Mc Glone Suttner Wealth Management, Inc. Reduced Holdings in Q1 2025

Mc Glone Suttner Wealth Management, Inc.

  • $609 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-964
- 4.26%
$102.49 - $119.96 $98.8K - $116K
21.7K $2.27B
KMB
Kimberly Clark Corp

Consumer Defensive
-2.9K
- 41.62%
$124.46 - $147.4 $360K - $427K
4.06K $578M
ORCL
Oracle Corp

Technology
-1.13K
- 23.65%
$139.81 - $186.47 $158K - $210K
3.64K $509M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.76K
- 13.18%
$49.25 - $50.66 $234K - $241K
31.4K $1.56B
AMAT
Applied Materials Inc

Technology
-682
- 8.85%
$145.06 - $195.51 $98.9K - $133K
7.02K $1.02B
VIG
Vanguard Dividend Appreciation

ETFs
-880
- 2.71%
N/A
31.6K $6.13B
IVW
Ishares S&P 500 Growth ETF

ETFs
-323
- 1.92%
$92.45 - $106.69 $29.9K - $34.5K
16.5K $1.53B
IXUS
Ishares Tr

ETFs
-2.89K
- 39.68%
$65.06 - $72.31 $188K - $209K
4.39K $307M
AJG
Arthur J. Gallagher & Co.

Financial Services
-922
- 34.53%
$275.89 - $345.24 $254K - $318K
1.75K $603M
VBR
Vanguard Small Cap Value ETF

ETFs
-7
- 0.08%
$183.02 - $207.75 $1.28K - $1.45K
8.43K $1.57B
LMT
Lockheed Martin Corp

Industrials
-97
- 9.94%
$423.19 - $506.29 $41K - $49.1K
879 $393M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 2.52%
$126.11 - $135.06 $133K - $142K
40.6K $5.24B
EFG
Msci Eafe Growth ETF

ETFs
-706
- 22.77%
$96.1 - $106.37 $67.8K - $75.1K
2.4K $240M
FITB
Fifth Third Bancorp

Financial Services
-209
- 2.39%
$37.48 - $44.96 $7.83K - $9.4K
8.53K $334M
PANW
Palo Alto Networks Inc

Technology
-63
- 3.05%
$167.82 - $208.28 $10.6K - $13.1K
2K $342M
CGMU
Capital Group Core Plus Income
-991
- 1.57%
N/A
62.1K $1.66B
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
-593
- 5.26%
$49.52 - $50.2 $29.4K - $29.8K
10.7K $535M
LAMR
Lamar Advertising CO

Real Estate
-23
- 0.96%
$110.65 - $132.9 $2.54K - $3.06K
2.37K $269M
HBAN
Huntington Bancshares Inc

Financial Services
-355
- 3.02%
$14.28 - $17.39 $5.07K - $6.17K
11.4K $171M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-935
- 1.35%
$23.9 - $24.18 $22.3K - $22.6K
68.3K $1.65B
VNQ
Vanguard Specialized Funds Van

ETFs
-65
- 1.8%
$85.55 - $94.34 $5.56K - $6.13K
3.55K $321M
ADP
Automatic Data Processing Inc

Industrials
-27
- 3.8%
$286.85 - $318.64 $7.74K - $8.6K
684 $209M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1
- 0.02%
$50.44 - $50.7 $50.4 - $50.7
4.53K $229M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-26
- 0.57%
$45.66 - $47.41 $1.19K - $1.23K
4.54K $213M
MO
Altria Group, Inc.

Consumer Defensive
-761
- 10.74%
$50.81 - $60.02 $38.7K - $45.7K
6.32K $380M
TMUS
T Mobile Us, Inc.

Communication Services
-302
- 13.08%
$211.3 - $272.83 $63.8K - $82.4K
2.01K $535M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-100
- 0.71%
$128.74 - $138.67 $12.9K - $13.9K
13.9K $1.89B
IEFA
Ishares Tr

ETFs
-1
- 0.01%
$69.57 - $78.65 $69.6 - $78.7
13.7K $1.04B
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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