McGlone Suttner Wealth Management

McGlone Suttner Wealth Management as of Sept. 30, 2025

Portfolio Holdings for McGlone Suttner Wealth Management

McGlone Suttner Wealth Management holds 191 positions in its portfolio as reported in the September 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) 20.0 $143M 3.7M 38.57
Ishares Tr Core S&p Us Vlu (IUSV) 8.7 $63M 625k 99.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 7.7 $55M 2.1M 26.34
American Centy Etf Tr Us Eqt Etf (AVUS) 7.7 $55M 504k 108.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.4 $46M 986k 46.24
Dimensional Etf Trust Internatnal Val (DFIV) 4.7 $33M 725k 46.12
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 4.2 $30M 1.3M 22.72
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 2.9 $21M 710k 29.62
Fidelity Covington Trust Msci Hlth Care I (FHLC) 2.6 $19M 279k 66.87
Ishares Core Msci Emkt (IEMG) 2.0 $14M 215k 65.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.9 $14M 203k 68.46
Ishares Tr Investment Grade (IGEB) 1.8 $13M 278k 46.05
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $12M 117k 100.25
Microsoft Corporation (MSFT) 1.2 $8.3M 16k 517.96
Vanguard Specialized Funds Div App Etf (VIG) 0.9 $6.8M 31k 215.79
Apple (AAPL) 0.9 $6.7M 26k 254.63
Fidelity Covington Trust High Divid Etf (FDVV) 0.9 $6.5M 117k 55.71
NVIDIA Corporation (NVDA) 0.9 $6.2M 33k 186.58
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $5.6M 40k 140.95
Alphabet Cap Stk Cl A (GOOGL) 0.8 $5.4M 22k 243.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $3.8M 58k 65.26
Meta Platforms Cl A (META) 0.5 $3.6M 5.0k 734.37
JPMorgan Chase & Co. (JPM) 0.5 $3.4M 11k 315.43
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $3.2M 130k 24.30
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $3.1M 123k 25.19
Amazon (AMZN) 0.4 $2.7M 12k 219.57
Abbvie (ABBV) 0.4 $2.7M 12k 231.53
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.6M 7.9k 328.17
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.5M 21k 118.83
Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.3M 3.5k 669.26
Broadcom (AVGO) 0.3 $2.3M 7.0k 329.93
Wal-Mart Stores (WMT) 0.3 $2.3M 22k 103.06
Procter & Gamble Company (PG) 0.3 $2.3M 15k 153.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $2.3M 16k 145.65
Ishares Tr Ibonds Dec 2033 (IBDY) 0.3 $2.2M 86k 26.23
Tesla Motors (TSLA) 0.3 $2.2M 5.0k 444.74
Ishares Tr Ibonds 27 Etf (IBDS) 0.3 $2.0M 83k 24.34
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $2.0M 17k 120.72
Caterpillar (CAT) 0.3 $2.0M 4.1k 477.15
Johnson & Johnson (JNJ) 0.3 $1.9M 10k 185.43
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.9M 14k 140.05
Home Depot (HD) 0.3 $1.9M 4.7k 405.16
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.3 $1.9M 69k 27.29
Exxon Mobil Corporation (XOM) 0.3 $1.8M 16k 112.75
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $1.8M 70k 25.52
Cisco Systems (CSCO) 0.2 $1.7M 25k 68.42
Fidelity Covington Trust Fidelity Fund Lr (FFLG) 0.2 $1.7M 56k 29.48
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $1.7M 7.9k 208.70
MetLife (MET) 0.2 $1.6M 20k 82.37
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.2 $1.6M 30k 53.66
Bank of America Corporation (BAC) 0.2 $1.5M 29k 51.59
Applied Materials (AMAT) 0.2 $1.4M 7.0k 204.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M 2.7k 502.74
McDonald's Corporation (MCD) 0.2 $1.4M 4.5k 303.88
Ishares Tr Ibonds Dec 2031 (IBDW) 0.2 $1.3M 64k 21.22
Wec Energy Group (WEC) 0.2 $1.3M 11k 114.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.3M 26k 50.07
