Kerntke Otto Mc Glone Wealth Management Group Purchases in Q3 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $131 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
27K
New
$79.24 - $89.03 $2.14M - $2.4M
27K $2.4M
PHYS
Sprott Physical Gold Trust

Financial Services
27.1K
+ 34.81%
$25.02 - $29.62 $678K - $803K
105K $3.11M
DGRO
Ishares Core Dividend Growth E

ETFs
1.29K
+ 0.68%
$64.12 - $68.08 $82.6K - $87.7K
192K $13M
NEM
Newmont Corp

Basic Materials
1.38K
+ 10.37%
$57.35 - $85.25 $79K - $117K
14.7K $1.24M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.23K
+ 1.97%
$36.04 - $38.78 $80.2K - $86.3K
115K $4.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4.49K
+ 2.9%
$21.69 - $23.34 $97.4K - $105K
159K $3.71M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.17K
+ 3.03%
$81.61 - $86.58 $95.2K - $101K
39.6K $3.38M
MP
Mp Materials Corp.

Basic Materials
3.38K
New
$30.03 - $77.13 $102K - $261K
3.38K $226K
GOOG
Alphabet Inc.

Communication Services
844
New
$175.16 - $255.24 $148K - $215K
844 $205K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
4.73K
New
$41.19 - $43.7 $195K - $207K
4.73K $202K
CGDV
Capital Group Divid Value ETF

ETFs
2.66K
+ 8.36%
$39.59 - $42.21 $105K - $112K
34.5K $1.45M
CGXU
Capital Group Intl Focus Equit

ETFs
3.15K
+ 8.37%
$26.49 - $29.62 $83.5K - $93.4K
40.8K $1.21M
HDV
Ishares Core High Dividend ETF

ETFs
192
+ 0.72%
$118.16 - $123.66 $22.7K - $23.7K
26.9K $3.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
817
+ 2.44%
$62.09 - $66.51 $50.7K - $54.3K
34.3K $2.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
222
+ 1.58%
$108.46 - $120.63 $24.1K - $26.8K
14.3K $1.69M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.55K
+ 12.23%
$47.75 - $54.24 $74K - $84K
14.2K $762K
CGUS
Capital Group Core Equity ETF
2.34K
+ 11.95%
$36.89 - $39.72 $86.5K - $93.1K
22K $868K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.52K
+ 6.77%
$40.2 - $44.58 $60.9K - $67.6K
23.9K $1.05M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.97K
+ 2.05%
$22.84 - $22.95 $114K - $114K
247K $5.68M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.35K
+ 3.99%
$30.76 - $33.01 $41.4K - $44.4K
35.1K $1.15M
PLTR
Palantir Technologies Inc.

Technology
2
+ 0.1%
$130.68 - $186.97 $261 - $374
1.93K $351K
IDV
Ishares Tr

ETFs
769
+ 3.21%
$34.54 - $37.28 $26.6K - $28.7K
24.7K $903K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.17K
+ 4.08%
$49.05 - $49.99 $57.1K - $58.2K
29.7K $1.48M
GLD
Spdr Gold Trust

ETFs
58
+ 6.3%
$300.96 - $355.47 $17.5K - $20.6K
979 $348K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.18K
+ 3.73%
$22.36 - $22.52 $48.8K - $49.1K
60.7K $1.37M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
450
+ 10.64%
$68.24 - $73.73 $30.7K - $33.2K
4.68K $343K
WPC
W. P. Carey Inc.

Real Estate
97
+ 1.38%
$61.29 - $68.7 $5.95K - $6.66K
7.11K $480K
VIG
Vanguard Dividend Appreciation

ETFs
202
+ 3.69%
N/A
5.67K $1.03M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18
+ 0.53%
$132.9 - $142.03 $2.39K - $2.56K
3.42K $482K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
41
+ 0.55%
$101.12 - $106.18 $4.15K - $4.35K
7.53K $775K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.55%
$252.31 - $269.41 $2.02K - $2.16K
1.46K $380K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 0.35%
$92.18 - $95.14 $3.13K - $3.23K
9.75K $927K
DVY
Ishares Tr

ETFs
5
+ 0.32%
$133.88 - $142.57 $669 - $713
1.58K $224K
VO
Vanguard Mid Cap ETF

ETFs
4
+ 0.4%
$279.83 - $293.74 $1.12K - $1.17K
1K $294K
ETN
Eaton Corp PLC

Industrials
8
+ 1.35%
$342.99 - $392.76 $2.74K - $3.14K
602 $225K
WFC
Wells Fargo & Company

Financial Services
17
+ 0.54%
$77.05 - $85.16 $1.31K - $1.45K
3.18K $266K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
129
+ 1.41%
$45.26 - $46.63 $5.84K - $6.02K
9.28K $428K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
219
+ 1.06%
$24.14 - $24.34 $5.29K - $5.33K
20.9K $508K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
92
+ 1.08%
$25.24 - $25.56 $2.32K - $2.35K
8.63K $220K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.03%
$915.95 - $994.57 $2.75K - $2.98K
293 $271K
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 0.09%
$63.37 - $82.35 $190 - $247
3.42K $225K
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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