Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025) About Mcglone Suttner Wealth Management, Inc.Investment ActivityMcglone Suttner Wealth Management, Inc. has $609.36 million in total holdings as of March 31, 2025.Mcglone Suttner Wealth Management, Inc. owns shares of 189 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.95% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Mcglone Suttner Wealth Management, Inc. has purchased 176 new stocks and bought additional shares in 122 stocks.Mcglone Suttner Wealth Management, Inc. sold shares of 29 stocks and completely divested from 13 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $118,269,297iShares Core S&P U.S. Value ETF $54,829,299Schwab US Large-Cap ETF $44,557,816Avantis U.S. Equity ETF $44,008,167Fidelity Total Bond ETF $42,524,086 Largest New Holdings this Quarter 78464A508 - SPDR Portfolio S&P 500 Value ETF $1,391,419 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $1,113,139 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $574,330 Holding46435U853 - iShares Broad USD High Yield Corporate Bond ETF $442,831 Holding922908512 - Vanguard Mid-Cap Value ETF $416,567 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 35,734 shares (about $1.63M)SPDR Portfolio S&P 500 Value ETF 27,245 shares (about $1.39M)iShares Core S&P U.S. Value ETF 13,675 shares (about $1.26M)SPDR Portfolio S&P 500 Growth ETF 13,850 shares (about $1.11M)Capital Group Core Plus Income ETF 47,458 shares (about $1.07M) Largest Sales this Quarter Kimberly-Clark 2,895 shares (about $411.73K)Arthur J. Gallagher & Co. 922 shares (about $318.28K)Vanguard Tax-Exempt Bond ETF 4,761 shares (about $236.24K)iShares Core MSCI Total International Stock ETF 2,888 shares (about $201.62K)Vanguard Dividend Appreciation ETF 880 shares (about $170.71K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcglone Suttner Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$118,269,297$920,421 ▲0.8%3,585,00419.4%ETFIUSViShares Core S&P U.S. Value ETF$54,829,299$1,262,066 ▲2.4%594,0989.0%ManufacturingSCHXSchwab US Large-Cap ETF$44,557,816$313,735 ▲0.7%2,018,0177.3%ETFAVUSAvantis U.S. Equity ETF$44,008,167$642,965 ▲1.5%476,3827.2%ETFFBNDFidelity Total Bond ETF$42,524,086$1,631,258 ▲4.0%931,5247.0%ETFCGCPCapital Group Core Plus Income ETF$28,203,344$1,065,432 ▲3.9%1,256,2744.6%ETFDFIVDimensional International Value ETF$27,897,045$252,337 ▲0.9%708,7664.6%ETFFHLCFidelity MSCI Health Care Index ETF$17,725,314$286,193 ▲1.6%259,4452.9%ETFCGXUCapital Group International Focus Equity ETF$16,602,767$422,525 ▲2.6%678,2182.7%ETFIGEBiShares Investment Grade Bond Factor ETF$11,805,602$424,220 ▲3.7%262,2881.9%ETFDFASDimensional U.S. Small Cap ETF$11,611,929$215,877 ▲1.9%194,3421.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$11,185,068$133,846 ▲1.2%207,2461.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,849,728$464,528 ▲4.5%109,6821.8%FinanceVIGVanguard Dividend Appreciation ETF$6,125,671$170,713 ▼-2.7%31,5771.0%ETFMSFTMicrosoft$6,041,675$91,973 ▲1.5%16,0941.0%Computer and TechnologyFDVVFidelity High Dividend ETF$5,573,468$127,919 ▲2.3%112,3680.9%ETFVYMVanguard High Dividend Yield ETF$5,238,181$135,536 ▼-2.5%40,6190.9%ETFAAPLApple$5,152,253$355,627 ▲7.4%23,1950.8%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$3,523,210$112,673 ▲3.3%60,3810.6%ETFNVDANVIDIA$3,407,259$137,968 ▲4.2%31,4380.6%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,389,307$743,080 ▲28.1%134,7640.6%ETFGOOGLAlphabet$2,984,780$67,889 ▲2.3%19,3010.5%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$2,740,267$81,491 ▲3.1%113,1870.4%ETFJPMJPMorgan Chase & Co.$2,563,094$210,709 ▲9.0%10,4490.4%FinancePGProcter & Gamble$2,511,339$175,535 ▲7.5%14,7360.4%Consumer StaplesMETAMeta Platforms$2,373,603$209,232 ▲9.7%4,1180.4%Computer and TechnologyABBVAbbVie$2,313,877$171,383 ▲8.0%11,0440.4%MedicalIJRiShares Core S&P Small-Cap ETF$2,265,601$100,805 ▼-4.3%21,6660.4%ETFAMZNAmazon.com$2,249,825$169,141 ▲8.1%11,8250.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,144,706$1,649 ▲0.1%7,8030.4%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,123,844$23,643 ▲1.1%83,0920.3%ETFIVViShares Core S&P 500 ETF$1,918,853$277,573 ▲16.9%3,4150.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,911,8630.0%15,6700.3%ETFSDYSPDR S&P Dividend ETF$1,888,930$13,568 ▼-0.7%13,9220.3%ETFWMTWalmart$1,854,630$178,475 ▲10.6%21,1260.3%Retail/WholesaleXOMExxon Mobil$1,836,504$272,229 ▲17.4%15,4420.3%EnergyHDHome Depot$1,688,101$143,302 ▲9.3%4,6060.3%Retail/WholesaleCGMUCapital Group Municipal Income ETF$1,664,706$26,578 ▼-1.6%62,0700.3%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,652,102$22,608 ▼-1.3%68,3250.3%ETFJNJJohnson & Johnson$1,637,056$699,534 ▲74.6%9,8710.3%MedicalVBRVanguard Small-Cap Value ETF$1,570,760$1,304 ▼-0.1%8,4320.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,556,008$236,244 ▼-13.2%31,3580.3%ETFIVWiShares S&P 500 Growth ETF$1,532,373$29,985 ▼-1.9%16,5070.3%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$1,507,975$265,988 ▲21.4%59,6980.2%ETFMETMetLife$1,491,650$137,218 ▲10.1%18,5780.2%FinanceBRK.BBerkshire Hathaway$1,416,6630.0%2,6600.2%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$1,391,419$1,391,419 ▲New Holding27,2450.2%ETFCSCOCisco Systems$1,369,556$199,636 ▲17.1%22,1930.2%Computer and TechnologyMRKMerck & Co., Inc.$1,352,056$368,914 ▲37.5%15,0630.2%MedicalCATCaterpillar$1,308,512$112,450 ▲9.4%3,9680.2%IndustrialsMCDMcDonald's$1,303,815$81,840 ▲6.7%4,1740.2%Retail/WholesaleIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,284,217$15,874 ▲1.3%61,8900.2%ETFKOCoca-Cola$1,238,743$50,421 ▲4.2%17,2960.2%Consumer StaplesFGROFidelity Fundamental Large Cap Growth ETF$1,225,035$33,210 ▲2.8%55,3310.2%ETFWECWEC Energy Group$1,222,699$3,814 ▲0.3%11,2190.2%UtilitiesCOPConocoPhillips$1,214,850$432,675 ▲55.3%11,5680.2%EnergyBACBank of America$1,189,398$112,922 ▲10.5%28,5020.2%FinanceABTAbbott Laboratories$1,189,387$11,276 ▲1.0%8,9660.2%MedicalSCHDSchwab US Dividend Equity ETF$1,146,758$28,408 ▲2.5%41,0140.2%ETFUNHUnitedHealth Group$1,142,428$422,190 ▲58.6%2,1810.2%MedicalFBCGFidelity Blue Chip Growth ETF$1,139,4080.0%28,5070.2%ETFTSLATesla$1,138,913$33,170 ▲3.0%4,3950.2%Auto/Tires/TrucksIBDXiShares iBonds Dec 2032 Term Corporate ETF$1,116,820$13,794 ▲1.3%44,6910.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,113,139$1,113,139 ▲New Holding13,8500.2%ETFPEPPepsiCo$1,078,766$440,202 ▲68.9%7,1950.2%Consumer StaplesAVGOBroadcom$1,049,454$167,933 ▲19.1%6,2680.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,036,864$76 ▼0.0%13,7060.2%ETFAMATApplied Materials$1,018,749$98,972 ▼-8.9%7,0200.2%Computer and TechnologyPMPhilip Morris International$963,848$89,845 ▲10.3%6,0720.2%Consumer StaplesVHTVanguard Health Care ETF$924,651$794 ▲0.1%3,4930.2%ETFCVXChevron$922,600$197,569 ▲27.2%5,5150.2%EnergyNFLXNetflix$909,217$63,412 ▲7.5%9750.1%Consumer DiscretionaryBLACKROCK INC$902,121$58,690 ▲7.0%9530.1%COMWFCWells Fargo & Company$901,033$301,589 ▲50.3%12,5510.1%FinanceAXPAmerican Express$900,896$34,443 ▲4.0%3,3480.1%FinancePHParker-Hannifin$896,971$114,248 ▲14.6%1,4760.1%IndustrialsLLYEli Lilly and Company$869,027$234,604 ▲37.0%1,0520.1%MedicalPRUPrudential Financial$866,923$113,907 ▲15.1%7,7630.1%FinanceIVEiShares S&P 500 Value ETF$852,2990.0%4,4720.1%ETFIBMInternational Business Machines$847,921$34,563 ▲4.2%3,4100.1%Computer and TechnologyCRMSalesforce$819,235$63,596 ▲8.4%3,0530.1%Computer and TechnologyGDGeneral Dynamics$817,299$202,008 ▲32.8%2,9980.1%AerospaceSOSouthern$787,539$10,666 ▲1.4%8,5650.1%UtilitiesXLUUtilities Select Sector SPDR Fund$782,330$946 ▲0.1%9,9220.1%ETFVZVerizon Communications$760,311$183,206 ▲31.7%16,7620.1%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$759,237$154,901 ▲25.6%32,8250.1%ETFQCOMQUALCOMM$707,301$90,621 ▲14.7%4,6050.1%Computer and TechnologyBKBank of New York Mellon$684,458$90,327 ▲15.2%8,1610.1%FinanceHIGThe Hartford Financial Services Group$684,427$36,250 ▲5.6%5,5320.1%FinanceTAT&T$675,959$59,417 ▲9.6%23,9020.1%Computer and TechnologyWPCW. P. Carey$635,609$164,346 ▲34.9%10,0710.1%FinanceAEPAmerican Electric Power$633,116$115,718 ▲22.4%5,7940.1%UtilitiesPALANTIR TECHNOLOGIES INC$617,273$115,707 ▲23.1%7,3140.1%CL AAJGArthur J. Gallagher & Co.$603,414$318,277 ▼-34.5%1,7480.1%FinanceUSBU.S. Bancorp$598,643$162,042 ▲37.1%14,1790.1%FinanceKMIKinder Morgan$597,885$29,301 ▲5.2%20,9560.1%EnergyIBDViShares iBonds Dec 2030 Term Corporate ETF$579,285$39,964 ▲7.4%26,6710.1%ETFKMBKimberly-Clark$577,558$411,729 ▼-41.6%4,0610.1%Consumer StaplesPLDPrologis$576,515$284,848 ▲97.7%5,1570.1%FinanceCOSTCostco Wholesale$574,388$51,099 ▲9.8%6070.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. 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