Fund HoldingsMowery & Schoenfeld Wealth Management, LLC

Total Portfolio Value
$51.05M
Total Bought
$8.03M
Total Sold
$7.35M
Net Transaction
+$686.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VISA INC(V)1,5523,347+1,7954901,1732.30%+683
MICROSOFT CORP(MSFT)05,085+5,08501,9093.74%+1,909
MANAGED PORTFOLIO SERIES
LEUTH CORE ETF
012,667+12,66704340.85%+434
AMAZON COM INC(AMZN)1,4943,640+2,1463286931.36%+365
WEC ENERGY GROUP INC(WEC)04,100+4,10004470.88%+447
ABBVIE INC(ABBV)01,505+1,50503150.62%+315
PROGRESSIVE CORP(PGR)0942+94202670.52%+267
CISCO SYS INC(CSCO)2,0815,164+3,0831233190.62%+195
ISHARES TR
CORE MSCI EAFE
02,357+2,35701780.35%+178
ISHARES TR01,450+1,45001520.30%+152
JPMORGAN CHASE & CO.(JPM)1,6022,174+5723845331.04%+149
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
03,500+3,50001410.28%+141
SCHWAB CHARLES CORP(SCHW)5092,254+1,745381760.35%+139
ROLLINS INC(ROL)02,381+2,38101290.25%+129
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
03,305+3,30501240.24%+124
ISHARES TR0896+89601090.21%+109
ASTRAZENECA PLC(AZN)013,457+13,45709891.94%+989
TEXAS PACIFIC LAND CORPORATI(TPL)495490-55476491.27%+102
BERKSHIRE HATHAWAY INC DEL01,074+1,07405721.12%+572
ELI LILLY & CO(LLY)01,538+1,53801,2712.49%+1,271
GE AEROSPACE(GE)187601+414311200.24%+89
ISHARES TR0953+9530880.17%+88
ELEVANCE HEALTH INC(ELV)01,511+1,51106571.29%+657
ENCOMPASS HEALTH CORP(EHC)0860+8600870.17%+87
BANK MONTREAL QUE0900+9000860.17%+86
TARGET CORP(TGT)01,363+1,36301420.28%+142
INVESCO EXCH TRADED FD TR II01,614+1,6140760.15%+76
ZOETIS INC(ZTS)0510+5100840.16%+84
MCDONALDS CORP(MCD)187400+213541250.24%+71
SOUTHERN CO(SO)0914+9140840.16%+84
VERIZON COMMUNICATIONS INC(VZ)02,020+2,0200920.18%+92
E L F BEAUTY INC(ELF)01,100+1,1000690.14%+69
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
01,013+1,0130600.12%+60
ISHARES TR
MSCI USA QLT FCT
0349+3490600.12%+60
ALPHABET INC(GOOG)4,9646,430+1,4669451,0051.97%+59
ALLSTATE CORP(ALL)0277+2770570.11%+57
PINNACLE WEST CAP CORP(PNW)0612+6120580.11%+58
ECOLAB INC(ECL)0264+2640670.13%+67
CORNING INC(GLW)3681,618+1,25017740.15%+57
INTERNATIONAL BUSINESS MACHS(IBM)316505+189691260.25%+56
ISHARES TR
A RATE CP BD ETF
01,147+1,1470550.11%+55
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0910+9100530.10%+53
NIKE INC(NKE)01,035+1,0350660.13%+66
POTLATCHDELTIC CORPORATION01,154+1,1540520.10%+52
FIDELITY COVINGTON TRUST0861+8610510.10%+51
KIMBERLY-CLARK CORP(KMB)0403+4030570.11%+57
EXXON MOBIL CORP01,881+1,88102240.44%+224
ISHARES TR7,2008,397+1,1974494900.96%+41
SCHWAB STRATEGIC TR01,511+1,5110410.08%+41
ISHARES TR0353+3530330.06%+33
ISHARES INC
CORE MSCI EMKT
0590+5900320.06%+32
VANGUARD INDEX FDS0131+1310670.13%+67
ISHARES TR087+870310.06%+31
ISHARES TR0298+2980310.06%+31
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0613+6130300.06%+30
CATERPILLAR INC(CAT)1,1671,373+2064234530.89%+30
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
0511+5110290.06%+29
ISHARES TR0151+1510290.06%+29
COMCAST CORP NEW(CCZ)05,509+5,50902030.40%+203
RTX CORPORATION(RTX)1,3151,355+401521790.35%+27
J P MORGAN EXCHANGE TRADED F
U S TEC LEA ETF
0398+3980270.05%+27
DT MIDSTREAM INC(DTM)0256+2560250.05%+25
CORTEVA INC(CTVA)04,154+4,15402610.51%+261
ABBOTT LABS0424+4240560.11%+56
MARSH & MCLENNAN COS INC(MRSH)581605+241231480.29%+24
ISHARES TR0265+2650240.05%+24
TYLER TECHNOLOGIES INC(TYL)046+460270.05%+27
GOLUB CAP BDC INC(GBDC)01,570+1,5700240.05%+24
UNITEDHEALTH GROUP INC(UNH)0395+39502070.41%+207
ISHARES TR0118+1180220.04%+22
SPDR INDEX SHS FDS
ST STR EU 50 ETF
0407+4070220.04%+22
NATIONAL PRESTO INDS INC(NPK)0242+2420210.04%+21
RPM INTL INC(RPM)0178+1780210.04%+21
PHILIP MORRIS INTL INC(PM)826752-74991190.23%+20
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
0322+3220200.04%+20
GENTEX CORP(GNTX)0847+8470200.04%+20
VANGUARD INTL EQUITY INDEX F0276+2760190.04%+19
VEEVA SYS INC(VEEV)080+800190.04%+19
PALANTIR TECHNOLOGIES INC(PLTR)0218+2180180.04%+18
VANGUARD WORLD FD0248+2480180.03%+18
COMPASS INC(COMP)01,868+1,8680160.03%+16
VANGUARD TAX-MANAGED FDS0320+3200160.03%+16
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
0289+2890160.03%+16
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
0301+3010160.03%+16
SPDR SER TR
ST STR SP INS
0255+2550150.03%+15
OLD NATL BANCORP IND(ONB)0719+7190150.03%+15
LISTED FD TR
HORI KI INFL ETF
0372+3720150.03%+15
GE VERNOVA INC(GEV)099+990300.06%+30
TRAVELERS COMPANIES INC(TRV)806790-161942090.41%+15
WALGREENS BOOTS ALLIANCE INC01,308+1,3080150.03%+15
T-MOBILE US INC(TMUS)314314069840.16%+14
NORTHERN TR CORP(NTRS)2,6712,918+2472742880.56%+14
ISHARES TR04,545+4,54506101.20%+610
ISHARES TR2,2202,22001681810.36%+14
SPDR SER TR
ST STR SP DIV
0100+1000140.03%+14
AMERICAN TOWER CORP NEW(AMT)387387071840.16%+13
AMERICAN INTL GROUP INC904904066790.15%+13
AMGEN INC(AMGN)121142+2132440.09%+13
GE HEALTHCARE TECHNOLOGIES I(GEHC)0210+2100170.03%+17
WILLIAMS COS INC(WMB)2,0232,02301091210.24%+11
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