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
IBDV
Ishares Tr

Technology
1.84K
+ 7.41%
$21.11 - $21.73 $38.8K - $40K
26.7K $579M
HD
Home Depot, Inc.

Consumer Cyclical
391
+ 9.28%
$347.25 - $424.87 $136K - $166K
4.61K $1.69B
NEE
Nextera Energy Inc

Utilities
752
+ 11.69%
$66.96 - $76.16 $50.4K - $57.3K
7.18K $509M
PEG
Public Service Enterprise Group Inc

Utilities
676
+ 12.62%
$78.2 - $90.39 $52.9K - $61.1K
6.03K $496M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
765
+ 1.25%
$20.1 - $20.8 $15.4K - $15.9K
61.9K $1.28B
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.09%
$254.06 - $273.83 $762 - $821
3.49K $925M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
14
+ 1.38%
$208.48 - $244.03 $2.92K - $3.42K
1.03K $250M
C
Citigroup Inc

Financial Services
457
+ 15.2%
$67.23 - $84.63 $30.7K - $38.7K
3.46K $246M
Labcorp Holdings Inc
128
+ 14.68%
N/A
1K $233M
XLU
Utilities Sector Spdr

ETFs
12
+ 0.12%
$74.7 - $80.27 $896 - $963
9.92K $782M
SYK
Stryker Corp

Healthcare
46
+ 5.46%
$355.18 - $399.9 $16.3K - $18.4K
888 $331M
MA
Mastercard Inc

Financial Services
33
+ 7.82%
$504.67 - $576.31 $16.7K - $19K
455 $250M
JCI
Johnson Controls International PLC

Industrials
256
+ 7.53%
$76.12 - $90.6 $19.5K - $23.2K
3.65K $293M
MCO
Moodys Corp

Financial Services
64
+ 8.58%
$437.8 - $527.48 $28K - $33.8K
810 $377M
VEA
Vanguard Ftse Developed Market

ETFs
29
+ 0.42%
$47.4 - $52.99 $1.37K - $1.54K
6.95K $353M
NIC
Nicolet Bankshares Inc

Financial Services
7
+ 0.17%
$100.7 - $119.94 $705 - $840
4.09K $445M
CDNS
Cadence Design Systems Inc

Technology
257
+ 21.58%
$233.96 - $324.52 $60.1K - $83.4K
1.45K $368M
TJX
Tjx Companies Inc

Consumer Cyclical
42
+ 1.44%
$112.81 - $126.16 $4.74K - $5.3K
2.96K $360M
PNC
Pnc Financial Services Group, Inc.

Financial Services
262
+ 11.19%
$168.84 - $202.89 $44.2K - $53.2K
2.6K $457M
TXN
Texas Instruments Inc

Technology
91
+ 6.29%
N/A
1.54K $276M
ITW
Illinois Tool Works Inc

Industrials
60
+ 3.09%
$244.9 - $274.48 $14.7K - $16.5K
2K $497M
PHM
Pultegroup Inc

Consumer Cyclical
133
+ 6.33%
$101.09 - $118.51 $13.4K - $15.8K
2.23K $230M
OSK
Oshkosh Corp

Industrials
4
+ 0.09%
$89.56 - $116.4 $358 - $466
4.46K $420M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5
+ 0.16%
$169.43 - $182.84 $847 - $914
3.09K $536M
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 3.47%
$551.42 - $612.93 $17.1K - $19K
924 $517M
CAT
Caterpillar Inc

Industrials
341
+ 9.4%
$326.75 - $407.63 $111K - $139K
3.97K $1.31B
Blackrock Inc
62
+ 6.96%
N/A
953 $902M
GOOG
Alphabet Inc.

Communication Services
21
+ 1.65%
$156.06 - $207.71 $3.28K - $4.36K
1.3K $202M
CSX
Csx Corp

Industrials
271
+ 1.45%
$29.11 - $33.67 $7.89K - $9.12K
19K $559M
AXP
American Express CO

Financial Services
128
+ 3.98%
$255.39 - $325.87 $32.7K - $41.7K
3.35K $901M
EME
Emcor Group, Inc.

Industrials
135
+ 9.97%
$361.16 - $535.99 $48.8K - $72.4K
1.49K $550M
Arista Networks Inc
70
+ 2.51%
N/A
2.86K $222M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.08%
$271.18 - $303.12 $1.63K - $1.82K
7.8K $2.14B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.93K
+ 3.3%
$57.21 - $65.8 $110K - $127K
60.4K $3.52B
CRM
Salesforce, Inc.

Technology
237
+ 8.42%
$268.36 - $359.95 $63.6K - $85.3K
3.05K $819M
FGRO
Fidelity Covington Tr

ETFs
1.5K
+ 2.79%
N/A
55.3K $1.23B
AMZN
Amazon Com Inc

Consumer Cyclical
889
+ 8.13%
$190.26 - $242.06 $169K - $215K
11.8K $2.25B
AVGO
Broadcom Inc.

Technology
1K
+ 19.05%
$167.43 - $244.7 $168K - $245K
6.27K $1.05B
AAPL
Apple Inc.

Technology
1.6K
+ 7.41%
$209.68 - $247.1 $336K - $396K
23.2K $5.15B
TSLA
Tesla, Inc.

Consumer Cyclical
128
+ 3.0%
$222.15 - $428.22 $28.4K - $54.8K
4.4K $1.14B
GOOGL
Alphabet Inc.

Communication Services
439
+ 2.33%
$154.33 - $206.19 $67.8K - $90.5K
19.3K $2.98B
MSFT
Microsoft Corp

Technology
245
+ 1.55%
$375.39 - $447.2 $92K - $110K
16.1K $6.04B
NVDA
Nvidia Corp

Technology
1.27K
+ 4.22%
$106.98 - $149.43 $136K - $190K
31.4K $3.41B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.61K
+ 1.89%
$58.81 - $68.2 $212K - $246K
194K $11.6B
AVUS
American Centy ETF Tr Avantis

ETFs
6.96K
+ 1.48%
$90.7 - $101.57 $631K - $707K
476K $44B
SCHX
Schwab Strategic Tr Us Large C

ETFs
14.2K
+ 0.71%
$21.75 - $24.28 $309K - $345K
2.02M $44.6B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27.9K
+ 0.78%
$32.42 - $36.13 $905K - $1.01M
3.59M $118B
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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