GLOBAL MGMT INC534 shares0.00%2025-09-302025-10-27history
DOW DOW INC3.1K shares0.00%2025-09-302025-10-27history
EFG ISHARES TR609 shares-12.50%2025-09-302025-10-27history
LNT ALLIANT ENERGY CORP1.0K shares0.00%2025-09-302025-10-27history
ITOT ISHARES TR442 shares-8.30%2025-09-302025-10-27history
Sponsored
AIG AMERICAN INTL GROUP INC815 shares-9.85%2025-09-302025-10-27history
SRE SEMPRA705 shares0.00%2025-09-302025-10-27history
AVY AVERY DENNISON CORP375 shares0.00%2025-09-302025-10-27history
COF CAPITAL ONE FINL CORP286 shares-2.39%2025-09-302025-10-27history
MRK MERCK & CO INC724 shares0.00%2025-09-302025-10-27history
KO COCA COLA CO907 shares-5.03%2025-09-302025-10-27history
SMG SCOTTS MIRACLE-GRO CO1.1K sharesnew addition2025-09-302025-10-27history
GEV GE VERNOVA INC94 shares-5.05%2025-09-302025-10-27history
Sponsored
BKNG BOOKING HOLDINGS INC10 shares-9.09%2025-09-302025-10-27history
PNC PNC FINL SVCS GROUP INC265 shares-7.34%2025-09-302025-10-27history
SNPS SYNOPSYS INC108 shares3.85%2025-09-302025-10-27history
VMC VULCAN MATLS CO172 shares0.00%2025-09-302025-10-27history
TXN TEXAS INSTRS INC280 shares-9.68%2025-09-302025-10-27history
ES EVERSOURCE ENERGY708 shares0.00%2025-09-302025-10-27history
EPD ENTERPRISE PRODS PARTNERS L1.6K sharesnew addition2025-09-302025-10-27history
ADBE ADOBE INC139 shares-12.58%2025-09-302025-10-27history
Sponsored
DTE DTE ENERGY CO344 shares0.00%2025-09-302025-10-27history
CARR CARRIER GLOBAL CORPORATION789 shares-10.54%2025-09-302025-10-27history
VLO VALERO ENERGY CORP261 shares-13.00%2025-09-302025-10-27history
CPT CAMDEN PPTY TR404 shares0.00%2025-09-302025-10-27history
SCHW SCHWAB CHARLES CORP447 shares-12.52%2025-09-302025-10-27history
MO ALTRIA GROUP INC640 shares0.00%2025-09-302025-10-27history
ORLY OREILLY AUTOMOTIVE INC390 shares-10.34%2025-09-302025-10-27history
NOC NORTHROP GRUMMAN CORP69 shares0.00%2025-09-302025-10-27history
Sponsored
VOO VANGUARD INDEX FDS69 shares0.00%2025-09-302025-10-27history
PLTR PALANTIR TECHNOLOGIES INC228 shares0.00%2025-09-302025-10-27history
PTC PTC INC200 shares0.00%2025-09-302025-10-27history
GS GOLDMAN SACHS GROUP INC49 shares-12.50%2025-09-302025-10-27history
WM WASTE MGMT INC DEL176 shares0.00%2025-09-302025-10-27history
AMT AMERICAN TOWER CORP NEW202 shares-47.80%2025-09-302025-10-27history
SAP SAP SE143 shares0.00%2025-09-302025-10-27history
TGT TARGET CORP413 shares-0.24%2025-09-302025-10-27history
Sponsored
AMGN AMGEN INC131 shares-7.75%2025-09-302025-10-27history
OTIS OTIS WORLDWIDE CORP396 shares-10.61%2025-09-302025-10-27history
EXC EXELON CORP798 shares0.00%2025-09-302025-10-27history
CSX CSX CORP1.0K shares-12.51%2025-09-302025-10-27history
VWO VANGUARD INTL EQUITY INDEX F660 shares0.00%2025-09-302025-10-27history
VUG VANGUARD INDEX FDS74 shares0.00%2025-09-302025-10-27history
CME CME GROUP INC128 shares0.00%2025-09-302025-10-27history
CEG CONSTELLATION ENERGY CORP105 shares-11.76%2025-09-302025-10-27history
Sponsored
EDGI ADVISORS INNER CIRCLE FD II1.2K shares-71.94%2025-09-302025-10-27history
ABT ABBOTT LABS249 shares-12.01%2025-09-302025-10-27history