Parker-Hannifin Corporation (PH) 0.2 $1.2M 1.6k 758.01
Merck & Co (MRK) 0.2 $1.2M 15k 83.93
ConocoPhillips (COP) 0.2 $1.2M 13k 94.59
Blackrock (BLK) 0.2 $1.2M 1.0k 1165.44
Abbott Laboratories (ABT) 0.2 $1.2M 8.9k 133.94
Ishares Tr Ibonds Dec 2032 (IBDX) 0.2 $1.2M 46k 25.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $1.2M 43k 27.30
Coca-Cola Company (KO) 0.2 $1.2M 17k 66.32
General Dynamics Corporation (GD) 0.2 $1.1M 3.3k 341.02
Wells Fargo & Company (WFC) 0.2 $1.1M 13k 83.82
Pepsi (PEP) 0.2 $1.1M 7.9k 140.43
Netflix (NFLX) 0.2 $1.1M 907.00 1198.38
Philip Morris International (PM) 0.2 $1.1M 6.7k 162.20
Palantir Technologies Cl A (PLTR) 0.1 $1.0M 5.5k 182.42
International Business Machines (IBM) 0.1 $1.0M 3.6k 282.20
Ishares Tr Core Msci Eafe (IEFA) 0.1 $991k 11k 87.31
Emcor (EME) 0.1 $973k 1.5k 649.65
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $972k 41k 23.47
American Express Company (AXP) 0.1 $967k 2.9k 332.19
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $924k 4.5k 206.52
Prudential Financial (PRU) 0.1 $913k 8.8k 103.73
Bank of New York Mellon Corporation (BK) 0.1 $887k 8.1k 108.96
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $881k 8.4k 104.51
Vanguard World Health Car Etf (VHT) 0.1 $878k 3.4k 259.60
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $867k 9.9k 87.21
Chevron Corporation (CVX) 0.1 $858k 5.5k 155.29
Southern Company (SO) 0.1 $817k 8.6k 94.77
Verizon Communications (VZ) 0.1 $811k 18k 43.95
Oracle Corporation (ORCL) 0.1 $800k 2.8k 281.20
Eli Lilly & Co. (LLY) 0.1 $792k 1.0k 762.78
CSX Corporation (CSX) 0.1 $786k 22k 35.51
Qualcomm (QCOM) 0.1 $771k 4.6k 166.38
Us Bancorp Del Com New (USB) 0.1 $770k 16k 48.33
Wp Carey (WPC) 0.1 $742k 11k 67.57
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $741k 13k 55.33
At&t (T) 0.1 $731k 26k 28.24
Hartford Financial Services (HIG) 0.1 $705k 5.3k 133.39
American Electric Power Company (AEP) 0.1 $672k 6.0k 112.50
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $670k 30k 22.15
salesforce (CRM) 0.1 $660k 2.8k 237.02
Kinder Morgan (KMI) 0.1 $648k 23k 28.31
Prologis (PLD) 0.1 $623k 5.4k 114.52
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $597k 896.00 666.16
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $593k 10k 58.21
Bank First National Corporation (BFC) 0.1 $591k 4.9k 121.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $588k 3.1k 189.69
UnitedHealth (UNH) 0.1 $585k 1.7k 345.33
Oshkosh Corporation (OSK) 0.1 $579k 4.5k 129.71
PNC Financial Services (PNC) 0.1 $577k 2.9k 200.92
Public Service Enterprise (PEG) 0.1 $566k 6.8k 83.46
Pfizer (PFE) 0.1 $565k 22k 25.48
Republic Services (RSG) 0.1 $554k 2.4k 229.46
Nicolet Bankshares (NIC) 0.1 $551k 4.1k 134.49
Arthur J. Gallagher & Co. (AJG) 0.1 $549k 1.8k 309.72
Costco Wholesale Corporation (COST) 0.1 $547k 591.00 925.89
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 0.1 $542k 11k 50.66
Gilead Sciences (GILD) 0.1 $520k 4.7k 111.01
Norfolk Southern (NSC) 0.1 $515k 1.7k 300.46
Cadence Design Systems (CDNS) 0.1 $515k 1.5k 351.26
Kimberly-Clark Corporation (KMB) 0.1 $509k 4.1k 124.34
Amphenol Corp Cl A (APH) 0.1 $505k 4.1k 123.76
Vanguard Index Fds Value Etf (VTV) 0.1 $501k 2.7k 186.47
TJX Companies (TJX) 0.1 $500k 3.5k 144.53
Ferguson Enterprises Common Stock New (FERG) 0.1 $486k 2.2k 224.59
Metropcs Communications (TMUS) 0.1 $483k 2.0k 239.43
Lockheed Martin Corporation (LMT) 0.1 $482k 966.00 499.25
L3harris Technologies (LHX) 0.1 $475k 1.6k 305.49
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $460k 17k 27.75
Cardinal Health (CAH) 0.1 $451k 2.9k 156.94
