McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of June 30, 2025

Portfolio Holdings for McGlone Suttner Wealth Management

McGlone Suttner Wealth Management holds 191 positions in its portfolio as reported in the June 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) 19.8 $131M 3.7M 35.84
Ishares Tr Core S&p Us Vlu (IUSV) 8.8 $58M 614k 94.63
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.6 $51M 2.1M 24.44
American Centy Etf Tr Us Eqt Etf (AVUS) 7.5 $50M 494k 100.82
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.7 $44M 965k 45.75
Dimensional Etf Trust Internatnal Val (DFIV) 4.7 $31M 722k 42.83
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.4 $29M 1.3M 22.50
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.9 $19M 697k 27.13
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.6 $17M 271k 63.95
Ishares Core Msci Emkt (IEMG) 1.9 $13M 214k 60.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $13M 200k 63.71
Ishares Tr Investment Grade (IGEB) 1.9 $12M 273k 45.44
Ishares Tr Core Us Aggbd Et (AGG) 1.7 $11M 115k 99.20
Microsoft Corporation (MSFT) 1.2 $8.0M 16k 497.42
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $6.4M 32k 204.67
Fidelity Covington Trust High Divid Etf (FDVV) 0.9 $6.0M 114k 52.02
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $5.3M 40k 133.31
NVIDIA Corporation (NVDA) 0.8 $5.2M 33k 157.99
Apple (AAPL) 0.7 $4.8M 23k 205.17
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.7M 21k 176.23
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $3.7M 59k 62.02
Ishares Tr Ibonds Dec2026 (IBDR) 0.5 $3.1M 127k 24.25
Meta Platforms Cl A (META) 0.5 $3.1M 4.2k 738.17
JPMorgan Chase & Co. (JPM) 0.5 $3.1M 11k 289.90
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.5 $3.1M 122k 25.18
Amazon (AMZN) 0.4 $2.7M 12k 219.39
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.4M 7.8k 303.95
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.4M 22k 109.29
Procter & Gamble Company (PG) 0.4 $2.3M 15k 159.32
Ishares Tr Ibonds Dec 2033 (IBDY) 0.3 $2.2M 84k 25.90
Wal-Mart Stores (WMT) 0.3 $2.2M 22k 97.78
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.1M 3.5k 620.90
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.1M 16k 135.04
Abbvie (ABBV) 0.3 $2.1M 11k 185.62
Broadcom (AVGO) 0.3 $2.0M 7.2k 275.65
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $2.0M 81k 24.27
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.9M 14k 135.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.8M 17k 110.10
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.8M 67k 26.69
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $1.7M 68k 25.42
Exxon Mobil Corporation (XOM) 0.3 $1.7M 16k 107.80
Home Depot (HD) 0.3 $1.7M 4.6k 366.66
Cisco Systems (CSCO) 0.3 $1.7M 24k 69.38
Johnson & Johnson (JNJ) 0.2 $1.6M 10k 152.75
Caterpillar (CAT) 0.2 $1.6M 4.0k 388.23
MetLife (MET) 0.2 $1.6M 19k 80.42
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.5M 7.9k 195.01
Tesla Motors (TSLA) 0.2 $1.5M 4.9k 317.67
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 0.2 $1.5M 55k 26.57
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $1.4M 29k 48.24
Bank of America Corporation (BAC) 0.2 $1.4M 29k 47.32
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $1.3M 63k 21.04
Netflix (NFLX) 0.2 $1.3M 989.00 1339.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 2.7k 485.77
Applied Materials (AMAT) 0.2 $1.3M 7.0k 183.07
McDonald's Corporation (MCD) 0.2 $1.3M 4.4k 292.14
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 49.03