ADP AUTOMATIC DATA PROCESSING IN112 shares-12.50%2025-09-302025-10-27history
IPG INTERPUBLIC GROUP COS INC1.1K shares-12.51%2025-09-302025-10-27history
C CITIGROUP INC299 shares-12.57%2025-09-302025-10-27history
T AT&T INC1.1K shares-12.51%2025-09-302025-10-27history
DGRO ISHARES TR422 shares0.00%2025-09-302025-10-27history
QCOM QUALCOMM INC165 shares-12.23%2025-09-302025-10-27history
Sponsored
PG PROCTER AND GAMBLE CO177 shares-23.71%2025-09-302025-10-27history
CNC CENTENE CORP DEL750 sharesnew addition2025-09-302025-10-27history
GLW CORNING INC322 shares-12.50%2025-09-302025-10-27history
KMI KINDER MORGAN INC DEL927 shares-7.39%2025-09-302025-10-27history
GD GENERAL DYNAMICS CORP76 shares0.00%2025-09-302025-10-27history
REGN REGENERON PHARMACEUTICALS46 shares-11.54%2025-09-302025-10-27history
LRCX LAM RESEARCH CORP193 shares-12.27%2025-09-302025-10-27history
MET METLIFE INC313 shares-2.19%2025-09-302025-10-27history
Sponsored
MU MICRON TECHNOLOGY INC148 shares-21.69%2025-09-302025-10-27history
TWO TWO HBRS INVT CORP2.5K sharesnew addition2025-09-302025-10-27history
CI THE CIGNA GROUP85 shares0.00%2025-09-302025-10-27history
ISRG INTUITIVE SURGICAL INC54 shares-11.48%2025-09-302025-10-27history
IAUX I-80 GOLD CORP25.0K sharesnew addition2025-09-302025-10-27history
FI FISERV INC185 shares-6.57%2025-09-302025-10-27history
VEEV VEEVA SYS INC80 shares0.00%2025-09-302025-10-27history
DIS DISNEY WALT CO197 shares-12.44%2025-09-302025-10-27history
Sponsored
TMO THERMO FISHER SCIENTIFIC INC46 shares-11.54%2025-09-302025-10-27history
EIX EDISON INTL403 shares0.00%2025-09-302025-10-27history
IDXX IDEXX LABS INC34 shares0.00%2025-09-302025-10-27history
AZO AUTOZONE INC5 shares400.00%2025-09-302025-10-27history
SPGI S&P GLOBAL INC43 shares-10.42%2025-09-302025-10-27history
APH AMPHENOL CORP NEW166 shares-12.63%2025-09-302025-10-27history
ZIM ZIM INTEGRATED SHIPPING SERV1.5K sharesnew addition2025-09-302025-10-27history
TPH TRI POINTE HOMES INC600 sharesnew addition2025-09-302025-10-27history
Sponsored
ANET ARISTA NETWORKS INC136 shares-12.82%2025-09-302025-10-27history
DE DEERE & CO43 shares-12.24%2025-09-302025-10-27history
NOW SERVICENOW INC21 shares-22.22%2025-09-302025-10-27history
GM GENERAL MTRS CO316 shares0.00%2025-09-302025-10-27history
EXPD EXPEDITORS INTL WASH INC150 shares0.00%2025-09-302025-10-27history
MRNA MODERNA INC700 shares0.00%2025-09-302025-10-27history
MCK MCKESSON CORP23 shares-11.54%2025-09-302025-10-27history
AMAT APPLIED MATLS INC86 shares-12.24%2025-09-302025-10-27history
Sponsored
ZTS ZOETIS INC120 shares0.00%2025-09-302025-10-27history
CTAS CINTAS CORP77 shares0.00%2025-09-302025-10-27history
USB US BANCORP DEL320 shares0.00%2025-09-302025-10-27history
PH PARKER-HANNIFIN CORP20 shares-9.09%2025-09-302025-10-27history
COMP COMPASS INC1.9K shares0.00%2025-09-302025-10-27history
COP CONOCOPHILLIPS158 shares-12.71%2025-09-302025-10-27history
HCA HCA HEALTHCARE INC35 shares0.00%2025-09-302025-10-27history
FTV FORTIVE CORP302 shares504.00%2025-09-302025-10-27history
Sponsored
FCX FREEPORT-MCMORAN INC368 shares0.00%2025-09-302025-10-27history
ORI OLD REP INTL CORP335 shares0.00%2025-09-302025-10-27history
