Mowery & Schoenfeld Wealth Management, LLC

Q2 2025 13F Holdings

Location
Lincolnshire, IL
Holdings as of
6/30/2025
Value
$65.9M
Value excl. options
$61.9M
Num holdings
397
Date filed
7/28/2025
Form type
13F-HR
Prev filing
5/5/2025
Next filing
10/27/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type