MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 25K | $4.64M |
 | AAPL | 15K | $3.99M |
 | WMT | 14K | $1.53M |
 | BAC | 11K | $601.64K |
 | GOOGL | 10K | $3.16M |
 | GOOG | 7K | $2.05M |
 | MSFT | 6K | $2.76M |
 | DD | 4K | $168.52K |
 | CTVA | 4K | $278.44K |
 | ORCL | 4K | $788.58K |
 | AMZN | 4K | $908.14K |
 | CMCSA | 4K | $110.27K |
 | EXC | 4K | $155.67K |
 | JCI | 3K | $390.86K |
 | DOW | 3K | $74.89K |
 | AZN | 3K | $285.35K |
 | ABBV | 3K | $691.80K |
 | NEE | 3K | $219.32K |
 | CSCO | 3K | $205.03K |
 | ROL | 3K | $156.11K |
NVIDIA Corporation
NVDA
Shares Held
25K
Value
$4.64M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.99M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.53M
Bank of America Corporation
BAC
Shares Held
11K
Value
$601.64K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$3.16M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$2.05M
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.76M
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$168.52K
Corteva, Inc.
CTVA
Shares Held
4K
Value
$278.44K
Oracle Corporation
ORCL
Shares Held
4K
Value
$788.58K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$908.14K
Comcast Corporation
CMCSA
Shares Held
4K
Value
$110.27K
Exelon Corporation
EXC
Shares Held
4K
Value
$155.67K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$390.86K
Dow Inc.
DOW
Shares Held
3K
Value
$74.89K
AstraZeneca PLC
AZN
Shares Held
3K
Value
$285.35K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$691.80K
NextEra Energy, Inc.
NEE
Shares Held
3K
Value
$219.32K
Cisco Systems, Inc.
CSCO
Shares Held
3K
Value
$205.03K
Rollins, Inc.
ROL
Shares Held
3K
Value
$156.11K