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| Name: |
Mowery & Schoenfeld Wealth Management LLC |
| City: |
LINCOLNSHIRE |
| State: |
IL |
| Zip: |
60069 |
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data |
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| Holdings
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12 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ABBV |
Abbvie Inc. |
19 |
New |
$168.99 |
$452,000 |
2,480 |
0.87% |
452,000 |
2,480 |
0 |
Drug Manufacturers - ... |
|
|
FENY |
Fidelity MSCI Energy Index |
48 |
New |
$24.99 |
$118,000 |
4,566 |
0.23% |
118,000 |
4,566 |
0.008 |
N/A |
|
|
CB |
Chubb Ltd (ACE Ltd) |
57 |
New |
$262.03 |
$87,000 |
337 |
0.17% |
87,000 |
337 |
0 |
Property & Casualty I... |
|
|
INTU |
Intuit Inc |
60 |
New |
$651.44 |
$81,000 |
125 |
0.16% |
81,000 |
125 |
0 |
Application Software |
|
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SPG |
Simon Property Group Inc |
67 |
New |
$149.81 |
$65,000 |
418 |
0.13% |
65,000 |
418 |
0 |
REIT - Retail |
|
|
SRE |
Sempra Energy |
73 |
New |
$71.98 |
$51,000 |
705 |
0.1% |
51,000 |
705 |
0 |
Electric Utilities |
|
|
PM |
Philip Morris International... |
76 |
New |
$101.57 |
$50,000 |
549 |
0.1% |
50,000 |
549 |
0 |
Cigarettes & Other To... |
|
|
CPT |
Camden Property Trust |
82 |
New |
$109.74 |
$40,000 |
404 |
0.08% |
40,000 |
404 |
0 |
REIT - Housing/Apartm... |
|
|
MO |
Altria Group Inc |
90 |
New |
$45.46 |
$35,000 |
800 |
0.07% |
35,000 |
800 |
0 |
Cigarettes & Other To... |
|
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MDLZ |
Mondelez International Inc |
92 |
New |
$66.60 |
$32,000 |
457 |
0.06% |
32,000 |
457 |
0 |
Food - Major Diversified |
|
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EIX |
Edison International |
100 |
New |
$72.04 |
$28,000 |
403 |
0.05% |
28,000 |
403 |
0 |
Electric Utilities |
|
|
EXC |
Exelon Corp |
106 |
New |
$34.70 |
$19,000 |
513 |
0.04% |
19,000 |
513 |
0 |
Multi Utilities |
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