The Analysis of McGlone Suttner Wealth Management, Inc.'s Holdings
Currently, McGlone Suttner Wealth Management, Inc. holds 190 types of securities in its portfolio with a total value $743.4M. In the most recent quarter, they have increased their positions in IWD (+9.7K shares, valued at $2.0M), IWV (+5.2K shares, valued at $2.0M), IUSV (+18.7K shares, valued at $1.9M); decreased their positions in COP (-4.7K shares, valued at $435.8K), NVDA (-2.3K shares, valued at $423.9K), N/A (-1.0K shares, valued at $318.0K); initiated new positions in IWD (+9.7K shares, valued at $2.0M), IWV (+5.2K shares, valued at $2.0M), FN (+892 shares, valued at $406.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.7M shares0.94%2025-12-312026-01-15
IUSV ISHARES TR643.9K shares3.00%2025-12-312026-01-15 AVUS AMERICAN CENTY ETF TR515.6K shares2.32%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR2.1M shares1.50%2025-12-312026-01-15 FBND FIDELITY MERRIMACK STR TR1.0M shares3.17%2025-12-312026-01-15 DFIV DIMENSIONAL ETF TRUST732.6K shares1.12%2025-12-312026-01-15 CGCP CAPITAL GRP FIXED INCM ETF T1.4M shares3.41%2025-12-312026-01-15 CGXU CAPITAL GROUP INTL FOCUS EQT732.7K shares3.24%2025-12-312026-01-15 FHLC FIDELITY COVINGTON TRUST285.5K shares2.34%2025-12-312026-01-15 IEMG ISHARES INC221.8K shares3.32%2025-12-312026-01-15 DFAS DIMENSIONAL ETF TRUST209.2K shares3.15%2025-12-312026-01-15 IGEB ISHARES TR292.6K shares5.29%2025-12-312026-01-15 AGG ISHARES TR122.6K shares4.75%2025-12-312026-01-15 MSFT MICROSOFT CORP15.4K shares-3.92%2025-12-312026-01-15 AAPL APPLE INC25.1K shares-3.84%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS31.1K shares-0.75%2025-12-312026-01-15 ALPHABET INC ALPHABET INC21.1K shares-4.59%2025-12-312026-01-15 FDVV FIDELITY COVINGTON TRUST112.3K shares-3.89%2025-12-312026-01-15 NVDA NVIDIA CORPORATION30.8K shares-6.88%2025-12-312026-01-15 VYM VANGUARD WHITEHALL FDS38.9K shares-2.85%2025-12-312026-01-15 IBDR ISHARES TR161.9K shares24.58%2025-12-312026-01-15 IJH ISHARES TR58.1K shares-0.14%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.10.5K shares-2.74%2025-12-312026-01-15 META META PLATFORMS INC4.8K shares-4.35%2025-12-312026-01-15 VTI VANGUARD INDEX FDS8.7K shares11.12%2025-12-312026-01-15 IJR ISHARES TR23.1K shares8.02%2025-12-312026-01-15 ABBV ABBVIE INC11.7K shares2.23%2025-12-312026-01-15 AMZN AMAZON COM INC11.5K shares-5.56%2025-12-312026-01-15 IVV ISHARES TR3.7K shares5.37%2025-12-312026-01-15 WMT WALMART INC22.5K shares0.76%2025-12-312026-01-15 BROADCOM INC BROADCOM INC7.2K shares2.79%2025-12-312026-01-15 CAT CATERPILLAR INC4.3K shares5.34%2025-12-312026-01-15 IBDS ISHARES TR96.9K shares16.59%2025-12-312026-01-15 ITOT ISHARES TR15.5K shares-1.20%2025-12-312026-01-15 IBDY ISHARES TR86.9K shares1.57%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON10.8K shares3.05%2025-12-312026-01-15 