SDY SPDR SERIES TRUST100 shares0.00%2025-09-302025-10-27history
SO SOUTHERN CO147 shares0.00%2025-09-302025-10-27history
CDNS CADENCE DESIGN SYSTEM INC39 shares-13.33%2025-09-302025-10-27history
EDGU ADVISORS INNER CIRCLE FD II484 shares-81.67%2025-09-302025-10-27history
ICE INTERCONTINENTAL EXCHANGE IN78 shares0.00%2025-09-302025-10-27history
WELL WELLTOWER INC73 shares-22.34%2025-09-302025-10-27history
Sponsored
TT TRANE TECHNOLOGIES PLC30 shares-11.76%2025-09-302025-10-27history
BK BANK NEW YORK MELLON CORP116 shares-12.78%2025-09-302025-10-27history
GILD GILEAD SCIENCES INC113 shares0.00%2025-09-302025-10-27history
AON AON PLC35 shares0.00%2025-09-302025-10-27history
BMY BRISTOL-MYERS SQUIBB CO275 shares0.00%2025-09-302025-10-27history
EDGH ADVISORS INNER CIRCLE FD II427 shares-82.04%2025-09-302025-10-27history
MMM 3M CO78 shares0.00%2025-09-302025-10-27history
O REALTY INCOME CORP200 shares0.00%2025-09-302025-10-27history
Sponsored
NXPI NXP SEMICONDUCTORS N V53 shares0.00%2025-09-302025-10-27history
EQT EQT CORP221 shares0.00%2025-09-302025-10-27history
CIVI CIVITAS RESOURCES INC356 sharesnew addition2025-09-302025-10-27history
MSI MOTOROLA SOLUTIONS INC25 shares-10.71%2025-09-302025-10-27history
HUBB HUBBELL INC26 shares0.00%2025-09-302025-10-27history
RCL ROYAL CARIBBEAN GROUP34 shares-10.53%2025-09-302025-10-27history
TDG TRANSDIGM GROUP INC8 shares-11.11%2025-09-302025-10-27history
TFC TRUIST FINL CORP226 shares0.00%2025-09-302025-10-27history
Sponsored
MRVL MARVELL TECHNOLOGY INC120 shares0.00%2025-09-302025-10-27history
DELL DELL TECHNOLOGIES INC70 shares0.00%2025-09-302025-10-27history
ADSK AUTODESK INC31 shares0.00%2025-09-302025-10-27history
OKE ONEOK INC NEW134 shares0.00%2025-09-302025-10-27history
CMI CUMMINS INC23 shares0.00%2025-09-302025-10-27history
BX BLACKSTONE INC56 shares0.00%2025-09-302025-10-27history
HLT HILTON WORLDWIDE HLDGS INC37 shares-13.95%2025-09-302025-10-27history
GEHC GE HEALTHCARE TECHNOLOGIES I127 shares0.00%2025-09-302025-10-27history
Sponsored
DGX QUEST DIAGNOSTICS INC50 shares0.00%2025-09-302025-10-27history
SCHD SCHWAB STRATEGIC TR344 shares0.00%2025-09-302025-10-27history
EBAY EBAY INC.100 shares0.00%2025-09-302025-10-27history
BCO BRINKS CO75 shares0.00%2025-09-302025-10-27history
CHD CHURCH & DWIGHT CO INC100 shares0.00%2025-09-302025-10-27history
FDX FEDEX CORP37 shares0.00%2025-09-302025-10-27history
DUK DUKE ENERGY CORP NEW70 shares0.00%2025-09-302025-10-27history
EQIX EQUINIX INC11 shares-21.43%2025-09-302025-10-27history
Sponsored
MAR MARRIOTT INTL INC NEW33 shares0.00%2025-09-302025-10-27history
CMG CHIPOTLE MEXICAN GRILL INC219 shares-12.40%2025-09-302025-10-27history
TEL TE CONNECTIVITY PLC39 shares0.00%2025-09-302025-10-27history
DHI D R HORTON INC49 shares0.00%2025-09-302025-10-27history
DLR DIGITAL RLTY TR INC48 shares0.00%2025-09-302025-10-27history
ROST ROSS STORES INC53 shares0.00%2025-09-302025-10-27history
PCAR PACCAR INC80 shares0.00%2025-09-302025-10-27history
PWR QUANTA SVCS INC19 shares0.00%2025-09-302025-10-27history
Sponsored
CRWD CROWDSTRIKE HLDGS INC16 shares0.00%2025-09-302025-10-27history
