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Home > Institutional Investor > Mowery & Schoenfeld Wealth Management, Llc > Profile

Instuitional Investor - Mowery & Schoenfeld Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mowery & Schoenfeld Wealth Management, Llc
Portfolio Value $65,864,988
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Tesla Inc.
 TSLA 35,045 $11,132,453 16.9%
2.
Fidelity Covington Trust
 21,168 $4,174,753 6.34%
3.
Tesla Inc.CALLBOND
 TSLA 12,600 $4,002,516 6.08%
4.
Dimensional Etf Trust
 101,145 $3,625,022 5.5%
5.
Apple Inc.
 AAPL 15,008 $3,079,165 4.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)