Kerntke Otto Mc Glone Wealth Management Group Sells in Q2 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $125 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-20.8K
- 82.8%
$94.31 - $157.99 $1.96M - $3.28M
4.32K $681K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-54.7K
- 30.26%
$23.29 - $23.38 $1.27M - $1.28M
126K $2.95M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-32.4K
- 22.32%
$29.12 - $35.84 $944K - $1.16M
113K $4.05M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-21.1K
- 38.52%
$24.94 - $31.15 $527K - $658K
33.7K $1.05M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-9.35K
- 21.8%
$51.16 - $62.02 $478K - $580K
33.5K $2.08M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4K
- 22.17%
$90.56 - $109.49 $362K - $438K
14K $1.53M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-13K
- 5.1%
$22.81 - $22.97 $298K - $300K
243K $5.56M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-11.6K
- 45.25%
$25.04 - $25.18 $289K - $291K
14K $351K
AAPL
Apple Inc.

Technology
-930
- 20.13%
$172.42 - $223.89 $160K - $208K
3.69K $756K
UNH
Unitedhealth Group Inc

Healthcare
-11
- 1.2%
$274.35 - $599.47 $3.02K - $6.59K
905 $282K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 1.15%
$483.48 - $539.8 $5.32K - $5.94K
944 $458K
VO
Vanguard Mid Cap ETF

ETFs
-176
- 14.97%
$228.54 - $279.83 $40.2K - $49.3K
1K $279K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-85
- 1.12%
$90.85 - $102.31 $7.72K - $8.7K
7.48K $753K
MGEE
Mge Energy Inc

Utilities
-92
- 3.4%
$86.85 - $93.48 $7.99K - $8.6K
2.62K $231K
KO
Coca Cola CO

Consumer Defensive
-77
- 1.53%
$68.37 - $73.9 $5.26K - $5.69K
4.94K $349K
IEFA
Ishares Tr

ETFs
-321
- 10.69%
$67.83 - $84.09 $21.8K - $27K
2.68K $223K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-56
- 0.2%
$48.5 - $49.35 $2.72K - $2.76K
28.5K $1.41M
IVV
Ishares Core S&P 500 ETF

ETFs
-14
- 2.58%
$498.8 - $620.9 $6.98K - $8.69K
529 $328K
GOOGL
Alphabet Inc.

Communication Services
-50
- 2.8%
$144.7 - $178.6 $7.23K - $8.93K
1.74K $306K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-30
- 0.08%
$72.71 - $82.56 $2.18K - $2.48K
38.5K $3.14M
WMT
Walmart Inc.

Consumer Defensive
-329
- 5.0%
$81.79 - $99.98 $26.9K - $32.9K
6.26K $611K
IXUS
Ishares Tr

ETFs
-438
- 4.87%
$62.37 - $77.63 $27.3K - $34K
8.55K $661K
IDV
Ishares Tr

ETFs
-1.32K
- 5.23%
$27.79 - $34.84 $36.7K - $46.1K
23.9K $826K
DFAX
Dimensional ETF Tr
-887
- 4.01%
$23.37 - $29.39 $20.7K - $26.1K
21.2K $623K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-251
- 1.83%
$108.12 - $135.04 $27.1K - $33.9K
13.5K $1.82M
DGRO
Ishares Core Dividend Growth E

ETFs
-329
- 0.17%
$55.22 - $63.94 $18.2K - $21K
190K $12.2M
MSFT
Microsoft Corp

Technology
-627
- 8.87%
$354.56 - $497.45 $222K - $312K
6.44K $3.2M
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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