TSLA TESLA INC4.8K shares-3.33%2025-12-312026-01-15 CGMU CAPITAL GRP FIXED INCM ETF T75.1K shares8.42%2025-12-312026-01-15 XOM EXXON MOBIL CORP17.0K shares6.05%2025-12-312026-01-15 IWD ISHARES TR9.7K sharesnew addition2025-12-312026-01-15 IVW ISHARES TR16.5K shares-0.07%2025-12-312026-01-15 IBDT ISHARES TR79.8K shares13.30%2025-12-312026-01-15 IWV ISHARES TR5.2K sharesnew addition2025-12-312026-01-15 CSCO CISCO SYS INC24.9K shares1.38%2025-12-312026-01-15 SDY SPDR SERIES TRUST13.5K shares-0.50%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO12.8K shares-13.97%2025-12-312026-01-15 AMAT APPLIED MATLS INC6.6K shares-5.47%2025-12-312026-01-15 FFLG FIDELITY COVINGTON TRUST56.3K shares0.00%2025-12-312026-01-15 FBCG FIDELITY COVINGTON TRUST30.7K shares1.99%2025-12-312026-01-15 BAC BANK AMERICA CORP30.4K shares3.90%2025-12-312026-01-15 VBR VANGUARD INDEX FDS7.8K shares-1.42%2025-12-312026-01-15 MET METLIFE INC20.8K shares4.34%2025-12-312026-01-15 PH PARKER-HANNIFIN CORP1.8K shares8.88%2025-12-312026-01-15 HD HOME DEPOT INC4.4K shares-5.69%2025-12-312026-01-15 IBDW ISHARES TR69.0K shares8.51%2025-12-312026-01-15 VTEB VANGUARD MUN BD FDS27.7K shares7.64%2025-12-312026-01-15 IBDU ISHARES TR59.2K shares42.82%2025-12-312026-01-15 WFC WELLS FARGO CO NEW14.1K shares6.06%2025-12-312026-01-15 MCD MCDONALDS CORP4.3K shares-4.01%2025-12-312026-01-15 KO COCA COLA CO18.0K shares3.53%2025-12-312026-01-15 LLY ELI LILLY & CO1.1K shares10.40%2025-12-312026-01-15 SCHD SCHWAB STRATEGIC TR43.9K shares1.96%2025-12-312026-01-15 IBDX ISHARES TR46.4K shares0.86%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC7.2K shares6.91%2025-12-312026-01-15 ABT ABBOTT LABS8.9K shares0.30%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS3.7K shares4.16%2025-12-312026-01-15 PRU PRUDENTIAL FINL INC9.5K shares8.01%2025-12-312026-01-15 PEP PEPSICO INC7.4K shares-5.37%2025-12-312026-01-15 BK BANK NEW YORK MELLON CORP9.0K shares10.05%2025-12-312026-01-15 IEFA ISHARES TR11.4K shares0.47%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO2.7K shares-8.28%2025-12-312026-01-15 IVE ISHARES TR4.5K shares0.00%2025-12-312026-01-15 EME EMCOR GROUP INC1.5K shares1.80%2025-12-312026-01-15 SPYG SPDR SERIES TRUST8.5K shares0.38%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC5.1K shares-8.73%2025-12-312026-01-15 USB US BANCORP DEL16.7K shares4.91%2025-12-312026-01-15 VHT VANGUARD WORLD FD3.0K shares-10.17%2025-12-312026-01-15 PLD PROLOGIS INC.6.7K shares23.55%2025-12-312026-01-15 QCOM QUALCOMM INC5.0K shares7.56%2025-12-312026-01-15 XLU SELECT SECTOR SPDR TR19.9K shares100.08%2025-12-312026-01-15 IBDV ISHARES TR38.5K shares27.10%2025-12-312026-01-15 CSX CSX CORP23.2K shares4.65%2025-12-312026-01-15 SO SOUTHERN CO9.1K shares5.43%2025-12-312026-01-15 SPYV SPDR SERIES TRUST13.4K shares0.11%2025-12-312026-01-15 WPC WP CAREY INC11.7K