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.1 $447k 17k 26.47
Accenture Plc Ireland Shs Class A (ACN) 0.1 $445k 1.8k 246.55
Spotify Technology S A SHS (SPOT) 0.1 $443k 635.00 698.00
Visa Com Cl A (V) 0.1 $442k 1.3k 341.37
Altria (MO) 0.1 $441k 6.7k 66.06
Vanguard Index Fds Growth Etf (VUG) 0.1 $430k 897.00 479.67
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $421k 3.8k 110.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $421k 5.9k 71.37
Illinois Tool Works (ITW) 0.1 $415k 1.6k 260.70
Palo Alto Networks (PANW) 0.1 $407k 2.0k 203.62
Fifth Third Ban (FITB) 0.1 $390k 8.8k 44.55
Moody's Corporation (MCO) 0.1 $387k 811.00 476.65
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $376k 22k 17.01
Nextera Energy (NEE) 0.1 $372k 4.9k 75.49
Royal Caribbean Cruises (RCL) 0.1 $371k 1.1k 323.72
Ge Aerospace Com New (GE) 0.1 $370k 1.2k 300.89
Blackrock Etf Trust Ishares Intl Eq 0.0 $357k 4.3k 82.58
Crown Castle Intl (CCI) 0.0 $354k 3.7k 96.49
Synopsys (SNPS) 0.0 $348k 706.00 493.39
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $337k 2.3k 148.61
Arista Networks Com Shs (ANET) 0.0 $335k 2.3k 145.72
Pentair SHS (PNR) 0.0 $333k 3.0k 110.74
Comcast Corp Cl A (CMCSA) 0.0 $328k 10k 31.42
Stryker Corporation (SYK) 0.0 $327k 883.00 369.72
Cintas Corporation (CTAS) 0.0 $325k 1.6k 205.27
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $322k 1.8k 174.55
Goldman Sachs (GS) 0.0 $317k 398.00 797.35
Alphabet Cap Stk Cl C (GOOG) 0.0 $316k 1.3k 243.53
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.0 $311k 7.3k 42.47
Medtronic SHS (MDT) 0.0 $309k 3.2k 95.25
Citigroup Com New (C) 0.0 $308k 3.0k 101.51
Vertiv Holdings Com Cl A (VRT) 0.0 $305k 2.0k 150.85
Advanced Micro Devices (AMD) 0.0 $304k 1.9k 161.77
Danaher Corporation (DHR) 0.0 $300k 1.5k 198.24
Zscaler Incorporated (ZS) 0.0 $300k 1.0k 299.66
Lamar Advertising Cl A (LAMR) 0.0 $298k 2.4k 122.43
Cummins (CMI) 0.0 $296k 701.00 422.24
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $295k 4.9k 59.92
Casey's General Stores (CASY) 0.0 $289k 511.00 565.61
Centrus Energy Corp Cl A (LEU) 0.0 $288k 928.00 310.07
Labcorp Holdings Com Shs (LH) 0.0 $287k 998.00 287.04
Texas Instruments Incorporated (TXN) 0.0 $286k 1.6k 183.72
Spdr Series Trust Portfolio Intrmd (SPIB) 0.0 $283k 8.3k 33.89
Robinhood Mkts Com Cl A (HOOD) 0.0 $281k 2.0k 143.18
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $280k 3.1k 91.41
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $274k 2.4k 113.89
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $270k 917.00 293.88
Mastercard Incorporated Cl A (MA) 0.0 $269k 472.00 569.03
Uber Technologies (UBER) 0.0 $262k 2.7k 97.97
Deere & Company (DE) 0.0 $260k 568.00 457.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $255k 3.1k 81.19
Dimensional Etf Trust Us Equity Market (DFUS) 0.0 $254k 3.5k 72.44
Becton, Dickinson and (BDX) 0.0 $249k 1.3k 187.19
Pure Storage Cl A (PSTG) 0.0 $247k 2.9k 83.81
American Water Works (AWK) 0.0 $236k 1.7k 139.19
Raytheon Technologies Corp (RTX) 0.0 $235k 1.4k 167.32
Kellogg Company (K) 0.0 $235k 2.9k 82.02
Fidelity National Information Services (FIS) 0.0 $230k 3.5k 65.95
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.0 $230k 1.0k 222.16
Ishares Tr Ultra Short Dur (ICSH) 0.0 $230k 4.5k 50.75
Fidelity Merrimack Str Tr Corp Bond Etf (FCOR) 0.0 $218k 4.5k 48.00
Associated Banc- (ASB) 0.0 $218k 8.5k 25.71
Cigna Corp (CI) 0.0 $217k 753.00 288.42
Marsh & McLennan Companies (MMC) 0.0 $213k 1.1k 201.55
Automatic Data Processing (ADP) 0.0 $200k 682.00 293.66