Mc Glone Suttner Wealth Management, Inc. Incresed Positions in Q4 2025

Mc Glone Suttner Wealth Management, Inc.

  • $743 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
34.7K
+ 0.94%
$37.61 - $39.41 $1.31M - $1.37M
3.74M $148B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
18.7K
+ 3.0%
$98.0 - $102.56 $1.84M - $1.92M
644K $66B
DFIV
Dimensional ETF Tr

ETFs
8.12K
+ 1.12%
$45.13 - $48.25 $366K - $392K
733K $36.6B
AVUS
American Centy ETF Tr Avantis

ETFs
11.7K
+ 2.32%
$105.96 - $111.17 $1.24M - $1.3M
516K $57.6B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6.54K
+ 2.34%
$68.19 - $73.27 $446K - $479K
285K $21.2B
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.2K
+ 1.5%
$25.85 - $27.19 $807K - $849K
2.12M $57B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
31.3K
+ 3.17%
$46.2 - $46.85 $1.45M - $1.47M
1.02M $46.8B
CGCP
Capital Group Core Plus Income

ETFs
45.5K
+ 3.41%
$22.64 - $22.98 $1.03M - $1.05M
1.38M $31.3B
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
31.9K
+ 24.58%
N/A
162K $3.92B
IEMG
Ishares Inc

ETFs
7.14K
+ 3.32%
N/A
222K $14.9B
CGXU
Capital Group Intl Focus Equit

ETFs
23K
+ 3.24%
$29.32 - $31.03 $675K - $714K
733K $21.7B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
14.7K
+ 5.29%
$45.63 - $46.44 $671K - $683K
293K $13.4B
CAT
Caterpillar Inc

Industrials
219
+ 5.34%
$480.82 - $585.49 $105K - $128K
4.32K $2.47B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.56K
+ 4.75%
$99.87 - $101.27 $556K - $563K
123K $12.2B
LLY
Eli Lilly & CO

Healthcare
108
+ 10.4%
$799.57 - $1025.28 $86.4K - $111K
1.15K $1.23B
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
17.7K
+ 42.82%
$23.35 - $23.55 $414K - $418K
59.2K $1.38B
VTI
Vanguard Total Stock Market Et

ETFs
873
+ 11.12%
$321.8 - $337.95 $281K - $295K
8.72K $2.92B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.8K
+ 16.59%
$24.24 - $24.37 $334K - $336K
96.9K $2.35B
PH
Parker Hannifin Corp

Industrials
144
+ 8.88%
$716.66 - $857.93 $103K - $124K
1.77K $1.55B
JNJ
Johnson & Johnson

Healthcare
318
+ 3.05%
$185.98 - $199.58 $59.1K - $63.5K
10.8K $2.23B
VUG
Vanguard Growth ETF

ETFs
501
+ 55.85%
$470.44 - $504.26 $236K - $253K
1.4K $682M
XOM
Exxon Mobil Corp

Energy
971
+ 6.05%
$110.64 - $119.78 $107K - $116K
17K $2.05B
CSCO
Cisco Systems, Inc.

Technology
340
+ 1.38%
$67.46 - $78.0 $22.9K - $26.5K
24.9K $1.92B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
+ 8.02%
$114.27 - $121.15 $196K - $208K
23.1K $2.78B
PLD
Prologis, Inc.

Real Estate
1.28K
+ 23.55%
$111.23 - $127.18 $143K - $163K
6.73K $859M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
9.37K
+ 13.3%
$25.38 - $25.57 $238K - $240K
79.8K $2.03B
AMD
Advanced Micro Devices Inc

Technology
602
+ 32.06%
$164.01 - $264.33 $98.7K - $159K
2.48K $531M
CAH
Cardinal Health Inc

Healthcare
333
+ 11.58%
$153.27 - $206.06 $51K - $68.6K
3.21K $659M
WMT
Walmart Inc.

Consumer Defensive
169
+ 0.76%
$101.18 - $109.03 $17.1K - $18.4K
22.5K $2.51B
WFC
Wells Fargo & Company

Financial Services
803
+ 6.06%
$77.62 - $87.3 $62.3K - $70.1K
14.1K $1.31B
GILD
Gilead Sciences, Inc.

Healthcare
1.12K
+ 23.84%
$110.56 - $125.2 $123K - $140K
5.8K $711M
IVV
Ishares Core S&P 500 ETF

ETFs
188
+ 5.37%
$656.2 - $690.71 $123K - $130K
3.69K $2.52B
AVGO
Broadcom Inc.

Technology
195
+ 2.79%
$324.63 - $385.98 $63.3K - $75.3K
7.18K $2.49B
IBDV
Ishares Tr

Technology
8.2K
+ 27.1%
$22.03 - $22.24 $181K - $182K
38.5K $849M
CGMU
Capital Group Core Plus Income
5.83K
+ 8.42%
N/A
75.1K $2.06B
DE
Deere & CO

Industrials
339
+ 59.68%
$439.11 - $480.78 $149K - $163K
907 $422M
BAC
Bank Of America Corp

Financial Services
1.14K
+ 3.9%
$48.65 - $54.11 $55.5K - $61.7K
30.4K $1.67B
PRU
Prudential Financial Inc

Financial Services
705
+ 8.01%
$99.13 - $107.85 $69.9K - $76K
9.51K $1.07B
BK
Bank Of New York Mellon Corp

Financial Services
818
+ 10.05%
$104.54 - $112.64 $85.5K - $92.1K
8.96K $1.04B
USB
Us Bancorp \De\

Financial Services
782
+ 4.91%
$45.28 - $48.26 $35.4K - $37.7K
16.7K $891M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.42K
+ 8.51%
$21.09 - $21.35 $114K - $116K
69K $1.46B
KO
Coca Cola CO

Consumer Defensive
614
+ 3.53%
$66.1 - $71.61 $40.6K - $44K
18K $1.26B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.97K
+ 7.64%
$49.98 - $50.59 $98.3K - $99.5K
27.7K $1.39B
GD
General Dynamics Corp

Industrials
352
+ 10.54%
$330.59 - $353.77 $116K - $125K
3.69K $1.24B
CGMS
Capital Grp Core Plus Income E
3.5K
+ 21.11%
N/A
20.1K $555M
IBM
International Business Machines Corp

Technology
148
+ 4.16%
$275.97 - $314.98 $40.8K - $46.6K
3.71K $1.1B
DHR
Danaher Corp

Healthcare
184
+ 12.15%
$202.46 - $223.01 $37.3K - $41K
1.7K $389M
QCOM
Qualcomm Inc

Technology
350
+ 7.56%
$153.59 - $187.68 $53.8K - $65.7K
4.98K $852M
GS
Goldman Sachs Group Inc

Financial Services
46
+ 11.56%
$744.6 - $838.97 $34.3K - $38.6K
444 $391M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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