Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings

Mc Glone Suttner Wealth Management, Inc.

  • $487 Billion
  • Q2 2024

Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $487 Billion distributed in 163 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 $134B, Ishares Core S&P U.S. Value Et with a value of $45.5B, Schwab Strategic Tr Us Large C with a value of $36.5B, Fidelity Merrimack Str Tr Tota with a value of $35.2B, and Capital Group Core Plus Income with a value of $23.7B.

Examining the 13F form we can see an decrease of $46.4B in the current position value, from $533B to 487B.

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 $487 Billion
ETFs: $418 Billion
Technology: $18.7 Billion
Financial Services: $9.88 Billion
Healthcare: $7.39 Billion
Consumer Defensive: $6.73 Billion
Consumer Cyclical: $5.68 Billion
Communication Services: $5.11 Billion
Industrials: $3.88 Billion
Other: $8.13 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$465 Million 0.1% of portfolio
39,349
Q2 2024 Added 64.28%
$0
$234 Million 0.05% of portfolio
14,809
Q2 2024 Reduced 0.06%
$0
$167 Million 0.03% of portfolio
15,155
Q2 2024 New
$0
$115 Million 0.02% of portfolio
17,924
Q4 2023 Reduced 25.14%
$44.5M
$12 Million 0.0% of portfolio
11,749
Q2 2024 Reduced 4.8%

Summary

  • Portfolio
  • No. of Stocks 163
  • Current Value $487 Billion
  • Prior Value $533 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 18, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 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.

Choose your preferred platform and Sign Up 👇 Telegram Email