McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of March 31, 2025

Portfolio Holdings for McGlone Suttner Wealth Management

McGlone Suttner Wealth Management holds 189 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 19.4 $118M 3.6M 32.99
Ishares Tr Core S&p Us Vlu (IUSV) 9.0 $55M 594k 92.29
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.3 $45M 2.0M 22.08
American Centy Etf Tr Us Eqt Etf (AVUS) 7.2 $44M 476k 92.38
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 7.0 $43M 932k 45.65
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.6 $28M 1.3M 22.45
Dimensional Etf Trust Internatnal Val (DFIV) 4.6 $28M 709k 39.36
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.9 $18M 259k 68.32
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.7 $17M 678k 24.48
Ishares Tr Investment Grade (IGEB) 1.9 $12M 262k 45.01
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $12M 194k 59.75
Ishares Core Msci Emkt (IEMG) 1.8 $11M 207k 53.97
Ishares Tr Core Us Aggbd Et (AGG) 1.8 $11M 110k 98.92
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $6.1M 32k 193.99
Microsoft Corporation (MSFT) 1.0 $6.0M 16k 375.40
Fidelity Covington Trust High Divid Etf (FDVV) 0.9 $5.6M 112k 49.60
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $5.2M 41k 128.96
Apple (AAPL) 0.8 $5.2M 23k 222.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $3.5M 60k 58.35
NVIDIA Corporation (NVDA) 0.6 $3.4M 31k 108.38
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.6 $3.4M 135k 25.15
Alphabet Cap Stk Cl A (GOOGL) 0.5 $3.0M 19k 154.64
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $2.7M 113k 24.21
JPMorgan Chase & Co. (JPM) 0.4 $2.6M 10k 245.30
Procter & Gamble Company (PG) 0.4 $2.5M 15k 170.42
Meta Platforms Cl A (META) 0.4 $2.4M 4.1k 576.40
Abbvie (ABBV) 0.4 $2.3M 11k 209.51
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.3M 22k 104.57
Amazon (AMZN) 0.4 $2.2M 12k 190.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.1M 7.8k 274.86
Ishares Tr Ibonds Dec 2033 (IBDY) 0.3 $2.1M 83k 25.56
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.9M 3.4k 561.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.9M 16k 122.01
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $1.9M 14k 135.68
Wal-Mart Stores (WMT) 0.3 $1.9M 21k 87.79
Exxon Mobil Corporation (XOM) 0.3 $1.8M 15k 118.93
Home Depot (HD) 0.3 $1.7M 4.6k 366.50
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.7M 62k 26.82
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $1.7M 68k 24.18
Johnson & Johnson (JNJ) 0.3 $1.6M 9.9k 165.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.6M 8.4k 186.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.6M 31k 49.62
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.5M 17k 92.83
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $1.5M 60k 25.26
MetLife (MET) 0.2 $1.5M 19k 80.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.7k 532.58
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $1.4M 27k 51.07
Cisco Systems (CSCO) 0.2 $1.4M 22k 61.71
Merck & Co (MRK) 0.2 $1.4M 15k 89.76
Caterpillar (CAT) 0.2 $1.3M 4.0k 329.77
McDonald's Corporation (MCD) 0.2 $1.3M 4.2k 312.37
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $1.3M 62k 20.75
Coca-Cola Company (KO) 0.2 $1.2M 17k 71.62
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 0.2 $1.2M 55k 22.14
Wec Energy Group (WEC) 0.2 $1.2M 11k 108.98
ConocoPhillips (COP) 0.2 $1.2M 12k 105.02
Bank of America Corporation (BAC) 0.2 $1.2M 29k 41.73
