Fund HoldingsMowery & Schoenfeld Wealth Management, LLC

Total Portfolio Value
$65.45M
Total Bought
$8.15M
Total Sold
$13.29M
Net Transaction
-$5.14M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
PROSHARES TR
SHOR S&P 500 NEW
078,449+78,44902,9764.55%+2,976
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
068,085+68,08501,9663.00%+1,966
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
80,261105,527+25,2663,7665,0167.66%+1,250
INVESCO ACTIVELY MANAGED EXC
SHOR DURA BD ETF
047,913+47,91301,1951.83%+1,195
ASTRAZENECA PLC(AZN)01,552+1,55203060.47%+306
TEXAS PACIFIC LAND CORPORATI(TPL)01,470+1,47006981.07%+698
WALMART INC(WMT)13,74113,565-1761,5311,6862.58%+155
CATERPILLAR INC(CAT)1,0401,025-155967261.11%+130
ADVISORS INNER CIRCLE FD II
3EDGE FIXED ETF
02,971+2,9710730.11%+73
QNITY ELECTRONICS INC(Q)2,0962,09601712420.37%+71
CORTEVA INC(CTVA)04,154+4,15403480.53%+348
ADVISORS INNER CIRCLE FD II
3EDGE INTL ETF
02,393+2,3930680.10%+68
DOW HLDGS INC(DOW)03,102+3,10201290.20%+129
ISHARES TR13,20013,20001,2791,3282.03%+49
EXXON MOBIL CORP1,8841,614-2702272740.42%+47
ISHARES TR04,545+4,54506881.05%+688
ADVISORS INNER CIRCLE FD II
3EDGE HARD ETF
01,312+1,3120450.07%+45
I-80 GOLD CORP(IAUX)25,00050,000+25,00037760.12%+40
LINDE PLC(LIN)0516+51602560.39%+256
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0654+6540310.05%+31
KLA CORP(KLAC)12212201481800.27%+31
COCA COLA CONS INC(COKE)74074001131420.22%+28
ADVISORS INNER CIRCLE FD II
3EDGE DYN US ETF
0963+9630270.04%+27
WILLIAMS COS INC(WMB)01,942+1,94201410.22%+141
DUPONT DE NEMOURS INC(DD)04,192+4,19201920.29%+192
EATON CORP PLC(ETN)0590+59002110.32%+211
CHEVRON CORPORATION(CVX)856729-1271311510.23%+20
ANALOG DEVICES INC(ADI)473464-91281480.23%+19
MODERNA INC(MRNA)0700+7000360.05%+36
VANGUARD BD INDEX FDS0200+2000150.02%+15
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0425+42501440.22%+144
EXELON CORP(EXC)3,5713,454-1171561690.26%+14
PAYPAL HLDGS INC(PYPL)0481+4810220.03%+22
WEC ENERGY GROUP INC(WEC)02,133+2,13302470.38%+247
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
03,152+3,15201380.21%+138
ILLINOIS TOOL WKS INC(ITW)0496+49601290.20%+129
DENALI THERAPEUTICS INC(DNLI)0500+5000100.01%+10
AIR PRODUCTS AND CHEMICALS I0329+3290960.15%+96
SPDR GOLD TR(GLD)0275+27501180.18%+118
ENTERPRISE PRODS PARTNERS L(EPD)01,600+1,6000610.09%+61
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
0118+118080.01%+8
ISHARES TR
US TREAS BD ETF
0324+324070.01%+7
APPLIED MATLS INC086+860290.04%+29
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
0500+5000180.03%+18
ALLIANT ENERGY CORP(LNT)01,004+1,0040720.11%+72
EVERGY INC(EVRG)0976+9760800.12%+80
NORTHROP GRUMMAN CORP(NOC)069+690470.07%+47
CONOCOPHILLIPS(COP)0158+1580210.03%+21
VALERO ENERGY CORP(VLO)359261-9858650.10%+6
PTC INC(PTC)042+42060.01%+6
DTE ENERGY CO(DTB)0344+3440500.08%+50
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
071+71060.01%+6
RB GLOBAL INC(RBA)060+60060.01%+6
KINDER MORGAN INC DEL(KMI)0927+9270310.05%+31
SANDISK CORP(SNDK)014+14090.01%+9
J P MORGAN EXCHANGE TRADED F
BETA CDA ETF NEW
055+55050.01%+5
MONDELEZ INTL INC(MDLZ)01,356+1,3560780.12%+78
STERIS PLC(STE)023+23050.01%+5
CORNING INC(GLW)442322-12039440.07%+5
CSX CORP(CSX)01,007+1,0070410.06%+41
CME GROUP INC(CME)0128+1280380.06%+38
J P MORGAN EXCHANGE TRADED F
BETA DEVE EX ETF
080+80050.01%+5
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
065+65050.01%+5
VANGUARD INDEX FDS0844+84401830.28%+183
ISHARES TR047+47040.01%+4
SCHWAB STRATEGIC TR06,120+6,12001510.23%+151
CARNIVAL CORP0162+162040.01%+4
VERSANT MEDIA GROUP INC(VSNT)0111+111040.01%+4
UNION PAC CORP(UNP)0400+4000970.15%+97
SEMPRA(SRE)0705+7050680.10%+68
EDWARDS LIFESCIENCES CORP046+46040.01%+4
TJX COS INC NEW(TJX)0548+5480870.13%+87
FASTENAL CO(FAST)0548+5480250.04%+25
JOHNSON CONTROLS INTERNATION
SHS
3,2643,010-2543913940.60%+3
NORTHERN TR CORP(NTRS)02,273+2,27303170.48%+317
WW GRAINGER INC(GWW)014+140150.02%+15
FREEPORT MCMORAN INC(FCX)0368+3680220.03%+22
MICRON TECHNOLOGY INC(MU)165148-1747500.08%+3
DELL TECHNOLOGIES INC(DELL)070+700120.02%+12
ECOLAB INC(ECL)0754+75402010.31%+201
SCOTTS MIRACLE-GRO CO(SMG)01,050+1,0500640.10%+64
HONEYWELL INTL INC(HON)0364+3640820.13%+82
QUANTA SVCS INC019+190100.02%+10
EQUINIX INC(EQIX)011+110110.02%+11
EDISON INTL(EIX)0403+4030290.05%+29
EQT CORP(EQT)0221+2210140.02%+14
WORLD ACCEP CORPORATION(WRLD)90110+2013150.02%+2
SLB LIMITED(SLB)0165+165080.01%+8
ISHARES TR01,943+1,94301890.29%+189
BREAD FINANCIAL HOLDINGS INC028+28020.00%+2
BAKER HUGHES COMPANY(BKR)0135+135080.01%+8
SOLSTICE ADVANCED MATLS INC(SOLS)091+91070.01%+7
BRISTOL-MYERS SQUIBB CO(BMY)0275+2750170.03%+17
WASTE MGMT INC DEL(WM)0176+1760400.06%+40
NORDSON CORP(NDSN)021+21060.01%+6
BROOKFIELD ASSET MANAGMT LTD(BAM)039+39020.00%+2
CARRIER GLOBAL CORPORATION(CARR)0789+7890440.07%+44
CINTAS CORP(CTAS)077+770130.02%+13
FIFTH THIRD BANCORP(FITB)0141+141070.01%+7
L3HARRIS TECHNOLOGIES INC(LHX)028+280100.01%+10
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