Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings
Mc Glone Suttner Wealth Management, Inc.
- $599 Billion
- Q4 2024
Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $599 Billion distributed in 176 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 $123B, Ishares Core S&P U.S. Value Et with a value of $53.7B, Schwab Strategic Tr Us Large C with a value of $46.4B, American Centy ETF Tr Avantis with a value of $45.5B, and Fidelity Merrimack Str Tr Tota with a value of $40.2B.
Examining the 13F form we can see an increase of $118B in the current position value, from $481B to 599B.
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.
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 176
- Current Value $599 Billion
- Prior Value $481 Billion
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 22 stocks
- Additional Purchases 114 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks