Kerntke Otto Mc Glone Wealth Management Group Sells in Q3 2025

Kerntke Otto Mc Glone Wealth Management Group

  • $131 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSMO
Fidelity Covington Tr

ETFs
-112K
- 22.24%
N/A
391K $10.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.67K
- 32.36%
$55.15 - $58.11 $313K - $329K
11.9K $681K
PFF
Ishares Trust Ishares Pfd And

ETFs
-9.31K
- 27.1%
$30.67 - $32.13 $285K - $299K
25K $791K
SPY
Spdr S&P 500 ETF Trust

ETFs
-339
- 42.64%
$617.65 - $666.84 $209K - $226K
456 $303K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-7.2K
- 5.71%
$23.29 - $23.38 $168K - $168K
119K $2.78M
XOM
Exxon Mobil Corp

Energy
-1.2K
- 11.14%
$105.83 - $117.22 $127K - $141K
9.6K $1.08M
MSFT
Microsoft Corp

Technology
-403
- 6.26%
$491.09 - $535.64 $198K - $216K
6.04K $3.13M
XLU
Utilities Sector Spdr

ETFs
-3.11K
- 8.77%
$81.14 - $87.32 $252K - $272K
32.3K $2.82M
AMZN
Amazon Com Inc

Consumer Cyclical
-248
- 15.61%
$211.65 - $238.24 $52.5K - $59.1K
1.34K $294K
PM
Philip Morris International Inc.

Consumer Defensive
-109
- 6.61%
$157.77 - $183.27 $17.2K - $20K
1.54K $249K
WEC
Wec Energy Group, Inc.

Utilities
-665
- 24.22%
$103.66 - $114.59 $68.9K - $76.2K
2.08K $238K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.87K
- 6.52%
N/A
26.8K $635K
CVX
Chevron Corp

Energy
-364
- 14.53%
$145.57 - $161.83 $53K - $58.9K
2.14K $332K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-619
- 4.43%
$25.09 - $25.19 $15.5K - $15.6K
13.4K $336K
MGEE
Mge Energy Inc

Utilities
-26
- 0.99%
$83.0 - $90.05 $2.16K - $2.34K
2.59K $217K
WMT
Walmart Inc.

Consumer Defensive
-434
- 6.94%
$94.4 - $104.27 $41K - $45.3K
5.82K $600K
AVGO
Broadcom Inc.

Technology
-364
- 17.87%
$264.74 - $369.57 $96.4K - $135K
1.67K $551K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-88
- 4.16%
$136.48 - $142.97 $12K - $12.6K
2.03K $283K
TM
Toyota Motor Corp

Consumer Cyclical
-140
- 8.94%
$167.86 - $202.79 $23.5K - $28.4K
1.43K $272K
DFAX
Dimensional ETF Tr
-1.09K
- 5.14%
$29.25 - $31.56 $31.9K - $34.4K
20.1K $631K
IEFA
Ishares Tr

ETFs
-14
- 0.52%
$81.7 - $87.53 $1.14K - $1.23K
2.67K $233K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7
- 0.74%
$459.11 - $506.91 $3.21K - $3.55K
937 $471K
AAPL
Apple Inc.

Technology
-664
- 18.0%
$202.38 - $256.87 $134K - $171K
3.03K $770K
GOOGL
Alphabet Inc.

Communication Services
-398
- 22.91%
$174.36 - $254.72 $69.4K - $101K
1.34K $325K
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 1.7%
$620.67 - $670.08 $5.59K - $6.03K
520 $348K
VNQ
Vanguard Specialized Funds Van

ETFs
-66
- 0.55%
$88.47 - $93.24 $5.84K - $6.15K
11.8K $1.08M
GD
General Dynamics Corp

Industrials
-9
- 1.08%
$293.92 - $341.0 $2.65K - $3.07K
825 $281K
JNJ
Johnson & Johnson

Healthcare
-215
- 7.61%
$155.17 - $185.42 $33.4K - $39.9K
2.61K $484K
CAT
Caterpillar Inc

Industrials
-2
- 0.29%
$390.92 - $477.15 $782 - $954
685 $326K
TSLA
Tesla, Inc.

Consumer Cyclical
-80
- 10.38%
$293.94 - $444.72 $23.5K - $35.6K
691 $307K
NVDA
Nvidia Corp

Technology
-284
- 6.58%
$153.3 - $186.58 $43.5K - $53K
4.03K $752K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-346
- 2.57%
$135.0 - $146.02 $46.7K - $50.5K
13.1K $1.91M
RTX
Raytheon Technologies Corp

Industrials
-69
- 1.12%
$144.19 - $167.33 $9.95K - $11.5K
6.09K $1.02M
CLF
Cleveland Cliffs Inc.

Basic Materials
-6.05K
- 12.37%
$8.12 - $12.84 $49.2K - $77.7K
42.9K $523K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-705
- 2.43%
$86.72 - $111.84 $61.1K - $78.8K
28.3K $3.17M
VTI
Vanguard Total Stock Market Et

ETFs
-554
- 0.65%
$303.93 - $329.86 $168K - $183K
84.2K $27.6M
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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