Kerntke Otto Mc Glone Wealth Management Group Purchases in Q2 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $125 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
9.51K
+ 12.64%
$243.75 - $303.93 $2.32M - $2.89M
84.7K $25.8M
FSMO
Fidelity Covington Tr

ETFs
78.1K
+ 18.38%
N/A
503K $13.2M
PHYS
Sprott Physical Gold Trust

Financial Services
77.9K
New
$22.82 - $26.29 $1.78M - $2.05M
77.9K $1.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
18.3K
+ 13.43%
$17.76 - $22.1 $325K - $405K
155K $3.42M
XLU
Utilities Sector Spdr

ETFs
6.27K
+ 21.49%
$73.09 - $82.77 $458K - $519K
35.5K $2.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.68K
+ 123.52%
$47.46 - $55.3 $460K - $535K
17.5K $965K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
22.8K
+ 64.09%
$22.3 - $22.57 $509K - $516K
58.5K $1.32M
PFF
Ishares Trust Ishares Pfd And

ETFs
16.8K
+ 95.88%
$29.0 - $30.68 $487K - $516K
34.3K $1.05M
CGDV
Capital Group Divid Value ETF

ETFs
6.99K
+ 28.18%
$31.93 - $39.49 $223K - $276K
31.8K $1.26M
WPM
Wheaton Precious Metals Corp.

Basic Materials
63
+ 0.22%
$70.56 - $92.75 $4.45K - $5.84K
29K $2.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.23K
New
$55.54 - $69.09 $235K - $292K
4.23K $292K
AVGO
Broadcom Inc.

Technology
375
+ 22.56%
$146.29 - $275.65 $54.9K - $103K
2.04K $561K
GLD
Spdr Gold Trust

ETFs
921
New
$273.71 - $316.29 $252K - $291K
921 $280K
PLTR
Palantir Technologies Inc.

Technology
1.92K
New
$74.01 - $144.25 $142K - $277K
1.92K $262K
TSLA
Tesla, Inc.

Consumer Cyclical
771
New
$221.86 - $362.89 $171K - $280K
771 $244K
SPY
Spdr S&P 500 ETF Trust

ETFs
324
+ 68.79%
$496.48 - $617.85 $161K - $200K
795 $491K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
8.53K
New
$24.94 - $25.42 $213K - $217K
8.53K $216K
PWR
Quanta Services, Inc.

Industrials
122
+ 9.0%
$239.47 - $381.26 $29.2K - $46.5K
1.48K $558K
ETN
Eaton Corp PLC

Industrials
594
New
$246.52 - $356.99 $146K - $212K
594 $212K
MCK
Mckesson Corp

Healthcare
286
New
$652.83 - $732.78 $187K - $210K
286 $209K
CGXU
Capital Group Intl Focus Equit

ETFs
3.48K
+ 10.17%
$21.44 - $27.35 $74.5K - $95K
37.7K $1.02M
CGUS
Capital Group Core Equity ETF
3.47K
+ 21.48%
$29.93 - $36.93 $104K - $128K
19.6K $724K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.75K
+ 16.03%
$35.12 - $48.24 $61.5K - $84.4K
12.7K $611K
VIG
Vanguard Dividend Appreciation

ETFs
794
+ 16.98%
N/A
5.47K $996K
NEM
Newmont Corp

Basic Materials
39
+ 0.29%
$44.18 - $59.46 $1.72K - $2.32K
13.3K $774K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.97K
+ 31.67%
$23.96 - $24.27 $119K - $121K
20.7K $501K
AMZN
Amazon Com Inc

Consumer Cyclical
234
+ 17.27%
$167.32 - $223.3 $39.2K - $52.3K
1.59K $348K
RTX
Raytheon Technologies Corp

Industrials
46
+ 0.75%
$113.75 - $148.48 $5.23K - $6.83K
6.16K $899K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
2.35K
+ 8.93%
N/A
28.6K $680K
ITW
Illinois Tool Works Inc

Industrials
208
+ 16.71%
$218.41 - $252.43 $45.4K - $52.5K
1.45K $359K
CAT
Caterpillar Inc

Industrials
6
+ 0.88%
$273.94 - $388.21 $1.64K - $2.33K
687 $266K
PM
Philip Morris International Inc.

Consumer Defensive
13
+ 0.8%
$149.23 - $184.95 $1.94K - $2.4K
1.65K $300K
FIS
Fidelity National Information Services, Inc.

Technology
227
+ 7.11%
$68.14 - $82.13 $15.5K - $18.6K
3.42K $278K
WFC
Wells Fargo & Company

Financial Services
54
+ 1.74%
$60.98 - $80.12 $3.29K - $4.33K
3.16K $253K
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 2.11%
$908.13 - $1056.85 $5.45K - $6.34K
290 $287K
GD
General Dynamics Corp

Industrials
12
+ 1.46%
$247.68 - $291.66 $2.97K - $3.5K
834 $243K
CLF
Cleveland Cliffs Inc.

Basic Materials
5.96K
+ 13.87%
$5.83 - $8.88 $34.8K - $52.9K
48.9K $371K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.59%
$114.78 - $133.31 $2.3K - $2.67K
3.4K $453K
VNQ
Vanguard Specialized Funds Van

ETFs
285
+ 2.46%
$79.79 - $91.42 $22.7K - $26.1K
11.9K $1.06M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
144
+ 1.6%
$44.68 - $45.96 $6.43K - $6.62K
9.15K $418K
DVY
Ishares Tr

ETFs
43
+ 2.81%
$118.37 - $134.86 $5.09K - $5.8K
1.57K $209K
WPC
W. P. Carey Inc.

Real Estate
146
+ 2.13%
$56.12 - $64.53 $8.19K - $9.42K
7.01K $437K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9
+ 0.09%
$85.42 - $94.39 $769 - $850
9.72K $911K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.05%
$121.58 - $136.74 $122 - $137
2.11K $286K
TM
Toyota Motor Corp

Consumer Cyclical
9
+ 0.58%
$158.63 - $195.39 $1.43K - $1.76K
1.57K $269K
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.22%
$102.24 - $109.76 $613 - $659
2.75K $286K
KMB
Kimberly Clark Corp

Consumer Defensive
29
+ 1.69%
$126.84 - $145.22 $3.68K - $4.21K
1.75K $224K
JNJ
Johnson & Johnson

Healthcare
11
+ 0.39%
$146.36 - $159.82 $1.61K - $1.76K
2.83K $431K
CVX
Chevron Corp

Energy
51
+ 2.08%
$133.73 - $168.51 $6.82K - $8.59K
2.51K $358K
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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