Sponsored

The Analysis of McGlone Suttner Wealth Management, Inc.'s Holdings & P&L

Currently, McGlone Suttner Wealth Management, Inc. holds 196 types of securities in its portfolio with a total value $852.4M. In the most recent quarter, they have increased their positions in FENI (+74.1K shares, valued at $3.0M), FBND (+46.3K shares, valued at $2.1M), VCIT (+24.9K shares, valued at $2.1M); decreased their positions in FHLC (-19.5K shares, valued at $1.5M), IGEB (-18.4K shares, valued at $830.7K), CAT (-576 shares, valued at $613.4K); initiated new positions in DELL (+2.6K shares, valued at $1.1M), TXN (+1.3K shares, valued at $375.0K), CGGR (+6.0K shares, valued at $283.2K).

1M P&L

+19.7M+2.48%

3M P&L

+18.8M+2.37%

HY P&L

+53.7M+7.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A689.5M

86.0%

2Semiconductors12.1M

1.5%

3Consumer Electronics8.4M

1.1%

Top Industries by Stock Count

1N/A69 stocks

40.8%

2Banks - Regional7 stocks

4.1%

3Semiconductors6 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares1.02%2026-06-302026-07-21

IUSV ISHARES TR664.6K shares1.73%2026-06-302026-07-21

AVUS AMERICAN CENTY ETF TR529.0K shares1.27%2026-06-302026-07-21

SCHX SCHWAB STRATEGIC TR2.1M shares0.18%2026-06-302026-07-21

FBND FIDELITY MERRIMACK STR TR1.1M shares4.34%2026-06-302026-07-21

DFIV DIMENSIONAL ETF TRUST703.5K shares-0.08%2026-06-302026-07-21

CGCP CAPITAL GRP FIXED INCM ETF T1.5M shares4.46%2026-06-302026-07-21

CGXU CAPITAL GROUP INTL FOCUS EQT700.6K shares-0.89%2026-06-302026-07-21

Sponsored

FENI FIDELITY COVINGTON TRUST510.5K shares16.99%2026-06-302026-07-21

IEMG ISHARES INC233.8K shares1.17%2026-06-302026-07-21

DFAS DIMENSIONAL ETF TRUST226.1K shares3.15%2026-06-302026-07-21

VCIT VANGUARD SCOTTSDALE FDS178.8K shares16.16%2026-06-302026-07-21

ISHARES TR ISHARES TR140.7K shares7.75%2026-06-302026-07-21

FELG FIDELITY COVINGTON TRUST302.9K shares17.54%2026-06-302026-07-21

AAPL APPLE INC29.1K shares8.83%2026-06-302026-07-21

GOOGL ALPHABET INC21.3K shares1.23%2026-06-302026-07-21

Sponsored

VIG VANGUARD SPECIALIZED FUNDS31.1K shares0.07%2026-06-302026-07-21

FDVV FIDELITY COVINGTON TRUST111.7K shares0.36%2026-06-302026-07-21

NVDA NVIDIA CORPORATION32.1K shares1.80%2026-06-302026-07-21

VYM VANGUARD WHITEHALL FDS39.4K shares0.83%2026-06-302026-07-21

MSFT MICROSOFT CORP16.3K shares1.09%2026-06-302026-07-21

APPLIED MATLS INC APPLIED MATLS INC7.0K shares1.16%2026-06-302026-07-21

IJH ISHARES TR57.0K shares-1.99%2026-06-302026-07-21

FHLC FIDELITY COVINGTON TRUST53.6K shares-26.71%2026-06-302026-07-21

Sponsored

IBDR ISHARES TR166.8K shares-1.08%2026-06-302026-07-21

CAT CATERPILLAR INC3.5K shares-14.15%2026-06-302026-07-21

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.5K shares2.44%2026-06-302026-07-21

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares0.08%2026-06-302026-07-21

