Mc Glone Suttner Wealth Management, Inc. Portfolio Holdings

Mc Glone Suttner Wealth Management, Inc.

  • $481 Billion
  • Q3 2024

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.

Portfolio value $481 Billion
ETFs: $388 Billion
Technology: $23.5 Billion
Financial Services: $12.9 Billion
Healthcare: $9.69 Billion
Consumer Defensive: $8.28 Billion
Communication Services: $8.16 Billion
Industrials: $7.71 Billion
Consumer Cyclical: $6.71 Billion
Other: $10.1 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.05B
$424 Million 0.09% of portfolio
4,229
Q3 2024 Added 19.5%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $481 Billion
  • Prior Value $487 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 23 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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