Mowery & Schoenfeld Wealth Management, LLC
Top Portfolio Positions
304 positions ·
$36,255,752 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
13,846 | $3,513,976 | 9.69% | |
| NVDA |
Nvidia Corp
Technology
|
18,924 | $3,300,345 | 9.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,803 | $2,818,950 | 7.78% | |
| MSFT |
Microsoft Corp
Technology
|
4,982 | $1,844,186 | 5.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
13,565 | $1,685,858 | 4.65% | |
| LLY |
ELI LILLY & Co
Healthcare
|
1,510 | $1,388,852 | 3.83% | |
| CAT |
Caterpillar Inc
Industrials
|
1,025 | $726,171 | 2.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,425 | $713,324 | 1.97% | |
| TPL |
Texas Pacific Land Corp
Energy
|
1,470 | $697,603 | 1.92% | |
| ABBV |
AbbVie Inc.
Healthcare
|
2,778 | $604,187 | 1.67% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135 | 1 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $129 | 1 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $130 | 1 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $110 | 1 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $85,959 | 900 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||