Mc Glone Suttner Wealth Management, Inc. Purchases in Q2 2025

Mc Glone Suttner Wealth Management, Inc.

  • $662 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
79.6K
+ 2.22%
$29.12 - $35.84 $2.32M - $2.85M
3.66M $131B
SCHX
Schwab Strategic Tr Us Large C

ETFs
52K
+ 2.58%
$19.6 - $24.44 $1.02M - $1.27M
2.07M $50.6B
AVUS
American Centy ETF Tr Avantis

ETFs
17.7K
+ 3.72%
$81.38 - $100.82 $1.44M - $1.79M
494K $49.8B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
19.4K
+ 3.26%
$81.46 - $94.63 $1.58M - $1.83M
613K $58.1B
DFIV
Dimensional ETF Tr

ETFs
13.3K
+ 1.87%
$34.67 - $43.21 $461K - $574K
722K $30.9B
CGXU
Capital Group Intl Focus Equit

ETFs
18.2K
+ 2.69%
$21.44 - $27.35 $391K - $499K
696K $18.9B
NVDA
Nvidia Corp

Technology
1.6K
+ 5.1%
$94.31 - $157.99 $151K - $253K
33K $5.22B
IEMG
Ishares Inc

ETFs
6.32K
+ 3.05%
N/A
214K $12.8B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.4K
+ 3.59%
$44.68 - $45.96 $1.49M - $1.54M
965K $44.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.3K
+ 2.73%
$52.31 - $63.72 $277K - $337K
200K $12.7B
AVGO
Broadcom Inc.

Technology
947
+ 15.11%
$146.29 - $275.65 $139K - $261K
7.22K $1.99B
GOOGL
Alphabet Inc.

Communication Services
1.87K
+ 9.7%
$144.7 - $178.6 $271K - $334K
21.2K $3.73B
META
Meta Platforms, Inc.

Communication Services
54
+ 1.31%
$484.66 - $738.09 $26.2K - $39.9K
4.17K $3.08B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
10.3K
+ 3.93%
$43.65 - $45.44 $450K - $469K
273K $12.4B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.89K
+ 4.46%
$96.84 - $99.46 $473K - $486K
115K $11.4B
JPM
Jpmorgan Chase & CO

Financial Services
156
+ 1.49%
$210.28 - $289.91 $32.8K - $45.2K
10.6K $3.07B
NFLX
Netflix Inc

Communication Services
14
+ 1.44%
$855.86 - $1339.13 $12K - $18.7K
989 $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
288
+ 2.44%
$167.32 - $223.3 $48.2K - $64.3K
12.1K $2.66B
TSLA
Tesla, Inc.

Consumer Cyclical
466
+ 10.6%
$221.86 - $362.89 $103K - $169K
4.86K $1.54B
PLTR
Palantir Technologies Inc.

Technology
73
+ 1.0%
$74.01 - $144.25 $5.4K - $10.5K
7.39K $1.01B
FDVV
Fidelity High Dividend ETF

ETFs
2.02K
+ 1.8%
$43.6 - $52.02 $88.1K - $105K
114K $5.95B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14K
+ 12.38%
N/A
127K $3.08B
ZS
Zscaler, Inc.

Technology
1.01K
New
$174.67 - $315.32 $176K - $318K
1.01K $316M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
12.5K
+ 18.33%
$23.96 - $24.27 $300K - $304K
80.8K $1.96B
APH
Amphenol Corp

Technology
3.07K
New
$59.09 - $98.75 $181K - $303K
3.07K $303M
WMT
Walmart Inc.

Consumer Defensive
937
+ 4.44%
$81.79 - $99.98 $76.6K - $93.7K
22.1K $2.16B
CSCO
Cisco Systems, Inc.

Technology
1.72K
+ 7.75%
$53.19 - $69.38 $91.5K - $119K
23.9K $1.66B
DFSU
Dimensional ETF Tr Dimen Us Su
7.31K
New
N/A
7.31K $287M
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.01%
$82.96 - $110.1 $166 - $220
16.5K $1.82B
CAH
Cardinal Health Inc

Healthcare
1.38K
+ 93.89%
$125.0 - $168.0 $173K - $232K
2.85K $479M
EME
Emcor Group, Inc.

Industrials
29
+ 1.95%
$342.02 - $534.89 $9.92K - $15.5K
1.52K $812M
VRT
Vertiv Holdings CO

Industrials
2.03K
New
N/A
2.03K $261M
CAT
Caterpillar Inc

Industrials
55
+ 1.39%
$273.94 - $388.21 $15.1K - $21.4K
4.02K $1.56B
CI
Cigna Corp

Healthcare
756
New
$301.89 - $340.04 $228K - $257K
756 $250M
UBER
Uber Technologies, Inc

Technology
2.67K
New
$64.62 - $93.3 $173K - $249K
2.67K $249M
FGRO
Fidelity Covington Tr

ETFs
3
+ 0.01%
N/A
55.3K $1.47B
VTI
Vanguard Total Stock Market Et

ETFs
44
+ 0.56%
$243.75 - $303.93 $10.7K - $13.4K
7.85K $2.39B
IVV
Ishares Core S&P 500 ETF

ETFs
39
+ 1.14%
$498.8 - $620.9 $19.5K - $24.2K
3.45K $2.14B
DHR
Danaher Corp

Healthcare
1.14K
New
$174.64 - $205.16 $199K - $233K
1.14K $225M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.41K
+ 14.09%
$24.94 - $25.42 $210K - $214K
68.1K $1.73B
PM
Philip Morris International Inc.

Consumer Defensive
401
+ 6.6%
$149.23 - $184.95 $59.8K - $74.2K
6.47K $1.18B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.09K
New
$139.8 - $197.22 $152K - $215K
1.09K $215M
SPOT
Spotify Technology S.A.

Communication Services
6
+ 0.62%
$503.3 - $775.9 $3.02K - $4.66K
971 $745M
AMP
Ameriprise Financial Inc

Financial Services
392
New
$422.19 - $533.73 $165K - $209K
392 $209M
ASB
Associated Banc Corp

Financial Services
8.47K
New
$18.91 - $24.56 $160K - $208K
8.47K $207M
FTNT
Fortinet, Inc.

Technology
1.95K
New
$84.71 - $108.69 $165K - $212K
1.95K $206M
PH
Parker Hannifin Corp

Industrials
99
+ 6.71%
$517.23 - $700.54 $51.2K - $69.4K
1.58K $1.1B
IBM
International Business Machines Corp

Technology
95
+ 2.79%
$221.03 - $294.78 $21K - $28K
3.51K $1.03B
BAC
Bank Of America Corp

Financial Services
183
+ 0.64%
$34.39 - $47.46 $6.29K - $8.69K
28.7K $1.36B
Activity Summary
Buys All Purchases 122 New Holdings 11 Increased Positions 111 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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