Mc Glone Suttner Wealth Management, Inc. Purchases in Q1 2025

Mc Glone Suttner Wealth Management, Inc.

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
6.41K
+ 0.91%
$35.33 - $40.77 $227K - $261K
709K $27.9B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.7K
+ 3.99%
$44.41 - $45.98 $1.59M - $1.64M
932K $42.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.2K
New
$49.78 - $53.19 $1.36M - $1.45M
27.2K $1.39B
CGCP
Capital Group Core Plus Income

ETFs
47.5K
+ 3.93%
$21.94 - $22.64 $1.04M - $1.07M
1.26M $28.2B
SPYG
Spdr Portfolio

ETFs
13.9K
New
$80.05 - $92.39 $1.11M - $1.28M
13.9K $1.11B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
13.7K
+ 2.36%
$90.0 - $96.32 $1.23M - $1.32M
594K $54.8B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.19K
+ 1.64%
$65.44 - $70.64 $274K - $296K
259K $17.7B
JNJ
Johnson & Johnson

Healthcare
4.22K
+ 74.62%
$142.06 - $167.7 $599K - $707K
9.87K $1.64B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
29.5K
+ 28.08%
$25.05 - $25.16 $740K - $743K
135K $3.39B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.7K
+ 4.47%
$95.85 - $99.25 $450K - $466K
110K $10.8B
SPIB
Spdr Portfolio Intermediate Te

ETFs
17.3K
New
$32.5 - $33.3 $562K - $575K
17.3K $574M
ABBV
Abb Vie Inc.

Healthcare
818
+ 8.0%
$169.2 - $216.66 $138K - $177K
11K $2.31B
IEMG
Ishares Inc

ETFs
2.48K
+ 1.21%
N/A
207K $11.2B
COP
Conocophillips

Energy
4.12K
+ 55.32%
$88.6 - $105.85 $365K - $436K
11.6K $1.21B
UNH
Unitedhealth Group Inc

Healthcare
806
+ 58.62%
$461.52 - $548.18 $372K - $442K
2.18K $1.14B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12K
New
$36.63 - $37.45 $441K - $451K
12K $443M
PEP
Pepsico Inc

Consumer Defensive
2.94K
+ 68.94%
$142.64 - $156.42 $419K - $459K
7.2K $1.08B
XOM
Exxon Mobil Corp

Energy
2.29K
+ 17.4%
$105.44 - $118.93 $241K - $272K
15.4K $1.84B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.6K
New
$156.61 - $168.02 $406K - $436K
2.6K $417M
CCI
Crown Castle International Corp

Real Estate
3.29K
New
$84.33 - $106.39 $278K - $350K
3.29K $343M
VUG
Vanguard Growth ETF

ETFs
897
New
$369.1 - $427.61 $331K - $384K
897 $333M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.33K
New
$237.72 - $276.98 $315K - $367K
1.33K $324M
WFC
Wells Fargo & Company

Financial Services
4.2K
+ 50.31%
$66.78 - $81.42 $281K - $342K
12.6K $901M
BDX
Becton Dickinson & CO

Healthcare
1.33K
New
$222.79 - $249.08 $296K - $331K
1.33K $305M
PM
Philip Morris International Inc.

Consumer Defensive
566
+ 10.28%
$117.15 - $158.79 $66.3K - $89.9K
6.07K $964M
PLD
Prologis, Inc.

Real Estate
2.55K
+ 97.66%
$103.59 - $124.04 $264K - $316K
5.16K $577M
CGXU
Capital Group Intl Focus Equit

ETFs
17.3K
+ 2.61%
$24.48 - $26.59 $423K - $459K
678K $16.6B
CVX
Chevron Corp

Energy
1.18K
+ 27.25%
$146.71 - $167.97 $173K - $198K
5.52K $923M
DE
Deere & CO

Industrials
625
New
$408.57 - $509.27 $255K - $318K
625 $293M
MDT
Medtronic PLC

Healthcare
3.23K
New
$79.84 - $94.5 $258K - $306K
3.23K $291M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.5K
+ 21.42%
$24.79 - $25.26 $261K - $266K
59.7K $1.51B
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.4K
New
$25.54 - $27.64 $264K - $286K
10.4K $282M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
571
New
$402.49 - $513.76 $230K - $293K
571 $277M
LLY
Eli Lilly & CO

Healthcare
284
+ 36.98%
$725.72 - $929.72 $206K - $264K
1.05K $869M
JPM
Jpmorgan Chase & CO

Financial Services
859
+ 8.96%
$225.19 - $279.95 $193K - $240K
10.4K $2.56B
MRK
Merck & Co., Inc.

Healthcare
4.11K
+ 37.52%
$83.01 - $101.02 $341K - $415K
15.1K $1.35B
EMN
Eastman Chemical CO

Basic Materials
2.94K
New
$87.05 - $103.47 $256K - $304K
2.94K $259M
VZ
Verizon Communications Inc

Communication Services
4.04K
+ 31.75%
$37.81 - $46.49 $153K - $188K
16.8K $760M
HYG
Ishares Tr

ETFs
3.14K
New
$78.51 - $80.11 $246K - $251K
3.14K $247M
CSCO
Cisco Systems, Inc.

Technology
3.24K
+ 17.06%
$58.74 - $64.87 $190K - $210K
22.2K $1.37B
GS
Goldman Sachs Group Inc

Financial Services
434
New
$524.81 - $672.19 $228K - $292K
434 $237M
GE
General Electric CO

Industrials
1.18K
New
$168.59 - $212.13 $198K - $250K
1.18K $236M
CMI
Cummins Inc

Industrials
746
New
$312.92 - $386.07 $233K - $288K
746 $234M
WPC
W. P. Carey Inc.

Real Estate
2.6K
+ 34.87%
$53.5 - $65.05 $139K - $169K
10.1K $636M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
14.8K
+ 104.38%
$16.57 - $18.85 $245K - $279K
29K $482M
RTX
Raytheon Technologies Corp

Industrials
1.68K
New
$114.1 - $135.66 $192K - $228K
1.68K $223M
GD
General Dynamics Corp

Industrials
741
+ 32.83%
$241.94 - $272.58 $179K - $202K
3K $817M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
2.8K
New
$77.33 - $90.16 $216K - $252K
2.8K $219M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.47K
New
$22.25 - $23.0 $211K - $218K
9.47K $218M
Activity Summary
Buys All Purchases 148 New Holdings 26 Increased Positions 122 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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