Sponsored

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

Currently, McGlone Suttner Wealth Management, Inc. holds 189 types of securities in its portfolio with a total value $755.2M. In the most recent quarter, they have increased their positions in FENI (+436.4K shares, valued at $16.2M), VCIT (+153.9K shares, valued at $12.7M), FELG (+257.7K shares, valued at $9.7M); decreased their positions in FHLC (-212.3K shares, valued at $14.9M), IGEB (-261.2K shares, valued at $11.8M), DFIV (-28.6K shares, valued at $1.5M); initiated new positions in FENI (+436.4K shares, valued at $16.2M), VCIT (+153.9K shares, valued at $12.7M), FELG (+257.7K shares, valued at $9.7M).

1M P&L

+22.9M+2.93%

3M P&L

+23.6M+3.03%

HY P&L

+70.8M+9.67%

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/A633.6M

86.0%

2Drug Manufacturers - General7.4M

1.0%

3Software - Infrastructure7.4M

1.0%

Top Industries by Stock Count

1N/A71 stocks

41.3%

2Banks - Regional7 stocks

4.1%

3Drug Manufacturers - General5 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.8M shares1.04%2026-03-312026-04-21

IUSV ISHARES TR653.3K shares1.46%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR522.3K shares1.31%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR2.1M shares-1.05%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR1.1M shares4.99%2026-03-312026-04-21

DFIV DIMENSIONAL ETF TRUST704.0K shares-3.90%2026-03-312026-04-21

CGCP CAPITAL GRP FIXED INCM ETF T1.4M shares3.66%2026-03-312026-04-21

CGXU CAPITAL GROUP INTL FOCUS EQT706.9K shares-3.52%2026-03-312026-04-21

Sponsored

FENI FIDELITY COVINGTON TRUST436.4K sharesnew addition2026-03-312026-04-21

IEMG ISHARES INC231.1K shares4.19%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST219.2K shares4.76%2026-03-312026-04-21

AGG ISHARES TR130.6K shares6.48%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS153.9K sharesnew addition2026-03-312026-04-21

FELG FIDELITY COVINGTON TRUST257.7K sharesnew addition2026-03-312026-04-21

AAPL APPLE INC26.8K shares6.43%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS31.1K shares-0.02%2026-03-312026-04-21

Sponsored

FDVV FIDELITY COVINGTON TRUST111.3K shares-0.89%2026-03-312026-04-21

ALPHABET INC ALPHABET INC21.1K shares-0.18%2026-03-312026-04-21

MSFT MICROSOFT CORP16.1K shares5.13%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS39.0K shares0.41%2026-03-312026-04-21

NVDA NVIDIA CORPORATION31.5K shares2.41%2026-03-312026-04-21

FHLC FIDELITY COVINGTON TRUST73.2K shares-74.37%2026-03-312026-04-21

IBDR ISHARES TR168.6K shares4.14%2026-03-312026-04-21

IJH ISHARES TR58.1K shares0.04%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO10.3K shares-2.69%2026-03-312026-04-21

XOM EXXON MOBIL CORP17.6K shares3.25%2026-03-312026-04-21

CAT CATERPILLAR INC4.1K shares-5.74%2026-03-312026-04-21

WMT WALMART INC23.1K shares2.92%2026-03-312026-04-21

VTI VANGUARD INDEX FDS8.8K shares1.07%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON11.1K shares2.91%2026-03-312026-04-21

IJR ISHARES TR21.4K shares-7.64%2026-03-312026-04-21

META META PLATFORMS INC4.6K shares-3.24%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC12.0K shares2.20%2026-03-312026-04-21

