Kerntke Otto Mc Glone Wealth Management Group Incresed Positions in Q4 2024

Kerntke Otto Mc Glone Wealth Management Group

  • $130 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
243K
+ 321.72%
$22.72 - $23.0 $5.53M - $5.59M
319K $7.27M
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
158K
+ 317.65%
$23.8 - $24.11 $3.77M - $3.81M
208K $4.98M
YLD
Principal Exchange Traded Fds

ETFs
190K
+ 214.68%
$19.17 - $19.61 $3.64M - $3.73M
279K $5.34M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
77.6K
+ 34.71%
$23.25 - $23.37 $1.8M - $1.81M
301K $7.02M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
45K
+ 10.96%
$33.92 - $36.6 $1.52M - $1.65M
455K $15.7M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.93K
+ 4.42%
$61.68 - $67.87 $366K - $402K
140K $8.73M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
11.1K
+ 107.29%
N/A
21.4K $507K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.85K
+ 63.72%
$44.87 - $46.86 $262K - $274K
15K $674K
HDV
Ishares Core High Dividend ETF

ETFs
3.04K
+ 12.24%
$110.82 - $121.28 $337K - $369K
27.9K $3.13M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
7.11K
+ 50.63%
$25.0 - $25.11 $178K - $178K
21.1K $529K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.04K
+ 4.43%
$80.18 - $88.79 $163K - $181K
48K $3.87M
CGUS
Capital Group Core Equity ETF
3.01K
+ 34.19%
$33.96 - $36.24 $102K - $109K
11.8K $413K
AVGO
Broadcom Inc.

Technology
64
+ 3.99%
$159.67 - $250.0 $10.2K - $16K
1.67K $387K
CGDV
Capital Group Divid Value ETF

ETFs
3.66K
+ 20.3%
$35.16 - $37.12 $129K - $136K
21.7K $764K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.66K
+ 11.72%
$34.49 - $39.24 $57.1K - $65K
15.8K $586K
XLU
Utilities Sector Spdr

ETFs
2.58K
+ 12.0%
$74.89 - $82.93 $193K - $214K
24K $1.82M
AAPL
Apple Inc.

Technology
4
+ 0.08%
$221.69 - $259.02 $887 - $1.04K
4.74K $1.19M
IDV
Ishares Tr

ETFs
5.06K
+ 21.71%
$27.03 - $29.92 $137K - $151K
28.4K $776K
TM
Toyota Motor Corp

Consumer Cyclical
109
+ 7.22%
$169.2 - $199.52 $18.4K - $21.7K
1.62K $314K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
166
+ 1.9%
$42.05 - $48.31 $6.98K - $8.02K
8.92K $412K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.25K
+ 4.04%
$35.45 - $40.33 $44.4K - $50.5K
32.2K $1.16M
MGEE
Mge Energy Inc

Utilities
9
+ 0.3%
$88.55 - $108.16 $797 - $973
3.01K $283K
CVX
Chevron Corp

Energy
54
+ 2.27%
$141.15 - $162.53 $7.62K - $8.78K
2.44K $353K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.07%
$261.5 - $284.63 $262 - $285
1.36K $358K
IBMO
Ishares Tr Ibonds December 202

ETFs
75
+ 0.75%
$25.4 - $25.62 $1.91K - $1.92K
10.1K $257K
Series Portfolios Tr
143K
+ 265.39%
N/A
197K $0
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
35
+ 1.48%
$105.45 - $117.99 $3.69K - $4.13K
2.41K $255K
DGRO
Ishares Core Dividend Growth E

ETFs
6.02K
+ 2.2%
$60.73 - $64.94 $365K - $391K
280K $17.2M
DVY
Ishares Tr

ETFs
16
+ 1.05%
$129.55 - $143.41 $2.07K - $2.29K
1.54K $202K
WEC
Wec Energy Group, Inc.

Utilities
7
+ 0.26%
$92.94 - $101.82 $651 - $713
2.73K $257K
ITW
Illinois Tool Works Inc

Industrials
7
+ 0.57%
$253.56 - $278.5 $1.77K - $1.95K
1.24K $313K
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.03%
$80.14 - $90.95 $80.1 - $91
3.3K $266K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
41
+ 1.99%
$131.66 - $144.0 $5.4K - $5.9K
2.1K $277K
CAT
Caterpillar Inc

Industrials
1
+ 0.15%
$360.37 - $416.88 $360 - $417
664 $240K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
91
+ 0.21%
$48.48 - $49.47 $4.41K - $4.5K
43K $2.09M
GD
General Dynamics Corp

Industrials
11
+ 1.36%
$260.28 - $314.03 $2.86K - $3.45K
817 $215K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$114.45 - $127.21 $114 - $127
6.12K $707K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
182
+ 2.53%
$99.2 - $108.47 $18.1K - $19.7K
7.39K $735K
DFAX
Dimensional ETF Tr
273
+ 1.19%
$24.76 - $27.04 $6.76K - $7.38K
23.1K $575K
JNJ
Johnson & Johnson

Healthcare
12
+ 0.41%
$143.34 - $165.86 $1.72K - $1.99K
2.92K $422K
KO
Coca Cola CO

Consumer Defensive
12
+ 0.22%
$61.74 - $71.71 $741 - $861
5.52K $343K
CGXU
Capital Group Intl Focus Equit

ETFs
694
+ 2.26%
$24.67 - $26.94 $17.1K - $18.7K
31.4K $775K
NEM
Newmont Corp

Basic Materials
1.55K
+ 22.81%
$37.0 - $58.68 $57.4K - $91K
8.35K $310K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.21%
$485.52 - $625.25 $971 - $1.25K
956 $483K
XOM
Exxon Mobil Corp

Energy
27
+ 0.26%
$105.51 - $125.37 $2.85K - $3.38K
10.4K $1.11M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.7K
+ 6.99%
$25.61 - $28.0 $403K - $441K
241K $6.23M
WPM
Wheaton Precious Metals Corp.

Basic Materials
220
+ 0.72%
$56.08 - $68.53 $12.3K - $15.1K
30.8K $1.73M
Activity Summary
Buys All Purchases 52 New Holdings 4 Increased Positions 48 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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