Coca-Cola Company (KO) 0.2 $1.2M 18k 70.75
Abbott Laboratories (ABT) 0.2 $1.2M 8.9k 136.01
Wec Energy Group (WEC) 0.2 $1.2M 11k 104.20
Philip Morris International (PM) 0.2 $1.2M 6.5k 182.12
Ishares Tr Ibonds Dec 2032 (IBDX) 0.2 $1.1M 45k 25.29
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.1M 43k 26.50
Merck & Co (MRK) 0.2 $1.1M 14k 79.16
ConocoPhillips (COP) 0.2 $1.1M 12k 89.74
Parker-Hannifin Corporation (PH) 0.2 $1.1M 1.6k 698.27
Blackrock (BLK) 0.2 $1.1M 1.0k 1049.35
Wells Fargo & Company (WFC) 0.2 $1.0M 13k 80.12
International Business Machines (IBM) 0.2 $1.0M 3.5k 294.81
Palantir Technologies Cl A (PLTR) 0.2 $1.0M 7.4k 136.31
Pepsi (PEP) 0.1 $971k 7.4k 132.04
Ishares Tr Core Msci Eafe (IEFA) 0.1 $948k 11k 83.48
General Dynamics Corporation (GD) 0.1 $932k 3.2k 291.62
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $920k 39k 23.33
American Express Company (AXP) 0.1 $919k 2.9k 318.97
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $909k 17k 52.34
Prudential Financial (PRU) 0.1 $905k 8.4k 107.44
Southern Company (SO) 0.1 $900k 9.8k 91.83
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $874k 4.5k 195.43
Qualcomm (QCOM) 0.1 $858k 5.4k 159.27
Vanguard World Health Car Etf (VHT) 0.1 $844k 3.4k 248.31
Emcor (EME) 0.1 $812k 1.5k 534.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $811k 9.9k 81.66
Eli Lilly & Co. (LLY) 0.1 $807k 1.0k 779.36
Bank of New York Mellon Corporation (BK) 0.1 $806k 8.8k 91.11
salesforce (CRM) 0.1 $805k 3.0k 272.70
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $803k 8.4k 95.32
Chevron Corporation (CVX) 0.1 $776k 5.4k 143.18
Verizon Communications (VZ) 0.1 $769k 18k 43.27
Spotify Technology S A SHS (SPOT) 0.1 $745k 971.00 767.34
At&t (T) 0.1 $732k 25k 28.94
Hartford Financial Services (HIG) 0.1 $723k 5.7k 126.87
CSX Corporation (CSX) 0.1 $710k 22k 32.63
Us Bancorp Del Com New (USB) 0.1 $690k 15k 45.25
Wp Carey (WPC) 0.1 $661k 11k 62.38
Kinder Morgan (KMI) 0.1 $651k 22k 29.40
Oracle Corporation (ORCL) 0.1 $622k 2.8k 218.61
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $620k 28k 21.98
American Electric Power Company (AEP) 0.1 $612k 5.9k 103.76
Costco Wholesale Corporation (COST) 0.1 $605k 611.00 989.51
Republic Services (RSG) 0.1 $589k 2.4k 246.66
Synopsys (SNPS) 0.1 $583k 1.1k 512.68
Bank First National Corporation (BFC) 0.1 $574k 4.9k 117.65
Arthur J. Gallagher & Co. (AJG) 0.1 $567k 1.8k 320.12
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $563k 3.1k 181.76
Prologis (PLD) 0.1 $557k 5.3k 105.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $553k 895.00 617.94
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $550k 10k 53.96
Public Service Enterprise (PEG) 0.1 $545k 6.5k 84.18
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $539k 11k 50.40
Accenture Plc Ireland Shs Class A (ACN) 0.1 $535k 1.8k 298.95
Kimberly-Clark Corporation (KMB) 0.1 $524k 4.1k 128.91
Pfizer (PFE) 0.1 $516k 21k 24.24
PNC Financial Services (PNC) 0.1 $516k 2.8k 186.40
Oshkosh Corporation (OSK) 0.1 $507k 4.5k 113.55
Nicolet Bankshares (NIC) 0.1 $505k 4.1k 123.48
Nextera Energy (NEE) 0.1 $497k 7.2k 69.42
Gilead Sciences (GILD) 0.1 $491k 4.4k 110.87
Cardinal Health (CAH) 0.1 $479k 2.9k 167.97
Metropcs Communications (TMUS) 0.1 $478k 2.0k 238.31
Vanguard Index Fds Value Etf (VTV) 0.1 $475k 2.7k 176.73
3M Company (MMM) 0.1 $473k 3.1k 152.26
Visa Com Cl A (V) 0.1 $460k 1.3k 355.11
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $458k 17k 27.62
Cadence Design Systems (CDNS) 0.1 $449k 1.5k 308.15
