Kerntke Otto Mc Glone Wealth Management Group Incresed Positions in Q1 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
70.7K
+ 1558.9%
$271.18 - $303.12 $19.2M - $21.4M
75.2K $20.7M
XLU
Utilities Sector Spdr

ETFs
5.13K
+ 21.35%
$74.7 - $80.27 $384K - $412K
29.2K $2.3M
NEM
Newmont Corp

Basic Materials
4.9K
+ 58.7%
$37.79 - $48.39 $185K - $237K
13.3K $639K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.8K
+ 43.59%
$22.11 - $22.43 $239K - $243K
35.6K $799K
XOM
Exxon Mobil Corp

Energy
229
+ 2.21%
$105.44 - $118.93 $24.1K - $27.2K
10.6K $1.26M
CGUS
Capital Group Core Equity ETF
4.34K
+ 36.71%
$33.08 - $36.62 $143K - $159K
16.2K $539K
CGDV
Capital Group Divid Value ETF

ETFs
3.14K
+ 14.49%
$34.95 - $37.36 $110K - $117K
24.8K $884K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.94K
+ 23.15%
N/A
26.3K $624K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.38K
+ 20.73%
$25.05 - $25.16 $110K - $110K
25.5K $642K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.03%
$114.1 - $135.66 $228 - $271
6.12K $810K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.39K
+ 17.92%
$23.9 - $24.18 $57K - $57.7K
15.7K $379K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
2.66K
+ 21.74%
$23.9 - $24.43 $63.5K - $64.9K
14.9K $357K
CGXU
Capital Group Intl Focus Equit

ETFs
2.75K
+ 8.74%
$24.48 - $26.59 $67.2K - $73K
34.2K $836K
CVX
Chevron Corp

Energy
16
+ 0.66%
$146.71 - $167.97 $2.35K - $2.69K
2.45K $410K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
30
+ 0.31%
$87.68 - $94.52 $2.63K - $2.84K
9.71K $909K
WEC
Wec Energy Group, Inc.

Utilities
7
+ 0.26%
$92.12 - $108.98 $645 - $763
2.74K $298K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
180
+ 2.44%
$97.38 - $104.52 $17.5K - $18.8K
7.57K $773K
VIG
Vanguard Dividend Appreciation

ETFs
183
+ 4.07%
N/A
4.68K $851K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
2K
+ 22.44%
$39.97 - $48.7 $80K - $97.4K
10.9K $436K
UNP
Union Pacific Corp

Industrials
1
+ 0.04%
$225.21 - $254.42 $225 - $254
2.28K $539K
GD
General Dynamics Corp

Industrials
5
+ 0.61%
$241.94 - $272.58 $1.21K - $1.36K
822 $224K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
13
+ 0.62%
$128.74 - $138.67 $1.67K - $1.8K
2.11K $286K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20
+ 0.59%
$126.11 - $135.06 $2.52K - $2.7K
3.38K $436K
WFC
Wells Fargo & Company

Financial Services
16
+ 0.52%
$66.78 - $81.42 $1.07K - $1.3K
3.11K $223K
AMZN
Amazon Com Inc

Consumer Cyclical
206
+ 17.93%
$190.26 - $242.06 $39.2K - $49.9K
1.36K $257K
IBMO
Ishares Tr Ibonds December 202

ETFs
40
+ 0.4%
$25.45 - $25.6 $1.02K - $1.02K
10.2K $259K
WMT
Walmart Inc.

Consumer Defensive
197
+ 3.08%
$84.5 - $105.05 $16.6K - $20.7K
6.59K $578K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.65%
$244.9 - $274.48 $1.96K - $2.2K
1.25K $308K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.1K
+ 6.96%
$33.98 - $39.84 $37.3K - $43.8K
16.9K $578K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.21%
$551.42 - $612.93 $551 - $613
471 $263K
CAT
Caterpillar Inc

Industrials
17
+ 2.56%
$326.75 - $407.63 $5.55K - $6.93K
681 $224K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.44K
+ 6.02%
$8.22 - $12.02 $20.1K - $29.3K
43K $353K
PWR
Quanta Services, Inc.

Industrials
39
+ 2.96%
$236.71 - $358.03 $9.23K - $14K
1.36K $344K
NVDA
Nvidia Corp

Technology
110
+ 0.44%
$106.98 - $149.43 $11.8K - $16.4K
25.1K $2.72M
Activity Summary
Buys All Purchases 43 New Holdings 8 Increased Positions 35 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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