The Analysis of McGlone Suttner Wealth Management, Inc.'s Holdings
Currently, McGlone Suttner Wealth Management, Inc. holds 191 types of securities in its portfolio with a total value $714.6M. In the most recent quarter, they have increased their positions in DFAC (+44.9K shares, valued at $1.7M), IUSV (+11.7K shares, valued at $1.2M), AVUS (+9.8K shares, valued at $1.1M); decreased their positions in PLTR (-1.8K shares, valued at $336.4K), SPOT (-336 shares, valued at $234.5K), SPYV (-4.0K shares, valued at $219.9K); initiated new positions in FERG (+2.2K shares, valued at $485.8K), IDYN (+4.3K shares, valued at $356.8K), PNR (+3.0K shares, valued at $333.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.7M shares1.23%2025-09-302025-10-20
IUSV ISHARES TR625.1K shares1.90%2025-09-302025-10-20 SCHX SCHWAB STRATEGIC TR2.1M shares0.90%2025-09-302025-10-20 AVUS AMERICAN CENTY ETF TR503.9K shares1.98%2025-09-302025-10-20 FBND FIDELITY MERRIMACK STR TR986.0K shares2.19%2025-09-302025-10-20 DFIV DIMENSIONAL ETF TRUST724.5K shares0.34%2025-09-302025-10-20 CGCP CAPITAL GRP FIXED INCM ETF T1.3M shares2.54%2025-09-302025-10-20 CGXU CAPITAL GROUP INTL FOCUS EQT709.7K shares1.90%2025-09-302025-10-20 FHLC FIDELITY COVINGTON TRUST278.9K shares3.03%2025-09-302025-10-20 IEMG ISHARES INC214.7K shares0.53%2025-09-302025-10-20 DFAS DIMENSIONAL ETF TRUST202.9K shares1.61%2025-09-302025-10-20 IGEB ISHARES TR277.9K shares1.94%2025-09-302025-10-20 AGG ISHARES TR117.1K shares2.19%2025-09-302025-10-20 MSFT MICROSOFT CORP16.0K shares-0.06%2025-09-302025-10-20 VIG VANGUARD SPECIALIZED FUNDS31.3K shares-0.62%2025-09-302025-10-20 AAPL APPLE INC26.1K shares11.97%2025-09-302025-10-20 FDVV FIDELITY COVINGTON TRUST116.9K shares2.19%2025-09-302025-10-20 NVDA NVIDIA CORPORATION33.0K shares-0.00%2025-09-302025-10-20 VYM VANGUARD WHITEHALL FDS40.0K shares0.05%2025-09-302025-10-20 GOOGL ALPHABET INC22.1K shares4.56%2025-09-302025-10-20 IJH ISHARES TR58.2K shares-1.72%2025-09-302025-10-20 META META PLATFORMS INC5.0K shares19.10%2025-09-302025-10-20 JPM JPMORGAN CHASE & CO.10.8K shares2.18%2025-09-302025-10-20 IBDR ISHARES TR129.9K shares2.16%2025-09-302025-10-20 IBDQ ISHARES TR122.5K shares0.61%2025-09-302025-10-20 AMZN AMAZON COM INC12.2K shares0.41%2025-09-302025-10-20 ABBV ABBVIE INC11.5K shares1.53%2025-09-302025-10-20 VTI VANGUARD INDEX FDS7.8K shares0.04%2025-09-302025-10-20 IJR ISHARES TR21.4K shares-1.22%2025-09-302025-10-20 IVV ISHARES TR3.5K shares1.27%2025-09-302025-10-20 AVGO BROADCOM INC7.0K shares-3.16%2025-09-302025-10-20 WMT WALMART INC22.3K shares1.15%2025-09-302025-10-20 PG PROCTER AND GAMBLE CO14.9K shares1.45%2025-09-302025-10-20 ITOT ISHARES TR15.7K shares-0.01%2025-09-302025-10-20 IBDY ISHARES TR85.6K shares2.02%2025-09-302025-10-20 TSLA TESLA INC5.0K shares1.89%2025-09-302025-10-20 IBDS ISHARES TR83.1K shares2.82%2025-09-302025-10-20 IVW ISHARES TR16.5K shares0.02%2025-09-302025-10-20 CAT CATERPILLAR INC4.1K shares1.91%2025-09-302025-10-20 JNJ JOHNSON & JOHNSON10.4K shares2.08%2025-09-302025-10-20 