SYF SYNCHRONY FINANCIAL110 shares0.00%2025-09-302025-10-27history
GWW GRAINGER W W INC8 shares0.00%2025-09-302025-10-27history
PANW PALO ALTO NETWORKS INC37 shares0.00%2025-09-302025-10-27history
PYPL PAYPAL HLDGS INC112 shares-47.17%2025-09-302025-10-27history
ROP ROPER TECHNOLOGIES INC15 shares0.00%2025-09-302025-10-27history
YUM YUM BRANDS INC49 shares0.00%2025-09-302025-10-27history
DCI DONALDSON INC90 shares0.00%2025-09-302025-10-27history
Sponsored
COR CENCORA INC23 shares0.00%2025-09-302025-10-27history
ULS UL SOLUTIONS INC100 shares0.00%2025-09-302025-10-27history
STX SEAGATE TECHNOLOGY HLDNGS PL30 shares0.00%2025-09-302025-10-27history
DKS DICKS SPORTING GOODS INC31 shares0.00%2025-09-302025-10-27history
RMD RESMED INC25 shares0.00%2025-09-302025-10-27history
MSCI MSCI INC12 shares0.00%2025-09-302025-10-27history
CAH CARDINAL HEALTH INC43 shares0.00%2025-09-302025-10-27history
FTNT FORTINET INC80 shares0.00%2025-09-302025-10-27history
Sponsored
BKR BAKER HUGHES COMPANY135 shares0.00%2025-09-302025-10-27history
RBA RB GLOBAL INC60 shares0.00%2025-09-302025-10-27history
ETR ENTERGY CORP NEW69 shares0.00%2025-09-302025-10-27history
AME AMETEK INC34 shares0.00%2025-09-302025-10-27history
IWD ISHARES TR31 sharesnew addition2025-09-302025-10-27history
IJR ISHARES TR53 shares0.00%2025-09-302025-10-27history
SHW SHERWIN WILLIAMS CO18 shares0.00%2025-09-302025-10-27history
QNST QUINSTREET INC397 shares0.00%2025-09-302025-10-27history
Sponsored
PRU PRUDENTIAL FINL INC58 shares0.00%2025-09-302025-10-27history
BF.B BROWN FORMAN CORP220 shares0.00%2025-09-302025-10-27history
NRG NRG ENERGY INC36 shares0.00%2025-09-302025-10-27history
PEG PUBLIC SVC ENTERPRISE GRP IN70 shares0.00%2025-09-302025-10-27history
IHAK ISHARES TR109 shares0.00%2025-09-302025-10-27history
CLOU GLOBAL X FDS245 shares0.00%2025-09-302025-10-27history
MA MASTERCARD INCORPORATED10 shares0.00%2025-09-302025-10-27history
STE STERIS PLC23 shares0.00%2025-09-302025-10-27history
Sponsored
TTWO TAKE-TWO INTERACTIVE SOFTWAR22 shares0.00%2025-09-302025-10-27history
SLB SCHLUMBERGER LTD165 shares0.00%2025-09-302025-10-27history
ROK ROCKWELL AUTOMATION INC16 shares0.00%2025-09-302025-10-27history
MPWR MONOLITHIC PWR SYS INC6 shares0.00%2025-09-302025-10-27history
WBD WARNER BROS DISCOVERY INC283 shares0.00%2025-09-302025-10-27history
GRMN GARMIN LTD22 shares0.00%2025-09-302025-10-27history
CPRT COPART INC119 shares0.00%2025-09-302025-10-27history
LULU LULULEMON ATHLETICA INC30 shares-23.08%2025-09-302025-10-27history
Sponsored
WDC WESTERN DIGITAL CORP44 shares0.00%2025-09-302025-10-27history
DAL DELTA AIR LINES INC DEL91 shares0.00%2025-09-302025-10-27history
EXPE EXPEDIA GROUP INC24 shares0.00%2025-09-302025-10-27history
UAL UNITED AIRLS HLDGS INC53 shares0.00%2025-09-302025-10-27history
CTSH COGNIZANT TECHNOLOGY SOLUTIO76 shares0.00%2025-09-302025-10-27history
LEN LENNAR CORP40 shares0.00%2025-09-302025-10-27history
IR INGERSOLL RAND INC61 shares0.00%2025-09-302025-10-27history
IRM IRON MTN INC DEL49 shares0.00%2025-09-302025-10-27history
Sponsored
EDGF ADVISORS INNER CIRCLE FD II199 shares-95.30%2025-09-302025-10-27history