shares6.45%2025-12-312026-01-15 COP CONOCOPHILLIPS8.0K shares-36.80%2025-12-312026-01-15 HIG HARTFORD INSURANCE GROUP INC5.4K shares2.35%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC18.1K shares-1.65%2025-12-312026-01-15 GILD GILEAD SCIENCES INC5.8K shares23.84%2025-12-312026-01-15 CRM SALESFORCE INC2.6K shares-5.06%2025-12-312026-01-15 AEP AMERICAN ELEC PWR CO INC6.0K shares0.92%2025-12-312026-01-15 VUG VANGUARD INDEX FDS1.4K shares55.85%2025-12-312026-01-15 T AT&T INC27.3K shares5.42%2025-12-312026-01-15 CAH CARDINAL HEALTH INC3.2K shares11.58%2025-12-312026-01-15 KMI KINDER MORGAN INC DEL23.5K shares2.43%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR897 shares0.11%2025-12-312026-01-15 DFAT DIMENSIONAL ETF TRUST10.2K shares0.00%2025-12-312026-01-15 BFC BANK FIRST CORP4.9K shares0.00%2025-12-312026-01-15 PEG PUBLIC SVC ENTERPRISE GRP IN7.2K shares6.80%2025-12-312026-01-15 NFLX NETFLIX INC6.0K shares562.84%2025-12-312026-01-15 NSC NORFOLK SOUTHN CORP1.9K shares13.41%2025-12-312026-01-15 OSK OSHKOSH CORP4.5K shares0.07%2025-12-312026-01-15 CVX CHEVRON CORP NEW3.7K shares-33.41%2025-12-312026-01-15 CGMS CAPITAL GRP FIXED INCM ETF T20.1K shares21.11%2025-12-312026-01-15 TJX TJX COS INC NEW3.5K shares1.74%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC2.5K shares32.06%2025-12-312026-01-15 VTV VANGUARD INDEX FDS2.8K shares3.16%2025-12-312026-01-15 APH AMPHENOL CORP NEW3.9K shares-5.05%2025-12-312026-01-15 LHX L3HARRIS TECHNOLOGIES INC1.8K shares14.15%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW585 shares-1.02%2025-12-312026-01-15 FLTB FIDELITY MERRIMACK STR TR9.9K shares-7.48%2025-12-312026-01-15 RSG REPUBLIC SVCS INC2.4K shares-2.53%2025-12-312026-01-15 NIC NICOLET BANKSHARES INC4.1K shares0.15%2025-12-312026-01-15 VEU VANGUARD INTL EQUITY INDEX F6.6K shares11.76%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP985 shares1.97%2025-12-312026-01-15 ORCL ORACLE CORP2.4K shares-16.53%2025-12-312026-01-15 CDNS CADENCE DESIGN SYSTEM INC1.5K shares0.68%2025-12-312026-01-15 AJG GALLAGHER ARTHUR J & CO1.8K shares-0.85%2025-12-312026-01-15 IBDZ ISHARES TR17.1K shares1.49%2025-12-312026-01-15 PNC PNC FINL SVCS GROUP INC2.1K shares-27.62%2025-12-312026-01-15 IJS ISHARES TR3.8K shares0.00%2025-12-312026-01-15 DE DEERE & CO907 shares59.68%2025-12-312026-01-15 MCO MOODYS CORP815 shares0.49%2025-12-312026-01-15 FITB FIFTH THIRD BANCORP8.8K shares0.77%2025-12-312026-01-15 KMB KIMBERLY-CLARK CORP4.0K shares-1.12%2025-12-312026-01-15 TMUS T-MOBILE US INC2.0K shares-0.35%2025-12-312026-01-15 FN FABRINET892 sharesnew addition2025-12-312026-01-15 ALPHABET INC ALPHABET INC1.3K shares-1.70%2025-12-312026-01-15 ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC444 shares11.56%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC1.2K shares-30.44%2025-12-312026-01-15 DHR DANAHER