Mc Glone Suttner Wealth Management, Inc. Purchases in Q4 2024

Mc Glone Suttner Wealth Management, Inc.

  • $599 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
1.35K
+ 8.72%
$94.43 - $105.47 $127K - $142K
16.8K $1.71B
MA
Mastercard Inc

Financial Services
422
New
$491.3 - $536.15 $207K - $226K
422 $222M
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
4.56K
New
$46.38 - $48.42 $212K - $221K
4.56K $212M
C
Citigroup Inc

Financial Services
3.01K
New
$61.31 - $72.5 $184K - $218K
3.01K $212M
ADP
Automatic Data Processing Inc

Industrials
711
New
$280.08 - $307.97 $199K - $219K
711 $208M
PG
Procter & Gamble CO

Consumer Defensive
1.62K
+ 13.4%
$161.05 - $179.7 $261K - $291K
13.7K $2.3B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.41K
+ 20.8%
$131.66 - $144.0 $318K - $348K
14K $1.85B
ASB
Associated Banc Corp

Financial Services
8.47K
New
$20.64 - $28.14 $175K - $238K
8.47K $202M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.09K
New
$170.03 - $192.78 $185K - $210K
1.09K $201M
Labcorp Holdings Inc
872
New
N/A
872 $200M
NFLX
Netflix Inc

Communication Services
33
+ 3.78%
$687.65 - $936.56 $22.7K - $30.9K
907 $808M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 5.27%
$39.22 - $47.77 $50.6K - $61.7K
25.8K $1.13B
XLU
Utilities Sector Spdr

ETFs
2.43K
+ 32.56%
$74.89 - $82.93 $182K - $202K
9.91K $750M
KMI
Kinder Morgan, Inc.

Energy
1.41K
+ 7.6%
$22.59 - $28.54 $31.8K - $40.2K
19.9K $546M
VBR
Vanguard Small Cap Value ETF

ETFs
783
+ 10.23%
$197.36 - $217.3 $155K - $170K
8.44K $1.67B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
5.66K
+ 27.64%
$22.71 - $23.47 $128K - $133K
26.1K $596M
EME
Emcor Group, Inc.

Industrials
187
+ 16.02%
$427.96 - $526.95 $80K - $98.5K
1.35K $615M
META
Meta Platforms, Inc.

Communication Services
110
+ 3.02%
$554.08 - $632.68 $60.9K - $69.6K
3.76K $2.2B
AXP
American Express CO

Financial Services
50
+ 1.58%
$267.35 - $305.57 $13.4K - $15.3K
3.22K $956M
IBDV
Ishares Tr

Technology
4.46K
+ 21.88%
$21.24 - $22.15 $94.7K - $98.7K
24.8K $530M
FGRO
Fidelity Covington Tr

ETFs
678
+ 1.28%
N/A
53.8K $1.35B
BMO
Bank Of Montreal

Financial Services
788
New
$89.75 - $103.39 $70.7K - $81.5K
788 $76.4M
NOW
Service Now, Inc.

Technology
20
+ 6.83%
$867.18 - $1148.42 $17.3K - $23K
313 $332M
BK
Bank Of New York Mellon Corp

Financial Services
414
+ 6.21%
$70.82 - $81.87 $29.3K - $33.9K
7.08K $544M
VTI
Vanguard Total Stock Market Et

ETFs
39
+ 0.5%
$280.04 - $302.45 $10.9K - $11.8K
7.8K $2.26B
RSP
Invesco S&P 500 Equal Weight E

ETFs
389
+ 14.42%
$174.22 - $187.62 $67.8K - $73K
3.09K $541M
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.28%
$362.95 - $502.38 $726 - $1K
713 $319M
EFG
Msci Eafe Growth ETF

ETFs
826
+ 36.31%
$96.83 - $106.88 $80K - $88.3K
3.1K $300M
T
At&T Inc.

Communication Services
1.69K
+ 8.42%
$21.22 - $23.88 $35.9K - $40.5K
21.8K $496M
PH
Parker Hannifin Corp

Industrials
75
+ 6.18%
$621.74 - $709.46 $46.6K - $53.2K
1.29K $820M
MET
Metlife Inc

Financial Services
750
+ 4.65%
$78.15 - $88.25 $58.6K - $66.2K
16.9K $1.38B
USB
Us Bancorp \De\

Financial Services
633
+ 6.52%
$43.98 - $53.66 $27.8K - $34K
10.3K $495M
VNQ
Vanguard Specialized Funds Van

ETFs
827
+ 29.72%
$87.85 - $98.6 $72.7K - $81.5K
3.61K $322M
PANW
Palo Alto Networks Inc

Technology
1.11K
+ 116.23%
$181.96 - $405.9 $202K - $451K
2.07K $376M
IBM
International Business Machines Corp

Technology
231
+ 7.6%
$204.9 - $238.04 $47.3K - $55K
3.27K $719M
HD
Home Depot, Inc.

Consumer Cyclical
284
+ 7.22%
$385.02 - $431.37 $109K - $123K
4.22K $1.64B
CSX
Csx Corp

Industrials
2.53K
+ 15.59%
$31.58 - $36.88 $79.8K - $93.2K
18.7K $604M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.19K
+ 25.37%
$57.29 - $63.1 $68.3K - $75.2K
5.89K $338M
GILD
Gilead Sciences, Inc.

Healthcare
195
+ 7.11%
$83.95 - $97.9 $16.4K - $19.1K
2.94K $271M
PNC
Pnc Financial Services Group, Inc.

Financial Services
116
+ 5.21%
$178.39 - $215.0 $20.7K - $24.9K
2.34K $452M
ITW
Illinois Tool Works Inc

Industrials
214
+ 12.38%
$253.56 - $278.5 $54.3K - $59.6K
1.94K $493M
GOOG
Alphabet Inc.

Communication Services
56
+ 4.59%
$163.08 - $198.16 $9.13K - $11.1K
1.28K $243M
CGMU
Capital Group Core Plus Income
2.65K
+ 4.38%
N/A
63.1K $1.7B
NIC
Nicolet Bankshares Inc

Financial Services
7
+ 0.17%
$90.86 - $115.0 $636 - $805
4.08K $428M
XOM
Exxon Mobil Corp

Energy
1.41K
+ 11.98%
$105.51 - $125.37 $148K - $176K
13.2K $1.41B
PRU
Prudential Financial Inc

Financial Services
433
+ 6.86%
$114.59 - $129.52 $49.6K - $56.1K
6.74K $799M
AJG
Arthur J. Gallagher & Co.

Financial Services
87
+ 3.37%
$278.49 - $315.16 $24.2K - $27.4K
2.67K $758M
HBAN
Huntington Bancshares Inc

Financial Services
795
+ 7.25%
$14.18 - $18.2 $11.3K - $14.5K
11.8K $191M
PM
Philip Morris International Inc.

Consumer Defensive
284
+ 5.44%
$118.38 - $133.06 $33.6K - $37.8K
5.51K $663M
Activity Summary
Buys All Purchases 136 New Holdings 22 Increased Positions 114 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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