Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $609 Billion distributed in 189 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 $118B, Ishares Core S&P U.S. Value Et with a value of $54.8B, Schwab Strategic Tr Us Large C with a value of $44.6B, American Centy ETF Tr Avantis with a value of $44B, and Fidelity Merrimack Str Tr Tota with a value of $42.5B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $599B to 609B.

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 $609 Billion
ETFs: $505 Billion
Technology: $24.1 Billion
Financial Services: $15.6 Billion
Healthcare: $10.9 Billion
Consumer Defensive: $9.41 Billion
Communication Services: $9.33 Billion
Industrials: $8.85 Billion
Consumer Cyclical: $7.55 Billion
Other: $10.9 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $609 Billion
  • Prior Value $599 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 26 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Mc Glone Suttner Wealth Management, Inc. Portfolio

Follow Mc Glone Suttner Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Glone Suttner Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Glone Suttner Wealth Management, Inc. with notifications on news.