CORPORATION1.7K shares12.15%2025-12-312026-01-15 PFE PFIZER INC15.5K shares-30.24%2025-12-312026-01-15 GE AEROSPACE GE AEROSPACE1.2K shares0.24%2025-12-312026-01-15 MO ALTRIA GROUP INC6.6K shares-1.74%2025-12-312026-01-15 V VISA INC1.1K shares-17.07%2025-12-312026-01-15 IXUS ISHARES TR4.3K sharesnew addition2025-12-312026-01-15 SPOT SPOTIFY TECHNOLOGY S A630 shares-0.79%2025-12-312026-01-15 PANW PALO ALTO NETWORKS INC2.0K shares-1.15%2025-12-312026-01-15 CMI CUMMINS INC703 shares0.29%2025-12-312026-01-15 BAI BLACKROCK ETF TRUST10.8K sharesnew addition2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS5.3K shares7.04%2025-12-312026-01-15 VOE VANGUARD INDEX FDS1.9K shares0.33%2025-12-312026-01-15 VRT VERTIV HOLDINGS CO2.0K shares-0.64%2025-12-312026-01-15 RCL ROYAL CARIBBEAN GROUP1.2K shares0.70%2025-12-312026-01-15 QYLD GLOBAL X FDS18.1K shares-18.26%2025-12-312026-01-15 DFSU DIMENSIONAL ETF TRUST7.3K shares0.00%2025-12-312026-01-15 LAMR LAMAR ADVERTISING CO NEW2.5K shares1.15%2025-12-312026-01-15 CMCSA COMCAST CORP NEW9.8K shares-6.12%2025-12-312026-01-15 PNR PENTAIR PLC2.8K shares-7.41%2025-12-312026-01-15 SYK STRYKER CORPORATION821 shares-7.02%2025-12-312026-01-15 SPIB SPDR SERIES TRUST8.4K shares1.00%2025-12-312026-01-15 EFG ISHARES TR2.4K shares0.54%2025-12-312026-01-15 VNQ VANGUARD INDEX FDS3.1K shares0.20%2025-12-312026-01-15 IWF ISHARES TR566 sharesnew addition2025-12-312026-01-15 CASY CASEYS GEN STORES INC479 shares-6.26%2025-12-312026-01-15 RTX RTX CORPORATION1.4K shares2.28%2025-12-312026-01-15 DFUS DIMENSIONAL ETF TRUST3.5K shares0.00%2025-12-312026-01-15 VOT VANGUARD INDEX FDS918 shares0.11%2025-12-312026-01-15 ZM ZOOM COMMUNICATIONS INC2.9K sharesnew addition2025-12-312026-01-15 HYG ISHARES TR3.1K shares0.00%2025-12-312026-01-15 LH LABCORP HOLDINGS INC1.0K shares0.50%2025-12-312026-01-15 MA MASTERCARD INCORPORATED437 shares-7.42%2025-12-312026-01-15 NEE NEXTERA ENERGY INC3.0K shares-38.20%2025-12-312026-01-15 SHOP SHOPIFY INC1.5K shares-34.58%2025-12-312026-01-15 CTAS CINTAS CORP1.3K shares-19.73%2025-12-312026-01-15 FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2025-12-312026-01-15 ICSH ISHARES TR4.5K shares0.00%2025-12-312026-01-15 MDB MONGODB INC538 sharesnew addition2025-12-312026-01-15 LEU CENTRUS ENERGY CORP928 shares0.00%2025-12-312026-01-15 HOOD ROBINHOOD MKTS INC2.0K shares-0.20%2025-12-312026-01-15 IBCA ISHARES TR8.5K sharesnew addition2025-12-312026-01-15 ASB ASSOCIATED BANC CORP8.5K shares0.00%2025-12-312026-01-15 UBER UBER TECHNOLOGIES INC2.7K shares-0.30%2025-12-312026-01-15 FCOR FIDELITY MERRIMACK STR TR4.5K shares0.00%2025-12-312026-01-15 MU MICRON TECHNOLOGY INC749 sharesnew addition2025-12-312026-01-15 FIS FIDELITY NATL INFORMATION SV3.2K shares-8.56%2025-12-312026-01-15 CFG CITIZENS FINL GROUP INC3.5K sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available