IBDS ISHARES TR104.4K shares7.68%2026-03-312026-04-21

AMZN AMAZON COM INC12.0K shares4.19%2026-03-312026-04-21

IVV ISHARES TR3.7K shares0.05%2026-03-312026-04-21

AMAT APPLIED MATLS INC6.9K shares3.35%2026-03-312026-04-21

IBDY ISHARES TR89.4K shares2.88%2026-03-312026-04-21

BROADCOM INC BROADCOM INC7.4K shares2.38%2026-03-312026-04-21

IBDT ISHARES TR87.9K shares10.19%2026-03-312026-04-21

Sponsored

ITOT ISHARES TR15.5K shares0.00%2026-03-312026-04-21

CGMU CAPITAL GRP FIXED INCM ETF T78.9K shares5.06%2026-03-312026-04-21

IWD ISHARES TR9.3K shares-4.48%2026-03-312026-04-21

CSCO CISCO SYS INC25.6K shares2.59%2026-03-312026-04-21

SDY SPDR SERIES TRUST13.5K shares0.30%2026-03-312026-04-21

PG PROCTER & GAMBLE CO13.2K shares2.95%2026-03-312026-04-21

IVW ISHARES TR16.5K shares0.01%2026-03-312026-04-21

TSLA TESLA INC4.8K shares0.58%2026-03-312026-04-21

Sponsored

VBR VANGUARD INDEX FDS7.8K shares0.00%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.9K shares4.76%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC13.3K shares3.23%2026-03-312026-04-21

FFLG FIDELITY COVINGTON TRUST56.3K shares-0.13%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS31.1K shares12.09%2026-03-312026-04-21

FBCG FIDELITY COVINGTON TRUST30.7K shares-0.08%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares14.05%2026-03-312026-04-21

IBDW ISHARES TR73.3K shares6.14%2026-03-312026-04-21

Sponsored

IBDU ISHARES TR65.7K shares11.08%2026-03-312026-04-21

MET METLIFE INC21.5K shares3.22%2026-03-312026-04-21

BAC BANK AMERICA CORP31.1K shares2.46%2026-03-312026-04-21

HD HOME DEPOT INC4.6K shares3.88%2026-03-312026-04-21

IGEB ISHARES TR31.4K shares-89.26%2026-03-312026-04-21

KO COCA COLA CO18.5K shares2.65%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR45.7K shares4.11%2026-03-312026-04-21

MCD MCDONALDS CORP4.4K shares3.22%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.9K shares5.42%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC11.4K shares0.32%2026-03-312026-04-21

IBDX ISHARES TR49.4K shares6.41%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC7.5K shares4.47%2026-03-312026-04-21

PEP PEPSICO INC7.7K shares3.86%2026-03-312026-04-21

COP CONOCOPHILLIPS9.0K shares12.89%2026-03-312026-04-21

WFC WELLS FARGO & CO14.6K shares3.81%2026-03-312026-04-21

CSX CSX CORP27.4K shares18.14%2026-03-312026-04-21

Sponsored

BK BANK NEW YORK MELLON CORP9.5K shares5.58%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.1K shares4.93%2026-03-312026-04-21

EME EMCOR GROUP INC1.5K shares-2.76%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS4.3K shares16.11%2026-03-312026-04-21

IEFA ISHARES TR11.4K shares0.00%2026-03-312026-04-21

LLY ELI LILLY & CO1.1K shares-2.62%2026-03-312026-04-21

PRU PRUDENTIAL FINL INC10.2K shares7.34%2026-03-312026-04-21

IBDV ISHARES TR45.4K shares17.96%2026-03-312026-04-21

Sponsored

VZ VERIZON COMMUNICATIONS INC19.8K shares8.94%2026-03-312026-04-21

IWV ISHARES TR2.6K shares-50.12%2026-03-312026-04-21

KMI KINDER MORGAN INC DEL28.4K shares21.05%2026-03-312026-04-21

IVE ISHARES TR4.5K shares0.00%2026-03-312026-04-21

PLD PROLOGIS INC.7.0K shares3.58%2026-03-312026-04-21

USB US BANCORP17.7K shares5.90%2026-03-312026-04-21

SO SOUTHERN CO9.5K shares4.34%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR19.9K shares0.03%2026-03-312026-04-21

Sponsored

T AT&T INC31.2K shares14.13%2026-03-312026-04-21

ABT ABBOTT LABORATORIES8.2K shares-8.03%2026-03-312026-04-21

WPC WP CAREY INC12.2K shares4.45%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.7K shares0.04%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC6.1K shares1.94%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.8K shares3.05%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC5.1K shares0.40%2026-03-312026-04-21

