Mc Glone Suttner Wealth Management, Inc. Incresed Positions in Q3 2025

Mc Glone Suttner Wealth Management, Inc.

  • $715 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44.9K
+ 1.23%
$36.04 - $38.78 $1.62M - $1.74M
3.71M $143B
AVUS
American Centy ETF Tr Avantis

ETFs
9.78K
+ 1.98%
$101.2 - $109.16 $989K - $1.07M
504K $54.8B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11.7K
+ 1.9%
$94.17 - $99.95 $1.1M - $1.17M
625K $62.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
18.7K
+ 0.9%
$24.46 - $26.5 $457K - $495K
2.09M $55B
DFIV
Dimensional ETF Tr

ETFs
2.45K
+ 0.34%
$42.66 - $46.53 $104K - $114K
724K $33.4B
CGXU
Capital Group Intl Focus Equit

ETFs
13.2K
+ 1.9%
$26.49 - $29.62 $350K - $391K
710K $21B
AAPL
Apple Inc.

Technology
2.8K
+ 11.97%
$202.38 - $256.87 $566K - $718K
26.1K $6.65B
GOOGL
Alphabet Inc.

Communication Services
965
+ 4.56%
$174.36 - $254.72 $168K - $246K
22.1K $5.38B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
21.1K
+ 2.19%
$45.26 - $46.63 $955K - $983K
986K $45.6B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
8.21K
+ 3.03%
$61.56 - $66.95 $505K - $549K
279K $18.7B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.22K
+ 1.61%
$63.41 - $69.69 $204K - $224K
203K $13.9B
CGCP
Capital Group Core Plus Income

ETFs
33.1K
+ 2.54%
$22.27 - $22.95 $738K - $760K
1.34M $30.3B
TSLA
Tesla, Inc.

Consumer Cyclical
92
+ 1.89%
$293.94 - $444.72 $27K - $40.9K
4.95K $2.2B
META
Meta Platforms, Inc.

Communication Services
797
+ 19.1%
$695.21 - $791.73 $554K - $631K
4.97K $3.65B
FDVV
Fidelity High Dividend ETF

ETFs
2.51K
+ 2.19%
$52.42 - $55.71 $131K - $140K
117K $6.51B
ABBV
Abb Vie Inc.

Healthcare
173
+ 1.53%
$184.85 - $231.54 $32K - $40.1K
11.5K $2.66B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
5.29K
+ 1.94%
$44.82 - $46.28 $237K - $245K
278K $12.8B
CAT
Caterpillar Inc

Industrials
77
+ 1.91%
$390.92 - $477.15 $30.1K - $36.7K
4.1K $1.96B
JNJ
Johnson & Johnson

Healthcare
213
+ 2.08%
$155.17 - $185.42 $33.1K - $39.5K
10.4K $1.94B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.51K
+ 2.19%
$97.75 - $100.75 $245K - $252K
117K $11.7B
JPM
Jpmorgan Chase & CO

Financial Services
231
+ 2.18%
$282.78 - $316.06 $65.3K - $73K
10.8K $3.42B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
19
+ 0.05%
$132.9 - $142.03 $2.53K - $2.7K
40K $5.64B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.6K
+ 5.61%
$47.75 - $54.24 $76.4K - $86.8K
30.1K $1.62B
HD
Home Depot, Inc.

Consumer Cyclical
91
+ 1.99%
$357.4 - $423.42 $32.5K - $38.5K
4.68K $1.89B
GD
General Dynamics Corp

Industrials
144
+ 4.51%
$293.92 - $341.0 $42.3K - $49.1K
3.34K $1.14B
APH
Amphenol Corp

Technology
1.02K
+ 33.08%
$97.39 - $125.4 $98.9K - $127K
4.08K $505M
IVV
Ishares Core S&P 500 ETF

ETFs
44
+ 1.27%
$620.67 - $670.08 $27.3K - $29.5K
3.5K $2.34B
UNH
Unitedhealth Group Inc

Healthcare
440
+ 35.06%
$237.77 - $353.61 $105K - $156K
1.7K $585M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.04%
$303.93 - $329.86 $912 - $990
7.85K $2.58B
FGRO
Fidelity Covington Tr

ETFs
1.01K
+ 1.83%
N/A
56.3K $1.66B
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.02%
$108.97 - $121.65 $327 - $365
16.5K $1.99B
AMAT
Applied Materials Inc

Technology
23
+ 0.33%
$156.25 - $204.95 $3.59K - $4.71K
7.03K $1.44B
BAC
Bank Of America Corp

Financial Services
525
+ 1.83%
$44.92 - $52.42 $23.6K - $27.5K
29.2K $1.51B
Blackrock Inc
24
+ 2.4%
N/A
1.03K $1.2B
WMT
Walmart Inc.

Consumer Defensive
254
+ 1.15%
$94.4 - $104.27 $24K - $26.5K
22.3K $2.3B
PEP
Pepsico Inc

Consumer Defensive
509
+ 6.92%
$133.81 - $152.16 $68.1K - $77.4K
7.87K $1.1B
PH
Parker Hannifin Corp

Industrials
47
+ 2.98%
$697.13 - $769.67 $32.8K - $36.2K
1.62K $1.23B
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.31%
$103.66 - $114.59 $3.63K - $4.01K
11.4K $1.3B
XOM
Exxon Mobil Corp

Energy
308
+ 1.96%
$105.83 - $117.22 $32.6K - $36.1K
16.1K $1.81B
CGMU
Capital Group Core Plus Income
2.63K
+ 3.95%
N/A
69.2K $1.89B
VBR
Vanguard Small Cap Value ETF

ETFs
2
+ 0.03%
$195.41 - $212.37 $391 - $425
7.93K $1.66B
LHX
L3 Harris Technologies, Inc.

Industrials
65
+ 4.36%
$252.18 - $305.41 $16.4K - $19.9K
1.56K $475M
NSC
Norfolk Southern Corp

Industrials
82
+ 5.02%
$259.49 - $300.41 $21.3K - $24.6K
1.72K $515M
MRK
Merck & Co., Inc.

Healthcare
344
+ 2.42%
$77.6 - $87.37 $26.7K - $30.1K
14.5K $1.22B
MET
Metlife Inc

Financial Services
592
+ 3.05%
$73.82 - $82.37 $43.7K - $48.8K
20K $1.65B
COP
Conocophillips

Energy
279
+ 2.26%
$91.0 - $98.99 $25.4K - $27.6K
12.7K $1.2B
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 2.46%
$291.67 - $316.99 $31.2K - $33.9K
4.46K $1.36B
CVX
Chevron Corp

Energy
105
+ 1.94%
$145.57 - $161.83 $15.3K - $17K
5.52K $858M
WPC
W. P. Carey Inc.

Real Estate
395
+ 3.73%
$61.29 - $68.7 $24.2K - $27.1K
11K $742M
Activity Summary
Buys All Purchases 131 New Holdings 7 Increased Positions 124 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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