SDY SPDR SERIES TRUST13.5K shares-0.78%2025-09-302025-10-20 HD HOME DEPOT INC4.7K shares1.99%2025-09-302025-10-20 CGMU CAPITAL GRP FIXED INCM ETF T69.2K shares3.95%2025-09-302025-10-20 XOM EXXON MOBIL CORP16.1K shares1.96%2025-09-302025-10-20 IBDT ISHARES TR70.4K shares3.43%2025-09-302025-10-20 CSCO CISCO SYS INC24.6K shares2.86%2025-09-302025-10-20 FFLG FIDELITY COVINGTON TRUST56.3K shares1.83%2025-09-302025-10-20 VBR VANGUARD INDEX FDS7.9K shares0.03%2025-09-302025-10-20 MET METLIFE INC20.0K shares3.05%2025-09-302025-10-20 FBCG FIDELITY COVINGTON TRUST30.1K shares5.61%2025-09-302025-10-20 BAC BANK AMERICA CORP29.2K shares1.83%2025-09-302025-10-20 AMAT APPLIED MATLS INC7.0K shares0.33%2025-09-302025-10-20 BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares1.88%2025-09-302025-10-20 MCD MCDONALDS CORP4.5K shares2.46%2025-09-302025-10-20 IBDW ISHARES TR63.6K shares0.67%2025-09-302025-10-20 WEC WEC ENERGY GROUP INC11.4K shares0.31%2025-09-302025-10-20 VTEB VANGUARD MUN BD FDS25.7K shares-0.47%2025-09-302025-10-20 PH PARKER-HANNIFIN CORP1.6K shares2.98%2025-09-302025-10-20 MRK MERCK & CO INC14.5K shares2.42%2025-09-302025-10-20 COP CONOCOPHILLIPS12.7K shares2.26%2025-09-302025-10-20 BLK BLACKROCK INC1.0K shares2.40%2025-09-302025-10-20 ABT ABBOTT LABS8.9K shares0.14%2025-09-302025-10-20 IBDX ISHARES TR46.1K shares2.34%2025-09-302025-10-20 SCHD SCHWAB STRATEGIC TR43.0K shares0.37%2025-09-302025-10-20 KO COCA COLA CO17.4K shares-1.03%2025-09-302025-10-20 GD GENERAL DYNAMICS CORP3.3K shares4.51%2025-09-302025-10-20 WFC WELLS FARGO CO NEW13.3K shares2.17%2025-09-302025-10-20 PEP PEPSICO INC7.9K shares6.92%2025-09-302025-10-20 NFLX NETFLIX INC907 shares-8.29%2025-09-302025-10-20 PM PHILIP MORRIS INTL INC6.7K shares3.45%2025-09-302025-10-20 PLTR PALANTIR TECHNOLOGIES INC5.5K shares-24.96%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS3.6K shares1.51%2025-09-302025-10-20 IEFA ISHARES TR11.4K shares0.00%2025-09-302025-10-20 EME EMCOR GROUP INC1.5K shares-1.38%2025-09-302025-10-20 IBDU ISHARES TR41.4K shares5.06%2025-09-302025-10-20 AXP AMERICAN EXPRESS CO2.9K shares1.01%2025-09-302025-10-20 IVE ISHARES TR4.5K shares0.00%2025-09-302025-10-20 PRU PRUDENTIAL FINL INC8.8K shares4.48%2025-09-302025-10-20 BK BANK NEW YORK MELLON CORP8.1K shares-7.91%2025-09-302025-10-20 SPYG SPDR SERIES TRUST8.4K shares0.04%2025-09-302025-10-20 VHT VANGUARD WORLD FD3.4K shares-0.50%2025-09-302025-10-20 XLU SELECT SECTOR SPDR TR9.9K shares0.10%2025-09-302025-10-20 CVX CHEVRON CORP NEW5.5K shares1.94%2025-09-302025-10-20 SO SOUTHERN CO8.6K shares-12.04%2025-09-302025-10-20 VZ VERIZON COMMUNICATIONS INC18.4K shares3.74%2025-09-302025-10-20 ORCL ORACLE CORP2.8K shares-0.07%2025-09-302025-10-20 LLY ELI LILLY & CO1.0K shares0.29%2025-09-302025-10-20 CSX CSX CORP22.1K shares1.70%2025-09-302025-10-20 QCOM QUALCOMM INC4.6K shares-14.00%2025-09-302025-10-20 USB US BANCORP DEL15.9K shares4.42%2025-09-302025-10-20 WPC WP CAREY INC11.0K shares3.73%2025-09-302025-10-20 SPYV SPDR SERIES TRUST13.4K