VHT VANGUARD WORLD FD2.7K shares-10.43%2026-03-312026-04-21

Sponsored

QCOM QUALCOMM INC5.2K shares4.18%2026-03-312026-04-21

CAH CARDINAL HEALTH INC3.2K shares-1.71%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC4.9K shares-9.41%2026-03-312026-04-21

NIC NICOLET BANKSHARES INC4.5K shares8.60%2026-03-312026-04-21

OSK OSHKOSH CORP4.5K shares0.11%2026-03-312026-04-21

BFC BANK FIRST CORP4.9K shares0.00%2026-03-312026-04-21

SPYG SPDR SERIES TRUST6.7K shares-20.83%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC1.9K shares5.86%2026-03-312026-04-21

Sponsored

DFAT DIMENSIONAL ETF TRUST10.2K shares0.00%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP1.0K shares5.48%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP7.7K shares6.30%2026-03-312026-04-21

GILD GILEAD SCIENCES INC4.4K shares-23.77%2026-03-312026-04-21

SPYV SPDR SERIES TRUST10.8K shares-19.74%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION600 shares2.56%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-04-21

NFLX NETFLIX INC.6.1K shares1.21%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T898 shares0.11%2026-03-312026-04-21

CGMS CAPITAL GRP FIXED INCM ETF T20.1K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC8.3K shares25.73%2026-03-312026-04-21

VTV VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-21

TJX TJX COS INC NEW3.4K shares-3.41%2026-03-312026-04-21

DE DEERE & CO951 shares4.85%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.2K shares-15.02%2026-03-312026-04-21

RSG REPUBLIC SVCS INC2.4K shares0.51%2026-03-312026-04-21

Sponsored

IBDZ ISHARES TR19.7K shares14.67%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC2.5K shares1.05%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO2.0K shares-0.10%2026-03-312026-04-21

FLTB FIDELITY MERRIMACK STR TR9.9K shares0.00%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F6.6K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC2.6K shares0.04%2026-03-312026-04-21

APH AMPHENOL CORP3.9K shares-0.34%2026-03-312026-04-21

PFE PFIZER INC17.2K shares11.19%2026-03-312026-04-21

Sponsored

FN FABRINET868 shares-2.69%2026-03-312026-04-21

IJS ISHARES TR3.8K shares0.00%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC2.1K shares0.77%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP9.1K shares3.57%2026-03-312026-04-21

TMUS T-MOBILE US INC2.0K shares0.15%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.5K shares15.46%2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC478 shares7.66%2026-03-312026-04-21

Sponsored

CROWN CASTLE INC CROWN CASTLE INC4.8K shares8.16%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP4.1K shares0.15%2026-03-312026-04-21

AJG GALLAGHER ARTHUR J & CO1.8K shares0.85%2026-03-312026-04-21

CMI CUMMINS INC710 shares1.00%2026-03-312026-04-21

IXUS ISHARES TR4.3K shares0.00%2026-03-312026-04-21

MCO MOODYS CORP815 shares0.00%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST10.8K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.2K shares0.00%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP2.4K shares0.04%2026-03-312026-04-21

CASY CASEYS GEN STORES INC479 shares0.00%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC3.1K shares0.56%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC1.2K shares5.85%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS5.3K shares0.06%2026-03-312026-04-21

DHR DANAHER CORP DEL1.8K shares4.12%2026-03-312026-04-21

CDNS CADENCE DESIGN SYSTEM INC1.2K shares-18.98%2026-03-312026-04-21

V VISA INC1.1K shares0.09%2026-03-312026-04-21

Sponsored

LAMR LAMAR ADVERTISING CO2.6K shares3.94%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC2.0K shares0.00%2026-03-312026-04-21

DAL DELTA AIR LINES INC4.8K sharesnew addition2026-03-312026-04-21

RCL ROYAL CARIBBEAN GROUP1.1K shares-1.30%2026-03-312026-04-21

QYLD GLOBAL X FDS18.1K shares0.37%2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY S A633 shares0.48%2026-03-312026-04-21

