Holdings
Mowery & Schoenfeld Wealth Management, LLC
As of Jun 30, 2026, Mowery & Schoenfeld Wealth Management, LLC reported 272 positions worth US$40.4M. Largest: Alphabet Inc (google) Class C, Apple Inc and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 16,940 | US$6.05M | +718 | Jun 30, 2026 |
| Apple Inc | 13,871 | US$4.01M | +25 | Jun 30, 2026 |
| Nvidia Corporation | 18,984 | US$3.8M | +60 | Jun 30, 2026 |
| Microsoft Corp. | 4,992 | US$1.86M | +10 | Jun 30, 2026 |
| Eli Lilly And Company | 1,510 | US$1.81M | no change | Jun 30, 2026 |
| Walmart Inc. | 13,565 | US$1.54M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 1,025 | US$1.09M | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 4,006 | US$955K | +581 | Jun 30, 2026 |
| Abbvie Inc. | 2,778 | US$699K | no change | Jun 30, 2026 |
| Visa Inc. | 1,913 | US$656K | no change | Jun 30, 2026 |