shares-22.89%2025-09-302025-10-20 T AT&T INC25.9K shares2.36%2025-09-302025-10-20 HIG HARTFORD INSURANCE GROUP INC5.3K shares-7.23%2025-09-302025-10-20 AEP AMERICAN ELEC PWR CO INC6.0K shares1.34%2025-09-302025-10-20 IBDV ISHARES TR30.3K shares7.29%2025-09-302025-10-20 CRM SALESFORCE INC2.8K shares-5.63%2025-09-302025-10-20 KMI KINDER MORGAN INC DEL22.9K shares3.35%2025-09-302025-10-20 PLD PROLOGIS INC.5.4K shares2.64%2025-09-302025-10-20 SPY SPDR S&P 500 ETF TR896 shares0.11%2025-09-302025-10-20 DFAT DIMENSIONAL ETF TRUST10.2K shares0.00%2025-09-302025-10-20 BFC BANK FIRST CORP4.9K shares0.00%2025-09-302025-10-20 RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.13%2025-09-302025-10-20 UNH UNITEDHEALTH GROUP INC1.7K shares35.06%2025-09-302025-10-20 OSK OSHKOSH CORP4.5K shares0.07%2025-09-302025-10-20 PNC PNC FINL SVCS GROUP INC2.9K shares3.68%2025-09-302025-10-20 PEG PUBLIC SVC ENTERPRISE GRP IN6.8K shares4.73%2025-09-302025-10-20 PFE PFIZER INC22.2K shares4.06%2025-09-302025-10-20 RSG REPUBLIC SVCS INC2.4K shares1.13%2025-09-302025-10-20 NIC NICOLET BANKSHARES INC4.1K shares0.17%2025-09-302025-10-20 AJG GALLAGHER ARTHUR J & CO1.8K shares0.06%2025-09-302025-10-20 COST COSTCO WHSL CORP NEW591 shares-3.27%2025-09-302025-10-20 FLTB FIDELITY MERRIMACK STR TR10.7K shares0.00%2025-09-302025-10-20 GILD GILEAD SCIENCES INC4.7K shares5.67%2025-09-302025-10-20 NSC NORFOLK SOUTHN CORP1.7K shares5.02%2025-09-302025-10-20 CDNS CADENCE DESIGN SYSTEM INC1.5K shares0.55%2025-09-302025-10-20 KMB KIMBERLY-CLARK CORP4.1K shares0.74%2025-09-302025-10-20 APH AMPHENOL CORP NEW4.1K shares33.08%2025-09-302025-10-20 VTV VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-10-20 TJX TJX COS INC NEW3.5K shares0.58%2025-09-302025-10-20 FERG FERGUSON ENTERPRISES INC2.2K sharesnew addition2025-09-302025-10-20 TMUS T-MOBILE US INC2.0K shares0.65%2025-09-302025-10-20 LMT LOCKHEED MARTIN CORP966 shares3.87%2025-09-302025-10-20 LHX L3HARRIS TECHNOLOGIES INC1.6K shares4.36%2025-09-302025-10-20 CGMS CAPITAL GRP FIXED INCM ETF T16.6K shares0.00%2025-09-302025-10-20 CAH CARDINAL HEALTH INC2.9K shares0.74%2025-09-302025-10-20 IBDZ ISHARES TR16.9K shares1.14%2025-09-302025-10-20 ACN ACCENTURE PLC IRELAND1.8K shares1.01%2025-09-302025-10-20 SPOT SPOTIFY TECHNOLOGY S A635 shares-34.60%2025-09-302025-10-20 V VISA INC1.3K shares0.08%2025-09-302025-10-20 MO ALTRIA GROUP INC6.7K shares4.98%2025-09-302025-10-20 VUG VANGUARD INDEX FDS897 shares0.00%2025-09-302025-10-20 IJS ISHARES TR3.8K shares0.00%2025-09-302025-10-20 VEU VANGUARD INTL EQUITY INDEX F5.9K shares0.00%2025-09-302025-10-20 ITW ILLINOIS TOOL WKS INC1.6K shares0.00%2025-09-302025-10-20 PANW PALO ALTO NETWORKS INC2.0K shares0.50%2025-09-302025-10-20 FITB FIFTH THIRD BANCORP8.8K shares0.77%2025-09-302025-10-20 MCO MOODYS CORP811 shares1.63%2025-09-302025-10-20 QYLD GLOBAL X FDS22.1K shares-6.72%2025-09-302025-10-20 NEE NEXTERA ENERGY INC4.9K shares-31.20%2025-09-302025-10-20 RCL ROYAL CARIBBEAN GROUP1.1K shares0.79%2025-09-302025-10-20 GE GE