Mc Glone Suttner Wealth Management, Inc. Incresed Positions in Q1 2025

Mc Glone Suttner Wealth Management, Inc.

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
6.41K
+ 0.91%
$35.33 - $40.77 $227K - $261K
709K $27.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.7K
+ 3.99%
$44.41 - $45.98 $1.59M - $1.64M
932K $42.5B
CGCP
Capital Group Core Plus Income

ETFs
47.5K
+ 3.93%
$21.94 - $22.64 $1.04M - $1.07M
1.26M $28.2B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13.7K
+ 2.36%
$90.0 - $96.32 $1.23M - $1.32M
594K $54.8B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.19K
+ 1.64%
$65.44 - $70.64 $274K - $296K
259K $17.7B
JNJ
Johnson & Johnson

Healthcare
4.22K
+ 74.62%
$142.06 - $167.7 $599K - $707K
9.87K $1.64B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
29.5K
+ 28.08%
$25.05 - $25.16 $740K - $743K
135K $3.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.7K
+ 4.47%
$95.85 - $99.25 $450K - $466K
110K $10.8B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
9.43K
+ 3.73%
$43.76 - $45.31 $412K - $427K
262K $11.8B
ABBV
Abb Vie Inc.

Healthcare
818
+ 8.0%
$169.2 - $216.66 $138K - $177K
11K $2.31B
COP
Conocophillips

Energy
4.12K
+ 55.32%
$88.6 - $105.85 $365K - $436K
11.6K $1.21B
UNH
Unitedhealth Group Inc

Healthcare
806
+ 58.62%
$461.52 - $548.18 $372K - $442K
2.18K $1.14B
PEP
Pepsico Inc

Consumer Defensive
2.94K
+ 68.94%
$142.64 - $156.42 $419K - $459K
7.2K $1.08B
XOM
Exxon Mobil Corp

Energy
2.29K
+ 17.4%
$105.44 - $118.93 $241K - $272K
15.4K $1.84B
WFC
Wells Fargo & Company

Financial Services
4.2K
+ 50.31%
$66.78 - $81.42 $281K - $342K
12.6K $901M
PM
Philip Morris International Inc.

Consumer Defensive
566
+ 10.28%
$117.15 - $158.79 $66.3K - $89.9K
6.07K $964M
PLD
Prologis, Inc.

Real Estate
2.55K
+ 97.66%
$103.59 - $124.04 $264K - $316K
5.16K $577M
CGXU
Capital Group Intl Focus Equit

ETFs
17.3K
+ 2.61%
$24.48 - $26.59 $423K - $459K
678K $16.6B
CVX
Chevron Corp

Energy
1.18K
+ 27.25%
$146.71 - $167.97 $173K - $198K
5.52K $923M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.5K
+ 21.42%
$24.79 - $25.26 $261K - $266K
59.7K $1.51B
LLY
Eli Lilly & CO

Healthcare
284
+ 36.98%
$725.72 - $929.72 $206K - $264K
1.05K $869M
JPM
Jpmorgan Chase & CO

Financial Services
859
+ 8.96%
$225.19 - $279.95 $193K - $240K
10.4K $2.56B
MRK
Merck & Co., Inc.

Healthcare
4.11K
+ 37.52%
$83.01 - $101.02 $341K - $415K
15.1K $1.35B
VZ
Verizon Communications Inc

Communication Services
4.04K
+ 31.75%
$37.81 - $46.49 $153K - $188K
16.8K $760M
CSCO
Cisco Systems, Inc.

Technology
3.24K
+ 17.06%
$58.74 - $64.87 $190K - $210K
22.2K $1.37B
WPC
W. P. Carey Inc.

Real Estate
2.6K
+ 34.87%
$53.5 - $65.05 $139K - $169K
10.1K $636M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.8K
+ 104.38%
$16.57 - $18.85 $245K - $279K
29K $482M
GD
General Dynamics Corp

Industrials
741
+ 32.83%
$241.94 - $272.58 $179K - $202K
3K $817M
PG
Procter & Gamble CO

Consumer Defensive
1.03K
+ 7.51%
$158.56 - $176.26 $163K - $182K
14.7K $2.51B
SPOT
Spotify Technology S.A.

Communication Services
252
+ 35.34%
$457.79 - $648.32 $115K - $163K
965 $531M
KO
Coca Cola CO

Consumer Defensive
704
+ 4.24%
$60.81 - $72.32 $42.8K - $50.9K
17.3K $1.24B
VTV
Vanguard Value ETF

ETFs
1.15K
+ 74.32%
$167.73 - $179.21 $192K - $205K
2.69K $464M
IVV
Ishares Core S&P 500 ETF

ETFs
494
+ 16.91%
$554.06 - $615.85 $274K - $304K
3.42K $1.92B
AEP
American Electric Power CO Inc

Utilities
1.06K
+ 22.37%
$90.32 - $109.27 $95.6K - $116K
5.79K $633M
CGMS
Capital Grp Core Plus Income E
7.01K
+ 66.37%
N/A
17.6K $480M
ABT
Abbott Laboratories

Healthcare
85
+ 0.96%
$111.1 - $140.22 $9.44K - $11.9K
8.97K $1.19B
GILD
Gilead Sciences, Inc.

Healthcare
1.13K
+ 38.35%
$89.14 - $117.41 $100K - $132K
4.06K $455M
V
Visa Inc.

Financial Services
437
+ 48.94%
$306.92 - $362.71 $134K - $159K
1.33K $466M
PFE
Pfizer Inc

Healthcare
7.78K
+ 63.6%
$25.01 - $27.13 $195K - $211K
20K $507M
T
At&T Inc.

Communication Services
2.1K
+ 9.64%
$21.56 - $28.28 $45.3K - $59.4K
23.9K $676M
META
Meta Platforms, Inc.

Communication Services
363
+ 9.67%
$576.36 - $736.67 $209K - $267K
4.12K $2.37B
WEC
Wec Energy Group, Inc.

Utilities
35
+ 0.31%
$92.12 - $108.98 $3.22K - $3.81K
11.2K $1.22B
MCD
Mcdonalds Corp

Consumer Cyclical
262
+ 6.7%
$279.74 - $321.29 $73.3K - $84.2K
4.17K $1.3B
PLTR
Palantir Technologies Inc.

Technology
1.37K
+ 23.07%
$64.98 - $124.62 $89.1K - $171K
7.31K $617M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
6.7K
+ 25.63%
$22.61 - $23.14 $151K - $155K
32.8K $759M
BK
Bank Of New York Mellon Corp

Financial Services
1.08K
+ 15.2%
$75.42 - $88.95 $81.2K - $95.8K
8.16K $684M
WMT
Walmart Inc.

Consumer Defensive
2.03K
+ 10.65%
$84.5 - $105.05 $172K - $214K
21.1K $1.85B
IBM
International Business Machines Corp

Technology
139
+ 4.25%
$217.4 - $264.74 $30.2K - $36.8K
3.41K $848M
RSG
Republic Services, Inc.

Industrials
126
+ 5.69%
$200.09 - $242.16 $25.2K - $30.5K
2.34K $567M
Activity Summary
Buys All Purchases 148 New Holdings 26 Increased Positions 122 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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