Stock Taper

MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
The Charles Schwab CorporationSCHW447$41.2K
Analog Devices, Inc.ADI464$184.29K
Simon Property Group, Inc.SPG469$104.88K
The Home Depot, Inc.HD480$169.17K
Advanced Micro Devices, Inc.AMD487$282.9K
Illinois Tool Works Inc.ITW496$134.09K
Linde plcLIN516$267.77K
The Allstate CorporationALL520$123.73K
Apollo Global Management, Inc.APO534$63.18K
The TJX Companies, Inc.TJX548$82.95K
Fastenal CompanyFAST548$26.3K
Denali Therapeutics Inc.DNLI555$14.28K
BlackRock, Inc.BLK570$548.09K
Abbott LaboratoriesABT572$51.91K
Eaton Corporation plcETN590$251.41K
Philip Morris International Inc.PM604$109.27K
PayPal Holdings, Inc.PYPL625$26.99K
Altria Group, Inc.MO640$46.05K
Netflix, Inc.NFLX650$46.41K
Salesforce, Inc.CRM697$109.19K