Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Mcglone 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: $118,269,297
iShares Core S&P U.S. Value ETF: $54,829,299
Schwab US Large-Cap ETF: $44,557,816
Avantis U.S. Equity ETF: $44,008,167
Fidelity Total Bond ETF: $42,524,086

Largest New Holdings this Quarter

78464A508 - SPDR Portfolio S&P 500 Value ETF: $1,391,419 Holding
78464A409 - SPDR Portfolio S&P 500 Growth ETF: $1,113,139 Holding
78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF: $574,330 Holding
46435U853 - iShares Broad USD High Yield Corporate Bond ETF: $442,831 Holding
922908512 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DFAC Dimensional U.S. Core Equity 2 ETF	$118,269,297	$920,421 ▲	0.8%	3,585,004	19.4%	ETF
IUSV iShares Core S&P U.S. Value ETF	$54,829,299	$1,262,066 ▲	2.4%	594,098	9.0%	Manufacturing
SCHX Schwab US Large-Cap ETF	$44,557,816	$313,735 ▲	0.7%	2,018,017	7.3%	ETF
AVUS Avantis U.S. Equity ETF	$44,008,167	$642,965 ▲	1.5%	476,382	7.2%	ETF
FBND Fidelity Total Bond ETF	$42,524,086	$1,631,258 ▲	4.0%	931,524	7.0%	ETF
CGCP Capital Group Core Plus Income ETF	$28,203,344	$1,065,432 ▲	3.9%	1,256,274	4.6%	ETF
DFIV Dimensional International Value ETF	$27,897,045	$252,337 ▲	0.9%	708,766	4.6%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$17,725,314	$286,193 ▲	1.6%	259,445	2.9%	ETF
CGXU Capital Group International Focus Equity ETF	$16,602,767	$422,525 ▲	2.6%	678,218	2.7%	ETF
IGEB iShares Investment Grade Bond Factor ETF	$11,805,602	$424,220 ▲	3.7%	262,288	1.9%	ETF
DFAS Dimensional U.S. Small Cap ETF	$11,611,929	$215,877 ▲	1.9%	194,342	1.9%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$11,185,068	$133,846 ▲	1.2%	207,246	1.8%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$10,849,728	$464,528 ▲	4.5%	109,682	1.8%	Finance
VIG Vanguard Dividend Appreciation ETF	$6,125,671	$170,713 ▼	-2.7%	31,577	1.0%	ETF
MSFT Microsoft	$6,041,675	$91,973 ▲	1.5%	16,094	1.0%	Computer and Technology
FDVV Fidelity High Dividend ETF	$5,573,468	$127,919 ▲	2.3%	112,368	0.9%	ETF
VYM Vanguard High Dividend Yield ETF	$5,238,181	$135,536 ▼	-2.5%	40,619	0.9%	ETF
AAPL Apple	$5,152,253	$355,627 ▲	7.4%	23,195	0.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$3,523,210	$112,673 ▲	3.3%	60,381	0.6%	ETF
NVDA NVIDIA	$3,407,259	$137,968 ▲	4.2%	31,438	0.6%	Computer and Technology
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$3,389,307	$743,080 ▲	28.1%	134,764	0.6%	ETF
GOOGL Alphabet	$2,984,780	$67,889 ▲	2.3%	19,301	0.5%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,740,267	$81,491 ▲	3.1%	113,187	0.4%	ETF
JPM JPMorgan Chase & Co.	$2,563,094	$210,709 ▲	9.0%	10,449	0.4%	Finance
PG Procter & Gamble	$2,511,339	$175,535 ▲	7.5%	14,736	0.4%	Consumer Staples
META Meta Platforms	$2,373,603	$209,232 ▲	9.7%	4,118	0.4%	Computer and Technology