IJR ISHARES TR21.4K shares0.24%2026-06-302026-07-21

BROADCOM INC BROADCOM INC8.2K shares11.29%2026-06-302026-07-21

ABBVIE INC ABBVIE INC12.2K shares1.44%2026-06-302026-07-21

AMZN AMAZON COM INC12.0K shares0.53%2026-06-302026-07-21

Sponsored

JNJ JOHNSON & JOHNSON11.2K shares1.22%2026-06-302026-07-21

WMT WALMART INC24.9K shares7.50%2026-06-302026-07-21

IBDS ISHARES TR114.5K shares9.75%2026-06-302026-07-21

CISCO SYS INC CISCO SYS INC23.5K shares-8.04%2026-06-302026-07-21

META PLATFORMS INC META PLATFORMS INC4.6K shares-0.20%2026-06-302026-07-21

ITOT ISHARES TR15.5K shares0.00%2026-06-302026-07-21

EXXON MOBIL CORP EXXON MOBIL CORP18.1K shares3.01%2026-06-302026-07-21

ISHARES TR ISHARES TR3.3K shares-11.71%2026-06-302026-07-21

Sponsored

IBDT ISHARES TR94.5K shares7.47%2026-06-302026-07-21

IBDY ISHARES TR90.5K shares1.18%2026-06-302026-07-21

CGMU CAPITAL GRP FIXED INCM ETF T81.0K shares2.72%2026-06-302026-07-21

IVW ISHARES TR15.8K shares-4.41%2026-06-302026-07-21

IWD ISHARES TR8.9K shares-3.97%2026-06-302026-07-21

TSLA TESLA INC4.9K shares2.22%2026-06-302026-07-21

SDY SPDR SERIES TRUST13.5K shares-0.30%2026-06-302026-07-21

PG PROCTER & GAMBLE CO13.6K shares2.73%2026-06-302026-07-21

Sponsored

FFLG FIDELITY COVINGTON TRUST56.3K shares0.00%2026-06-302026-07-21

MU MICRON TECHNOLOGY INC1.7K shares121.50%2026-06-302026-07-21

FBCG FIDELITY COVINGTON TRUST30.7K shares0.00%2026-06-302026-07-21

VBR VANGUARD INDEX FDS7.8K shares0.01%2026-06-302026-07-21

PH PARKER-HANNIFIN CORP1.9K shares4.81%2026-06-302026-07-21

MET METLIFE INC22.3K shares3.48%2026-06-302026-07-21

BAC BANK OF AMER CORP31.7K shares2.07%2026-06-302026-07-21

MRK MERCK & CO INC13.6K shares2.33%2026-06-302026-07-21

Sponsored

VTEB VANGUARD MUN BD FDS33.1K shares6.62%2026-06-302026-07-21

IBDU ISHARES TR72.2K shares9.86%2026-06-302026-07-21

HD HOME DEPOT INC4.7K shares2.40%2026-06-302026-07-21

IBDW ISHARES TR78.6K shares7.29%2026-06-302026-07-21

AMD ADVANCED MICRO DEVICES INC2.7K shares8.70%2026-06-302026-07-21

KO COCA COLA CO19.0K shares2.67%2026-06-302026-07-21

SCHD SCHWAB STRATEGIC TR46.7K shares2.37%2026-06-302026-07-21

GD GENERAL DYNAMICS CORP4.1K shares5.50%2026-06-302026-07-21

Sponsored

BK BANK OF NY MELLON CORP10.0K shares5.64%2026-06-302026-07-21

PM PHILIP MORRIS INTL INC7.8K shares4.39%2026-06-302026-07-21

BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-12.10%2026-06-302026-07-21

CSX CSX CORP29.6K shares8.16%2026-06-302026-07-21

LLY ELI LILLY & CO1.1K shares3.05%2026-06-302026-07-21

WEC WEC ENERGY GROUP INC11.7K shares1.95%2026-06-302026-07-21

IBDX ISHARES TR49.8K shares0.68%2026-06-302026-07-21

WFC WELLS FARGO & CO15.1K shares3.14%2026-06-302026-07-21

Sponsored

EME EMCOR GROUP INC1.5K shares0.67%2026-06-302026-07-21

MCD MCDONALDS CORP4.5K shares2.74%2026-06-302026-07-21

IBM INTERNATIONAL BUSINESS MACHS4.3K shares0.88%2026-06-302026-07-21

PRU PRUDENTIAL FINL INC10.8K shares5.98%2026-06-302026-07-21

IBDV ISHARES TR53.3K shares17.59%2026-06-302026-07-21

BLK BLACKROCK INC1.2K shares3.91%2026-06-302026-07-21

USB US BANCORP18.6K shares5.25%2026-06-302026-07-21

DELL DELL TECHNOLOGIES INC2.6K sharesnew addition2026-06-302026-07-21

Sponsored

IWV ISHARES TR2.5K shares-2.21%2026-06-302026-07-21

PEP PEPSICO INC7.9K shares2.21%2026-06-302026-07-21

QCOM QUALCOMM INC5.5K shares6.03%2026-06-302026-07-21

IVE ISHARES TR4.5K shares0.00%2026-06-302026-07-21

KMI KINDER MORGAN INC DEL31.4K shares10.66%2026-06-302026-07-21

COP CONOCOPHILLIPS9.4K shares4.61%2026-06-302026-07-21

PLD PROLOGIS INC.7.2K shares3.49%2026-06-302026-07-21

ISHARES TR ISHARES TR10.1K shares-11.86%2026-06-302026-07-21

Sponsored

SOUTHERN CO SOUTHERN CO9.8K shares3.90%2026-06-302026-07-21

WPC WP CAREY INC12.9K shares5.72%2026-06-302026-07-21

AXP AMERICAN EXPRESS CO2.7K shares0.11%2026-06-302026-07-21

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR19.9K shares0.03%2026-06-302026-07-21

VZ VERIZON COMMUNICATIONS INC20.4K shares3.17%2026-06-302026-07-21

AEP AMERICAN ELEC PWR CO INC6.2K shares0.55%2026-06-302026-07-21

INTC INTEL CORP5.9K shares17.04%2026-06-302026-07-21

SPYG SPDR SERIES TRUST6.7K shares0.00%2026-06-302026-07-21

Sponsored

CAH CARDINAL HEALTH INC3.2K shares1.97%2026-06-302026-07-21

ABT ABBOTT LABORATORIES8.2K shares0.13%2026-06-302026-07-21

APH AMPHENOL CORP4.1K shares6.19%2026-06-302026-07-21

BFC BANK FIRST CORP4.9K shares0.00%2026-06-302026-07-21

DFAT DIMENSIONAL ETF TRUST10.2K shares0.00%2026-06-302026-07-21

OSK OSHKOSH CORP4.5K shares0.18%2026-06-302026-07-21

NIC NICOLET BANKSHARES INC4.1K shares-7.60%2026-06-302026-07-21

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T906 shares0.89%2026-06-302026-07-21

Sponsored

PANW PALO ALTO NETWORKS INC2.0K shares0.15%2026-06-302026-07-21

T AT&T INC32.5K shares4.33%2026-06-302026-07-21

PEG PUBLIC SVC ENTERPRISE GROUP8.2K shares6.38%2026-06-302026-07-21

RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-06-302026-07-21

SPYV SPDR SERIES TRUST10.8K shares0.01%2026-06-302026-07-21

HIG HARTFORD INSURANCE GROUP INC4.9K shares0.08%2026-06-302026-07-21

VHT VANGUARD WORLD FD2.2K shares-20.73%2026-06-302026-07-21

CVX CHEVRON CORPORATION3.8K shares0.24%2026-06-302026-07-21

Sponsored

MO ALTRIA GROUP INC8.5K shares2.51%2026-06-302026-07-21

LRCX LAM RESEARCH CORP1.4K shares3.57%2026-06-302026-07-21

VUG VANGUARD INDEX FDS7.0K shares486.03%2026-06-302026-07-21

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC5.1K shares0.16%2026-06-302026-07-21

VTV VANGUARD INDEX FDS2.7K shares-2.34%2026-06-302026-07-21

IGEB ISHARES TR13.0K shares-58.60%2026-06-302026-07-21

GILD GILEAD SCIENCES INC4.6K shares3.94%2026-06-302026-07-21

LHX L3HARRIS TECHNOLOGIES INC2.0K shares6.12%2026-06-302026-07-21

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION612 shares2.00%2026-06-302026-07-21

BAI BLACKROCK ETF TRUST10.8K shares0.00%2026-06-302026-07-21

LMT LOCKHEED MARTIN CORP1.1K shares5.68%2026-06-302026-07-21

VEU VANGUARD INTL EQUITY INDEX F6.6K shares0.00%2026-06-302026-07-21

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.3K shares3.93%2026-06-302026-07-21

TJX TJX COS INC NEW3.5K shares2.56%2026-06-302026-07-21

CGMS CAPITAL GRP FIXED INCM ETF T19.1K shares-4.63%2026-06-302026-07-21

IJS ISHARES TR3.8K shares0.00%2026-06-302026-07-21

Sponsored

IBDZ ISHARES TR19.9K shares1.09%2026-06-302026-07-21

PNC PNC FINL SVCS GROUP INC2.1K shares0.33%2026-06-302026-07-21

FITB FIFTH THIRD BANCORP9.2K shares0.18%2026-06-302026-07-21

GS GOLDMAN SACHS GROUP INC502 shares5.02%2026-06-302026-07-21

CMI CUMMINS INC710 shares0.00%2026-06-302026-07-21

RSG REPUBLIC SVCS INC2.4K shares0.00%2026-06-302026-07-21

FLTB FIDELITY MERRIMACK STR TR9.7K shares-1.72%2026-06-302026-07-21

GE GE AEROSPACE1.3K shares4.30%2026-06-302026-07-21

Sponsored

PFE PFIZER INC18.8K shares9.48%2026-06-302026-07-21

GOOG ALPHABET INC1.3K shares-13.32%2026-06-302026-07-21

CDNS CADENCE DESIGN SYSTEM INC1.2K shares0.08%2026-06-302026-07-21

DAL DELTA AIR LINES INC4.8K shares-0.04%2026-06-302026-07-21

ORACLE CORP ORACLE CORP2.9K shares23.97%2026-06-302026-07-21

ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2026-06-302026-07-21

C CITIGROUP INC3.1K shares0.07%2026-06-302026-07-21

CRM SALESFORCE INC2.7K shares1.97%2026-06-302026-07-21

Sponsored

IXUS ISHARES TR4.3K shares0.12%2026-06-302026-07-21

KMB KIMBERLY-CLARK CORP3.7K shares-7.99%2026-06-302026-07-21

AJG GALLAGHER ARTHUR J & CO1.8K shares-0.79%2026-06-302026-07-21

LAMR LAMAR ADVERTISING CO2.6K shares0.55%2026-06-302026-07-21

CCI CROWN CASTLE INC5.2K shares7.31%2026-06-302026-07-21

VISA INC VISA INC1.1K shares4.09%2026-06-302026-07-21

VEA VANGUARD TAX-MANAGED FDS5.3K shares0.15%2026-06-302026-07-21

TXN TEXAS INSTRS INC1.3K sharesnew addition2026-06-302026-07-21

Sponsored

MCO MOODYS CORP822 shares0.86%2026-06-302026-07-21

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP1.1K shares0.09%2026-06-302026-07-21

DHR DANAHER CORP DEL1.9K shares6.33%2026-06-302026-07-21

NETFLIX INC. NETFLIX INC.4.9K shares-19.84%2026-06-302026-07-21

DFSU DIMENSIONAL ETF TRUST7.3K shares0.00%2026-06-302026-07-21

TMUS T-MOBILE US INC2.0K shares0.20%2026-06-302026-07-21

VOE VANGUARD INDEX FDS1.6K shares0.00%2026-06-302026-07-21

QYLD GLOBAL X FDS17.2K shares-5.26%2026-06-302026-07-21

Sponsored

GLW CORNING INC1.2K shares-31.64%2026-06-302026-07-21

VRT VERTIV HOLDINGS CO904 shares-54.98%2026-06-302026-07-21

EFG ISHARES TR2.4K shares0.25%2026-06-302026-07-21

FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2026-06-302026-07-21

CFG CITIZENS FINL GROUP INC4.2K shares0.27%2026-06-302026-07-21

DFUS DIMENSIONAL ETF TRUST3.5K shares0.00%2026-06-302026-07-21

VNQ VANGUARD INDEX FDS3.0K shares-3.41%2026-06-302026-07-21

HWM HOWMET AEROSPACE INC1.1K shares4.56%2026-06-302026-07-21

Sponsored

CGGR CAPITAL GROUP GROWTH ETF6.0K sharesnew addition2026-06-302026-07-21

LABCORP HOLDINGS INC LABCORP HOLDINGS INC1.0K shares0.30%2026-06-302026-07-21

CMCSA COMCAST CORP NEW11.5K shares7.46%2026-06-302026-07-21

RTX CORPORATION RTX CORPORATION1.4K shares0.14%2026-06-302026-07-21

NEXTERA ENERGY INC NEXTERA ENERGY INC3.1K shares-4.90%2026-06-302026-07-21

KLIC KULICKE & SOFFA INDS INC2.0K sharesnew addition2026-06-302026-07-21

SYK STRYKER CORPORATION828 shares0.12%2026-06-302026-07-21

NVT NVENT ELEC PLC1.5K sharesnew addition2026-06-302026-07-21

Sponsored

CI THE CIGNA GROUP938 shares5.51%2026-06-302026-07-21

VOO VANGUARD INDEX FDS373 shares-18.02%2026-06-302026-07-21

HSY HERSHEY CO1.5K shares0.83%2026-06-302026-07-21

ASB ASSOCIATED BANC-CORP8.2K shares-3.26%2026-06-302026-07-21

ZM ZOOM COMMUNICATIONS INC2.9K shares-0.68%2026-06-302026-07-21

HYG ISHARES TR3.1K shares0.00%2026-06-302026-07-21

MEDTRONIC PLC MEDTRONIC PLC3.2K shares0.48%2026-06-302026-07-21

MASTERCARD INCORPORATED MASTERCARD INCORPORATED470 shares7.55%2026-06-302026-07-21

Sponsored

VOT VANGUARD INDEX FDS762 sharesnew addition2026-06-302026-07-21

PLXS PLEXUS CORP760 sharesnew addition2026-06-302026-07-21

MS MORGAN STANLEY1.1K sharesnew addition2026-06-302026-07-21

FERG FERGUSON ENTERPRISES INC951 shares0.00%2026-06-302026-07-21

IJJ ISHARES TR1.5K shares0.00%2026-06-302026-07-21

MAR MARRIOTT INTL INC NEW601 sharesnew addition2026-06-302026-07-21

FCOR FIDELITY MERRIMACK STR TR4.5K shares0.00%2026-06-302026-07-21

BALL BALL CORP3.3K sharesnew addition2026-06-302026-07-21

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP1.2K sharesnew addition2026-06-302026-07-21

PHM PULTE GROUP INC1.5K sharesnew addition2026-06-302026-07-21

VSTS VESTIS CORPORATION11.4K shares-22.03%2026-06-302026-07-21

AMBC OCTAVE SPECIALTY GROUP INC10.9K sharesnew addition2026-06-302026-07-21

DFAC

DIMENSIONAL ETF TRUST

1.02%

Shares3.8M

Event2026-06-30

Filed2026-07-21

IUSV

ISHARES TR

1.73%

Shares664.6K

Event2026-06-30

Filed2026-07-21

AVUS

AMERICAN CENTY ETF TR

1.27%

Shares529.0K

Event2026-06-30

Filed2026-07-21

SCHX

SCHWAB STRATEGIC TR

0.18%

Shares2.1M

Event2026-06-30

Filed2026-07-21

FBND

FIDELITY MERRIMACK STR TR

4.34%

Shares1.1M

Event2026-06-30

Filed2026-07-21

DFIV

DIMENSIONAL ETF TRUST

-0.08%

Shares703.5K

Event2026-06-30

Filed2026-07-21

CGCP

CAPITAL GRP FIXED INCM ETF T

4.46%

Shares1.5M

Event2026-06-30

Filed2026-07-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

-0.89%

Shares700.6K

Event2026-06-30

Filed2026-07-21

FENI

FIDELITY COVINGTON TRUST

16.99%

Shares510.5K

Event2026-06-30

Filed2026-07-21

IEMG

ISHARES INC

1.17%

Shares233.8K

Event2026-06-30

Filed2026-07-21

DFAS

DIMENSIONAL ETF TRUST

3.15%

Shares226.1K

Event2026-06-30

Filed2026-07-21

VCIT

VANGUARD SCOTTSDALE FDS

16.16%

Shares178.8K

Event2026-06-30

Filed2026-07-21

ISHARES TR

7.75%

Shares140.7K

Event2026-06-30

Filed2026-07-21

FELG

FIDELITY COVINGTON TRUST

17.54%

Shares302.9K

Event2026-06-30

Filed2026-07-21

AAPL

APPLE INC

8.83%

Shares29.1K

Event2026-06-30

Filed2026-07-21

GOOGL

ALPHABET INC

1.23%

Shares21.3K

Event2026-06-30

Filed2026-07-21

VIG

VANGUARD SPECIALIZED FUNDS

0.07%

Shares31.1K

Event2026-06-30

Filed2026-07-21

FDVV

FIDELITY COVINGTON TRUST

0.36%

Shares111.7K

Event2026-06-30

Filed2026-07-21

NVDA

NVIDIA CORPORATION

1.80%

Shares32.1K

Event2026-06-30

Filed2026-07-21

VYM

VANGUARD WHITEHALL FDS

0.83%

Shares39.4K

Event2026-06-30

Filed2026-07-21

MSFT

MICROSOFT CORP

1.09%

Shares16.3K

Event2026-06-30

Filed2026-07-21

APPLIED MATLS INC

1.16%

Shares7.0K

Event2026-06-30

Filed2026-07-21

IJH

ISHARES TR

-1.99%

Shares57.0K

Event2026-06-30

Filed2026-07-21

FHLC

FIDELITY COVINGTON TRUST

-26.71%

Shares53.6K

Event2026-06-30

Filed2026-07-21

IBDR

ISHARES TR

-1.08%

Shares166.8K

Event2026-06-30

Filed2026-07-21

CAT

CATERPILLAR INC

-14.15%

Shares3.5K

Event2026-06-30

Filed2026-07-21

JPMORGAN CHASE & CO

2.44%

Shares10.5K

Event2026-06-30

Filed2026-07-21

VANGUARD INDEX FDS

0.08%

Shares8.8K

Event2026-06-30

Filed2026-07-21

IJR

ISHARES TR

0.24%

Shares21.4K

Event2026-06-30

Filed2026-07-21

BROADCOM INC

11.29%

Shares8.2K

Event2026-06-30

Filed2026-07-21

ABBVIE INC

1.44%

Shares12.2K

Event2026-06-30

Filed2026-07-21

AMZN

AMAZON COM INC

0.53%

Shares12.0K

Event2026-06-30

Filed2026-07-21

JNJ

JOHNSON & JOHNSON

1.22%

Shares11.2K

Event2026-06-30

Filed2026-07-21

WMT

WALMART INC

7.50%

Shares24.9K

Event2026-06-30

Filed2026-07-21

IBDS

ISHARES TR

9.75%

Shares114.5K

Event2026-06-30

Filed2026-07-21

CISCO SYS INC

-8.04%

Shares23.5K

Event2026-06-30

Filed2026-07-21

META PLATFORMS INC

-0.20%

Shares4.6K

Event2026-06-30

Filed2026-07-21

ITOT

ISHARES TR

0.00%

Shares15.5K

Event2026-06-30

Filed2026-07-21

EXXON MOBIL CORP

3.01%

Shares18.1K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-11.71%

Shares3.3K

Event2026-06-30

Filed2026-07-21

IBDT

ISHARES TR

7.47%

Shares94.5K

Event2026-06-30

Filed2026-07-21

IBDY

ISHARES TR

1.18%

Shares90.5K

Event2026-06-30

Filed2026-07-21

CGMU

CAPITAL GRP FIXED INCM ETF T

2.72%

Shares81.0K

Event2026-06-30

Filed2026-07-21

IVW

ISHARES TR

-4.41%

Shares15.8K

Event2026-06-30

Filed2026-07-21

IWD

ISHARES TR

-3.97%

Shares8.9K

Event2026-06-30

Filed2026-07-21

TSLA

TESLA INC

2.22%

Shares4.9K

Event2026-06-30

Filed2026-07-21

SDY

SPDR SERIES TRUST

-0.30%

Shares13.5K

Event2026-06-30

Filed2026-07-21

PROCTER & GAMBLE CO

2.73%

Shares13.6K

Event2026-06-30

Filed2026-07-21

FFLG

FIDELITY COVINGTON TRUST

0.00%

Shares56.3K

Event2026-06-30

Filed2026-07-21

MICRON TECHNOLOGY INC

121.50%

Shares1.7K

Event2026-06-30

Filed2026-07-21

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares30.7K

Event2026-06-30

Filed2026-07-21

VBR

VANGUARD INDEX FDS

0.01%

Shares7.8K

Event2026-06-30

Filed2026-07-21

PARKER-HANNIFIN CORP

4.81%

Shares1.9K

Event2026-06-30

Filed2026-07-21

MET

METLIFE INC

3.48%

Shares22.3K

Event2026-06-30

Filed2026-07-21

BAC

BANK OF AMER CORP

2.07%

Shares31.7K

Event2026-06-30

Filed2026-07-21

MRK

MERCK & CO INC

2.33%

Shares13.6K

Event2026-06-30

Filed2026-07-21

VTEB

VANGUARD MUN BD FDS

6.62%

Shares33.1K

Event2026-06-30

Filed2026-07-21

IBDU

ISHARES TR

9.86%

Shares72.2K

Event2026-06-30

Filed2026-07-21

HOME DEPOT INC

2.40%

Shares4.7K

Event2026-06-30

Filed2026-07-21

IBDW

ISHARES TR

7.29%

Shares78.6K

Event2026-06-30

Filed2026-07-21

AMD

ADVANCED MICRO DEVICES INC

8.70%

Shares2.7K

Event2026-06-30

Filed2026-07-21

COCA COLA CO

2.67%

Shares19.0K

Event2026-06-30

Filed2026-07-21

SCHD

SCHWAB STRATEGIC TR

2.37%

Shares46.7K

Event2026-06-30

Filed2026-07-21

GENERAL DYNAMICS CORP

5.50%

Shares4.1K

Event2026-06-30

Filed2026-07-21

BANK OF NY MELLON CORP

5.64%

Shares10.0K

Event2026-06-30

Filed2026-07-21

PHILIP MORRIS INTL INC

4.39%

Shares7.8K

Event2026-06-30

Filed2026-07-21

BRK.B

BERKSHIRE HATHAWAY INC DEL

-12.10%

Shares2.8K

Event2026-06-30

Filed2026-07-21

CSX

CSX CORP

8.16%

Shares29.6K

Event2026-06-30

Filed2026-07-21

LLY

ELI LILLY & CO

3.05%

Shares1.1K

Event2026-06-30

Filed2026-07-21

WEC

WEC ENERGY GROUP INC

1.95%

Shares11.7K

Event2026-06-30

Filed2026-07-21

IBDX

ISHARES TR

0.68%

Shares49.8K

Event2026-06-30

Filed2026-07-21

WFC

WELLS FARGO & CO

3.14%

Shares15.1K

Event2026-06-30

Filed2026-07-21

EME

EMCOR GROUP INC

0.67%

Shares1.5K

Event2026-06-30

Filed2026-07-21

MCD

MCDONALDS CORP

2.74%

Shares4.5K

Event2026-06-30

Filed2026-07-21

IBM

INTERNATIONAL BUSINESS MACHS

0.88%

Shares4.3K

Event2026-06-30

Filed2026-07-21

PRU

PRUDENTIAL FINL INC

5.98%

Shares10.8K

Event2026-06-30

Filed2026-07-21

IBDV

ISHARES TR

17.59%

Shares53.3K

Event2026-06-30

Filed2026-07-21

BLK

BLACKROCK INC

3.91%

Shares1.2K

Event2026-06-30

Filed2026-07-21

USB

US BANCORP

5.25%

Shares18.6K

Event2026-06-30

Filed2026-07-21

DELL

DELL TECHNOLOGIES INC

New

Shares2.6K

Event2026-06-30

Filed2026-07-21

IWV

ISHARES TR

-2.21%

Shares2.5K

Event2026-06-30

Filed2026-07-21

PEP

PEPSICO INC

2.21%

Shares7.9K

Event2026-06-30

Filed2026-07-21

QCOM

QUALCOMM INC

6.03%

Shares5.5K

Event2026-06-30

Filed2026-07-21

IVE

ISHARES TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

KMI

KINDER MORGAN INC DEL

10.66%

Shares31.4K

Event2026-06-30

Filed2026-07-21

COP

CONOCOPHILLIPS

4.61%

Shares9.4K

Event2026-06-30

Filed2026-07-21

PLD

PROLOGIS INC.

