Long-term investor
Mowery & Schoenfeld Wealth Management, LLC @moweryschoenfeldwealthma
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002019946).
Record
- Tracked since 2025-06-30 (448 days), 86 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +24.7% · all +24.7%
- Max drawdown n/a · win rate 17% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V613 · 9.5% · long · since 2025-06-30
- 316092808 · 7.9% · long · since 2025-06-30
- 25434V708 · 5.6% · long · since 2025-06-30
- AAPL · 5.5% · long · since 2025-06-30
- NVDA · 5.2% · long · since 2025-06-30
- GOOGL · 4.9% · long · since 2025-06-30
- 74348A467 · 3.8% · long · since 2025-06-30
- 02079K107 · 3.3% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- 464287606 · 2.1% · long · since 2025-06-30
- WMT · 2.1% · long · since 2025-06-30