Mc Glone Suttner Wealth Management, Inc. Incresed Positions in Q4 2024

Mc Glone Suttner Wealth Management, Inc.

  • $599 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
789K
+ 28.5%
$33.92 - $36.6 $26.8M - $28.9M
3.56M $123B
AVUS
American Centy ETF Tr Avantis

ETFs
124K
+ 35.81%
$94.36 - $102.06 $11.7M - $12.6M
469K $45.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.5M
+ 297.4%
$22.4 - $68.28 $33.6M - $102M
2M $46.4B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
138K
+ 31.1%
$91.94 - $100.02 $12.7M - $13.8M
580K $53.7B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
248K
+ 38.27%
$44.87 - $46.86 $11.1M - $11.6M
896K $40.2B
CGCP
Capital Group Core Plus Income

ETFs
351K
+ 40.97%
$22.13 - $23.17 $7.77M - $8.14M
1.21M $26.8B
DFIV
Dimensional ETF Tr

ETFs
169K
+ 31.56%
$34.86 - $37.97 $5.87M - $6.4M
702K $24.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
49.7K
+ 35.23%
$63.58 - $71.15 $3.16M - $3.54M
191K $12.4B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
68.8K
+ 36.88%
$64.85 - $73.04 $4.46M - $5.02M
255K $16.7B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
72.5K
+ 40.18%
$44.21 - $46.46 $3.2M - $3.37M
253K $11.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30.5K
+ 40.91%
$96.64 - $101.23 $2.95M - $3.09M
105K $10.2B
IEMG
Ishares Inc

ETFs
52.3K
+ 34.33%
N/A
205K $10.7B
FDVV
Fidelity High Dividend ETF

ETFs
22K
+ 25.03%
$49.66 - $52.63 $1.09M - $1.16M
110K $5.48B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
35.7K
+ 48.09%
N/A
110K $2.64B
AAPL
Apple Inc.

Technology
1.89K
+ 9.61%
$221.69 - $259.02 $420K - $491K
21.6K $5.41B
MSFT
Microsoft Corp

Technology
1.99K
+ 14.35%
$406.35 - $454.46 $808K - $904K
15.8K $6.68B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
28.4K
+ 36.96%
$25.0 - $25.11 $710K - $713K
105K $2.64B
TSLA
Tesla, Inc.

Consumer Cyclical
136
+ 3.29%
$213.65 - $479.86 $29.1K - $65.3K
4.27K $1.72B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.87K
+ 13.22%
$126.68 - $134.74 $616K - $656K
41.7K $5.32B
VIG
Vanguard Dividend Appreciation

ETFs
3.34K
+ 11.45%
N/A
32.5K $6.36B
GOOGL
Alphabet Inc.

Communication Services
831
+ 4.61%
$161.86 - $196.66 $135K - $163K
18.9K $3.57B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
24.8K
+ 55.66%
$23.88 - $24.32 $591K - $602K
69.3K $1.66B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.34K
+ 16.64%
$61.68 - $67.87 $514K - $566K
58.5K $3.64B
KMB
Kimberly Clark Corp

Consumer Defensive
3.95K
+ 131.4%
$130.37 - $146.09 $515K - $577K
6.96K $911M
AMZN
Amazon Com Inc

Consumer Cyclical
381
+ 3.61%
$180.88 - $232.93 $68.9K - $88.7K
10.9K $2.4B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18K
+ 57.56%
$24.82 - $25.48 $446K - $458K
49.2K $1.22B
AMAT
Applied Materials Inc

Technology
3.51K
+ 83.86%
$161.44 - $213.89 $567K - $751K
7.7K $1.25B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.73K
+ 19.75%
$113.92 - $127.38 $425K - $476K
22.6K $2.61B
JPM
Jpmorgan Chase & CO

Financial Services
329
+ 3.55%
$205.18 - $250.29 $67.5K - $82.3K
9.59K $2.3B
CRM
Salesforce, Inc.

Technology
545
+ 24.0%
$270.87 - $367.87 $148K - $200K
2.82K $941M
WFC
Wells Fargo & Company

Financial Services
3.26K
+ 64.11%
$54.98 - $77.35 $179K - $252K
8.35K $586M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.5K
+ 21.94%
$49.79 - $51.14 $324K - $332K
36.1K $1.81B
IVV
Ishares Core S&P 500 ETF

ETFs
449
+ 18.16%
$570.51 - $610.59 $256K - $274K
2.92K $1.72B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.93K
+ 14.07%
$124.26 - $134.12 $240K - $259K
15.7K $2.02B
WMT
Walmart Inc.

Consumer Defensive
1.15K
+ 6.41%
$79.1 - $95.7 $91K - $110K
19.1K $1.73B
IVW
Ishares S&P 500 Growth ETF

ETFs
1.35K
+ 8.72%
$94.43 - $105.47 $127K - $142K
16.8K $1.71B
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 13.4%
$161.05 - $179.7 $261K - $291K
13.7K $2.3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.41K
+ 20.8%
$131.66 - $144.0 $318K - $348K
14K $1.85B
CSCO
Cisco Systems, Inc.

Technology
1.52K
+ 8.74%
$52.45 - $60.02 $79.9K - $91.5K
19K $1.12B
NFLX
Netflix Inc

Communication Services
33
+ 3.78%
$687.65 - $936.56 $22.7K - $30.9K
907 $808M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 5.27%
$39.22 - $47.77 $50.6K - $61.7K
25.8K $1.13B
XLU
Utilities Sector Spdr

ETFs
2.43K
+ 32.56%
$74.89 - $82.93 $182K - $202K
9.91K $750M
KMI
Kinder Morgan, Inc.

Energy
1.41K
+ 7.6%
$22.59 - $28.54 $31.8K - $40.2K
19.9K $546M
VBR
Vanguard Small Cap Value ETF

ETFs
783
+ 10.23%
$197.36 - $217.3 $155K - $170K
8.44K $1.67B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.66K
+ 27.64%
$22.71 - $23.47 $128K - $133K
26.1K $596M
EME
Emcor Group, Inc.

Industrials
187
+ 16.02%
$427.96 - $526.95 $80K - $98.5K
1.35K $615M
META
Meta Platforms, Inc.

Communication Services
110
+ 3.02%
$554.08 - $632.68 $60.9K - $69.6K
3.76K $2.2B
AXP
American Express CO

Financial Services
50
+ 1.58%
$267.35 - $305.57 $13.4K - $15.3K
3.22K $956M
IBDV
Ishares Tr

Technology
4.46K
+ 21.88%
$21.24 - $22.15 $94.7K - $98.7K
24.8K $530M
Activity Summary
Buys All Purchases 136 New Holdings 22 Increased Positions 114 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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