ABBV AbbVie	$2,313,877	$171,383 ▲	8.0%	11,044	0.4%	Medical
IJR iShares Core S&P Small-Cap ETF	$2,265,601	$100,805 ▼	-4.3%	21,666	0.4%	ETF
AMZN Amazon.com	$2,249,825	$169,141 ▲	8.1%	11,825	0.4%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$2,144,706	$1,649 ▲	0.1%	7,803	0.4%	ETF
IBDY iShares iBonds Dec 2033 Term Corporate ETF	$2,123,844	$23,643 ▲	1.1%	83,092	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,918,853	$277,573 ▲	16.9%	3,415	0.3%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,911,863		0.0%	15,670	0.3%	ETF
SDY SPDR S&P Dividend ETF	$1,888,930	$13,568 ▼	-0.7%	13,922	0.3%	ETF
WMT Walmart	$1,854,630	$178,475 ▲	10.6%	21,126	0.3%	Retail/Wholesale
XOM Exxon Mobil	$1,836,504	$272,229 ▲	17.4%	15,442	0.3%	Energy
HD Home Depot	$1,688,101	$143,302 ▲	9.3%	4,606	0.3%	Retail/Wholesale
CGMU Capital Group Municipal Income ETF	$1,664,706	$26,578 ▼	-1.6%	62,070	0.3%	ETF
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$1,652,102	$22,608 ▼	-1.3%	68,325	0.3%	ETF
JNJ Johnson & Johnson	$1,637,056	$699,534 ▲	74.6%	9,871	0.3%	Medical
VBR Vanguard Small-Cap Value ETF	$1,570,760	$1,304 ▼	-0.1%	8,432	0.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,556,008	$236,244 ▼	-13.2%	31,358	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,532,373	$29,985 ▼	-1.9%	16,507	0.3%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$1,507,975	$265,988 ▲	21.4%	59,698	0.2%	ETF
MET MetLife	$1,491,650	$137,218 ▲	10.1%	18,578	0.2%	Finance
BRK.B Berkshire Hathaway	$1,416,663		0.0%	2,660	0.2%	Finance
SPYV SPDR Portfolio S&P 500 Value ETF	$1,391,419	$1,391,419 ▲	New Holding	27,245	0.2%	ETF
CSCO Cisco Systems	$1,369,556	$199,636 ▲	17.1%	22,193	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$1,352,056	$368,914 ▲	37.5%	15,063	0.2%	Medical
CAT Caterpillar	$1,308,512	$112,450 ▲	9.4%	3,968	0.2%	Industrials
MCD McDonald's	$1,303,815	$81,840 ▲	6.7%	4,174	0.2%	Retail/Wholesale
IBDW iShares iBonds Dec 2031 Term Corporate ETF	$1,284,217	$15,874 ▲	1.3%	61,890	0.2%	ETF
KO Coca-Cola	$1,238,743	$50,421 ▲	4.2%	17,296	0.2%	Consumer Staples
FGRO Fidelity Fundamental Large Cap Growth ETF	$1,225,035	$33,210 ▲	2.8%	55,331	0.2%	ETF
WEC WEC Energy Group	$1,222,699	$3,814 ▲	0.3%	11,219	0.2%	Utilities
COP ConocoPhillips	$1,214,850	$432,675 ▲	55.3%	11,568	0.2%	Energy
BAC Bank of America	$1,189,398	$112,922 ▲	10.5%	28,502	0.2%	Finance
ABT Abbott Laboratories	$1,189,387	$11,276 ▲	1.0%	8,966	0.2%	Medical
SCHD Schwab US Dividend Equity ETF	$1,146,758	$28,408 ▲	2.5%	41,014	0.2%	ETF
UNH UnitedHealth Group	$1,142,428	$422,190 ▲	58.6%	2,181	0.2%	Medical
FBCG Fidelity Blue Chip Growth ETF	$1,139,408		0.0%	28,507	0.2%	ETF
TSLA Tesla	$1,138,913	$33,170 ▲	3.0%	4,395	0.2%	Auto/Tires/Trucks
IBDX iShares iBonds Dec 2032 Term Corporate ETF	$1,116,820	$13,794 ▲	1.3%	44,691	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,113,139	$1,113,139 ▲	New Holding	13,850	0.2%	ETF
