Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings

Mc Glone Suttner Wealth Management, Inc.

  • $662 Billion
  • Q2 2025

Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $662 Billion distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $131B, Ishares Core S&P U.S. Value Et with a value of $58.1B, Schwab Strategic Tr Us Large C with a value of $50.6B, American Centy ETF Tr Avantis with a value of $49.8B, and Fidelity Merrimack Str Tr Tota with a value of $44.1B.

Examining the 13F form we can see an increase of $52.9B in the current position value, from $609B to 662B.

Mc Glone Suttner Wealth Management, Inc. is based out at Appleton, WI

Below you can find more details about Mc Glone Suttner Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $662 Billion
ETFs: $545 Billion
Technology: $31.4 Billion
Financial Services: $17.4 Billion
Communication Services: $11.5 Billion
Industrials: $10.5 Billion
Healthcare: $10 Billion
Consumer Defensive: $9.62 Billion
Consumer Cyclical: $8.43 Billion
Other: $9.84 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.3B
$661 Million 0.1% of portfolio
10,589
Q2 2025 Added 5.14%
$61.6B
$651 Million 0.1% of portfolio
22,156
Q2 2025 Added 5.73%
$68.4B
$690 Million 0.1% of portfolio
15,248
Q2 2025 Added 7.54%
$655B
$622 Million 0.09% of portfolio
2,845
Q2 2025 Reduced 21.8%
$56B
$612 Million 0.09% of portfolio
5,898
Q2 2025 Added 1.79%
$65B
$567 Million 0.09% of portfolio
1,770
Q2 2025 Added 1.26%
$413B
$605 Million 0.09% of portfolio
611
Q2 2025 Added 0.66%
$77.4B
$589 Million 0.09% of portfolio
2,387
Q2 2025 Added 2.05%
$1.17B
$574 Million 0.09% of portfolio
4,875
Q4 2022 New
$93.2B
$583 Million 0.09% of portfolio
1,138
Q2 2025 Reduced 0.09%
$79.2B
$516 Million 0.08% of portfolio
2,769
Q2 2025 Added 6.38%
$142B
$516 Million 0.08% of portfolio
21,301
Q2 2025 Added 6.38%
$2.01B
$505 Million 0.08% of portfolio
4,093
Q2 2025 Added 0.2%
$8.36B
$507 Million 0.08% of portfolio
4,464
Q2 2025 Added 0.07%
$101B
$557 Million 0.08% of portfolio
5,303
Q2 2025 Added 2.83%
$43.4B
$545 Million 0.08% of portfolio
6,475
Q2 2025 Added 7.36%
$177B
$535 Million 0.08% of portfolio
1,788
Q2 2025 Added 43.85%
$141B
$497 Million 0.07% of portfolio
7,153
Q2 2025 Reduced 0.43%
$110B
$431 Million 0.07% of portfolio
930
Q2 2025 Added 5.8%
$579B
$460 Million 0.07% of portfolio
1,294
Q2 2025 Reduced 2.71%
$142B
$491 Million 0.07% of portfolio
4,430
Q2 2025 Added 9.06%
$308B
$478 Million 0.07% of portfolio
2,004
Q2 2025 Reduced 0.15%
$41.5B
$479 Million 0.07% of portfolio
2,854
Q2 2025 Added 93.89%
$89.1B
$449 Million 0.07% of portfolio
1,457
Q2 2025 Added 0.62%
-
$458 Million 0.07% of portfolio
-
Q2 2025 Reduced 5.66%
$82.5B
$473 Million 0.07% of portfolio
3,109
Q2 2025 Added 5.39%
$261B
$391 Million 0.06% of portfolio
1,255
Q2 2025 Reduced 42.46%
$60.2B
$407 Million 0.06% of portfolio
1,991
Q2 2025 Reduced 0.55%
$52.3B
$374 Million 0.06% of portfolio
1,490
Q2 2025 Added 8.28%
$64.4B
$418 Million 0.06% of portfolio
1,633
Q2 2025 Added 24.75%
$80.4B
$394 Million 0.06% of portfolio
1,593
Q2 2025 Reduced 20.47%
$147B
$424 Million 0.06% of portfolio
3,436
Q2 2025 Added 16.2%
$94B
$400 Million 0.06% of portfolio
798
Q2 2025 Reduced 1.48%
$107B
$373 Million 0.06% of portfolio
6,363
Q2 2025 Added 0.62%
$177B
$319 Million 0.05% of portfolio
1,535
Q2 2025 Reduced 0.2%
$22.6B
$352 Million 0.05% of portfolio
1,580
Q2 2025 Added 0.51%
$29.3B
$357 Million 0.05% of portfolio
8,687
Q2 2025 Added 1.84%
$156B
$362 Million 0.05% of portfolio
10,151
Q2 2025 Added 4.16%
$75.8B
$351 Million 0.05% of portfolio
3,319
Q2 2025 Reduced 9.17%
$293B
$317 Million 0.05% of portfolio
1,231
Q2 2025 Added 4.59%
$62.1B
$303 Million 0.05% of portfolio
3,068
Q2 2025 New
$40.7B
$316 Million 0.05% of portfolio
1,008
Q2 2025 New
$150B
$346 Million 0.05% of portfolio
876
Q2 2025 Reduced 1.35%
$49.3B
$355 Million 0.05% of portfolio
3,459
Q2 2025 Added 5.01%
$89.1B
$357 Million 0.05% of portfolio
1,138
Q2 2025 Added 1.79%
$89.7B
$250 Million 0.04% of portfolio
756
Q2 2025 New
$185B
$257 Million 0.04% of portfolio
3,023
Q2 2025 Reduced 12.71%
$155B
$288 Million 0.04% of portfolio
567
Q2 2025 Reduced 9.28%
$123B
$282 Million 0.04% of portfolio
3,231
Q2 2025 Reduced 0.06%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $662 Billion
  • Prior Value $609 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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