3.49%

Shares7.2K

Event2026-06-30

Filed2026-07-21

ISHARES TR

-11.86%

Shares10.1K

Event2026-06-30

Filed2026-07-21

SOUTHERN CO

3.90%

Shares9.8K

Event2026-06-30

Filed2026-07-21

WPC

WP CAREY INC

5.72%

Shares12.9K

Event2026-06-30

Filed2026-07-21

AXP

AMERICAN EXPRESS CO

0.11%

Shares2.7K

Event2026-06-30

Filed2026-07-21

SELECT SECTOR SPDR TR

0.03%

Shares19.9K

Event2026-06-30

Filed2026-07-21

VERIZON COMMUNICATIONS INC

3.17%

Shares20.4K

Event2026-06-30

Filed2026-07-21

AEP

AMERICAN ELEC PWR CO INC

0.55%

Shares6.2K

Event2026-06-30

Filed2026-07-21

INTC

INTEL CORP

17.04%

Shares5.9K

Event2026-06-30

Filed2026-07-21

SPYG

SPDR SERIES TRUST

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-21

CAH

CARDINAL HEALTH INC

1.97%

Shares3.2K

Event2026-06-30

Filed2026-07-21

ABT

ABBOTT LABORATORIES

0.13%

Shares8.2K

Event2026-06-30

Filed2026-07-21

APH

AMPHENOL CORP

6.19%

Shares4.1K

Event2026-06-30

Filed2026-07-21

BFC

BANK FIRST CORP

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-21

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-21

OSK

OSHKOSH CORP

0.18%

Shares4.5K

Event2026-06-30

Filed2026-07-21

NIC

NICOLET BANKSHARES INC

-7.60%

Shares4.1K

Event2026-06-30

Filed2026-07-21

STATE STR SPDR S&P 500 ETF T

0.89%

Shares906

Event2026-06-30

Filed2026-07-21

PANW

PALO ALTO NETWORKS INC

0.15%

Shares2.0K

Event2026-06-30

Filed2026-07-21

AT&T INC

4.33%

Shares32.5K

Event2026-06-30

Filed2026-07-21

PEG

PUBLIC SVC ENTERPRISE GROUP

6.38%

Shares8.2K

Event2026-06-30

Filed2026-07-21

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

SPYV

SPDR SERIES TRUST

0.01%

Shares10.8K

Event2026-06-30

Filed2026-07-21

HIG

HARTFORD INSURANCE GROUP INC

0.08%

Shares4.9K

Event2026-06-30

Filed2026-07-21

VHT

VANGUARD WORLD FD

-20.73%

Shares2.2K

Event2026-06-30

Filed2026-07-21

CVX

CHEVRON CORPORATION

0.24%

Shares3.8K

Event2026-06-30

Filed2026-07-21

ALTRIA GROUP INC

2.51%

Shares8.5K

Event2026-06-30

Filed2026-07-21

LRCX

LAM RESEARCH CORP

3.57%

Shares1.4K

Event2026-06-30

Filed2026-07-21

VUG

VANGUARD INDEX FDS

486.03%

Shares7.0K

Event2026-06-30

Filed2026-07-21

PALANTIR TECHNOLOGIES INC

0.16%

Shares5.1K

Event2026-06-30

Filed2026-07-21

VTV

VANGUARD INDEX FDS

-2.34%

Shares2.7K

Event2026-06-30

Filed2026-07-21

IGEB

ISHARES TR

-58.60%

Shares13.0K

Event2026-06-30

Filed2026-07-21

GILD

GILEAD SCIENCES INC

3.94%

Shares4.6K

Event2026-06-30

Filed2026-07-21

LHX

L3HARRIS TECHNOLOGIES INC

6.12%

Shares2.0K

Event2026-06-30

Filed2026-07-21

COSTCO WHOLESALE CORPORATION

2.00%

Shares612

Event2026-06-30

Filed2026-07-21

BAI

BLACKROCK ETF TRUST

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-21

LMT

LOCKHEED MARTIN CORP

5.68%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-21

UNITEDHEALTH GROUP INC

3.93%

Shares1.3K

Event2026-06-30

Filed2026-07-21

TJX

TJX COS INC NEW

2.56%

Shares3.5K

Event2026-06-30

Filed2026-07-21

CGMS

CAPITAL GRP FIXED INCM ETF T

-4.63%

Shares19.1K

Event2026-06-30

Filed2026-07-21

IJS

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-21

IBDZ

ISHARES TR

1.09%

Shares19.9K

Event2026-06-30

Filed2026-07-21

PNC

PNC FINL SVCS GROUP INC

0.33%

Shares2.1K

Event2026-06-30

Filed2026-07-21

FITB

FIFTH THIRD BANCORP

0.18%

Shares9.2K

Event2026-06-30

Filed2026-07-21

GOLDMAN SACHS GROUP INC

5.02%

Shares502

Event2026-06-30

Filed2026-07-21

CMI

CUMMINS INC

0.00%

Shares710

Event2026-06-30

Filed2026-07-21

RSG

REPUBLIC SVCS INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-21

FLTB

FIDELITY MERRIMACK STR TR

-1.72%

Shares9.7K

Event2026-06-30

Filed2026-07-21

GE AEROSPACE

4.30%

Shares1.3K

Event2026-06-30

Filed2026-07-21

PFE

PFIZER INC

9.48%

Shares18.8K

Event2026-06-30

Filed2026-07-21

GOOG

ALPHABET INC

-13.32%

Shares1.3K

Event2026-06-30

Filed2026-07-21

CDNS

CADENCE DESIGN SYSTEM INC

0.08%

Shares1.2K

Event2026-06-30

Filed2026-07-21

DAL

DELTA AIR LINES INC

-0.04%

Shares4.8K

Event2026-06-30

Filed2026-07-21

ORACLE CORP

23.97%

Shares2.9K

Event2026-06-30

Filed2026-07-21

