Kerntke Otto Mc Glone Wealth Management Group Reduced Holdings in Q1 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-310K
- 68.08%
$32.42 - $36.13 $10M - $11.2M
145K $4.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-97.2K
- 69.4%
$57.21 - $65.8 $5.56M - $6.4M
42.9K $2.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-48.3K
- 72.82%
$102.49 - $119.96 $4.95M - $5.79M
18K $1.88M
DGRO
Ishares Core Dividend Growth E

ETFs
-89.4K
- 31.92%
$60.46 - $64.42 $5.41M - $5.76M
191K $11.8M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-186K
- 77.23%
$25.54 - $28.79 $4.75M - $5.36M
54.9K $1.52M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-120K
- 39.95%
$23.29 - $23.38 $2.8M - $2.81M
181K $4.23M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-63.3K
- 19.85%
$22.77 - $22.94 $1.44M - $1.45M
256K $5.86M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-9.51K
- 19.82%
$78.12 - $83.7 $743K - $796K
38.5K $3.1M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-14.4K
- 33.55%
$48.31 - $49.23 $698K - $711K
28.6K $1.41M
MSFT
Microsoft Corp

Technology
-138
- 1.92%
$375.39 - $447.2 $51.8K - $61.7K
7.07K $2.65M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-6.03K
- 40.1%
$44.41 - $45.98 $268K - $277K
9K $410K
AAPL
Apple Inc.

Technology
-116
- 2.45%
$209.68 - $247.1 $24.3K - $28.7K
4.62K $1.03M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-234
- 1.68%
$120.29 - $134.6 $28.1K - $31.5K
13.7K $1.67M
AVGO
Broadcom Inc.

Technology
-8
- 0.48%
$167.43 - $244.7 $1.34K - $1.96K
1.66K $278K
GOOGL
Alphabet Inc.

Communication Services
-65
- 3.51%
$154.33 - $206.19 $10K - $13.4K
1.79K $276K
VO
Vanguard Mid Cap ETF

ETFs
-181
- 13.34%
$251.87 - $277.95 $45.6K - $50.3K
1.18K $304K
TM
Toyota Motor Corp

Consumer Cyclical
-61
- 3.77%
$176.53 - $195.35 $10.8K - $11.9K
1.56K $274K
IEFA
Ishares Tr

ETFs
-759
- 20.17%
$69.57 - $78.65 $52.8K - $59.7K
3K $227K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-249
- 20.68%
$442.66 - $534.52 $110K - $133K
955 $508K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-122
- 5.07%
$94.32 - $110.46 $11.5K - $13.5K
2.29K $220K
MGEE
Mge Energy Inc

Utilities
-306
- 10.16%
$85.7 - $94.18 $26.2K - $28.8K
2.71K $251K
FIS
Fidelity National Information Services, Inc.

Technology
-104
- 3.15%
$68.12 - $83.42 $7.08K - $8.68K
3.19K $238K
IVV
Ishares Core S&P 500 ETF

ETFs
-22
- 3.89%
$554.06 - $615.85 $12.2K - $13.5K
543 $305K
VNQ
Vanguard Specialized Funds Van

ETFs
-431
- 3.58%
$85.55 - $94.34 $36.9K - $40.7K
11.6K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-40
- 4.18%
$461.52 - $548.18 $18.5K - $21.9K
916 $479K
DVY
Ishares Tr

ETFs
-12
- 0.78%
$128.58 - $138.1 $1.54K - $1.66K
1.53K $205K
DFAX
Dimensional ETF Tr
-1.02K
- 4.41%
$24.45 - $27.2 $25K - $27.8K
22.1K $579K
IDV
Ishares Tr

ETFs
-3.09K
- 10.9%
$27.0 - $31.7 $83.4K - $97.9K
25.3K $783K
KMB
Kimberly Clark Corp

Consumer Defensive
-36
- 2.05%
$124.46 - $147.4 $4.48K - $5.31K
1.72K $244K
KO
Coca Cola CO

Consumer Defensive
-500
- 9.06%
$60.81 - $72.32 $30.4K - $36.2K
5.02K $359K
JNJ
Johnson & Johnson

Healthcare
-106
- 3.63%
$142.06 - $167.7 $15.1K - $17.8K
2.82K $466K
HDV
Ishares Core High Dividend ETF

ETFs
-1.55K
- 5.57%
$110.86 - $121.12 $172K - $188K
26.3K $3.19M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.87K
- 6.07%
$55.75 - $77.63 $104K - $145K
28.9K $2.25M
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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