Fund Holdings — Mowery & Schoenfeld Wealth Management, LLC

Total Portfolio Value
$58.24M
Total Bought
$5.51M
Total Sold
$14.53M
Net Transaction
-$9.02M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
3,50059,727+56,2271482,7004.64%+2,552
APPLE INC(AAPL)15,00814,827-1813,0793,7756.48%+696
FIDELITY COVINGTON TRUST21,16821,449+2814,1754,7658.18%+591
NVIDIA CORPORATION(NVDA)19,29218,924-3683,0483,5316.06%+483
ALPHABET INC(GOOG)10,9719,850-1,1211,9332,3954.11%+461
WALMART INC(WMT)9,92513,507+3,5829711,3922.39%+422
ALPHABET INC(GOOG)6,4046,372-321,1361,5522.66%+416
AMERICAN EXPRESS CO(AXP)88877+789282910.50%+263
TYLER TECHNOLOGIES INC(TYL)33423+390202210.38%+202
LINDE PLC(LIN)185495+310872350.40%+148
ABBVIE INC(ABBV)5061,043+537942410.41%+147
ORACLE CORP(ORCL)4,2113,758-4539211,0571.81%+136
ECOLAB INC(ECL)264754+490712060.35%+135
JOHNSON & JOHNSON(JNJ)210865+655321600.28%+128
DANAHER CORPORATION(DHR)191796+605381580.27%+120
STARBUCKS CORP(SBUX)2081,635+1,427191380.24%+119
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0425+42501190.20%+119
ALLSTATE CORP(ALL)2520+51801120.19%+111
MICROSOFT CORP(MSFT)5,3065,30602,6392,7484.72%+109
ENCOMPASS HEALTH CORP(EHC)8601,630+7701052070.36%+102
FASTENAL CO(FAST)5482,008+1,46023980.17%+75
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
101,14595,703-5,4423,6253,6916.34%+66
ISHARES TR13,20013,20001,2011,2662.17%+65
PROSHARES TR
S&P 500 DV ARIST
25,75625,753-32,5942,6544.56%+61
SCOTTS MIRACLE-GRO CO(SMG)01,050+1,0500600.10%+60
LOWES COS INC(LOW)1,7851,78503964490.77%+53
ENTERPRISE PRODS PARTNERS L(EPD)01,600+1,6000500.09%+50
ISHARES TR92292205726171.06%+45
ISHARES TR4,5454,54506046461.11%+42
DUPONT DE NEMOURS INC(DD)4,1924,19202883270.56%+39
SPDR S&P 500 ETF TR(SPY)80580504975360.92%+39
CATERPILLAR INC(CAT)1,1721,025-1474554890.84%+34
BROADCOM INC(AVGO)1,1701,065-1053233510.60%+29
CENTENE CORP DEL(CNC)0750+7500270.05%+27
TWO HBRS INVT CORP(TWO)02,500+2,5000250.04%+25
ASTRAZENECA PLC(AZN)3,5213,52102462700.46%+24
I-80 GOLD CORP(IAUX)025,000+25,0000240.04%+24
WEC ENERGY GROUP INC(WEC)2,1332,13302222440.42%+22
ZIM INTEGRATED SHIPPING SERV
SHS
01,513+1,5130210.04%+21
TRI POINTE HOMES INC
COM
0600+6000200.03%+20
AUTOZONE INC(AZO)15+44210.04%+18
INVESCO QQQ TR35835801972150.37%+17
VANGUARD INDEX FDS56256201711840.32%+14
SIMON PPTY GROUP INC NEW(SPG)469469075880.15%+13
FORTIVE CORP(FTV)50302+2523150.03%+12
CIVITAS RESOURCES INC0356+3560120.02%+12
VANGUARD INDEX FDS84484401651760.30%+12
SELECT SECTOR SPDR TR
ST STR TECHN ETF
40040001011130.19%+11
RTX CORPORATION(RTX)1,3151,215-1001922030.35%+11
MANAGED PORTFOLIO SERIES
LEUTH CORE ETF
11,25211,002-2504074180.72%+11
PALANTIR TECHNOLOGIES INC(PLTR)228228031420.07%+11
GE AEROSPACE(GE)401377-241031130.19%+10
SEMPRA(SRE)705705053630.11%+10
VANGUARD INDEX FDS46246201281380.24%+10
TRAVELERS COMPANIES INC(TRV)79079002112210.38%+9
TJX COS INC NEW(TJX)573548-2571790.14%+8
VULCAN MATLS CO(VMC)172172045530.09%+8
NEXTERA ENERGY INC(NEE)2,3152,235-801611690.29%+8
NORTHROP GRUMMAN CORP(NOC)6969034420.07%+8
SCHWAB STRATEGIC TR6,1206,12001351420.24%+7
KLA CORP(KLAC)139122-171251320.23%+7
CORNING INC(GLW)368322-4619260.05%+7
ALLIANT ENERGY CORP(LNT)1,0041,004061680.12%+7
EVERGY INC(EVRG)976976067740.13%+7
JPMORGAN CHASE & CO.(JPM)1,6071,498-1094664720.81%+6
ISHARES TR031+31060.01%+6
PTC INC(PTC)200200034410.07%+6
ROLLINS INC(ROL)2,6012,60101471530.26%+6
GE VERNOVA INC(GEV)9994-552580.10%+5
EVERSOURCE ENERGY(ES)708708045500.09%+5
SPDR GOLD TR(GLD)305275-3093980.17%+5
ALTRIA GROUP INC(MO)640640038420.07%+5
LAM RESEARCH CORP(LRCX)220193-2721260.04%+4
CHEVRON CORP NEW(CVX)750719-311071120.19%+4
VALERO ENERGY CORP(VLO)300261-3940440.08%+4
COCA COLA CONS INC(COKE)740740083870.15%+4
ARISTA NETWORKS INC(ANET)156136-2016200.03%+4
GENERAL DYNAMICS CORP(GD)7676022260.04%+4
GENERAL MTRS CO(GM)316316016190.03%+4
IDEXX LABS INC(IDXX)3434018220.04%+3
MERCK & CO INC(MRK)724724057610.10%+3
COMPASS INC(COMP)1,8681,868012150.03%+3
ANALOG DEVICES INC(ADI)4174170991020.18%+3
VANGUARD INTL EQUITY INDEX F660660033360.06%+3
DTE ENERGY CO(DTB)344344046490.08%+3
VANGUARD INDEX FDS7474032350.06%+3
VANGUARD INDEX FDS6969039420.07%+3
OREILLY AUTOMOTIVE INC(ORLY)435390-4539420.07%+3
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
30300470.01%+3
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
3,3053,30501241270.22%+3
WESTERN DIGITAL CORP(WDC)44440350.01%+2
WARNER BROS DISCOVERY INC(WBD)2832830360.01%+2
CUMMINS INC(CMI)232308100.02%+2
BRINKS CO(BCO)75750790.02%+2
D R HORTON INC(DHI)49490680.01%+2
TE CONNECTIVITY PLC(TEL)39390790.01%+2
ILLINOIS TOOL WKS INC(ITW)482464-181191210.21%+2
AMPHENOL CORP NEW190166-2419210.04%+2
ISHARES TR
CORE DIV GRWTH
422422027290.05%+2
EBAY INC.(EBAY)1001000790.02%+2
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Mowery & Schoenfeld Wealth Management, LLC — 13F Holdings — Q3 2025 | TickerTrail