Mowery & Schoenfeld Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 23, 2024
Value $: $63M
Signature - Title: Keith Schoenfeld - Chief Compliance Officer
Location: Lincolnshire, IL
Summary: This page shows a list of all the recent 13F filings made by Mowery & Schoenfeld Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mowery & Schoenfeld Wealth Management, LLC reported 234 stock holdings with total value $63M as of Q3 2024. Top holdings included FTEC, NOBL, DFAC, LCR, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	234	$63M	+$4.98M	-$15M	-$10.1M	FTEC, NOBL, DFAC, LCR, AAPL	13F-HR	10/22/2024, 06:04 PM
Q2 2024	213	$69.6M	+$17M	-$771K	+$16.3M	FTEC, NOBL, DFAC, FLOT, LCR	13F-HR	8/14/2024, 05:12 PM
Q1 2024	166	$51.9M	+$4.11M	-$4.08M	+$29.5K	FTEC, NOBL, DFAC, FLOT, LCR	13F-HR	5/14/2024, 05:22 PM
Q4 2023	174	$49.5M	$0	$0		FTEC, NOBL, FLOT, DFAC, LCR	13F-HR	5/14/2024, 05:21 PM