FITB FIFTH THIRD BANCORP108 shares0.00%2025-09-302025-10-27history
NDSN NORDSON CORP21 shares0.00%2025-09-302025-10-27history
CCL CARNIVAL CORP162 shares0.00%2025-09-302025-10-27history
TPR TAPESTRY INC41 shares0.00%2025-09-302025-10-27history
EWW ISHARES INC66 shares0.00%2025-09-302025-10-27history
SOXX ISHARES TR16 shares0.00%2025-09-302025-10-27history
MLM MARTIN MARIETTA MATLS INC7 shares0.00%2025-09-302025-10-27history
Sponsored
HPE HEWLETT PACKARD ENTERPRISE C179 shares0.00%2025-09-302025-10-27history
EFX EQUIFAX INC17 shares0.00%2025-09-302025-10-27history
ATO ATMOS ENERGY CORP25 shares0.00%2025-09-302025-10-27history
NDAQ NASDAQ INC48 shares0.00%2025-09-302025-10-27history
EXR EXTRA SPACE STORAGE INC30 shares0.00%2025-09-302025-10-27history
NTAP NETAPP INC34 shares0.00%2025-09-302025-10-27history
VTR VENTAS INC57 shares0.00%2025-09-302025-10-27history
EMR EMERSON ELEC CO30 shares0.00%2025-09-302025-10-27history
Sponsored
AVB AVALONBAY CMNTYS INC20 shares-89.69%2025-09-302025-10-27history
MTD METTLER TOLEDO INTERNATIONAL3 shares0.00%2025-09-302025-10-27history
CFG CITIZENS FINL GROUP INC69 shares0.00%2025-09-302025-10-27history
K KELLANOVA44 shares0.00%2025-09-302025-10-27history
EW EDWARDS LIFESCIENCES CORP46 shares0.00%2025-09-302025-10-27history
ODFL OLD DOMINION FREIGHT LINE IN25 shares0.00%2025-09-302025-10-27history
ACN ACCENTURE PLC IRELAND14 shares-81.08%2025-09-302025-10-27history
PODD INSULET CORP11 shares0.00%2025-09-302025-10-27history
Sponsored
PNR PENTAIR PLC29 shares0.00%2025-09-302025-10-27history
LYV LIVE NATION ENTERTAINMENT IN19 shares0.00%2025-09-302025-10-27history
FIS FIDELITY NATL INFORMATION SV47 shares0.00%2025-09-302025-10-27history
DRI DARDEN RESTAURANTS INC16 shares0.00%2025-09-302025-10-27history
KEY KEYCORP156 shares0.00%2025-09-302025-10-27history
LH LABCORP HOLDINGS INC10 shares0.00%2025-09-302025-10-27history
NI NISOURCE INC64 shares0.00%2025-09-302025-10-27history
IP INTERNATIONAL PAPER CO59 shares0.00%2025-09-302025-10-27history
Sponsored
L LOEWS CORP27 shares0.00%2025-09-302025-10-27history
ESS ESSEX PPTY TR INC10 shares0.00%2025-09-302025-10-27history
WAT WATERS CORP9 shares0.00%2025-09-302025-10-27history
ABNB AIRBNB INC22 shares0.00%2025-09-302025-10-27history
FBIN FORTUNE BRANDS INNOVATIONS I50 shares0.00%2025-09-302025-10-27history
LVS LAS VEGAS SANDS CORP48 shares0.00%2025-09-302025-10-27history
TDY TELEDYNE TECHNOLOGIES INC4 shares0.00%2025-09-302025-10-27history
NLR VANECK ETF TRUST17 shares0.00%2025-09-302025-10-27history
Sponsored
INCY INCYTE CORP27 shares0.00%2025-09-302025-10-27history
GEN GEN DIGITAL INC80 shares0.00%2025-09-302025-10-27history
ENB ENBRIDGE INC45 shares0.00%2025-09-302025-10-27history
CHRW C H ROBINSON WORLDWIDE INC17 shares0.00%2025-09-302025-10-27history
VEU VANGUARD INTL EQUITY INDEX F31 shares-44.64%2025-09-302025-10-27history
AIZ ASSURANT INC10 shares0.00%2025-09-302025-10-27history
MGIC MAGIC SOFTWARE ENTERPRISES L100 shares0.00%2025-09-302025-10-27history
RL RALPH LAUREN CORP6 shares0.00%2025-09-302025-10-27history
Sponsored
GL GLOBE LIFE INC12 shares0.00%2025-09-302025-10-27history
