Mc Glone Suttner Wealth Management, Inc. Reduced Holdings in Q4 2025

Mc Glone Suttner Wealth Management, Inc.

  • $743 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-627
- 3.92%
$496.82 - $542.07 $312K - $340K
15.4K $7.42B
META
Meta Platforms, Inc.

Communication Services
-216
- 4.35%
$609.01 - $751.67 $132K - $162K
4.75K $3.14B
PG
Procter & Gamble CO

Consumer Defensive
-2.09K
- 13.97%
$145.5 - $153.18 $304K - $320K
12.8K $1.84B
COP
Conocophillips

Energy
-4.66K
- 36.8%
$85.66 - $95.46 $399K - $444K
8K $749M
NVDA
Nvidia Corp

Technology
-2.27K
- 6.88%
$179.83 - $207.04 $409K - $471K
30.8K $5.74B
HD
Home Depot, Inc.

Consumer Cyclical
-266
- 5.69%
$358.03 - $397.02 $95.2K - $106K
4.41K $1.52B
ORCL
Oracle Corp

Technology
-470
- 16.53%
$217.57 - $313.0 $102K - $147K
2.37K $463M
CVX
Chevron Corp

Energy
-1.85K
- 33.41%
$148.9 - $157.72 $275K - $291K
3.68K $561M
Ferguson Enterprises Inc
-1.26K
- 58.44%
N/A
899 $200M
ACN
Accenture PLC

Technology
-1.05K
- 57.86%
$234.02 - $253.35 $245K - $265K
761 $204M
PFE
Pfizer Inc

Healthcare
-6.7K
- 30.24%
$24.23 - $27.37 $162K - $183K
15.5K $385M
FDVV
Fidelity High Dividend ETF

ETFs
-4.55K
- 3.89%
$54.66 - $56.68 $249K - $258K
112K $6.37B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-793
- 27.62%
$178.37 - $198.46 $141K - $157K
2.08K $434M
NEE
Nextera Energy Inc

Utilities
-1.88K
- 38.2%
$78.18 - $86.03 $147K - $162K
3.04K $244M
PLTR
Palantir Technologies Inc.

Technology
-484
- 8.73%
$172.14 - $207.18 $83.3K - $100K
5.06K $899M
KMB
Kimberly Clark Corp

Consumer Defensive
-46
- 1.12%
$100.05 - $123.23 $4.6K - $5.67K
4.05K $409M
SHOP
Shopify Inc.

Technology
-785
- 34.58%
$146.04 - $179.01 $115K - $141K
1.49K $239M
AJG
Arthur J. Gallagher & Co.

Financial Services
-15
- 0.85%
$242.98 - $310.48 $3.64K - $4.66K
1.76K $454M
CTAS
Cintas Corp

Industrials
-312
- 19.73%
$182.04 - $203.64 $56.8K - $63.5K
1.27K $239M
SPOT
Spotify Technology S.A.

Communication Services
-5
- 0.79%
$616.91 - $707.3 $3.08K - $3.54K
630 $366M
TMUS
T Mobile Us, Inc.

Communication Services
-7
- 0.35%
$201.01 - $233.26 $1.41K - $1.63K
2.01K $408M
Arista Networks Inc
-308
- 13.39%
N/A
1.99K $261M
VZ
Verizon Communications Inc

Communication Services
-304
- 1.65%
$38.4 - $43.83 $11.7K - $13.3K
18.1K $739M
V
Visa Inc.

Financial Services
-221
- 17.07%
$325.75 - $352.42 $72K - $77.9K
1.07K $377M
MO
Altria Group, Inc.

Consumer Defensive
-116
- 1.74%
$56.38 - $66.65 $6.54K - $7.73K
6.56K $378M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.14K
- 2.85%
$137.47 - $143.13 $157K - $163K
38.9K $5.58B
HOOD
Robinhood Markets, Inc.

Technology
-4
- 0.2%
$121.53 - $152.46 $486 - $610
1.96K $222M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-4.04K
- 18.26%
$16.88 - $17.5 $68.1K - $70.6K
18.1K $319M
RSG
Republic Services, Inc.

Industrials
-61
- 2.53%
$204.12 - $227.29 $12.5K - $13.9K
2.35K $499M
TSLA
Tesla, Inc.

Consumer Cyclical
-165
- 3.33%
$401.99 - $468.37 $66.3K - $77.3K
4.79K $2.15B
MCD
Mcdonalds Corp

Consumer Cyclical
-179
- 4.01%
$293.81 - $310.11 $52.6K - $55.5K
4.28K $1.31B
UBER
Uber Technologies, Inc

Technology
-8
- 0.3%
$91.62 - $100.1 $733 - $801
2.66K $217M
PNR
Pentair PLC

Industrials
-223
- 7.41%
$104.33 - $112.36 $23.3K - $25.1K
2.79K $290M
PANW
Palo Alto Networks Inc

Technology
-23
- 1.15%
$204.77 - $221.38 $4.71K - $5.09K
1.98K $364M
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 1.02%
$910.94 - $954.99 $5.47K - $5.73K
585 $505M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-800
- 7.48%
$50.56 - $50.96 $40.4K - $40.8K
9.89K $501M
SYK
Stryker Corp

Healthcare
-62
- 7.02%
$353.81 - $388.35 $21.9K - $24.1K
821 $288M
PEP
Pepsico Inc

Consumer Defensive
-422
- 5.37%
$138.84 - $153.71 $58.6K - $64.9K
7.44K $1.07B
CMCSA
Comcast Corp

Communication Services
-638
- 6.12%
$26.98 - $31.09 $17.2K - $19.8K
9.79K $293M
CASY
Caseys General Stores Inc

Consumer Cyclical
-32
- 6.26%
$513.19 - $567.48 $16.4K - $18.2K
479 $264M
JPM
Jpmorgan Chase & CO

Financial Services
-297
- 2.74%
$294.11 - $320.41 $87.4K - $95.2K
10.5K $3.4B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-68
- 0.5%
$136.06 - $140.64 $9.25K - $9.56K
13.5K $1.88B
MA
Mastercard Inc

Financial Services
-35
- 7.42%
$536.85 - $580.45 $18.8K - $20.3K
437 $249M
AMZN
Amazon Com Inc

Consumer Cyclical
-676
- 5.56%
$213.04 - $254.0 $144K - $172K
11.5K $2.65B
FIS
Fidelity National Information Services, Inc.

Technology
-299
- 8.56%
$61.5 - $68.57 $18.4K - $20.5K
3.2K $212M
MDT
Medtronic PLC

Healthcare
-134
- 4.13%
$90.06 - $98.43 $12.1K - $13.2K
3.11K $299M
VHT
Vanguard Health Care ETF

ETFs
-344
- 10.17%
$264.7 - $283.93 $91.1K - $97.7K
3.04K $874M
VBR
Vanguard Small Cap Value ETF

ETFs
-113
- 1.42%
$201.42 - $211.15 $22.8K - $23.9K
7.82K $1.66B
APH
Amphenol Corp

Technology
-206
- 5.05%
$121.7 - $143.85 $25.1K - $29.6K
3.88K $524M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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