PEP PepsiCo	$1,078,766	$440,202 ▲	68.9%	7,195	0.2%	Consumer Staples
AVGO Broadcom	$1,049,454	$167,933 ▲	19.1%	6,268	0.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,036,864	$76 ▼	0.0%	13,706	0.2%	ETF
AMAT Applied Materials	$1,018,749	$98,972 ▼	-8.9%	7,020	0.2%	Computer and Technology
PM Philip Morris International	$963,848	$89,845 ▲	10.3%	6,072	0.2%	Consumer Staples
VHT Vanguard Health Care ETF	$924,651	$794 ▲	0.1%	3,493	0.2%	ETF
CVX Chevron	$922,600	$197,569 ▲	27.2%	5,515	0.2%	Energy
NFLX Netflix	$909,217	$63,412 ▲	7.5%	975	0.1%	Consumer Discretionary
BLACKROCK INC	$902,121	$58,690 ▲	7.0%	953	0.1%	COM
WFC Wells Fargo & Company	$901,033	$301,589 ▲	50.3%	12,551	0.1%	Finance
AXP American Express	$900,896	$34,443 ▲	4.0%	3,348	0.1%	Finance
PH Parker-Hannifin	$896,971	$114,248 ▲	14.6%	1,476	0.1%	Industrials
LLY Eli Lilly and Company	$869,027	$234,604 ▲	37.0%	1,052	0.1%	Medical
PRU Prudential Financial	$866,923	$113,907 ▲	15.1%	7,763	0.1%	Finance
IVE iShares S&P 500 Value ETF	$852,299		0.0%	4,472	0.1%	ETF
IBM International Business Machines	$847,921	$34,563 ▲	4.2%	3,410	0.1%	Computer and Technology
CRM Salesforce	$819,235	$63,596 ▲	8.4%	3,053	0.1%	Computer and Technology
GD General Dynamics	$817,299	$202,008 ▲	32.8%	2,998	0.1%	Aerospace
SO Southern	$787,539	$10,666 ▲	1.4%	8,565	0.1%	Utilities
XLU Utilities Select Sector SPDR Fund	$782,330	$946 ▲	0.1%	9,922	0.1%	ETF
VZ Verizon Communications	$760,311	$183,206 ▲	31.7%	16,762	0.1%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$759,237	$154,901 ▲	25.6%	32,825	0.1%	ETF
QCOM QUALCOMM	$707,301	$90,621 ▲	14.7%	4,605	0.1%	Computer and Technology
BK Bank of New York Mellon	$684,458	$90,327 ▲	15.2%	8,161	0.1%	Finance
HIG The Hartford Financial Services Group	$684,427	$36,250 ▲	5.6%	5,532	0.1%	Finance
T AT&T	$675,959	$59,417 ▲	9.6%	23,902	0.1%	Computer and Technology
WPC W. P. Carey	$635,609	$164,346 ▲	34.9%	10,071	0.1%	Finance
AEP American Electric Power	$633,116	$115,718 ▲	22.4%	5,794	0.1%	Utilities
PALANTIR TECHNOLOGIES INC	$617,273	$115,707 ▲	23.1%	7,314	0.1%	CL A
AJG Arthur J. Gallagher & Co.	$603,414	$318,277 ▼	-34.5%	1,748	0.1%	Finance
USB U.S. Bancorp	$598,643	$162,042 ▲	37.1%	14,179	0.1%	Finance
KMI Kinder Morgan	$597,885	$29,301 ▲	5.2%	20,956	0.1%	Energy
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$579,285	$39,964 ▲	7.4%	26,671	0.1%	ETF
KMB Kimberly-Clark	$577,558	$411,729 ▼	-41.6%	4,061	0.1%	Consumer Staples
PLD Prologis	$576,515	$284,848 ▲	97.7%	5,157	0.1%	Finance
COST Costco Wholesale	$574,388	$51,099 ▲	9.8%	607	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Mcglone Suttner Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Mcglone Suttner Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMcglone Suttner Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools