Stock Taper 
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alliant Energy Corporation | LNT | 1K | $76.6K |
 CSX Corporation | CSX | 1.01K | $47.86K |
 Caterpillar Inc. | CAT | 1.02K | $1.09M |
 Berkshire Hathaway Inc. | BRK-B | 1.09K | $544.49K |
 Broadcom Inc. | AVGO | 1.13K | $426.48K |
 Wells Fargo & Company | WFC | 1.21K | $99.85K |
 RTX Corporation | RTX | 1.22K | $230.52K |
 KLA Corporation | KLAC | 1.22K | $368.09K |
 Tesla, Inc. | TSLA | 1.23K | $518.68K |
 Encompass Health Corporation | EHC | 1.34K | $135.45K |
 Mondelez International, Inc. | MDLZ | 1.36K | $78.44K |
 DuPont de Nemours, Inc. | DD | 1.4K | $189.49K |
 Texas Pacific Land Corporation | TPL | 1.47K | $643.33K |
 Eli Lilly and Company | LLY | 1.51K | $1.81M |
 Elevance Health Inc. | ELV | 1.51K | $584.35K |
 AstraZeneca PLC | AZN | 1.55K | $294.29K |
 JPMorgan Chase & Co. | JPM | 1.56K | $509.88K |
 Enterprise Products Partners L.P. | EPD | 1.6K | $58.82K |
 Exxon Mobil Corporation | XOM | 1.61K | $220.69K |
 Starbucks Corporation | SBUX | 1.64K | $167.08K |