NWSA NEWS CORP NEW53 shares0.00%2025-09-302025-10-27history
DAY DAYFORCE INC23 shares0.00%2025-09-302025-10-27history
SNOW SNOWFLAKE INC7 shares0.00%2025-09-302025-10-27history
SNDK SANDISK CORP14 shares0.00%2025-09-302025-10-27history
VRTX VERTEX PHARMACEUTICALS INC4 shares0.00%2025-09-302025-10-27history
MPC MARATHON PETE CORP8 shares0.00%2025-09-302025-10-27history
BXP BXP INC20 shares0.00%2025-09-302025-10-27history
Sponsored
GNRC GENERAC HLDGS INC9 shares0.00%2025-09-302025-10-27history
SOLV SOLVENTUM CORP20 shares0.00%2025-09-302025-10-27history
NCLH NORWEGIAN CRUISE LINE HLDG L59 shares0.00%2025-09-302025-10-27history
MS MORGAN STANLEY9 shares0.00%2025-09-302025-10-27history
ZION ZIONS BANCORPORATION N A25 shares0.00%2025-09-302025-10-27history
PNW PINNACLE WEST CAP CORP15 shares0.00%2025-09-302025-10-27history
ODD ODDITY TECH LTD21 shares0.00%2025-09-302025-10-27history
BA BOEING CO6 shares0.00%2025-09-302025-10-27history
Sponsored
VRSK VERISK ANALYTICS INC5 shares0.00%2025-09-302025-10-27history
ATKR ATKORE INC20 shares0.00%2025-09-302025-10-27history
PAYC PAYCOM SOFTWARE INC6 shares0.00%2025-09-302025-10-27history
VOOG VANGUARD ADMIRAL FDS INC3 shares0.00%2025-09-302025-10-27history
CMA COMERICA INC18 shares0.00%2025-09-302025-10-27history
HWM HOWMET AEROSPACE INC6 shares0.00%2025-09-302025-10-27history
PPH VANECK ETF TRUST13 shares0.00%2025-09-302025-10-27history
FBTC FIDELITY WISE ORIGIN BITCOIN10 sharesnew addition2025-09-302025-10-27history
Sponsored
BTG B2GOLD CORP200 shares0.00%2025-09-302025-10-27history
AMP AMERIPRISE FINL INC2 shares0.00%2025-09-302025-10-27history
URI UNITED RENTALS INC1 shares0.00%2025-09-302025-10-27history
LNC LINCOLN NATL CORP IND23 shares0.00%2025-09-302025-10-27history
GWRE GUIDEWIRE SOFTWARE INC4 shares0.00%2025-09-302025-10-27history
ALK ALASKA AIR GROUP INC18 shares0.00%2025-09-302025-10-27history
CPAY CORPAY INC3 shares0.00%2025-09-302025-10-27history
SLV ISHARES SILVER TR20 shares0.00%2025-09-302025-10-27history
Sponsored
CSGP COSTAR GROUP INC10 shares0.00%2025-09-302025-10-27history
SYY SYSCO CORP10 shares0.00%2025-09-302025-10-27history
PHM PULTE GROUP INC6 shares0.00%2025-09-302025-10-27history
LDOS LEIDOS HOLDINGS INC4 shares0.00%2025-09-302025-10-27history
TSCO TRACTOR SUPPLY CO13 shares0.00%2025-09-302025-10-27history
UVV UNIVERSAL CORP VA12 shares0.00%2025-09-302025-10-27history
HECA ETF OPPORTUNITIES TRUST20 sharesnew addition2025-09-302025-10-27history
DRLL EA SERIES TRUST9 shares0.00%2025-09-302025-10-27history
Sponsored
PLUG PLUG POWER INC82 shares0.00%2025-09-302025-10-27history
VOOV VANGUARD ADMIRAL FDS INC1 shares0.00%2025-09-302025-10-27history
BMO BANK MONTREAL QUE1 shares0.00%2025-09-302025-10-27history
SNDR SCHNEIDER NATIONAL INC5 shares0.00%2025-09-302025-10-27history
SHEL SHELL PLC1 shares0.00%2025-09-302025-10-27history
CRON CRONOS GROUP INC20 shares0.00%2025-09-302025-10-27history
TLRY TILRAY BRANDS INC25 shares0.00%2025-09-302025-10-27history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
TradeFomo Institution Holdings Analysis: Mowery & Schoenfeld Wealth Management, LLC