Stock Taper 
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Moderna, Inc. | MRNA | 700 | $49.02K |
 Sempra | SRE | 705 | $65.33K |
 Eversource Energy | ES | 708 | $51.17K |
 Merck & Co., Inc. | MRK | 724 | $93.03K |
 Chevron Corporation | CVX | 729 | $120.9K |
 Coca-Cola Consolidated, Inc. | COKE | 740 | $141.28K |
 Ecolab Inc. | ECL | 754 | $210.07K |
 Danaher Corporation | DHR | 786 | $149.72K |
 Carrier Global Corporation | CARR | 789 | $57.87K |
 The Travelers Companies, Inc. | TRV | 790 | $260.8K |
 American International Group, Inc. | AIG | 815 | $60.74K |
 Johnson & Johnson | JNJ | 865 | $219.69K |
 American Express Company | AXP | 877 | $296.7K |
 The Coca-Cola Company | KO | 907 | $73.71K |
 Constellation Energy Corporation | CEG | 918 | $228K |
 Kinder Morgan, Inc. | KMI | 927 | $29.65K |
 The Progressive Corporation | PGR | 930 | $203.09K |
 Arthur J. Gallagher & Co. | AJG | 942 | $216.25K |
 Evergy, Inc. | EVRG | 976 | $84.36K |
 QXO, Inc. | QXO | 1K | $17.28K |