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $436k 17k 26.13
Lockheed Martin Corporation (LMT) 0.1 $431k 930.00 463.30
TJX Companies (TJX) 0.1 $424k 3.4k 123.48
Norfolk Southern (NSC) 0.1 $418k 1.6k 255.97
Palo Alto Networks (PANW) 0.1 $407k 2.0k 204.64
Moody's Corporation (MCO) 0.1 $400k 798.00 501.51
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $396k 24k 16.72
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $396k 5.9k 67.22
Illinois Tool Works (ITW) 0.1 $394k 1.6k 247.19
Vanguard Index Fds Growth Etf (VUG) 0.1 $393k 897.00 438.39
UnitedHealth (UNH) 0.1 $392k 1.3k 311.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $379k 3.8k 99.48
L3harris Technologies (LHX) 0.1 $374k 1.5k 250.78
Altria (MO) 0.1 $373k 6.4k 58.63
Comcast Corp Cl A (CMCSA) 0.1 $362k 10k 35.69
Fifth Third Ban (FITB) 0.1 $357k 8.7k 41.13
Royal Caribbean Cruises (RCL) 0.1 $357k 1.1k 313.27
Crown Castle Intl (CCI) 0.1 $355k 3.5k 102.74
Cintas Corporation (CTAS) 0.1 $352k 1.6k 222.85
Johnson Ctls Intl SHS (JCI) 0.1 $351k 3.3k 105.62
Stryker Corporation (SYK) 0.1 $346k 876.00 395.44
Ishares Tr Core Msci Total (IXUS) 0.1 $341k 4.4k 77.31
Texas Instruments Incorporated (TXN) 0.0 $319k 1.5k 207.66
Ge Aerospace Com New (GE) 0.0 $317k 1.2k 257.45
Zscaler Incorporated (ZS) 0.0 $317k 1.0k 313.94
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $303k 1.8k 164.48
Amphenol Corp Cl A (APH) 0.0 $303k 3.1k 98.75
Lamar Advertising Cl A (LAMR) 0.0 $294k 2.4k 121.37
Deere & Company (DE) 0.0 $288k 567.00 508.59
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $287k 7.3k 39.25
Fidelity National Information Services (FIS) 0.0 $284k 3.5k 81.40
Medtronic SHS (MDT) 0.0 $282k 3.2k 87.17
Goldman Sachs (GS) 0.0 $281k 397.00 708.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $280k 4.9k 57.02
Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $279k 8.3k 33.58
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $272k 3.1k 89.06
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $269k 2.4k 112.01
Mastercard Incorporated Cl A (MA) 0.0 $266k 473.00 561.52
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $262k 2.3k 115.35
Casey's General Stores (CASY) 0.0 $261k 512.00 510.06
Vertiv Holdings Com Cl A (VRT) 0.0 $261k 2.0k 128.39
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $260k 915.00 284.46
Labcorp Holdings Com Shs (LH) 0.0 $260k 989.00 262.57
Citigroup Com New (C) 0.0 $257k 3.0k 85.11
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $253k 3.1k 80.65
Cigna Corp (CI) 0.0 $250k 756.00 330.37
Uber Technologies (UBER) 0.0 $249k 2.7k 93.30
Pure Storage Cl A (PSTG) 0.0 $238k 4.1k 57.58
Arista Networks Com Shs (ANET) 0.0 $237k 2.3k 102.32
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $235k 3.5k 67.02
Pulte (PHM) 0.0 $235k 2.2k 105.48
Becton, Dickinson and (BDX) 0.0 $231k 1.3k 172.31
Marsh & McLennan Companies (MMC) 0.0 $231k 1.1k 218.68
Alphabet Cap Stk Cl C (GOOG) 0.0 $230k 1.3k 177.35
Ishares Tr Ultra Short Dur (ICSH) 0.0 $230k 4.5k 50.71
Cummins (CMI) 0.0 $230k 701.00 327.46
Kellogg Company (K) 0.0 $228k 2.9k 79.53
Danaher Corporation (DHR) 0.0 $225k 1.1k 197.57
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $215k 1.1k 197.21
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.0 $215k 4.5k 47.31
Automatic Data Processing (ADP) 0.0 $210k 681.00 308.47
Ameriprise Financial (AMP) 0.0 $209k 392.00 533.68
Associated Banc- (ASB) 0.0 $207k 8.5k 24.39
Fortinet (FTNT) 0.0 $206k 2.0k 105.72
Raytheon Technologies Corp (RTX) 0.0 $205k 1.4k 146.05
Huntington Bancshares Incorporated (HBAN) 0.0 $196k 12k 16.76