MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 19K | $3.53M |
 | AAPL | 15K | $3.78M |
 | WMT | 14K | $1.39M |
 | BAC | 10K | $535.14K |
 | GOOGL | 10K | $2.39M |
 | GOOG | 6K | $1.55M |
 | MSFT | 5K | $2.75M |
 | DD | 4K | $326.56K |
 | CTVA | 4K | $280.94K |
 | CMCSA | 4K | $121.00K |
 | ORCL | 4K | $1.06M |
 | AZN | 4K | $270.13K |
 | AMZN | 3K | $751.02K |
 | V | 3K | $1.13M |
 | DOW | 3K | $71.13K |
 | JCI | 3K | $330.95K |
 | ROL | 3K | $152.78K |
 | TWO | 3K | $24.68K |
 | NTRS | 2K | $321.43K |
 | BSX | 2K | $226.50K |
NVIDIA Corporation
NVDA
Shares Held
19K
Value
$3.53M
Apple Inc.
AAPL
Shares Held
15K
Value
$3.78M
Walmart Inc.
WMT
Shares Held
14K
Value
$1.39M
Bank of America Corporation
BAC
Shares Held
10K
Value
$535.14K
Alphabet Inc.
GOOGL
Shares Held
10K
Value
$2.39M
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.55M
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.75M
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$326.56K
Corteva, Inc.
CTVA
Shares Held
4K
Value
$280.94K
Comcast Corporation
CMCSA
Shares Held
4K
Value
$121.00K
Oracle Corporation
ORCL
Shares Held
4K
Value
$1.06M
AstraZeneca PLC
AZN
Shares Held
4K
Value
$270.13K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$751.02K
Visa Inc.
V
Shares Held
3K
Value
$1.13M
Dow Inc.
DOW
Shares Held
3K
Value
$71.13K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$330.95K
Rollins, Inc.
ROL
Shares Held
3K
Value
$152.78K
Two Harbors Investment Corp.
TWO
Shares Held
3K
Value
$24.68K
Northern Trust Corporation
NTRS
Shares Held
2K
Value
$321.43K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$226.50K