Abbott Laboratories (ABT) 0.2 $1.2M 9.0k 132.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 41k 27.96
UnitedHealth (UNH) 0.2 $1.1M 2.2k 523.81
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $1.1M 29k 39.97
Tesla Motors (TSLA) 0.2 $1.1M 4.4k 259.14
Ishares Tr Ibonds Dec 2032 (IBDX) 0.2 $1.1M 45k 24.99
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $1.1M 14k 80.37
Pepsi (PEP) 0.2 $1.1M 7.2k 149.93
Broadcom (AVGO) 0.2 $1.0M 6.3k 167.43
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.0M 14k 75.65
Applied Materials (AMAT) 0.2 $1.0M 7.0k 145.12
Philip Morris International (PM) 0.2 $964k 6.1k 158.74
Vanguard World Health Car Etf (VHT) 0.2 $925k 3.5k 264.72
Chevron Corporation (CVX) 0.2 $923k 5.5k 167.29
Netflix (NFLX) 0.1 $909k 975.00 932.53
Blackrock (BLK) 0.1 $902k 953.00 946.61
Wells Fargo & Company (WFC) 0.1 $901k 13k 71.79
American Express Company (AXP) 0.1 $901k 3.3k 269.08
Parker-Hannifin Corporation (PH) 0.1 $897k 1.5k 607.70
Eli Lilly & Co. (LLY) 0.1 $869k 1.1k 826.07
Prudential Financial (PRU) 0.1 $867k 7.8k 111.67
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $852k 4.5k 190.59
International Business Machines (IBM) 0.1 $848k 3.4k 248.66
salesforce (CRM) 0.1 $819k 3.1k 268.34
General Dynamics Corporation (GD) 0.1 $817k 3.0k 272.61
Southern Company (SO) 0.1 $788k 8.6k 91.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $782k 9.9k 78.85
Verizon Communications (VZ) 0.1 $760k 17k 45.36
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $759k 33k 23.13
Qualcomm (QCOM) 0.1 $707k 4.6k 153.59
Bank of New York Mellon Corporation (BK) 0.1 $685k 8.2k 83.87
Hartford Financial Services (HIG) 0.1 $684k 5.5k 123.72
At&t (T) 0.1 $676k 24k 28.28
Wp Carey (WPC) 0.1 $636k 10k 63.11
American Electric Power Company (AEP) 0.1 $633k 5.8k 109.27
Palantir Technologies Cl A (PLTR) 0.1 $617k 7.3k 84.40
Arthur J. Gallagher & Co. (AJG) 0.1 $603k 1.7k 345.20
Us Bancorp Del Com New (USB) 0.1 $599k 14k 42.22
Kinder Morgan (KMI) 0.1 $598k 21k 28.53
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $579k 27k 21.72
Kimberly-Clark Corporation (KMB) 0.1 $578k 4.1k 142.22
Prologis (PLD) 0.1 $577k 5.2k 111.79
Costco Wholesale Corporation (COST) 0.1 $574k 607.00 946.27
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $574k 17k 33.24
Republic Services (RSG) 0.1 $567k 2.3k 242.20
CSX Corporation (CSX) 0.1 $559k 19k 29.43
Emcor (EME) 0.1 $550k 1.5k 369.62
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $536k 3.1k 173.25
Metropcs Communications (TMUS) 0.1 $535k 2.0k 266.74
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $535k 11k 50.09
Spotify Technology S A SHS (SPOT) 0.1 $531k 965.00 550.03
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $524k 10k 51.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $517k 924.00 559.51
Nextera Energy (NEE) 0.1 $509k 7.2k 70.89
Oracle Corporation (ORCL) 0.1 $509k 3.6k 139.83
Pfizer (PFE) 0.1 $507k 20k 25.34
Illinois Tool Works (ITW) 0.1 $497k 2.0k 247.96
Public Service Enterprise (PEG) 0.1 $496k 6.0k 82.30
Bank First National Corporation (BFC) 0.1 $491k 4.9k 100.74
Synopsys (SNPS) 0.1 $489k 1.1k 428.85
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $482k 29k 16.63
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $480k 18k 27.30
Visa Com Cl A (V) 0.1 $466k 1.3k 350.50
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $466k 18k 25.78
Vanguard Index Fds Value Etf (VTV) 0.1 $464k 2.7k 172.73
PNC Financial Services (PNC) 0.1 $458k 2.6k 175.74
