Mc Glone Suttner Wealth Management, Inc. has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $481 Billion distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $94.9B, Ishares Core S&P U.S. Value Et with a value of $42.3B, Schwab Strategic Tr Us Large C with a value of $34.2B, American Centy ETF Tr Avantis with a value of $32.9B, and Fidelity Merrimack Str Tr Tota with a value of $30.3B.
Examining the 13F form we can see an decrease of $5.82B in the current position value, from $487B to 481B.
Mc Glone Suttner Wealth Management, Inc. is based out at Appleton, WI
Below you can find more details about Mc Glone Suttner Wealth Management, Inc. portfolio as well as his latest detailed transactions.