CMCSA COMCAST CORP NEW10.7K shares9.07%2026-03-312026-04-21

DFSU DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-04-21

Sponsored

HSY HERSHEY CO1.4K sharesnew addition2026-03-312026-04-21

NEE NEXTERA ENERGY INC3.2K shares6.12%2026-03-312026-04-21

VOE VANGUARD INDEX FDS1.6K shares-13.30%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-21

RTX RTX CORPORATION1.4K shares0.07%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC3.2K shares1.25%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS3.1K shares0.26%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS455 sharesnew addition2026-03-312026-04-21

Sponsored

SYK STRYKER CORPORATION827 shares0.73%2026-03-312026-04-21

EFG ISHARES TR2.4K shares0.00%2026-03-312026-04-21

LH LABCORP HOLDINGS INC1.0K shares0.00%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC749 shares0.00%2026-03-312026-04-21

HYG ISHARES TR3.1K shares0.00%2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC4.1K shares19.19%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST3.5K shares0.00%2026-03-312026-04-21

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-21

Sponsored

THE CIGNA GROUP THE CIGNA GROUP889 sharesnew addition2026-03-312026-04-21

ZM ZOOM COMMUNICATIONS INC2.9K shares0.00%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2026-03-312026-04-21

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC951 shares5.78%2026-03-312026-04-21

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-04-21

ASB ASSOCIATED BANC-CORP8.5K shares0.00%2026-03-312026-04-21

MA MASTERCARD INCORPORATED437 shares0.00%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST1.0K shares0.00%2026-03-312026-04-21

Sponsored

CTAS CINTAS CORP1.3K shares0.08%2026-03-312026-04-21

FCOR FIDELITY MERRIMACK STR TR4.5K shares0.00%2026-03-312026-04-21

IWF ISHARES TR482 shares-14.84%2026-03-312026-04-21

IJJ ISHARES TR1.5K sharesnew addition2026-03-312026-04-21

VSTS VESTIS CORPORATION14.6K sharesnew addition2026-03-312026-04-21

DFAC

DIMENSIONAL ETF TRUST

1.04%

Shares3.8M

Event2026-03-31

Filed2026-04-21

IUSV

ISHARES TR

1.46%

Shares653.3K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

1.31%

Shares522.3K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

-1.05%

Shares2.1M

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

4.99%

Shares1.1M

Event2026-03-31

Filed2026-04-21

DFIV

DIMENSIONAL ETF TRUST

-3.90%

Shares704.0K

Event2026-03-31

Filed2026-04-21

CGCP

CAPITAL GRP FIXED INCM ETF T

3.66%

Shares1.4M

Event2026-03-31

Filed2026-04-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

-3.52%

Shares706.9K

Event2026-03-31

Filed2026-04-21

FENI

FIDELITY COVINGTON TRUST

New

Shares436.4K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

4.19%

Shares231.1K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

4.76%

Shares219.2K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

6.48%

Shares130.6K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares153.9K

Event2026-03-31

Filed2026-04-21

FELG

FIDELITY COVINGTON TRUST

New

Shares257.7K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

6.43%

Shares26.8K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-0.02%

Shares31.1K

Event2026-03-31

Filed2026-04-21

FDVV

FIDELITY COVINGTON TRUST

-0.89%

Shares111.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.18%

Shares21.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

5.13%

Shares16.1K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.41%

Shares39.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

2.41%

Shares31.5K

Event2026-03-31

Filed2026-04-21

FHLC

FIDELITY COVINGTON TRUST

-74.37%

Shares73.2K

Event2026-03-31

Filed2026-04-21

IBDR

ISHARES TR

4.14%

Shares168.6K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.04%

Shares58.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.69%

Shares10.3K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

3.25%

Shares17.6K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

-5.74%

Shares4.1K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

2.92%

Shares23.1K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

1.07%

Shares8.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

2.91%

Shares11.1K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-7.64%

Shares21.4K

Event2026-03-31

Filed2026-04-21