MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 19K | $3.30M |
 | AAPL | 14K | $3.51M |
 | WMT | 14K | $1.69M |
 | BAC | 10K | $505.68K |
 | GOOGL | 10K | $2.82M |
 | GOOG | 6K | $1.85M |
 | MSFT | 5K | $1.84M |
 | DD | 4K | $191.99K |
 | CTVA | 4K | $347.73K |
 | ORCL | 4K | $552.82K |
 | CMCSA | 4K | $105.92K |
 | EXC | 3K | $169.32K |
 | AMZN | 3K | $713.41K |
 | DOW | 3K | $129.20K |
 | JCI | 3K | $394.16K |
 | ABBV | 3K | $604.13K |
 | ROL | 3K | $138.92K |
 | BSX | 2K | $145.58K |
 | NEE | 2K | $214.00K |
 | NTRS | 2K | $317.24K |
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.30M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.51M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.69M
Bank of America Corporation
BAC
Shares Held
10K
Value
$505.68K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.82M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.85M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.84M
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$191.99K
Corteva, Inc.
CTVA
Shares Held
4K
Value
$347.73K
Oracle Corporation
ORCL
Shares Held
4K
Value
$552.82K
Comcast Corporation
CMCSA
Shares Held
4K
Value
$105.92K
Exelon Corporation
EXC
Shares Held
3K
Value
$169.32K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$713.41K
Dow Inc.
DOW
Shares Held
3K
Value
$129.20K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$394.16K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$604.13K
Rollins, Inc.
ROL
Shares Held
3K
Value
$138.92K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$145.58K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$214.00K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$317.24K