Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings by Sector
Mc Glone Suttner Wealth Management, Inc.
- $609 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC IUSV SCHX AVUS FBND CGCP DFIV FHLC 63 stocks |
$503 Million
83.58% of portfolio
|
41
|
15
|
11
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL SNPS PANW 5 stocks |
$8 Million
1.33% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ MRK LLY PFE GILD 6 stocks |
$7.13 Million
1.19% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG 4 stocks |
$6.09 Million
1.01% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN 4 stocks |
$5.44 Million
0.9% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.15 Million
0.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C 4 stocks |
$4.9 Million
0.81% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC SO AEP NEE PEG 5 stocks |
$3.65 Million
0.61% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$3.09 Million
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.76 Million
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB BFC PNC NIC FITB HBAN 6 stocks |
$2.5 Million
0.42% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.43 Million
0.4% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET PRU 2 stocks |
$2.36 Million
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T TMUS CMCSA 4 stocks |
$2.33 Million
0.39% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2.32 Million
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2.25 Million
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$2.14 Million
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$2.1 Million
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT OSK DE 3 stocks |
$2.02 Million
0.34% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ITW GE CMI 4 stocks |
$1.86 Million
0.31% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT SYK MDT 3 stocks |
$1.81 Million
0.3% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD LMT LHX RTX 4 stocks |
$1.72 Million
0.29% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$1.69 Million
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$1.62 Million
0.27% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FIS 3 stocks |
$1.5 Million
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM CDNS SHOP 3 stocks |
$1.4 Million
0.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.37 Million
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.34 Million
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.3 Million
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.28 Million
0.21% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$1.21 Million
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$1.14 Million
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$1.02 Million
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$909,217
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX NSC 2 stocks |
$869,079
0.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$853,546
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK 1 stocks |
$684,458
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$635,609
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
CCI LAMR 2 stocks |
$612,690
0.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI 1 stocks |
$597,885
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$576,515
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$566,502
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
EME 1 stocks |
$550,364
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$433,292
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$377,055
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$360,126
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$335,909
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$323,004
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$304,741
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI 1 stocks |
$292,715
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$276,832
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
EMN 1 stocks |
$259,135
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$236,996
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$236,086
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$229,652
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM 1 stocks |
$229,613
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
PSTG 1 stocks |
$213,293
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
PEAK 1 stocks |
$212,052
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$208,967
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
CASY 1 stocks |
$204,145
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$202,776
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|