AEROSPACE1.2K shares-0.08%2025-09-302025-10-20 IDYN BLACKROCK ETF TRUST4.3K sharesnew addition2025-09-302025-10-20 CCI CROWN CASTLE INC3.7K shares6.19%2025-09-302025-10-20 SNPS SYNOPSYS INC706 shares-37.96%2025-09-302025-10-20 SHOP SHOPIFY INC2.3K shares0.00%2025-09-302025-10-20 ANET ARISTA NETWORKS INC2.3K shares-0.43%2025-09-302025-10-20 PNR PENTAIR PLC3.0K sharesnew addition2025-09-302025-10-20 CMCSA COMCAST CORP NEW10.4K shares2.69%2025-09-302025-10-20 SYK STRYKER CORPORATION883 shares0.80%2025-09-302025-10-20 CTAS CINTAS CORP1.6K shares0.06%2025-09-302025-10-20 VOE VANGUARD INDEX FDS1.8K shares0.11%2025-09-302025-10-20 GS GOLDMAN SACHS GROUP INC398 shares0.25%2025-09-302025-10-20 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-10-20 DFSU DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-10-20 MDT MEDTRONIC PLC3.2K shares0.53%2025-09-302025-10-20 C CITIGROUP INC3.0K shares0.23%2025-09-302025-10-20 VRT VERTIV HOLDINGS CO2.0K shares-0.54%2025-09-302025-10-20 AMD ADVANCED MICRO DEVICES INC1.9K sharesnew addition2025-09-302025-10-20 DHR DANAHER CORPORATION1.5K shares33.04%2025-09-302025-10-20 ZS ZSCALER INC1.0K shares-0.79%2025-09-302025-10-20 LAMR LAMAR ADVERTISING CO NEW2.4K shares0.66%2025-09-302025-10-20 CMI CUMMINS INC701 shares0.00%2025-09-302025-10-20 VEA VANGUARD TAX-MANAGED FDS4.9K shares0.16%2025-09-302025-10-20 CASY CASEYS GEN STORES INC511 shares-0.20%2025-09-302025-10-20 LEU CENTRUS ENERGY CORP928 sharesnew addition2025-09-302025-10-20 LH LABCORP HOLDINGS INC998 shares0.91%2025-09-302025-10-20 TXN TEXAS INSTRS INC1.6K shares1.50%2025-09-302025-10-20 SPIB SPDR SERIES TRUST8.3K shares0.48%2025-09-302025-10-20 HOOD ROBINHOOD MKTS INC2.0K sharesnew addition2025-09-302025-10-20 VNQ VANGUARD INDEX FDS3.1K shares0.23%2025-09-302025-10-20 EFG ISHARES TR2.4K shares0.00%2025-09-302025-10-20 VOT VANGUARD INDEX FDS917 shares0.22%2025-09-302025-10-20 MA MASTERCARD INCORPORATED472 shares-0.21%2025-09-302025-10-20 UBER UBER TECHNOLOGIES INC2.7K shares-0.07%2025-09-302025-10-20 DE DEERE & CO568 shares0.18%2025-09-302025-10-20 HYG ISHARES TR3.1K shares0.00%2025-09-302025-10-20 DFUS DIMENSIONAL ETF TRUST3.5K shares0.00%2025-09-302025-10-20 BDX BECTON DICKINSON & CO1.3K shares-0.45%2025-09-302025-10-20 PSTG PURE STORAGE INC2.9K shares-28.76%2025-09-302025-10-20 AWK AMERICAN WTR WKS CO INC NEW1.7K sharesnew addition2025-09-302025-10-20 RTX RTX CORPORATION1.4K shares0.14%2025-09-302025-10-20 K KELLANOVA2.9K shares0.00%2025-09-302025-10-20 FIS FIDELITY NATL INFORMATION SV3.5K shares0.00%2025-09-302025-10-20 FTEC FIDELITY COVINGTON TRUST1.0K shares-5.14%2025-09-302025-10-20 ICSH ISHARES TR4.5K shares-0.02%2025-09-302025-10-20 FCOR FIDELITY MERRIMACK STR TR4.5K shares0.00%2025-09-302025-10-20 ASB ASSOCIATED BANC CORP8.5K shares0.00%2025-09-302025-10-20 CI THE CIGNA GROUP753 shares-0.40%2025-09-302025-10-20 MMC MARSH & MCLENNAN COS INC1.1K shares0.38%2025-09-302025-10-20 ADP AUTOMATIC DATA PROCESSING IN682 shares0.15%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available