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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$376B
$1.36 Billion 0.2% of portfolio
28,685
Q2 2025 Added 0.64%
$0
$1.33 Billion 0.2% of portfolio
63,192
Q2 2025 Added 2.1%
$631B
$1.29 Billion 0.2% of portfolio
2,660
Q4 2024 Added 3.99%
$573B
$1.32 Billion 0.2% of portfolio
989
Q2 2025 Added 1.44%
$0
$1.27 Billion 0.19% of portfolio
25,867
Q2 2025 Reduced 17.51%
$216B
$1.27 Billion 0.19% of portfolio
4,354
Q2 2025 Added 4.31%
$168B
$1.28 Billion 0.19% of portfolio
7,010
Q2 2025 Reduced 0.14%
$300B
$1.24 Billion 0.19% of portfolio
17,555
Q2 2025 Added 1.5%
$32.9B
$1.18 Billion 0.18% of portfolio
11,325
Q2 2025 Added 0.94%
$233B
$1.21 Billion 0.18% of portfolio
8,870
Q2 2025 Reduced 1.07%
$276B
$1.18 Billion 0.18% of portfolio
6,473
Q2 2025 Added 6.6%
$212B
$1.12 Billion 0.17% of portfolio
14,195
Q2 2025 Reduced 5.76%
$0
$1.14 Billion 0.17% of portfolio
42,859
Q2 2025 Added 4.5%
$90.9B
$1.1 Billion 0.17% of portfolio
1,575
Q2 2025 Added 6.71%
$120B
$1.11 Billion 0.17% of portfolio
12,372
Q2 2025 Added 6.95%
$0
$1.14 Billion 0.17% of portfolio
45,000
Q2 2025 Added 0.69%
$260B
$1.03 Billion 0.16% of portfolio
3,505
Q2 2025 Added 2.79%
Blackrock Inc
-
$1.05 Billion 0.16% of portfolio
-
Q2 2025 Added 5.14%
$185B
$971 Million 0.15% of portfolio
7,356
Q2 2025 Added 2.24%
$281B
$1.01 Billion 0.15% of portfolio
7,387
Q2 2025 Added 1.0%
$0
$909 Million 0.14% of portfolio
17,367
Q2 2025 Reduced 36.26%
$0
$948 Million 0.14% of portfolio
11,352
Q2 2025 Reduced 17.17%
$0
$920 Million 0.14% of portfolio
39,426
Q2 2025 Added 20.11%
$82.4B
$932 Million 0.14% of portfolio
3,196
Q2 2025 Added 6.6%
$237B
$919 Million 0.14% of portfolio
2,881
Q2 2025 Reduced 13.95%
$39.7B
$905 Million 0.14% of portfolio
8,423
Q2 2025 Added 8.5%
$100B
$900 Million 0.14% of portfolio
9,798
Q2 2025 Added 14.4%
$179B
$858 Million 0.13% of portfolio
5,386
Q2 2025 Added 16.96%
$0
$844 Million 0.13% of portfolio
3,399
Q2 2025 Reduced 2.69%
$0
$874 Million 0.13% of portfolio
4,472
Q4 2022 New
$179B
$769 Million 0.12% of portfolio
17,782
Q2 2025 Added 6.09%
$0
$803 Million 0.12% of portfolio
8,425
Q2 2025 Reduced 39.17%
$0
$811 Million 0.12% of portfolio
9,932
Q2 2025 Added 0.1%
$271B
$804 Million 0.12% of portfolio
2,950
Q2 2025 Reduced 3.37%
$26B
$812 Million 0.12% of portfolio
1,518
Q2 2025 Added 1.95%
$300B
$776 Million 0.12% of portfolio
5,418
Q2 2025 Reduced 1.76%
$748B
$807 Million 0.12% of portfolio
1,035
Q2 2025 Reduced 1.62%
$75.2B
$806 Million 0.12% of portfolio
8,841
Q2 2025 Added 8.33%
$200B
$732 Million 0.11% of portfolio
25,300
Q2 2025 Added 5.85%
$139B
$745 Million 0.11% of portfolio
971
Q2 2025 Added 0.62%
$38.8B
$723 Million 0.11% of portfolio
5,699
Q2 2025 Added 3.02%
$70.1B
$710 Million 0.11% of portfolio
21,762
Q2 2025 Added 14.56%
$12.8B
$661 Million 0.1% of portfolio
10,589
Q2 2025 Added 5.14%
$62.5B
$651 Million 0.1% of portfolio
22,156
Q2 2025 Added 5.73%
$70.3B
$690 Million 0.1% of portfolio
15,248
Q2 2025 Added 7.54%
$0
$620 Million 0.09% of portfolio
28,198
Q2 2025 Added 5.73%
$636B
$622 Million 0.09% of portfolio
2,845
Q2 2025 Reduced 21.8%
$53.8B
$612 Million 0.09% of portfolio
5,898
Q2 2025 Added 1.79%
$66.3B
$567 Million 0.09% of portfolio
1,770
Q2 2025 Added 1.26%

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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