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

CITIGROUP INC

0.07%

Shares3.1K

Event2026-06-30

Filed2026-07-21

CRM

SALESFORCE INC

1.97%

Shares2.7K

Event2026-06-30

Filed2026-07-21

IXUS

ISHARES TR

0.12%

Shares4.3K

Event2026-06-30

Filed2026-07-21

KMB

KIMBERLY-CLARK CORP

-7.99%

Shares3.7K

Event2026-06-30

Filed2026-07-21

AJG

GALLAGHER ARTHUR J & CO

-0.79%

Shares1.8K

Event2026-06-30

Filed2026-07-21

LAMR

LAMAR ADVERTISING CO

0.55%

Shares2.6K

Event2026-06-30

Filed2026-07-21

CCI

CROWN CASTLE INC

7.31%

Shares5.2K

Event2026-06-30

Filed2026-07-21

VISA INC

4.09%

Shares1.1K

Event2026-06-30

Filed2026-07-21

VEA

VANGUARD TAX-MANAGED FDS

0.15%

Shares5.3K

Event2026-06-30

Filed2026-07-21

TXN

TEXAS INSTRS INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-21

MCO

MOODYS CORP

0.86%

Shares822

Event2026-06-30

Filed2026-07-21

ROYAL CARIBBEAN GROUP

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-21

DHR

DANAHER CORP DEL

6.33%

Shares1.9K

Event2026-06-30

Filed2026-07-21

NETFLIX INC.

-19.84%

Shares4.9K

Event2026-06-30

Filed2026-07-21

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-21

TMUS

T-MOBILE US INC

0.20%

Shares2.0K

Event2026-06-30

Filed2026-07-21

VOE

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-21

QYLD

GLOBAL X FDS

-5.26%

Shares17.2K

Event2026-06-30

Filed2026-07-21

GLW

CORNING INC

-31.64%

Shares1.2K

Event2026-06-30

Filed2026-07-21

VRT

VERTIV HOLDINGS CO

-54.98%

Shares904

Event2026-06-30

Filed2026-07-21

EFG

ISHARES TR

0.25%

Shares2.4K

Event2026-06-30

Filed2026-07-21

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-21

CFG

CITIZENS FINL GROUP INC

0.27%

Shares4.2K

Event2026-06-30

Filed2026-07-21

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-21

VNQ

VANGUARD INDEX FDS

-3.41%

Shares3.0K

Event2026-06-30

Filed2026-07-21

HWM

HOWMET AEROSPACE INC

4.56%

Shares1.1K

Event2026-06-30

Filed2026-07-21

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares6.0K

Event2026-06-30

Filed2026-07-21

LABCORP HOLDINGS INC

0.30%

Shares1.0K

Event2026-06-30

Filed2026-07-21

CMCSA

COMCAST CORP NEW

7.46%

Shares11.5K

Event2026-06-30

Filed2026-07-21

RTX CORPORATION

0.14%

Shares1.4K

Event2026-06-30

Filed2026-07-21

NEXTERA ENERGY INC

-4.90%

Shares3.1K

Event2026-06-30

Filed2026-07-21

KLIC

KULICKE & SOFFA INDS INC

New

Shares2.0K

Event2026-06-30

Filed2026-07-21

SYK

STRYKER CORPORATION

0.12%

Shares828

Event2026-06-30

Filed2026-07-21

NVT

NVENT ELEC PLC

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

THE CIGNA GROUP

5.51%

Shares938

Event2026-06-30

Filed2026-07-21

VOO

VANGUARD INDEX FDS

-18.02%

Shares373

Event2026-06-30

Filed2026-07-21

HSY

HERSHEY CO

0.83%

Shares1.5K

Event2026-06-30

Filed2026-07-21

ASB

ASSOCIATED BANC-CORP

-3.26%

Shares8.2K

Event2026-06-30

Filed2026-07-21

ZOOM COMMUNICATIONS INC

-0.68%

Shares2.9K

Event2026-06-30

Filed2026-07-21

HYG

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-21

MEDTRONIC PLC

0.48%

Shares3.2K

Event2026-06-30

Filed2026-07-21

MASTERCARD INCORPORATED

7.55%

Shares470

Event2026-06-30

Filed2026-07-21

VOT

VANGUARD INDEX FDS

New

Shares762

Event2026-06-30

Filed2026-07-21

PLXS

PLEXUS CORP

New

Shares760

Event2026-06-30

Filed2026-07-21

MORGAN STANLEY

New

Shares1.1K

Event2026-06-30

Filed2026-07-21

FERG

FERGUSON ENTERPRISES INC

0.00%

Shares951

Event2026-06-30

Filed2026-07-21

IJJ

ISHARES TR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-21

MAR

MARRIOTT INTL INC NEW

New

Shares601

Event2026-06-30

Filed2026-07-21

FCOR

FIDELITY MERRIMACK STR TR

0.00%

Shares4.5K

Event2026-06-30

Filed2026-07-21

BALL

BALL CORP

New

Shares3.3K

Event2026-06-30

Filed2026-07-21

SPACE EXPLORATION TECHN CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-21

PHM

PULTE GROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-21

VSTS

VESTIS CORPORATION

-22.03%

Shares11.4K

Event2026-06-30

Filed2026-07-21

AMBC

OCTAVE SPECIALTY GROUP INC

New

Shares10.9K

Event2026-06-30

Filed2026-07-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available