Gilead Sciences (GILD) 0.1 $455k 4.1k 112.05
Nicolet Bankshares (NIC) 0.1 $445k 4.1k 108.96
Ishares Tr Broad Usd High (USHY) 0.1 $443k 12k 36.81
3M Company (MMM) 0.1 $433k 3.0k 146.88
Oshkosh Corporation (OSK) 0.1 $420k 4.5k 94.07
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $417k 2.6k 160.53
Lockheed Martin Corporation (LMT) 0.1 $393k 879.00 446.72
Accenture Plc Ireland Shs Class A (ACN) 0.1 $388k 1.2k 311.92
Altria (MO) 0.1 $380k 6.3k 60.02
Moody's Corporation (MCO) 0.1 $377k 810.00 465.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $371k 3.8k 97.47
Cadence Design Systems (CDNS) 0.1 $368k 1.4k 254.33
TJX Companies (TJX) 0.1 $360k 3.0k 121.79
Comcast Corp Cl A (CMCSA) 0.1 $360k 9.7k 36.90
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $357k 5.9k 60.66
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $353k 7.0k 50.83
Crown Castle Intl (CCI) 0.1 $343k 3.3k 104.22
Palo Alto Networks (PANW) 0.1 $342k 2.0k 170.64
Dow (DOW) 0.1 $336k 9.6k 34.92
Fifth Third Ban (FITB) 0.1 $334k 8.5k 39.20
Vanguard Index Fds Growth Etf (VUG) 0.1 $333k 897.00 370.81
Stryker Corporation (SYK) 0.1 $331k 888.00 372.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $324k 1.3k 244.71
Cintas Corporation (CTAS) 0.1 $323k 1.6k 205.47
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $321k 3.5k 90.54
Norfolk Southern (NSC) 0.1 $310k 1.3k 236.84
Ishares Tr Core Msci Total (IXUS) 0.1 $307k 4.4k 69.81
Becton, Dickinson and (BDX) 0.1 $305k 1.3k 229.13
Deere & Company (DE) 0.0 $293k 625.00 469.48
Johnson Ctls Intl SHS (JCI) 0.0 $293k 3.7k 80.11
Medtronic SHS (MDT) 0.0 $291k 3.2k 89.87
L3harris Technologies (LHX) 0.0 $288k 1.4k 209.29
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $282k 10k 27.26
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $277k 571.00 484.82
Texas Instruments Incorporated (TXN) 0.0 $276k 1.5k 179.70
Lamar Advertising Cl A (LAMR) 0.0 $269k 2.4k 113.80
Fidelity National Information Services (FIS) 0.0 $261k 3.5k 74.69
Eastman Chemical Company (EMN) 0.0 $259k 2.9k 88.11
Marsh & McLennan Companies (MMC) 0.0 $250k 1.0k 244.03
Mastercard Incorporated Cl A (MA) 0.0 $250k 455.00 548.36
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $248k 3.1k 78.89
Citigroup Com New (C) 0.0 $246k 3.5k 71.00
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $240k 2.4k 100.02
Goldman Sachs (GS) 0.0 $237k 434.00 546.07
Kellogg Company (K) 0.0 $236k 2.9k 82.49
Ge Aerospace Com New (GE) 0.0 $236k 1.2k 200.18
Cummins (CMI) 0.0 $234k 746.00 313.44
Labcorp Holdings Com Shs (LH) 0.0 $233k 1.0k 232.76
Royal Caribbean Cruises (RCL) 0.0 $230k 1.1k 205.41
Pulte (PHM) 0.0 $230k 2.2k 102.78
Ishares Tr Ultra Short-term (ICSH) 0.0 $230k 4.5k 50.70
Raytheon Technologies Corp (RTX) 0.0 $223k 1.7k 132.44
Arista Networks Com Shs (ANET) 0.0 $222k 2.9k 77.48
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $219k 2.8k 78.41
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $218k 9.5k 22.98
Shopify Cl A (SHOP) 0.0 $217k 2.3k 95.48
Pure Storage Cl A (PSTG) 0.0 $213k 4.8k 44.27
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.0 $213k 4.5k 46.96
Peak (DOC) 0.0 $212k 11k 20.22
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $212k 3.5k 60.48
Automatic Data Processing (ADP) 0.0 $209k 684.00 305.51
Casey's General Stores (CASY) 0.0 $204k 470.00 434.35
Cardinal Health (CAH) 0.0 $203k 1.5k 137.76
Alphabet Cap Stk Cl C (GOOG) 0.0 $203k 1.3k 156.23
Huntington Bancshares Incorporated (HBAN) 0.0 $171k 11k 15.01
Ford Motor Company (F) 0.0 $143k 14k 10.03